Manager, Financial Planning and Analysis - TERM

High-Level Overview

Benevity is the global leader in workplace giving, volunteering, donation matching, and community investment software. We're looking for a Manager, Financial Planning & Analysis to help drive our financial planning and analysis processes, support strategic decision-making, and deliver actionable insights to senior leadership. This is a high-impact, cross-functional role for someone who loves working with data, solving complex problems, and contributing to a mission-driven company.

If you're detail-oriented, analytical, and energized by turning data into decisions—while supporting a purpose-driven team—this role is for you.

This is a 12-14 month TERM opportunity.  

What you'll do:

• Lead annual budgeting and forecasting processes in partnership with senior business leaders
• Prepare monthly, quarterly, and annual financial reports and variance analyses for executive leadership
• Spearhead the automation of our financial operations, leveraging AI and modern development tools to transition the team from manual Excel spreadsheets to highly scalable, automated workflows.
• Develop and maintain financial models for scenario planning, sensitivity analysis, and long-term forecasts
• Provide financial support on strategic initiatives, investments, and operational improvements
• Identify and drive continuous improvements in financial processes, systems, and reporting workflows
• Collaborate with Accounting and other Finance teams to ensure accurate and timely reporting in line with accounting standards
• Monitor and report on financial and operational KPIs, offering insights to drive performance
• Support ad hoc analyses, M&A, due diligence, and special projects as needed
• Manage and mentor a team of FP&A professionals, fostering growth and development

What you'll bring:

• Bachelor’s degree in Finance, Accounting, Business, or a related field; MBA or advanced degree preferred
• CPA, CFA, or equivalent professional designation; knowledge of US GAAP is a plus
• Proven technical development and AI competencies (e.g., Python, SQL, AI/ML tools), with a strong track record of modernizing finance operations and reducing spreadsheet reliance.
• 7+ years of experience in FP&A, Corporate Finance, or related roles; experience in SaaS or tech is an asset
• Strong financial modeling, forecasting, and analytical skills
• Advanced Excel skills and 3+ years’ experience with financial planning tools (e.g., Adaptive Insights, Anaplan)
• Experience with Netsuite or similar accounting software
• Detail-oriented, data-driven, and comfortable challenging the status quo
• Able to manage competing priorities and thrive in a fast-paced, high-growth environment
• Strong communication and collaboration skills, with the ability to influence cross-functional stakeholders
• Familiarity with business intelligence tools (e.g., Tableau) is a plus