Financial Planning Manager

Washington, DC
Aug 29, 2022
Sep 13, 2022
Full Time

AARP is the nation's largest nonprofit, nonpartisan organization dedicated to empowering people 50 and older to choose how they live as they age. With a nationwide presence and nearly 38 million members, AARP strengthens communities and advocates for what matters most to families: health security, financial stability and personal fulfillment. AARP also produces the nation's largest circulation publications: AARP The Magazine and AARP Bulletin.

Financial Planning and Analysis (FP&A) is responsible for developing AARP's annual budget, three periodic financial forecasts, and multi-year financial plan. The team partners closely with the Enterprise Strategy Group to ensure financial resources are available and aligned with the strategic priorities as approved by AARP leadership and the Board. FP&A also provides an array of financial analytical services to AARP business groups, leadership and the Board.

The Financial Planning & Analysis Manager is responsible for AARP's multi-year financial plan and all related affiliates. This rolling, three-year model is used to establish annual budgets and spending authority for AARP's consolidated business. The role provides ongoing financial and business analysis and support for all levels within AARP, including the FP&A Sr. Vice President, Chief Operating & Financial Officer, Executive Team, and Board of Directors.


  • Supports the FP&A Vice President for business units under management.
  • Manages the development of high-value integrated solutions, including budgeting, forecasting, monthly close, financial reporting, risk and opportunity assessments, benchmarking, business case development, and operational analysis.
  • Develops and analyzes financial statements (and related data); develops executive-level presentations to inform and support both short-term and long-term planning.
  • Provides regular day-to-day financial guidance for clients, including a full range of financial recommendations based on analytics.
  • Manages a complex, cross-enterprise initiative with executive-level visibility and impact.
  • Leverages state-of-the-art financial software suite to continuously improve and automate financial reporting and analysis capabilities, including data visualization.
  • Supports both Finance and enterprise-wide innovation.


  • MBA, Master's or MBA in progress strongly preferred and 5+ years of directly related experience.
  • Must be an advanced user with Microsoft Office applications, specifically Excel and PowerPoint.
  • Preferred technical competencies include Financial Planning software tools such as Oracle EPM Cloud (formerly Hyperion), Smart View, and PeopleSoft.
  • Requires background in consolidation accounting in addition to a core competency in traditional Financial Planning & Analysis and financial systems.
  • Technical accounting knowledge and exposure (GAAP) preferred.
  • Demonstrated leadership and strategic financial contributions in complex business settings. Experience working with executive and senior management to develop and implement successful strategic financial solutions.
  • Effective verbal and written communication skills.
  • In-office/open office environment with the ability to work effectively surrounded by moderate noise.

Flexible Work Arrangement (FWA)

AARP observes Mondays and Fridays as telecommuting workdays, except for essential functions. Remote work and telecommuting can only be done within the United States and its territories.

Compensation and Benefits

AARP offers a competitive compensation and benefits package including a 401(k); 100% company-funded pension plan; health, dental, and vision plans; life insurance; paid time off to include company and individual holidays, vacation, sick, caregiving, and parental leave; performance-based and peer-based recognition; tuition reimbursement; among others.

Equal Employment Opportunity

AARP is an equal opportunity employer committed to hiring a diverse workforce and sustaining an inclusive culture. AARP does not discriminate on the basis of race, ethnicity, religion, sex, color, national origin, age, sexual orientation, gender identity or expression, mental or physical disability, genetic information, veteran status, or on any other basis prohibited by applicable law.

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