Sr. Manager, FP&A

About the role

The Mitchell Kapor Foundation (MKF) is seeking a Senior Manager, FP&A to lead financial planning, budgeting, forecasting, and analytical support across the Foundation. Reporting to the CFOO, this role serves as a key financial partner to department leaders, the Investment Committee; translating financial data into insight that informs strategic decisions across the foundation's operating budget and investment portfolio.

This is a hands-on role suited to someone who is equally comfortable building a multi-year financial model, presenting budget-versus-actuals to a department head, and preparing board-ready materials on a quarterly cadence.

What you'll do

Budgeting & Forecasting

• Lead the annual operating budget process in partnership with the CFOO and department and focus area leads, from initial planning through Board approval.
• Build and maintain multi-year financial models that support long-range planning and scenario analysis.
• Prepare rolling forecasts and re-forecasts throughout the year to reflect actual performance and changing conditions.

Monthly Close & Reporting

• Support the monthly close process, including review of cash balances, expenditures, and closing journal entries.
• Prepare and analyze budget-versus-actuals reporting for all departments and focus areas; flag variances and work with department leads to understand drivers.
• Develop clear, consistent management reporting packages for the CEO, Leadership Team, and Finance Committee.

Audit, Tax & Compliance

• Own preparation for the annual independent financial and compliance audit, serving as the primary point of contact for auditors and coordinating information requests and follow-up items.
•  Lead preparation of materials supporting the Foundation's tax filings, including IRS Form 990-PF, in partnership with the CFOO and external tax advisors.
• Maintain and strengthen internal controls over financial reporting to safeguard Foundation assets and ensure the accuracy and integrity of financial data.
•  Monitor compliance with applicable federal and state requirements governing private foundation finance, escalating issues to the CFOO as needed.

Investment & Portfolio Analysis

• Support FP&A for the Foundation's  assets under management, including tracking performance across mutual funds and managed accounts.
• Assist the CFOO in preparing materials for the Investment Committee and in analyzing capital calls and distributions.
• Support long-term financial modeling and cash flow projections in coordination with the CIO and outside investment advisors.
• Contribute to liquidity planning, including analysis supporting a multi-year (3+ year) liquidity outlook.

Grants & Program Financial Support

• Partner with the grants team to track restricted and unrestricted funds and ensure alignment with donor intent.
• Provide financial analysis supporting the Foundation's grantmaking, fiscal sponsorship, and PRI activities.

Process & Systems Improvement

• Identify and implement improvements to budgeting, forecasting, and reporting processes and tools.
• Maintain documentation of financial planning policies, procedures, and standard operating procedures.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or relevant professional certification (CPA, CFA) a plus.
• 6–9 years of progressive experience in FP&A, corporate finance, or nonprofit/foundation finance, including experience building financial models and leading budget processes.
• Advanced proficiency in Excel and financial modeling; experience with financial systems and reporting tools (e.g Sage Intacct, Adaptive Insights) strongly preferred.
• Experience in a nonprofit, foundation, or mission-driven organization preferred; familiarity with private foundation financial and regulatory considerations is a plus.
• Strong analytical skills paired with the ability to communicate financial information clearly to non-financial audiences.
• Demonstrated ability to manage multiple priorities and deadlines, including recurring monthly, quarterly, and annual cycles.
• High degree of accuracy and attention to detail, with a strong sense of ownership over the numbers.
• Collaborative, low-ego style; comfortable operating in a small, high-trust team environment.

Benefits

The Kapor Center provides competitive compensation commensurate with experience, and an excellent benefits package including medical, dental, vision, basic life and disability insurance, 401(K), paid time off, holiday benefits and more. The Kapor Center office is located in the uptown district of Oakland, with excellent access to public transportation.

Salary Range: $130,000 - $150,000