Financial Planning & Analysis (FP&A) Manager

The William and Flora Hewlett Foundation, based in Menlo Park, California, is seeking a Financial Planning & Analysis (FP&A) Manager for the Finance Department.

About the Foundation

The William and Flora Hewlett Foundation invests in creative thinkers and problem solvers working to ensure that people, communities, and the planet can flourish. Together with our partners, we are harnessing society’s collective capacity to solve our toughest problems — from the existential threat of climate change to persistent and pervasive inequities, to attacks on democracy itself. A nonpartisan philanthropy, the Hewlett Foundation has made grants in the U.S. and globally for nearly six decades based on an approach that emphasizes long-term support, collaboration, and trust.

The foundation has approximately 130 employees, in programmatic, operational, and investment roles, located in the San Francisco Bay Area. Across the organization, our employees are challenged with meaningful work, have the resources for ongoing professional development and learning, and contribute to a collegial and engaging environment where they can thrive. We are committed to fostering a culture of inclusion as part of our guiding principles and encourage individuals with diverse backgrounds and experiences to apply. More information about the Hewlett Foundation is available at:

About the Finance Department

The Finance Department serves the foundation's charitable work by providing financial and business planning support to enable the organization to focus on its philanthropic goals. This financial leadership is offered through sound financial planning and reporting, quality operational processes, and business controls that meet the needs of the foundation and outside constituents, such as regulators.

About the Position

The Financial Planning & Analysis (FP&A) Manager is an agile and reliable financial partner who empowers the Hewlett Foundation's mission through expertise, collaboration, commitment and foresight. This role reports to the CFO and leads the foundation's financial planning, budgeting, and strategic analysis functions with a focus on providing deeper, broader analysis that enables informed decision-making. The FP&A Manager will build infrastructure for standardized financial analysis while developing capabilities for more responsive and proactive bespoke analysis. As a trusted thought partner, this position will anticipate foundation needs, provide strategic insights, and foster collaboration across teams.

Essential Duties and Responsibilities

Financial Planning and Cash Flow Management

Lead the foundation's budgeting and forecasting processes in coordination with program and administrative departments, creating less manual and more efficient approaches

Develop infrastructure for standardized financial analysis with automation

Build internal, multi-year models and capabilities to enhance annual cash flow forecasting precision

Coordinate cash management with the investment team

Partnership and Foundation-Specific Services

Act as a trusted thought partner who anticipates the foundation's needs and collaborates for maximum impact

Support payout requirement monitoring to ensure compliance with regulations

Oversee administrative budget tracking and reporting to support departmental effectiveness

Prepare financial reports, dashboards, and presentations for leadership and the board of directors.

Provide clear financial communication that enhances understanding for non-financial stakeholders

Team and Data Analytics Development

Create infrastructure and processes for enhanced reporting capabilities

Build capacity for creative problem-solving with clear communication

Establish a learning culture that values continuous improvement and curiosity

Develop cross-training opportunities that enhance team resilience

Foster an environment that aspires to exceptional performance and continuous growth

Systems and Process Optimization

Optimize the manual processes currently used for financial analysis

Collaborate with IT to enhance technological capabilities for financial planning

Create documentation and training for financial analysis methodologies

Participate in initiatives to improve data integration between financial and programmatic systems

Required Skills, Experience and Education

Bachelor's degree in Finance, Business, or related field; MBA preferred

Minimum of 7 years of experience in financial analysis, planning, and business partnering

Experience in nonprofit finance, foundation, or endowment management strongly preferred

Advanced financial modeling and analytical skills

Knowledge of private foundation regulations, particularly regarding payout requirements

Excellent communication abilities, particularly translating financial concepts for non-financial audiences

Strong data visualization and presentation skills

Proficiency in financial planning systems and advanced Excel

Demonstrated success in building collaborative relationships across functions

Passion for creative problem-solving with clear communication

Commitment to high professional and ethical standards

Embodies a 'powerhouse' mindset - combining exceptional performance with joy and curiosity in the work

Proficiency in Microsoft Excel, Word, and financial reporting systems

Ability to work independently while managing multiple projects

Positive attitude and excellent customer service orientation

Compensation and Benefits

The Hewlett Foundation is committed to providing compensation that is competitive within the philanthropic sector. We offer a generous total compensation package that emphasizes both base salary and comprehensive benefits. The salary range for this role starts at $142,000-$175,000. Offers are based on the candidate's years of experience and our practice of maintaining salary equity within the foundation.

Physical Demands/Work Environment

The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this position, the employee is regularly required to sit for extended periods of time and to travel via various modes of transportation for extended periods of time. The Accounting Manager role will be based in Menlo Park, Calif. The foundation has reopened in a hybrid work environment of three days in the office per week at a minimum.

To apply:

Please apply online and submit a resume and cover letter explaining how your skills fit this position.

The William and Flora Hewlett Foundation embraces the importance of diversity, equity, and inclusion both internally, in our hiring process and organizational culture, and externally, in our grantmaking and related practices. We are an equal opportunity employer and welcome applications from people of all backgrounds, cultures, and experiences.