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Director, Financial Planning & Analysis (Remote)

Remote, OR
  • Expired: over a month ago. Applications are no longer accepted.
Job Description


Small business owners uplift communities and anchor local economies, while creating opportunities for themselves, their families, their employees, and our neighborhoods. Yet entrepreneurs who are people of color, women, and immigrants often struggle to secure capital and resources, as they are systematically shut out from traditional financing.

Accion Opportunity Fund Community Development is an unparalleled financial support system that provides these small business owners with access to capital, networks, and coaching. We work to build inclusive and accessible options for these determined business owners. For over 25 years we have served a client base that is nearly 90% women, people of color, or immigrants.

In addition to providing resources and loans to small businesses, we also conduct original research, advocate for policy changes, and finance community construction projects in low-income neighborhoods through our New Markets Tax Credit program.

Together, we are building a diverse, vibrant community where opportunity, knowledge, and access to capital are within reach.

For more information about us, visit


  • Reporting to the Chief Financial Officer, the Director, Financial Planning & Analysis plays a lead role in the financial management and budget oversight of the organizations. This role has responsibility for creating and maintaining critical tools and analyses that support both departmental and organizational decision making and serves as a strategic thought partner to the CFO and senior management. The hire will be responsible for creating and executing the organization’s annual budget and quarterly forecasts, as well as reporting monthly performance versus actual. The ideal candidate will ensure data integrity throughout a myriad of internal and external reporting; supports debt/capital compliance efforts; and participates with various internal/external stakeholders on various organization-wide initiatives. Informing his/her work is a strong understanding of the organization’s strategic plan as well as its financial, operational and risk dynamics. S/he oversees a staff of two - Financial Budget Analyst and Financial Analyst and interacts with a variety of internal and external stakeholders.


Annual Budget, Quarterly Forecasts, and Reporting

  • Lead the organization-wide annual budget effort including planning, coordinating, and developing an organization-wide budget. Work with department leaders to ensure a transparent and participatory process. Align deliverables with the final goal of the CFO presenting at the June Board of Directors Meeting.

  • Coordinate and create at least quarterly forecasts providing an update to the annual budget. Work with department leaders to ensure a transparent and participatory process.

  • Oversee budget analytical software tool (Workday Adaptive Planning) to both Finance and throughout the organization to leaders and budget department managers. Focus on clarity, efficiency, ease, and robustness of reporting.

Financial Modeling and Analysis

  • Develop, maintain, and update sophisticated, multi-dimensional and interactive long-range financial models to support both departmental and/or organization-wide decision-making. Provide alternate scenarios to management for decision-making; fully understand implications of various inputs; and allow for ongoing adjustment and analysis.

  • Update Workday Adaptive Planning model to match current and proposed business model. Continuously improve the model and associated reporting for clarity, efficiency, and functionality. Develop and maintain Business Unit economics by product line and channel for management decision-making and analysis. Provide financial and decision-making support to management in analyzing new initiatives and product lines.


  • Coordinate with the Capital Markets and Investor Relations functions by providing reporting, responding to data queries, and troubleshooting issues as they arise. Coordinate with the Capital Markets and Investor Relations functions to ensure compliance with all investor covenants and identify opportunities to streamline and rationalize covenants in order to minimize complexity.

Other Support

  • Work with Fund Development, Marketing, and Policy teams to ensure appropriate and accurate representation of performance data in all external-facing documents. Provide grant-specific budgets and reporting as necessary to support Fund Development. Support CFO or his/her designee in the analysis, interpretation and monitoring of financial requirements for finance, participating in ad hoc projects as needed.

  • Lead the effort for key external reporting required to satisfy CDFI Fund, Rating Agencies and other key constituents. Coordinate with multiple departments to gather, submit and respond to questions.


Highly qualified candidates will share Accion Opportunity Fund’s commitment to its mission and will embody the organization’s core values bringing a broad range of skills and experience including, but not limited to:

  • Bachelor’s Degree in Accounting, Finance, or Business. A combination of education and experience may be considered.

  • 6-8 years experience in corporate accounting and financial reporting at an organization of comparable complexity

  • 6-8 years experience in building and maintaining organization-wide budgets and forecasts

  • Demonstrated ability to gather, model and present data in writing and verbally and to make recommendations based on analyses

  • Demonstrated ability to work cross functionally and under tight deadlines all the while maintaining a calm demeanor and customer-service orientation

  • Proficiency with budget/planning software such as Workday Adaptive Planning (formerly Adaptive Insights) or similar

  • Proficiency with Microsoft Excel and its modelling and graphical features

  • Experience with other Microsoft Office Suite products and database programs


  • Experience in financial services industry and loan portfolio modeling

  • Experience in non-profit accounting

  • Expert level proficiency with Workday Adaptive Planning

  • Experience with SQL data tables, writing SQL queries, and SSRS

  • Experience with NetSuite accounting software


Our mission is what motivates us to come to work each day. We know that happy employees are productive employees, which is why we offer a comprehensive benefits package that includes:

  • Competitive salary commensurate with experience.

  • An environment that values work-life balance and monthly remote work reimbursements.

  • 100% company-funded Medical, Dental, Vision, Life & Disability coverage for employees (Based upon your plan selection). 90% company-funded dependent coverage (Based upon your plan selection) as well as Flexible Spending Accounts.

  • Voluntary benefits with payroll deduction for Supplemental Life & AD&D insurance and legal plans.

  • Tax deferred & Roth 403(b) Retirement Plan with employer match.

  • Paid vacation days (increased with tenure), 12 paid holidays, 1 floating holiday, 10 Sick days, and paid parental leave.

We are an equal opportunity employer and committed to improving diversity, equity, and inclusion at Accion Opportunity Fund. AOF does not discriminate in employment on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or other non-merit factor.

Salary Range*: $172,751 - $211,956

*Please note that the above salary range is a national range, and compensation is dependent upon the candidate’s experience and skill level.



Remote, OR


Finance and Insurance