Manager, Financial Planning and Analysis

Liliuokalani Trust•Honolulu, HI

23h

About The Position

The Manager, Financial Planning and Analysis (FP&A) plays a critical role in supporting the long‑term financial health, sustainability, and strategic growth of the Liliʻuokalani Trust (LT). This role leads the development and execution of the annual budgeting process, multi‑year financial forecasts, and financial models that inform organizational performance and strategic decision‑making. Serving as a trusted advisor to executive and senior leaders, the Manager, FP&A provides clear, actionable insights that support mission‑aligned investment decisions, operational efficiency, and long‑term planning. The role partners closely with the Controller, Executive & Senior Leadership Teams across the organization to translate strategy into financial plans and to ensure resources are stewarded responsibly in support of LT’s mission. The ideal candidate is highly analytical and strategic, thrives in a dynamic and entrepreneurial environment, and is comfortable building, strengthening, and continuously improving FP&A capabilities. This position is instrumental in securing the long‑term viability of LT’s mission‑related programs and in perpetuating Queen Liliʻuokalani’s legacy through disciplined financial stewardship.

Requirements

Bachelor’s degree in Finance, Business Administration, Economics, Accounting, or a related field required
Five (5) or more years of progressive experience in financial planning and analysis, corporate finance, or a related discipline.
Demonstrated experience leading annual budgeting processes and recurring forecast cycles in a dynamic, evolving environment.
Proven track record supporting senior and executive leaders with high‑quality financial analysis and decision support.
Advanced financial modeling and Excel skills required.
Proficiency with ERP systems and data visualization or business intelligence tools (e.g., Tableau or similar).
Proficiency in Microsoft Office Suite, including PowerPoint, Word, and Outlook.
Strong understanding of financial planning methodologies, key accounting concepts, and performance management metrics.
Experience developing, automating, and maintaining management reporting, dashboards, and KPIs.
Ability to synthesize and analyze large, complex data sets and translate them into actionable insights.
Strong business acumen with demonstrated success partnering with senior leaders and cross‑functional stakeholders.
Excellent written, verbal, and presentation skills, with the ability to communicate complex financial information clearly and concisely to non‑financial audiences.
Entrepreneurial mindset with comfort operating in ambiguous, fast‑paced environments and building processes and tools from the ground up.
Ability to manage multiple priorities, meet deadlines, and maintain high standards of accuracy and accountability.
Demonstrated leadership capability, including the ability to mentor, coach, and develop junior team members as the function grows.
Ability to thrive in a collaborative, mission‑driven environment, working effectively across finance, operations, and program teams.

Nice To Haves

Master’s degree preferred.
Professional certifications such as CFA or FPAC are desirable.

Responsibilities

Own and lead the organization’s annual operating and capital budgeting process, establishing assumptions, timelines, and governance while coordinating cross‑functional inputs to translate strategic priorities into a comprehensive, mission‑aligned financial plan.
Lead recurring financial forecast cycles, incorporating actual results, evolving assumptions, and scenario analysis to provide timely, forward‑looking insights that support executive decision‑making and resource allocation.
Develop and maintain long‑term financial plans and multiyear outlooks, including scenario modeling, to assess sustainability, capacity, and long‑term resource stewardship.Build and enhance financial models that support strategic, operational, and program investment decision‑making.
Deliver variance, performance, and trend analysis against budgets, forecasts, and key financial metrics, highlighting drivers, implications, and recommended actions for leadership.Support long‑term financial planning, capital planning, and cash flow projections in close collaboration with the Controller.
Serve as a trusted advisor to the Vice President & Chief Financial Officer, providing ad hoc financial analyses that inform short‑ and long‑term organizational decisions.
Prepare and present clear, concise analyses, forecasts, and recommendations to executive leadership that support strategic, operational, and program investment decisions.
Working closely with the Controller, present financial results and forward‑looking insights to the Executive and Senior Leadership Teams in an accessible and decision‑oriented manner.
Conduct project analyses, feasibility assessments, due diligence, and financial projections as requested by the CFO and/or CIO.
Provide analysis, as needed, of joint venture and charitable spending structures to support effective and compliant partnerships.
Partner closely with program, operational, and business leaders to understand key cost drivers, risks, and opportunities across departments, programs and initiatives.
Analyze, identify, and track expense drivers to improve financial planning accuracy, cash flow forecasting, and resource allocation.
Act as a liaison between finance and operations, ensuring shared understanding of financial goals, constraints, and outcomes.
Provide scenario planning, cost analysis, and financial assessments for new programs, expansions, and strategic initiatives.
Collaborate with the CFO and Controller to develop and enhance dashboards, KPIs, and executive reporting packages, improving fiscal visibility and accountability for leaders and budget owners.
Drive continuous improvement and automation of planning, forecasting, and reporting processes to increase efficiency, accuracy, and insight.
Strengthen financial reporting and analytical systems to support timely, high‑quality decision‑making across the organization.
Mentor, coach, and support the development of financial analysts as the FP&A function grows.
Lead the ongoing maturation of FP&A capabilities, tools, and practices, establishing standards, discipline, and best practices as the function continues to evolve.
Contributes to the Trust’s success by accepting new assignments, helping team members, learning new skills, and striving to improve team and organization results.