Job Description The Senior Director of FP&A will lead the organization’s financial planning and analysis function, driving strategic decision-making and enterprise-wide financial performance. This role partners closely with the C-suite to provide actionable insights, supports large-scale financial initiatives including mergers and capital investments, and ensures alignment between corporate goals and financial strategy. The ideal candidate will build and scale high-performing FP&A teams, lead transformative projects, and drive a culture of excellence across finance. Key Responsibilities: - Develop and execute enterprise-wide financial planning and analysis strategies aligned with corporate objectives. - Lead budgeting, forecasting, and long-term financial modeling efforts. - Partner with senior executives to provide actionable insights that inform strategic decisions. - Oversee complex financial modeling for mergers, acquisitions, and large capital investments. - Ensure accurate, timely, and insightful financial reporting and analytics across business units. - Drive process improvements and system transformations, including ERP integrations and advanced reporting platforms. - Build, mentor, and scale high-performing FP&A teams across regions or business units. - Present complex financial data and recommendations to the board and executive leadership. - Foster a high-performance, inclusive culture within the FP&A function. Qualifications: - Bachelor’s degree in Finance, Accounting, Economics, or a related field; Master’s degree preferred. - 12–15+ years of finance experience, including 7+ years in leadership roles. - Deep expertise in Microsoft Office Suite, particularly Excel for strategic modeling and analysis. - Strong knowledge of regulatory requirements, risk frameworks, and financial compliance. - Experience leading ERP transformations, financial reporting, and analytics platforms. - Proven executive presence with the ability to influence cross-functional teams and drive organizational change. Core Competencies: - Enterprise-wide financial planning, analysis, and reporting - Strategic insight and business partnering with executives - Leadership development and succession planning - Change management and process improvement - Complex financial modeling and capital investment analysis - Strong communication, presentation, and negotiation skills About Us Momentive Software amplifies the impact of over 20,000 purpose-driven organizations in over 30 countries, with over $11 billion raised and 55 million members served to date. Mission-driven nonprofits and associations rely on Momentive’s cloud-based software and services to address their most pressing challenges – from engaging their communities to simplifying operations and growing revenue. Designed to help organizations connect more, manage more, and ultimately expect more, Momentive's solutions are built with reliability at the core and strategically focus on fundraising, learning, events, careers, volunteering, accounting, and association management. Momentive partners with organizations that believe "good enough" is never enough – so they can bring on better outcomes for everyone they serve. Learn more at momentivesoftware.com. Why Work Here? At Momentive Software, we’re a team of passionate problem-solvers, innovators, and volunteers who believe in using technology to make a real difference. We dream big, support each other, and take pride in creating solutions that help our customers drive meaningful change. If you’re looking for a place where your work matters and your ideas are valued, you’ll find it here. Medical, Dental & Vision Benefits 401(k) Savings Plan with Company Match Flexible Planned Paid Time Off Generous Sick Leave Inclusive & Welcoming Environment Purpose-Driven Culture Work-Life Balance Commitment to Community Involvement Employer-Paid Parental Leave Employer-Paid Short-Term Disability Remote Work Flexibility Momentive Software actively embraces diversity and equal opportunity in a meaningful way. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better our work will be, which is why we do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. All persons hired will be required to verify identity, minimum age of 18, eligibility to work in the United States (without sponsorship), and to complete the required employment eligibility verification form upon hire.

Job Description The Senior Director of FP&A will lead the organization’s financial planning and analysis function, driving strategic decision-making and enterprise-wide financial performance. This role partners closely with the C-suite to provide actionable insights, supports large-scale financial initiatives including mergers and capital investments, and ensures alignment between corporate goals and financial strategy. The ideal candidate will build and scale high-performing FP&A teams, lead transformative projects, and drive a culture of excellence across finance. Key Responsibilities: - Develop and execute enterprise-wide financial planning and analysis strategies aligned with corporate objectives. - Lead budgeting, forecasting, and long-term financial modeling efforts. - Partner with senior executives to provide actionable insights that inform strategic decisions. - Oversee complex financial modeling for mergers, acquisitions, and large capital investments. - Ensure accurate, timely, and insightful financial reporting and analytics across business units. - Drive process improvements and system transformations, including ERP integrations and advanced reporting platforms. - Build, mentor, and scale high-performing FP&A teams across regions or business units. - Present complex financial data and recommendations to the board and executive leadership. - Foster a high-performance, inclusive culture within the FP&A function. Qualifications: - Bachelor’s degree in Finance, Accounting, Economics, or a related field; Master’s degree preferred. - 12–15+ years of finance experience, including 7+ years in leadership roles. - Deep expertise in Microsoft Office Suite, particularly Excel for strategic modeling and analysis. - Strong knowledge of regulatory requirements, risk frameworks, and financial compliance. - Experience leading ERP transformations, financial reporting, and analytics platforms. - Proven executive presence with the ability to influence cross-functional teams and drive organizational change. Core Competencies: - Enterprise-wide financial planning, analysis, and reporting - Strategic insight and business partnering with executives - Leadership development and succession planning - Change management and process improvement - Complex financial modeling and capital investment analysis - Strong communication, presentation, and negotiation skills About Us Momentive Software amplifies the impact of over 20,000 purpose-driven organizations in over 30 countries, with over $11 billion raised and 55 million members served to date. Mission-driven nonprofits and associations rely on Momentive’s cloud-based software and services to address their most pressing challenges – from engaging their communities to simplifying operations and growing revenue. Designed to help organizations connect more, manage more, and ultimately expect more, Momentive's solutions are built with reliability at the core and strategically focus on fundraising, learning, events, careers, volunteering, accounting, and association management. Momentive partners with organizations that believe "good enough" is never enough – so they can bring on better outcomes for everyone they serve. Learn more at momentivesoftware.com. Why Work Here? At Momentive Software, we’re a team of passionate problem-solvers, innovators, and volunteers who believe in using technology to make a real difference. We dream big, support each other, and take pride in creating solutions that help our customers drive meaningful change. If you’re looking for a place where your work matters and your ideas are valued, you’ll find it here. Medical, Dental & Vision Benefits 401(k) Savings Plan with Company Match Flexible Planned Paid Time Off Generous Sick Leave Inclusive & Welcoming Environment Purpose-Driven Culture Work-Life Balance Commitment to Community Involvement Employer-Paid Parental Leave Employer-Paid Short-Term Disability Remote Work Flexibility Momentive Software actively embraces diversity and equal opportunity in a meaningful way. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better our work will be, which is why we do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. All persons hired will be required to verify identity, minimum age of 18, eligibility to work in the United States (without sponsorship), and to complete the required employment eligibility verification form upon hire.

• Oversee the financial planning, analysis, and reporting • Manage large budgets, ensuring cost-effective operations and maximizing financial performance • Develop and implement financial strategies to support manufacturing objectives and company growth • Partner with Business Leaders, CFO and CAO to provide financial insights and support decision-making • Collaborate on strategic initiatives and long-term planning for the function • Prepare and present financial reports, forecasts, and analyses to the executive leadership team • Ensure accurate and timely accounting for all transactions • Maintain compliance with all relevant financial regulations and industry standards • Implement and oversee internal controls to safeguard company assets and ensure financial integrity • Manage the development of annual budgets, quarterly forecasts, and long-term financial plans • Monitor financial performance against budgets and forecasts, identifying variances and recommending corrective actions • Provide detailed financial modelling and scenario analysis to support strategic decision-making • Analyze business processes and workflows to identify opportunities for cost reduction and efficiency improvements • Partner with leaders to implement best practices and drive operational excellence • Monitor key performance indicators (KPIs) and metrics to assess financial and operational performance • Foster a culture of continuous improvement, professional development, and collaboration

• Maintain and update AP trackers across all vendors on a daily basis • Reconcile vendor statements and proactively identify discrepancies • Follow up on missing invoices and ensure proper documentation • Track payment schedules and flag risks or delays early • Ensure internal teams submit and tag financial information correctly • Generate and manage client invoices based on project deliverables • Track invoice status, collections, and follow-ups • Coordinate with internal teams to ensure billing accuracy • Maintain AR trackers and ensure timely collections • Own tracking of commissions, revenue splits, and referral payouts • Validate data with Partnerships, Sales, and Account Management teams • Ensure payouts are accurate, timely, and well-documented • Maintain audit-ready records for all commission workflows • Provide daily/weekly reporting to Production, Operations, and Account teams • Track financial impact of ongoing projects and activities • Build and maintain dashboards, trackers, and reporting systems • Improve visibility into financial data across teams • Assist with bank reconciliations and expense categorization • Support bookkeeping and financial record maintenance • Maintain clean, organized, and audit-ready documentation • Handle ad-hoc finance and operational requests quickly and accurately