Associate Director of FP&A

The Presidio Trust is seeking an Associate Director of Financial Planning & Analysis (FP&A) within the Finance Division. Once an Army Base, the Presidio of San Francisco is now a new kind of national park. The 1,500-acre Presidio is richly layered in history, is a natural oasis for wildlife, plants, and people, and offers iconic views known around the world. In its third decade as a park, public awareness and enjoyment of this exceptional place continues grow.

The Associate Director of FP&A is responsible for guiding the agency through annual budget formulation and reporting, and the development and management of the Trust Enterprise Risk Management (ERM) program. Leads and evaluates all planned and ad-hoc analysis, modeling, forecasting, and reporting produced by the FP&A department, maintaining product consistency. In partnership with the Director of FP&A, serves as primary finance partner to the Executive Team, synthesizing results into executive summaries suitable for decision making.  Champions agency-wide budget formulation that provides the financial foundation for the long-term strategic plan and mitigates risks identified by the ERM program, as well as associated financial performance and compliance reporting. Ensures knowledge of budget and financial analysis best-practices are retained and trains other analysts to implement them.

Our ideal candidate is a dynamic, innovative, and resourceful financial professional who embraces the opportunity to work in a team-oriented department. You have outstanding managerial, communication and interpersonal skills, and a demonstrated ability to apply broad analytical principles and practices. You’re an energetic self-starter who can work on multiple tasks, an expert in Excel and other finance-related systems, and you prioritize competing needs and meet pre-established deadlines with aplomb.

This is a full-time position with benefits and a starting pay range of $161,928 to $177,185 for roles based in the San Francisco Bay Area. The starting base salary is dependent on the experience and qualifications of the candidate. Applications received by April 12, 2024 will receive first consideration.

Responsibilities

• Lead the development and implementation of the Agency’s annual planning and budgeting process, partnering closely with key stakeholders throughout the process, from executives to analysts.
• Design and direct the Enterprise Risk Management program, ensuring agency risks are identified, assessed and pro-active measures are taken and complied with to mitigate risk. This includes, but is not limited to, budgetary resource allocations and insurance policy maintenance to sufficiently cover agency risk.
• Lead and evaluate all planned and ad-hoc analysis, modeling, forecasting, and reporting produced by the Financial Planning and Analysis (FP&A) department, maintaining product consistency.
• Oversee the ongoing rolling forecasts, tracking and reporting performance relative to budget.
• Lead, train, and motivate a high-performing team. Manage and coach Enterprise Risk Manager and Budget Analyst to ensure quality, accuracy, and timeliness in work, and mentor financial analysts in the production of data, analysis, reports, and models.
• Provide monthly and quarterly analysis and reporting of financial and operational results and variances to budget to ensure key drivers, issues, and required actions are deeply understood by Trust management and the Board of Directors.
• Develop and present Executive-level summaries suitable for decision-making based on data and analysis produced by analysts and the risk manager.
• Serves as a strategic partner to Division and Department leaders during annual planning, and on an ad hoc basis, to review budget submissions, reports, models, ERM tools, and analyses; challenge thinking, where needed, to ensure broader agency goals are incorporated and improve the quality of the final product.
• Develop the standards, processes and guides for FP&A team to engage leaders in monitoring financial and risk mitigation performance through regular communication, and monthly reviews and variance investigation.
• Design, build, iterate and oversee the administration and maintenance of complex financial performance and forecast models, including KPIs, to provide trend analysis, identify opportunities and develop recommendations that will enable effective decision-making regarding revenue, growth strategy, and cost structure.
• Work closely with the Agency’s Program Management Office (PMO) to ensure financial and resource data access and accuracy for major operating activities and projects.
• Collaborate and coordinate with the Trust’s Employee Support Services (ESS) on annual workforce planning. Advise and recommend improvements for the FTE planning through oversight and review.
• Engages cross-functionally with all levels of management and staff to continuously improve policies, procedures, processes, and templates, providing guidance from an FP&A perspective as needed.
• Increase productivity, working with the CFO and Director of FP&A, to identify inefficiencies, implement system and process upgrades, improve documentation, and develop cross-training opportunities.
• Develop and maintain a budget and forecast calendar to ensure all participants have ample time to plan and complete their activities in a timely manner, ensuring a high-quality result.
• Build and maintain strong highly collaborative working relationships with partners throughout the organization to influence decision-making aligned with strategic and financial goals.
• Serve as primary Finance partner to the Office of Management and Budget (OMB) for required reporting.
• As a member of the Finance Leadership Team, participate in developing and implementing departments’ overarching strategic mission, goals, and objectives, As a member of the Finance Leadership Team.
• Serve as primary back up to Director of Financial Planning and Analysis.
• Other duties as assigned.

Supervisory Responsibilities

Directly supervises and mentors up to 2 employees. Matrixed oversight of three financial analysts to ensure agency consistency in budgetary analysis and reporting.  Carries out supervisory responsibilities in accordance with the organization’s policies, directives, and applicable laws. Responsibilities include interviewing, hiring, training, and mentoring employees; planning, assigning, and directing work; appraising performance; fostering continuous improvement and staff development; scheduling time off; rewarding and disciplining employees and addressing complaints and resolving problems.

Required Qualifications

• Bachelor’s degree in accounting, finance, or business; AND
• Ten (10) years successful performance in a budget or finance function and three to five (3-5) years of managing teams; OR
• A combination of education and experience that demonstrates the knowledge and skills necessary to perform the required work.
• Demonstrate highly advanced proficiency in Excel and skills in developing complicated spreadsheets inclusive of the following Excel functions: pivot tables, vlookups, if statements, etc.  Ability to work within Excel with SQL and Oracle databases.
• Ability to use judgement and ingenuity in interpreting the intent of existing guidelines (e.g., A-11) and developing applications to analysis and reporting activities (e.g., Office of Management and Budget reporting in MAX system).
• Ability to apply financial techniques such as accounting, statistics, or math to develop spreadsheet analysis.
• Ability to provide technical budget services in planning, preparation, and execution.
• Ability to communicate effectively both orally and in writing at multiple levels, from strategic guidance to executive management to tactical instruction to new budget managers and analysts.
• Experience in working in a multi-faceted environment with complex missions or background in construction, property management, and cost accounting.

Desired Qualifications

• Knowledge of Oracle ERP or similar reporting tools
• Knowledge of Yardi Voyager
• Knowledge of Trust accounting and financial management

About the Presidio Trust Finance Team

Our Finance Team is a diverse group of professionals. As part of a one-of-a-kind organization, the team brings together innovative private sector strategies while following federal policies and guidelines to develop and maintain the Presidio Trust’s budget, support all accounting and reporting activities, and ensure the park is self-sufficient and continues to be available for all visitors.

Background Investigation

The Presidio Trust has identified this position as subject to a standard employment background investigation which shall consist of a review of applicable county, state and Federal criminal and civil records, state bankruptcy indexes, driver’s license, and a credit report. An individual’s granting of a background investigation and resulting report is voluntary, however, employment is contingent upon the successful completion of the investigation. The Trust may refuse to hire an individual, rescind an offer of employment, or review and terminate the employment of a current employee who does not successfully complete a background investigation.

Financial Disclosure

This position will require the completion of the U.S. Office of Government Ethics (OGE) Form 278, Public Financial Disclosure Report, both as a New Entrant into the position and annually thereafter. The purpose of the financial disclosure system is to assist employees and their agencies in avoiding conflicts between official duties and private financial interests or affiliations.

The Presidio Trust is an equal opportunity employer, offering a competitive benefits package. To apply, download the employment application from our website at www.presidio.gov/about/presidio-trust/careers and submit your application to our email address listed on our website.