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Job Purpose

The Manager, Financial Planning and Analysis (FP&A) plays a critical role in supporting the longterm financial health, sustainability, and strategic growth of the Liliuokalani Trust (LT). This role leads the development and execution of the annual budgeting process, multiyear financial forecasts, and financial models that inform organizational performance and strategic decisionmaking.

Serving as a trusted advisor to executive and senior leaders, the Manager, FP&A provides clear, actionable insights that support missionaligned investment decisions, operational efficiency, and longterm 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 longterm viability of LT’s missionrelated programs and in perpetuating Queen Liliuokalani’s legacy through disciplined financial stewardship.

Essential Responsibilities

Financial Planning, Forecasting & Analysis

• Own and lead the organization’s annual operating and capital budgeting process, establishing assumptions, timelines, and governance while coordinating crossfunctional inputs to translate strategic priorities into a comprehensive, missionaligned financial plan.
• Lead recurring financial forecast cycles, incorporating actual results, evolving assumptions, and scenario analysis to provide timely, forwardlooking insights that support executive decisionmaking and resource allocation.
• Develop and maintain longterm financial plans and multiyear outlooks, including scenario modeling, to assess sustainability, capacity, and longterm resource stewardship.Build and enhance financial models that support strategic, operational, and program investment decisionmaking.
• Deliver variance, performance, and trend analysis against budgets, forecasts, and key financial metrics, highlighting drivers, implications, and recommended actions for leadership.Support longterm financial planning, capital planning, and cash flow projections in close collaboration with the Controller.

Strategic & Executive Support

• Serve as a trusted advisor to the Vice President & Chief Financial Officer, providing ad hoc financial analyses that inform short and longterm 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 forwardlooking insights to the Executive and Senior Leadership Teams in an accessible and decisionoriented 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.

Business Partnership & Insight Delivery

• 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.

Reporting, Dashboards & Process Improvement

• 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, highquality decisionmaking across the organization.

Leadership & Capability Building

• 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.

Other duties

• Contributes to the Trust’s success by accepting new assignments, helping team members, learning new skills, and striving to improve team and organization results.

Qualifications

• Bachelor’s degree in Finance, Business Administration, Economics, Accounting, or a related field required; Master’s degree preferred. Professional certifications such as CFA or FPAC are desirable.
• 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 highquality 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 crossfunctional stakeholders.
• Excellent written, verbal, and presentation skills, with the ability to communicate complex financial information clearly and concisely to nonfinancial audiences.
• Entrepreneurial mindset with comfort operating in ambiguous, fastpaced 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, missiondriven environment, working effectively across finance, operations, and program teams.

Job Competencies

• Demonstrates strong criticalthinking skills, intellectual curiosity, and attention to detail; thoughtfully questions assumptions, exercises sound judgment, and contributes informed perspectives to decisionmaking.
• Possesses a strong balance of quantitative aptitude and qualitative judgment, with the ability to execute complex financial analyses and translate results into meaningful insights.
• Effectively manages multiple projects and competing priorities, often under tight deadlines, while maintaining accuracy, accountability, and high standards of work.
• Communicates clearly and persuasively, both verbally and in writing; presents complex financial information in a way that is accessible, actionable, and relevant to diverse audiences.
• Works effectively across teams and functions, fostering trustbased relationships with finance, operations, and program partners to advance shared goals.
• Demonstrates strong personal alignment with a nonhierarchical, noego, intellectually honest, and meritbased culture, valuing collaboration, transparency, and continuous learning.
• Thrives in evolving environments, embraces ambiguity, and takes ownership of outcomes with a proactive, solutionsoriented mindset.
• Brings a collaborative team mindset and a genuine commitment to supporting the mission and longterm impact of Liliuokalani Trust.

Organization Competencies

• Alignment with Queen’s legacy:  Understanding and appreciation of Queen Liliuokalani’s story, her legacy and the Hawaiian Culture is foundational to staff’s commitment to working with our Hawaiian children, families and communities. Demonstrates respect for and appreciation of Hawaiian values history, and culture, understanding its implication in one’s work, in fostering meaningful relationships, and in embracing the community served.

• Hoomau i ka imi Naauao (Continuous Learning and Improvement): Committed to creating and reinforcing an environment of continuous learning and improvement. 
• Hoike i na Manao Pono (Effective Communication):  Communicates with those we serve and each other in a consistent manner that results in mutual understanding, harmony, and action.  

• Noonoo loi (Critical Thinking and Problem Solving): Actively and skillfully understands, conceptualizes, applies, analyzes, synthesizes, and/or evaluates information and develops and supports fact-based analyses and recommendations

• Hoo kumu ae or Imi hakuhia (Innovation):  Identifies and integrates creative ideas into new or existing services and promotes effective problem-solving.
• Pilina Hoohana a me ka Hana Hilinai (Building Relationships and Creating Trust):  Manages relationships to create optimal opportunities and move the organization forward.

• Alu Like I ka Hana (Teamwork): Works cooperatively and collaboratively with others throughout the organization in alignment with the organization's objectives.
• Hoonui I ka Ike (Capacity Building): Encourages personal growth by exhibiting trust and a belief in the capacity of others.

Mental and Physical Demands

• Perform light physical work, including climbing, stooping, kneeling, crouching, reaching, and lifting weight of up to 25 pounds. Exposed to outdoor climate and diverse terrain.

Terms and Conditions of Employment

As a condition of employment, employee will be subject to LT’s policies and procedures.

Job Title: Manager, Financial Planning and Analysis

FLSA Status: Full Time; Exempt

Kipuka: Liliuonamoku

Reports to: Vice President & Chief Financial Officer

Aligned Executive: Vice President and Chief Financial Officer

Department: Finance