Executive Director, Financial Planning & Analysis

CW Talent • Williamsburg, VA

15h

About The Position

The Executive Director of Financial Planning and Analysis is a strategic leader
dedicated to advancing the Colonial Williamsburg Foundation’s financial
sustainability and long-term growth. This leader oversees financial planning,
budget development, treasury, and business intelligence functions. The role is
responsible for leading a team of data, financial, and treasury analysts,
collaborating with cross-functional partners, and serving as a key advisor to
senior leadership. By leveraging data-driven insights and process improvements,
this position delivers measurable impact on operational excellence,
organizational agility, and the Foundation's ability to deliver on its mission.
The leader ensures compliance, drives innovation, and communicates complex
financial information clearly to diverse audiences, supporting informed
decision-making at all levels.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field, or an equivalent combination of education, training, and experience.
• Minimum of ten years of progressive experience in financial planning, analysis, treasury, or business intelligence roles.
• Significant experience solving complex problems that require mastery level and knowledge/skills within the professional discipline itself.
• Leadership experience managing teams and leading cross-functional projects such as budgeting cycles, system implementations, or strategic financial initiatives within complex organizations.
• Extensive experience in financial data management, reporting, and information delivery to support organizational decision-making.

Nice To Haves

• Master’s degree in Finance, Accounting, Business Administration, or a related discipline.
• Experience with financial planning specifically using ERP systems such as Workday, Adaptive Planning, or similar platforms, especially in nonprofit environments.
• Experience managing large capital projects, deferred maintenance funding, or similar initiatives requiring complex financial oversight and reporting.

Responsibilities

• Strategic Financial Leadership & Planning: Set vision and direction for all financial management functions, including multi-year financial modeling, budget development, treasury, and resource allocation. Influence long-term financial sustainability and growth by aligning financial strategies with the Foundation’s mission and strategic initiatives.
• Financial Planning, Analysis & Reporting: Lead the FP&A and Treasury teams in preparing cash flow projections, operating and capital budgets, forecasts, and long-range financial plans. Oversee financial reporting and variance analysis, delivering actionable insights to executive leadership that drive organizational performance.
• Budgeting & Resource Allocation: Design and implement a comprehensive, transparent budgeting process incorporating all funding sources. Coordinate annual budget development, establish guidelines with department leaders, and monitor performance to ensure resources are allocated efficiently and in support of strategic goals.
• Treasury, Cash & Debt Management: Oversee cash management, short- and long-term forecasting, and investment portfolio strategy. Support the structuring, ongoing monitoring, and compliance of the Foundation’s debt, ensuring prudent financial stewardship and adherence to financing requirements.
• Business Intelligence & Process Improvement: Lead the development and execution of business intelligence strategies using tools such as PowerBI, Tableau, Power Apps, and Robotic Process Automation (RPA). Drive measurable results by automating and streamlining FP&A and reporting processes with platforms like Workday and Adaptive Planning, leading to improved efficiency, accuracy, and timeliness of information delivery.
• Financial Compliance & Reporting: Prepare detailed financial reports and ensure compliance with federal, state, and private entity regulations. Regularly review performance metrics, support reporting for debt holders and rating agencies, and participate in required surveys, identifying and implementing improvements to strengthen financial controls and transparency.
• Team Leadership & Talent Development: Manage and mentor a team of data, financial, and treasury analysts, fostering a culture of innovation, professional growth, and high performance. Lead talent development, succession planning, and champion change management initiatives for continuous improvement.
• Collaboration & Communication: Work closely with cross-functional teams and leadership to translate organizational needs into actionable financial and analytical solutions. Ensure the effective communication of findings and recommendations, facilitating data-informed decisions and alignment across departments.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Number of Employees: 501-1,000 employees