{"id":2577012,"url":"https://alion.io/job/medicalteams-financial-planning-analysis-advisor","title":"Financial Planning & Analysis Advisor","company":{"id":1884285,"name":"medicalteams","domain":"medicalteams.org","url":"https://alion.io/company/medicalteams","size_band":"501-1000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Paycom","truth_index":null},"role":"Finance","role_family":"Finance","seniority":"senior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"inferred","locations":[],"countries":[],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":86000,"max":92000,"currency":"USD","period":"year","gross":null,"usd_annual":92000},"salary_estimate":null,"experience_years_min":6,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false},{"name":"Power BI","optional":false},{"name":"Tableau","optional":false}],"status":"live","first_seen_at":"2026-10-15T00:28:53Z","employer_posted_date":"2026-10-15","last_verified_at":"2026-11-03T01:52:17Z","board_verified":true,"closed_at":null,"days_open":19,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":19},"description":"Selection Criteria: The Financial Planning and Analysis Advisor position is open to candidates residing in countries where Medical Teams International can legally employ staff, either directly or through an approved third-party Employer of Record (EOR). To support collaboration with global teams, candidates must be located within the UTC-8 to UTC+3 time zone range.\nThe Financial Planning and Analysis Advisor contributes to the calling of Medical Teams International by providing financial and business analytics support to drive financial planning and help make informed business decisions. This senior level role serves as a strategic business partner to executive and departmental leadership by providing forward-looking financial insights, enterprise performance analytics, and decision-support tools that optimize organizational resources and advance strategic priorities. The Financial Planning and Analysis Advisor leads organization-wide forecasting, scenario planning, performance measurement, and financial modeling activities to support sustainable growth, operational effectiveness, and mission impact.\nMedical Teams International Calling:\nDaring to love like Jesus, we boldly break barriers to health and restore wholeness in a hurting world.\nMedical Teams International holds strict child and vulnerable adult safeguarding principles and a zero tolerance policy for misconduct related to sexual harassment, exploitation and abuse in the workplace and other places where the organization’s activities are rendered. Parallel to technical competence, recruitment & selection, hiring decisions will give due emphasis to assessing candidates’ eligibility, thorough background checks, police clearance, and professional reference check processes.\nESSENTIAL DUTIES AND RESPONSIBILITIES\nReporting and Analysis\nManage the financial planning and analysis (FP&A) process. This includes financial reporting, creating various financial metrics and dashboards, and scenario and predictive modeling. \nLead indirect cost rate calculations and create cost recovery models across all business units. \nPrepare reports for Negotiated Indirect Cost Rate Agreement (NICRA). \nDevelop and report monthly, quarterly, and annual metrics pertaining to departmental efficiencies, cost recovery, labor optimization, revenue, etc. \nReview, analyze, and distribute financial reports to budget holders and support interpretation of financial results. \nCreate presentations for senior and executive management that provide insightful analysis, identify required action items, and effectively frame decisions to be made. \nIdentify and research discrepancies and variances to forecast, budget, and prior-year and proactively identify opportunities for improvement across the enterprise \nDevelop and maintain multi-year financial forecasts and strategic planning models to support organizational sustainability and growth initiatives. \nEstablish and monitor enterprise key performance indicators (KPIs) and operational scorecards aligned with strategic objectives. \nLead financial scenario analyses and sensitivity modeling to support executive decision-making, risk assessment, and resource prioritization. \nPartner with Development, Global Programs, and Executive Leadership to analyze funding trends, grant pipelines, donor concentration risks, and revenue sustainability. \nPrepare financial and operational analyses for executive leadership, Board committees, and senior management meetings. \nBudget\nOversee and coordinate data collection and input feeding into the annual global budget process. \nCreate guidance documentation, and templates for budget holders, budget models for decision making, prior year analysis, current year projections plus providing budget system support and training. \nIdentify foreign exchange exposure to include monitoring, reporting, and hedging as appropriate during annual budget and reforecasting cycle. \nReconcile budget revisions and manage budgets in the ERP system. Input the finance department budget into the ERP system while offering educational assistance to other departments as needed. \nLead quarterly reforecasting and rolling forecast processes across the organization. \nEvaluate investment proposals, staffing requests, and strategic initiatives through financial analysis and business case development. \nPartner with departmental leaders to identify opportunities for operational efficiency, cost optimization, and resource alignment. \nERP and Financial Systems Support\nServe as a Finance ERP champion and the primary focal point for coaching, support and troubleshooting. \nIdentify opportunities for financial process improvements by leveraging the ERP platform and other modules alongside the IS department. \nDevelop training material and facilitate knowledge sharing and training on the use of digital tools for budget and reporting evaluations. \nLead finance data governance initiatives to ensure consistency, integrity, and reliability of enterprise financial data. \nCollaborate with Information Systems to expand business intelligence capabilities through dashboards, automated reporting, and advanced analytics tools. \nIdentify and implement automation opportunities to reduce manual effort and improve financial reporting efficiency. \nOther Duties\nSupport safeguarding of program participants and employees through promoting an environment of awareness and upholding the code of conduct provisions of Medical Teams Protection from Sexual Exploitation, Abuse & Harassment, Child & Vulnerable Adult protection, and harassment-free workplace policies. Incumbents will remain alert and responsive to any child and adult safeguarding risks, acquire relevant knowledge and skills which will enable you to promote strong safeguarding practices, understand the child and adult safeguarding policy and procedures, and conduct yourself in a manner consistent with the Safeguarding code of conduct and behavior expectations. \nSupport the Finance department as needed, while having a line of sight into the financial metrics and performance of Philanthropy, Marketing & Mobilization, Global Programs, and Executive Management. \nFacilitate cross-functional financial reviews and business performance discussions with organizational leaders. \nSupport enterprise risk assessment activities by identifying financial, operational, and funding risks and recommending mitigation strategies. \nParticipate in organizational transformation initiatives and support change management efforts related to finance systems, processes, and reporting. \nParticipate in and support strategic projects as requested. \nUtilize volunteers when appropriate. \nAdditional duties as assigned. \nQualifications\nEDUCATION, LICENSE & CERTIFICATIONS\nRequired:\nBachelor’s degree in finance, accounting, business, economics, or closely related fields \nValid passport \nPreferred:\nMaster’s degree and/or finance/accounting related certification \nCertified Corporate FP&A Professional (FPAC), CPA, CMA, CGMA, CFA, or equivalent professional designation \nTraining or certification in business intelligence, data analytics, or financial systems administration\nEXPERIENCE\nRequired:\nMinimum 6 years’ relevant experience in an NGO context \n4 years’ financial planning, analysis, and non-profit budgeting experience \n4 years’ indirect cost rate / NICRA modeling and reporting \nPrior experience in public accounting, audit, data analytics, business operations or relevant field \nExperience with Power BI, Tableau, Adaptive Planning, Workday Adaptive, or equivalent platforms \nExperience leading process improvement, automation, or finance transformation initiatives \nKNOWLEDGE, SKILLS & ABILITIES\nKnowledge:\nUS-GAAP \nNon-profit financial statements and corporate finance reports \nFinancial planning, forecasting, budgeting, and variance analysis principles \nNonprofit accounting, restricted funding, grant budgeting, and donor compliance \nIndirect cost allocation, cost recovery, and NICRA principles \nERP-based financial reporting and data structures \nInternal controls, financial policies, and audit-ready documentation practice \nStrategic planning and enterprise performance management frameworks \nBusiness intelligence, data governance, and analytics best practices \nFinancial risk assessment and scenario planning techniques \nSkills:\nSpreadsheet proficiency \nData manipulation \nData visualization \nBuilding business, operational, or financial reports \nFinancial modeling from multiple data sources \nStrategic financial analysis and decision support \nLong-range financial planning and enterprise forecasting \nERP/NetSuite, expense management systems, and Microsoft Office \nFacilitation and stakeholder management \nData visualization and storytelling \nExceptional communication skills, especially with executive and non-financial audiences \nAbilities:\nCommitment to Medical Teams International Calling statement and Values \nAbility to manage multiple and shifting priorities while meeting deadlines \nStrong ability to analyze details, identify issues, and communicate with courage \nStrong Ability to learn new technologies quickly \nAbility to navigate complex business environments \nAbility to work proactively and collaboratively \nAbility to communicate difficult or detailed issues with courage \nAbility to translate complex financial information into actionable insights for executive and non-financial audiences \nAbility to think strategically while maintaining operational excellence \nAbility to influence organizational decision-making through data-driven recommendations \nAbility to lead change initiatives and drive adoption of new processes and technologies \nAbility to anticipate emerging financial and operational challenges and proactively recommend solutions \nPHYSICAL REQUIREMENTS & WORKING CONDITIONS\nPhysical Requirements:\nThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.\nFrequent use of computers, databases and digital platforms, and other office productivity machinery, such as a copy machine and computer printer. \nFrequently uses hands, fingers, and arms to reach, handle, touch or feel equipment, medical instruments, materials, computers. \nFrequent communication and exchange of information among colleagues and persons of concern requires the ability to speak, hear, convey, and express oneself. \nFrequent close vision and the ability to adjust focus. \nOccasionally ascends/descends stairs, steps, or ladder \nOccasionally move about inside an office to access file cabinets, office machinery, meet with colleagues, etc. \nThe employee must occasionally lift and/or move up to 10 pounds. \nSeldom to occasionally positions oneself to stoop, kneel, crouch, or crawl. \nIf in travel status, occasional to frequent traversing over rough or steep terrain in either a motor vehicle or on foot. \nWork Environment:\nThe work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.\nThe noise level in the work environment is usually moderately quiet. \nThe employee may be required to travel to remote areas of the world where there are potential health hazards and risks, limited hygiene facilities, extreme weather, and very basic living conditions. \nCompensation:\nThe anticipated hiring range for this position is $86,000-$92,000 USD annually. Final compensation will be determined based on the selected candidate's qualifications, relevant experience, internal equity considerations, and geographic location.\nWhile the salary range listed applies to candidates residing in the United States, compensation for candidates located outside the U.S. will be determined using Med...","description_format":"text","description_chars":12152,"description_truncated":true,"requirements":{"experience_years_min":6,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":true},"security_clearance":false,"languages":[]},"benefits":["Equity"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Nonprofits & Foundations","Primary Care & Medical Centers"],"lifecycle":[{"event":"open","at":"2026-10-15T00:28:53Z"}],"visa":[],"liveness":{"score":75,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.835,"p_room":0.9,"age_days":19,"expected_fill_days":35,"reasons":["conf:4","win:mid"],"computed_at":"2026-11-03T05:54:40Z"},"pay":{"stated_usd_annual":92000,"is_top_pay":false},"html_url":"https://alion.io/job/medicalteams-financial-planning-analysis-advisor","json_url":"https://alion.io/job/medicalteams-financial-planning-analysis-advisor.json","meta":{"generated_at":"2026-11-03T09:03:11Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":12959,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-04T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":1884285},"rest":"https://alion.io/mcp/rest/get_company?id=1884285"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fmedicalteams-financial-planning-analysis-advisor"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fmedicalteams-financial-planning-analysis-advisor"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fmedicalteams-financial-planning-analysis-advisor"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/medicalteams-financial-planning-analysis-advisor\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fmedicalteams-financial-planning-analysis-advisor"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":2577012}},{"tool":"search_jobs","arguments":{"company":"medicalteams.org","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":2577012},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. Docs: https://alion.io/developers"}}