Financial Planning and Systems Manager

First Book has a mandatory Covid-19 vaccination policy (medical and religious exemptions permitted)

About the position:

(This is not a 100% remote position/ MANDATORY IN OFFICE: Tuesday & Wednesday)

The Financial Planning and Systems Manager is a key leadership role within the Finance team responsible for owning and advancing the organizations financial systems management reporting and planning infrastructure. Reporting directly to the CFO this role supports the organizations growth and strategic objectives by ensuring the reliability scalability and effectiveness of financial data processes and tools.

This position serves as the owner of Finance systems and reporting processes acting as the primary point of accountability for budgeting forecasting internal reporting and finance-related system implementations. While this role does not have direct reports it carries manager-level responsibility through functional ownership cross-functional leadership and decision-making authority.

Essential Duties and Responsibilities:

Financial Reporting & Analysis

• Own the design integrity and ongoing improvement of Finance systems management reporting and planning processes.
• Establish standards controls and best practices for financial data reporting structures and workflows.
• Oversee the preparation analysis and interpretation of monthly quarterly and annual internal financial reports.
• Ensure consistency accuracy and usability of management reporting for senior leadership and operating teams.
• Develop dashboards and analytical tools that provide insight into performance trends and drivers of results.

Financial Systems & Technology Leadership

• Serve as the Finance lead and subject matter expert for financial systems and data-related initiatives.
• Lead finance participation in organization-wide IT projects system implementations integrations and upgrades.
• Partner with IT and external vendors to define requirements test solutions and ensure successful adoption.

Budgeting & Forecasting

• Own the annual operating budget and monthly forecast processes including timelines assumptions models and deliverables.
• Coordinate closely with Accounting to support month-end close activities ensuring alignment between actual results forecasts and management reporting.
• Partner with department leaders to strengthen financial discipline budget adherence and understanding of financial results.
• Evaluate variances and performance drivers and communicate implications to leadership.

Qualifications:

To perform this job successfully an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge skill and/or ability required:

• 7 years of progressive experience in financial analysis accounting FP&A or financial systems roles.
• Strong understanding of accounting principles financial modeling and management reporting.
• Demonstrated expertise in financial and accounting systems reporting tools and data analysis.
• Proven ability to independently own complex processes and deliver results with minimal oversight.
• Excellent written and verbal communication skills with the ability to influence without authority.
• Strong analytical organizational and problem-solving skills.

Education

• Bachelors degree in finance Accounting or a related field or equivalent experience.

Skills & Experience

• Experience leading cross-functional initiatives or system implementations.
• Highly detail-oriented with a strong focus on data integrity and controls.
• Ability to manage competing priorities in a dynamic environment.
• Strong interpersonal skills and comfort working with all levels of the organization.
• Advanced proficiency in Microsoft Excel and PowerPoint; familiarity with Salesforce or integrated financial platforms is a plus.

All full-time employees are eligible for the following benefits:

• Eligibility for medical and dental insurance coverage in accordance with plan terms.
• Life Insurance and Accidental Death and Dismemberment (AD&D) coverage subject to plan provisions.
• Paid vacation leave accrued in accordance with organizational policy.
• Paid sick leave provided in compliance with applicable federal state and local laws.
• Up to twelve (12) paid holidays annually subject to organizational schedule and business needs.
• Eligibility to participate in the organizations 401(k) retirement plan including employer matching contributions in accordance with plan documents.
• Eligibility for an employer-provided parking stipend subject to program guidelines and business needs.
  

TO APPLY:

Application Instructions:

• Candidates are invited to submit a resume and a cover letter that details their interest in the position to applications submitted through First Books approved application platforms will be considered.
• Applications submitted through external or unapproved sites including Idealist will not be reviewed.

• First Book does not accept unsolicited recruiter submissions and does not pay fees for resumes submitted outside of a formal written agreement.

EQUAL EMPLOYMENT OPPORTUNITY STATEMENT

• First Book is an equal opportunity employer and does not discriminate on the basis of race color religion creed sex gender identity or expression sexual orientation national origin age disability marital status personal appearance family responsibilities genetic information matriculation political affiliation veteran status or any other status protected by applicable federal District of Columbia or local law.

ADA / REASONABLE ACCOMMODATION STATEMENT

• First Book is committed to providing reasonable accommodations to qualified individuals with disabilities and for sincerely held religious beliefs in accordance with applicable law.
• Applicants requiring accommodations during the application or interview process should contact Tasha McNeill at or .

EMPLOYMENT CONDITIONS

Location and Work Presence Requirement

• This position requires the ability to maintain a regular in-office presence at First Books Washington DC office to support collaboration with internal teams and participation in partnership-related activities.
• The role is structured as a hybrid position with required in-office days. Reasonable accommodation will be considered in accordance with applicable federal state and local laws.

Relocation Assistance

• Relocation assistance is not provided for this position. Candidates must be able to meet the roles in-office presence requirements independently.

Compensation Transparency

• In compliance with the District of Columbia Wage Transparency Act First Book will provide the pay range for this position to applicants upon request or as part of the job posting.

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Experience:

Manager