Senior Vice President, Financial Planning & Analysis (FP&A)

Background

OFN is the nation’s leading investment intermediary and network CDFIs serving rural, urban, and Native communities across the United States. With over $1 billion in total assets under management, OFN manages a national membership network of over 470 mission-driven lenders and CDFIs, including community development loan funds, credit unions, green banks, community development banks, minority depository institutions, and venture capital funds. OFN is a trusted investment partner to the public, private, and philanthropic sectors – foundations, corporations, banks, government agencies, and others. For more than 30 years, our team has helped partners invest in communities to catalyze change and create economic opportunities for people and places traditional finance doesn’t reach.

To learn more, visit www.ofn.org

People who work at OFN come from a variety of professional and academic backgrounds. If you have:

• Passion for the mission and true believer in our core purpose.
• Courage to be a fearless advocate who is confident and resilient in our fight to drive capital into low-income communities.
• Smart, quick seekers of knowledge who thrive on creating and developing new strategies, products, and programs for increasing capital to communities we serve.
• Desire to be a collaborative team player who possesses humility and a willingness to lean in all areas of our work.

Come be a part of our growing diverse, highly committed, skilled, and collaborative staff.  At OFN, we are dedicated to building a diverse, inclusive workplace, so if you are excited about this role but your experience does not align perfectly with every qualification, we encourage you to apply nonetheless. You may be the right candidate for this or other roles.

This position is based in Washington, D.C. All staff currently work a hybrid schedule.

Summary

Opportunity Finance Network is looking to fill the position of Senior Vice President, Financial Planning & Analysis (FP&A).  This position will play a critical role in advancing Opportunity Finance Network’s mission by leading financial planning, budgeting, strategic financial analysis, and treasury management processes across the organization and its subsidiaries. Reporting directly to the CFO, the SVP, FP&A will provide strategic financial insights, drive financial sustainability and drive data-informed decision-making to support organizational objectives. This position requires a strategic leader with deep expertise in financial modeling and analysis, asset/liability management, and investment strategies. The SVP, FP&A will work closely with the CFO, President & CEO, Executive Leadership Team (ELT), and other key stakeholders to align financial strategies with the organization’s mission and goals.

Responsibilities

Budgeting & Financial Planning 

• Develop annual operating budgets and lead reforecasting processes, when necessary, for OFN and its subsidiaries in coordination with the CFO, ELT, and President & CEO.

• Create and manage the budget process, including preparing detailed guidance and proposing budget strategies.

• Provide comprehensive financial forecasting and performance analysis against established performance goals, lender covenants, and financial KPIs.

• Develop long-range business unit and enterprise-wide financial projections through close collaboration with the CFO, ELT, and President & CEO.

• Use projections to guide organizational strategy and resource allocation.

Financial Analysis & Reporting 

• Develop financial models to support strategic loan portfolio purchase/sale, M&A activity, buy vs. build, or other strategic projects and decisions.

• Develop and deliver analytics on business and financial trends, as well as performance indicators, to support strategic planning and decision-making.

• Refine and produce asset/liability matching reports to ensure alignment with financial objectives and balance sheet risk appetite.

• Review monthly financing reports from Loan Operations.

• Analyze staff time allocations to funding sources monthly and provide recommendations to key internal stakeholders.

• Analyze budget vs. actual spend of private and Federal grant activity and non-grant activity, including review and engagement with budget owners.

• Provide information and analysis to support investor due diligence and donor recruitment and reporting

Treasury Management 

• Manage asset/liability matching, capital liquidity, and covenants for OFN’s financing capitalization, investments, and organizational metrics.

• Propose strategies to optimize liquidity, asset/liability alignment, and lender covenants compliance.

• Monitor and ensure adequate cash flow to meet organizational capital needs.

• Develop and implement investment and treasury management strategies to maximize financial returns and align with organizational priorities.

• Act as a steward of financial resources, ensuring effective cash flow management and risk mitigation.

• Manage operating and capital liquidity cash flow and banking relationships to ensure cashflow needs are met.

Leadership & Collaboration 

• Serve as a key participant in OFN’s Money In/Money Out meetings, contributing to discussions on organizational financial strategy and cash flow management.

• Facilitate cross-functional team collaboration to align financial planning and decision making with OFN goals.

• Provide leadership and mentorship to the FP&A function, fostering a culture of excellence, accountability, and continuous improvement.

 Other 

• Serve as Administrator of FP&A software, ensuring optimal system functionality and integration with organizational processes

• Support the audit and 990 tax return process, where necessary.

• Any other duties as tasked by management.

Requirements

Education and Professional Experience 

• Bachelor’s degree in Finance, Accounting, Economics, or related field or 10+ years of direct work experience in lieu of a degree; advanced degree (MBA, CFA, or CPA) preferred.

• Specialized asset/liability management training and/or certifications preferred.

• Minimum of 10 years of experience in corporate financial planning & analysis, budgeting, or treasury management, with at least 5 years in a senior leadership capacity.

Skills and Expertise 

• Demonstrated experience leading enterprise-wide budgeting processes.

• Demonstrated expertise in balance sheet risk and asset/liability management, in particular liquidity and interest rate risk management.

• Demonstrated experience building financial models in MS Excel or other software to support financial decision making and analysis, including long-term business unit sustainability, merger & acquisition analysis, build vs buy analyses, etc.

• Strong understanding of nonprofit financial management and reporting requirements.

• Proficiency in FP&A software and financial systems.

• Exceptional strategic thinking, problem-solving, and decision-making skills.

• Proven ability to communicate complex financial information to diverse audiences, including senior leadership and Board members.

Commitment to Mission and Values 

• Demonstrates a strong passion for and commitment to OFN’s mission, vision, and values.

• Serves as a fearless advocate for underinvested communities, showing confidence and resilience in driving capital where it’s needed most.

• Embodies humility, a learning mindset, and a deep respect for the communities OFN serves.

Leadership, Communication and Collaboration 

• Collaborative and adaptable team player with interpersonal skills to engage effectively across all organizational levels and with diverse internal and external stakeholders.

• Provides strong leadership that fosters collaboration, communication, transparency, teamwork, and accountability.

• Comfortable taking both leading and supporting roles across teams, with a consistent commitment to shared success.

• Possesses outstanding written, oral, and interpersonal communication skills.

Organizational and Technical Competence 

• Brings strong financial acumen, with deep expertise in financial markets and quantitative analysis.

• Thinks strategically, creatively, and tactically, with the ability to analyze complex data and offer actionable insights.

• Offers high-level financial analysis and decision-support capabilities to drive impact and performance.

• Exhibits high initiative and self-starting capabilities, with a proactive approach to identifying and acting on opportunities—especially in uncertain or evolving environments.

• Thrives in fast-paced, dynamic settings, demonstrating adaptability, resilience, and the ability to manage ambiguity.

• Possesses excellent organizational skills and time management abilities.

• Capable of managing multiple priorities independently and efficiently, while maintaining strong attention to detail.

Work Environment 

• Standard physical requirements for an office position, with limited travel (<5% of time).

Compensation and Benefits

The target salary range for this position is $166,396 – $207,995.. The salary offered will depend on internal pay equity and the candidate’s relevant skills, experience, qualifications, and job market data. Exceptional performers in this role who make an outsized contribution can make well in excess of this range.

Salary is one part of OFN’s comprehensive total rewards package, which includes benefits like dental, health, and vision care plans, and family-building benefits like hybrid work arrangements to promote a better work-life balance. OFN also offers Lifestyle Spending Account, Employee Assistance Program, and mental health benefits. To maximize teammate financial well-being, OFN offers financial education and auto-enrollment in the company’s 403(b) plan with employer contributions. To maximize professional growth, OFN provides professional development dollars for each employee, alongside learning and development opportunities.

Thank you for your interest in joining the OFN team in our effort and commitment to create opportunity for all.

How to Apply

To apply, send your cover letter and resume to: https://recruiting.paylocity.com/recruiting/jobs/All/54d32c45-1556-436f-8691-c00706ab3fca/Opportunity-Finance-Network

We are an Equal Opportunity Employer (EOE). We comply with all applicable federal, state, and local equal employment opportunity laws.