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About the Role

The Vice President, Financial Planning & Analysis (FP&A) is LISC's senior financial planning executive, responsible for strategic leadership in financial planning, forecasting, performance management, capital planning, and decision support. This role provides critical insights to leadership and the Board to ensure organizational strategy, resource allocation, and long-term financial sustainability. It's a unique opportunity to shape the financial strategy of a leading Community Development Financial Institution (CDFI) and contribute to strengthening communities nationwide.

Responsibilities

Serve as a trusted strategic advisor to the Deputy CFO, CFO, executive leadership team, and Board on financial performance, resource allocation, organizational strategy, and risk management.
Prepare and present financial analyses and recommendations to the Board of Directors, Audit Committee, Finance & Investment Committee, Asset Liability Committee, and executive leadership.
Lead enterprise forecasting, scenario planning, stress testing, and multi-year financial modeling to assess organizational sustainability and inform strategic decision-making.
Align long-range financial forecasts with organizational strategic priorities, growth initiatives, and capital needs.
Lead financial evaluation of new business initiatives, investments, partnerships, and organizational structuring opportunities.
Lead capital planning and liquidity forecasting to support organizational growth and financial sustainability.
Lead the development, presentation and execution of LISC’s annual operating and capital budgets.
Deliver strategic financial reporting and trend analysis to executive leadership, board, and other external partners.
Partner with organizational leaders to deliver actionable financial insights, forecasting, and performance analysis that support decision-making.
Ensure consistent financial planning, reporting, and performance management practices across the organization.
Provide financial oversight and strategic support for affiliate entities, including performance evaluation, forecasting, governance participation, and assessment of enterprise-wide financial impacts.
Lead enterprise workforce planning in partnership with People and Culture and business leaders to align talent investments with strategic and financial objectives.
Lead the advancement of FP&A capabilities through business intelligence, predictive analytics, automation, and emerging technologies.
Partner with Information Technology to strengthen data governance, reporting accuracy, and analytics infrastructure.
Champion use of advanced planning and forecasting tools to improve decision-making.
Assess financial risks and opportunities associated with lending, liquidity, funding strategies, and affiliate activities.
Partner with Treasury and Accounting to maintain financial resilience and covenant compliance.
Develop stress-testing frameworks and contingency plans for adverse economic scenarios.
Recruit, develop, mentor, and retain a high-performing FP&A team.
Establish departmental goals, performance expectations, and career development plans.
Foster a culture that reflects LISC’s values of collaboration, respect, accountability, and belonging.
Performs additional duties and responsibilities, as required.

Requirements

Bachelor’s degree from an accredited college or university is required.
CPA or Master’s Degree preferred.
Minimum of 10 years of progressive experience in FP&A within a complex, multi-entity organization.
5+ years of experience in FP&A leadership, with a proven track record of driving strategic financial planning, forecasting, and business performance.
Experience presenting directly to boards, audit committees, and senior executive teams.
Experience with treasury, capital planning, liquidity management, and balance sheet forecasting.
Knowledge of CDFIs, affordable housing finance, community development finance, and nonprofit organizations preferred.
Strong leadership skills and proven results at motivating others and driving change across an organization.
Demonstrated ability to communicate complex financial concepts to diverse audiences and influence decision-making at the executive and board levels.
Demonstrated experience leveraging sophisticated ERP/accounting systems and enterprise planning, budgeting, forecasting, and business intelligence tools to support financial management, reporting, and strategic decision-making.
Experience leading finance transformation initiatives, including implementation or enhancements and change management.
Excellent judgment, integrity, and professionalism.

Skills

Financial Planning & Analysis (FP&A)
Strategic Financial Planning
Forecasting
Performance Management
Capital Planning
Decision Support
Financial Modeling
Scenario Planning
Stress Testing
Balance Sheet Management
Budgeting
Financial Reporting
Trend Analysis
Business Intelligence
Predictive Analytics
Automation
Risk Management
Liquidity Management
Team Leadership
Change Management

Location

New York, NY
LISC's footprint

Work Type

Full-time

Experience Level

10+ years of progressive experience in FP&A
5+ years of FP&A leadership experience

Education Level

Bachelor's degree from an accredited college or university
CPA or Master's Degree preferred

Salary/Compensations

$210,195-$273,254

Benefits

Medical, Dental, Vision Coverage
Disability Insurance
Retirement Savings: 401(k) and 403(b) plans
Generous Holidays
Vacation, PTO, and Sick Days
Tuition Assistance
Referral Program
Professional Development Opportunities

About the Company

LISC is one of the country’s largest community development organizations, helping forge vibrant, resilient communities across America.
LISC works with residents and partners to close gaps in health, wealth, and opportunity so that people and places can thrive.
We do this by acting as a conduit for grants, loans and equity--and by providing technical assistance and capacity building--to locally rooted organizations that carry out the work in communities.
This is a unique opportunity to help shape the financial strategy of one of the nation's largest Community Development Financial Institutions (CDFIs).

Equal Opportunity

LISC is an equal opportunity employer.
LISC does not discriminate in employment on account of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, lactation and related medical conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military status or veteran status, unfavorable discharge from military service, physical or mental disability, protected medical condition as defined by applicable state or local law, genetic information or any other characteristic protected by applicable federal, state or local laws and ordinances.
We will endeavor to make a reasonable accommodation to the known physical or mental limitations of a qualified applicant with a disability unless the accommodation would impose an undue hardship on the operation of our business.