The Financial Planning & Analysis Manager will report to the CFO and will be responsible for providing financial insights and projections to the organization.
The Financial Planning & Analysis Manager will prepare accurate monthly financial reports, assist in the preparation of presentations that provide thoughtful analysis, identify action items, and effectively frame decisions that need to be made. This position is in Campbell & Company’s Chicago headquarters.
RESPONSIBILITIES
Produce monthly, annual and ad hoc financial reports; ensures that the reported results comply with generally accepted accounting principles (GAAP).
Produce the annual budget and forecasts with input from Service Line and Functional
Identify and research variances to forecast, budget, and prior year expenses, proactively identifying opportunities for improvement.
Oversee and support Senior Accountant
Dive deeply into financial data and become a subject matter expert to provide additional
Identify and understand business challenges; propose and create
Provide financial analysis, with emphasis on productivity, demand planning, and
Work with external accountants and provide needed information for the annual review/audit.
Maintain a documented system of accounting policies and procedures; implements a system of controls over accounting transactions to minimize risk.
Lead and deliver digital finance transformation by identifying areas for technology adoption and
Perform other related duties as necessary or
QUALIFICATIONS
Experience developing financial report and
General knowledge of accounting/financial/operational
Advance computer skills on Microsoft Office Suite and
Superior attention to detail and ability to successfully manage multiple competing priorities while maintaining a view of the big picture.
Strong interpersonal and communication skills with the ability to interact with various management levels and influence others through verbal and written communications.
Demonstrated ability to drive projects across an
Experience with QuickBooks and Salesforce preferred, with knowledge of other
Campbell & Company is a national consulting firm that serves nonprofit organizations and institutions in all sectors, including
education, the environment, healthcare, human services, arts and culture, associations and membership organizations, and civic and public affairs.
The firm is based in Chicago and Seattle with regional staff in California, Florida, Indiana, Ohio, Maine, Missouri,Texas, and Washington, DC. Our team-based approach enhances our work and is built into our company’s structure.
Campbell & Company is a 100 percent employee-owned firm, commonly referred to as an Employee Stock Ownership Plan, or
ESOP. Shared ownership gives employees a stake in the firm’s goals and supports a culture that fosters shared success through shared responsibility. Over 6,500 businesses throughout the United States operate under this model, and the numbers continue to grow. The ESOP creates personal assets for our employees and creates a stronger firm overall. This is an exciting time for Campbell & Company as we evolve to meet the nonprofit sector’s changing needs.
We work with organizations at critical points in their growth and development, when our expertise and partnership... can have a
powerful impact. We have four primary service lines: executive search, fundraising, communications, and strategic information
services. Our culture of innovation fueled the development of Campbell & Company’s first software as a service product, Beam
Insights, which aims to address advances in data science to support fundraising.
As a firm, we are fully committed to Diversity, Equity, Inclusion, and Access (DEIA). We have created a framework to strengthen
the diversity of our firm, address the ways in which we can be more fully inclusive of people from all backgrounds, and work to
build equity in our profession and the nonprofit sector. This framework focuses on our internal talent management, ensuring
an inclusive culture, continuous learning, and transparent communication. We are not experts but are getting better every day.
Through our consulting partnerships, we have seen firsthand how nonprofit organizations can activate movements and work
for justice as they passionately pursue their missions. We also understand that power dynamics between funders, nonprofits,
and the communities they serve contribute to many of the same problems we aim to solve, and that we have a responsibility to
advance equity within the philanthropic sector
