Financial Planning & Operations Manager

POSITION TITLE: Financial Planning & Operations Manager

DEPARTMENT: Finance and Operations

REPORTS TO: Chief Finance & Operations Officer

TYPE: Full Time, Exempt

Salary Range: $65,000 – $72,000

United Way of Greater Charlotte is boldly investing in what if. When Charlotte ranked last in the nation for economic mobility, United Way challenged ourselves and others to say what if every neighborhood has the resources it needs to break the cycle of poverty? And what if every person has equal access to opportunities? In response, United Way is going directly to where the needs are the greatest and is bringing new voices to the table to promote racial equity and ensure every neighborhood thrives. We believe that by challenging the what ifs and by moving together in hope, we can build thriving communities.

The Financial Planning & Operations Manager serves as a key partner across the organization, supporting sound financial stewardship and informed decision making. This role works closely with program and operational leaders to manage budgets, monitor financial performance, oversee accounts payable activities, and provide budget-to-actual analysis and forecasting. The Financial Planning & Operations Manager helps ensure organizational resources, including donor and grant funding, are utilized effectively and in alignment with mission priorities.

Financial Partnership & Program Support

• Serve as a trusted financial partner to program and department leaders.


• Support in understanding budget performance, spending trends, and funding availability.


• Facilitate monthly budget-to-actual reviews and provide meaningful variance analysis.


• Promote financial literacy across the organization through training and coaching.

Budgeting, Forecasting & Financial Stewardship

• Coordinate & collaborate with external partners the annual budget development for United Way's department leaders and senior leadership.


• Monitor spending to ensure responsible stewardship of donor, grantor, and community resources.


• Prepare forecasts and financial models to support planning and decision-making


• Develop reports and dashboards that provide actionable financial insights.

Grant & Restricted Fund Monitoring

• Monitor grant, contract, and restricted fund activity to ensure alignment with donor and funder requirements.


• Collaborate with program leaders to track grant-funded expenditures and funding balances.

Accounts Payable & Operational Finance

• Oversee accounts payable processes to ensure timely and accurate vendor payments.


• Identify opportunities to streamline workflows and strengthen financial processes.


• Cross train on select processes with Donor Operations to ensure business continuity.

Stakeholder Collaboration

• Collaborate with program, fundraising, donor engagement, and operations teams.


• Translate financial information and analysis for leadership, board committees, and external stakeholders, as needed.


• Contribute to a culture of transparency, accountability, and continuous improvement.

Core Competencies

Financial Stewardship, Budget Management & Forecasting, Program Financial Management, Grant & Restricted Fund Monitoring, Budget-to-Actual Analysis, Accounts Payable Oversight, Stakeholder Partnership, Process Improvement, and Cross-Functional Collaboration.

What Success Looks Like

The role's greatest contribution is not creating financial information but connecting people to financial information in a way that improves decision-making, accountability, and organizational efficiency.

WHAT YOU'LL NEED: EDUCATION, EXPERIENCE, AND SKILLS

• Bachelor's degree in Finance, Accounting, Business Administration, or related experience


• Experience overseeing financial operations


• Demonstrated experience with accounts payable, budgeting, audits, and financial reporting


• Strong analytical, organizational, and communication skills


• High attention to detail and commitment to financial accuracy


• Proficiency in financial systems and Microsoft 365 tools

United Way of Greater Charlotte is committed to having a workforce that reflects our entire community. United Way opposes racism and oppression in all its forms and believes the nonprofit work environment is enhanced when diverse groups of people with ideas come together to achieve common goals. United Way understands that diverse representation and perspectives are vital to our success. We are dedicated to continuous learning and active participation in diversity initiatives while advocating for equitable opportunities across racial, ethnic, and socioeconomic backgrounds.

WORKPLACE VALUES

Respect Appreciation Authenticity Excellence Empathy Collaboration

BENEFITS

Comprehensive benefits include Health, Dental, Vision, a 401(k) defined contribution plan, Paid Holidays, and Paid Time Off, 200 hours annually.