FP&A Director

Lifelong is a community health organization on a mission to make health and food accessible. We remove barriers to health with relentless compassion so that no one faces illness and injustice alone.

We lead with heart. Our respect for people drives our mission. For 40 years, Lifelong has fought health inequities so that everyone has the opportunity to thrive. Our comprehensive services include food and nutrition, healthcare navigation, aging and disability support, and connection to housing and other vital resources.

Position Overview:

We are seeking a strategic and hands-on FP&A Director to lead financial planning, forecasting, budgeting, modeling, and performance analysis across the organization.

This is a player-coach role requiring meaningful ownership of detailed financial modeling and grant/contract-level forecasting. The Director will personally build, maintain, and refine projections—particularly in the near term—while developing a scalable FP&A function. Success in this role requires comfort working deeply in the details, independently researching variances, updating assumptions, and ensuring the accuracy and integrity of financial outputs before delegating to a growing team.

This regular, full-time, exempt, non-union role has a pay range of $90k/yr - $160k/yr and is based in the Georgetown neighborhood of Seattle, with onsite presence required at least three days per week (Tuesday – Thursday).

Essential Duties:

Strategic Planning & Forecasting

• Lead monthly, quarterly, and long-range forecasting processes, including detailed grant/contract-level projections
• Track assumption changes and proactively update forecasts based on operational developments
• Conduct rigorous variance analysis to identify root causes and refine projections
• Ensure forecasting models are structured, transparent, and scalable
• Build financial models for new initiatives, including pay-for-service and retail programs, to guide planning and investment decisions

Financial Reporting & Analysis

• Own monthly and quarterly reporting packages, including executive and board materials
• Deliver clear, data-driven insights on performance, risks, and opportunities
• Maintain accuracy, consistency, and integrity of financial data and assumptions
• Develop and refine financial models, dashboards, and reporting tools
• Lead ad hoc financial analysis and modeling to support strategic initiatives, operational decisions, and executive requests

Budgeting & Operational Financial Oversight

• Develop and manage detailed budgets at both the agency and individual grant/contract level
• Monitor performance against grant/contract-level projections and adjust as needed
• Build disciplined processes for change tracking, documentation, and version control
• In the long term, lead the agency-wide annual budgeting process end-to-end

Team Leadership

• Operate initially as a hands-on leader while expanding the FP&A function
• Hire, mentor, and develop analysts as the team grows
• Ensure team output reflects strong technical accuracy and model integrity
• Establish scalable processes to support long-term growth

Other

• Other duties as assigned

What Success Looks Like in the First 12 Months

This role combines strategic leadership with meaningful hands-on ownership of detailed financial modeling, forecasting, reporting, and budgeting processes.

First 90 Days

• Develop a strong understanding of our business model, grant/contract structures, revenue streams, and cost drivers
• Gain fluency in existing forecasting models and financial reporting processes
• Take ownership of grant/contract forecast updates, assumption tracking, and variance analysis
• Identify opportunities to strengthen model structure, documentation, and reporting clarity

Months 4–6

• Fully own the agency-wide fiscal year forecast, including monthly updates and assumption refinement
• Deliver reliable grant/contract-level projections with clearly documented assumptions
• Implement consistent processes for tracking forecast changes and updating projections in a timely manner
• Begin shaping the structure and capabilities needed to support a growing FP&A function

Months 7–12

• Assume full ownership of monthly and quarterly financial reporting package preparation
• Develop and manage detailed budgets at both the agency and individual grant/contract level
• Serve as the internal expert on forecasting mechanics, financial drivers, and model assumptions

Education & Experience:

• Bachelor’s degree in Finance, Accounting, or related field (MBA or CPA a plus)
• 8+ years of progressive FP&A experience; consumer products industry experience preferred
• 3+ years of experience in budgeting at an organization-wide level
• 3+ years of experience managing direct reports and high-performance teams
• Advanced financial modeling and analytical skills, including detailed and grant/contract-level forecasting
• Proficiency in Excel and financial systems
• Clear, concise communication skills with the ability to present to executive leadership
• Demonstrated ability to independently analyze variances, troubleshoot models, and operate in a dynamic, growth-oriented environmen

Benefits:

• Comprehensive medical, dental, and vision benefits
• Generous vacation (3 weeks your first year), sick leave, and 2 personal days a year
• 401(k) match
• Flexible spending accounts
• Life insurance options
• Long term disability
• Mass transit subsidy
• 15 paid holidays per year

Work Environment

• This regular, full-time, exempt, non-union role is based in the Georgetown neighborhood of Seattle, with onsite presence required at least three days per week (Tuesday – Thursday).
• This position operates in a professional office environment and requires extended periods of sitting at a desk and working on a computer. Occasional standing, walking, and light lifting of up to 20 pounds may be required to support office or event needs. The role may also involve occasional attendance at events or activities that take place outside of normal office settings or standard business hours.
• Any offer of employment is contingent upon passing a criminal background check. Some programs may require additional background checks or frequency

_________________________________________________________________________________________________________________________

About Lifelong:

Lifelong is a community health organization committed to removing barriers to health with relentless compassion so that no one faces illness and injustice alone.

We lead with heart. Our respect for people drives our mission. For 40 years, Lifelong has fought health inequities so that everyone can have the opportunity to thrive. Our comprehensive services include food and nutrition, healthcare navigation, aging and disability support, and connection to housing and other vital resources.

We are looking for passionate, dedicated people to join our talented team and make real, meaningful changes in the daily lives of those living with chronic and life-threatening illnesses in their community. Lifelong offers exceptional benefits, including paid time off, medical and dental coverage in addition to a balanced work-life integration.

Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Lifelong, we are dedicated to building a diverse, equitable, inclusive and authentic workplace, so if you’re excited about this role but your experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

EEO Statement:

Lifelong is committed to creating an accessible, supportive environment and experience that recognizes diversity and cultural competence as integral components of what we do.

We are an Equal Employment Opportunity Employer and as such, we do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

_____________________________________________________________________________________

DISCLAIMER: INTENT AND FUNCTION OF JOB DESCRIPTIONS

Job descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.

Job descriptions assist organizations in ensuring that the hiring process is fairly administered and that qualified employees are selected. They are an integral part of a compensation system, effective performance review system, related promotion, transfer, layoff, etc. decisions.

All descriptions have been reviewed to illustrate the job functions and basic duties, in addition to peripheral tasks or that could generally be considered as other duties as assigned.

In no instance, however, should the duties, responsibilities and requirements be interpreted as all-inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate. Requirements, skills and abilities included have been determined to illustrate the minimal standards required to successfully perform the positions.