Department: Finance

Position Title: Financial Planning and Budgeting Analyst

Supervisor: Divisional Finance Director

JOB SUMMARY:

The Financial Planning and Budgeting Analyst will be responsible for the organization's budget and forecasting functions managing the annual budget process, ongoing monitoring of budget to actual activity, working with budget holders to assess any variances from budget, maintaining the annual and multi-year forecasts, and conducts reports and analysis as needed. The Financial Planning and Budgeting Analyst will work with budget holders and external partners to monitor any changes in funding throughout the year and will work with CFC to assess the financial impact of decisions. They will also be responsible for complex budget analysis of the overall budget.

ESSENTIAL QUALIFICATIONS:

• Bachelor's degree from an accredited college or university in a finance related field or five years' equivalent experience working with non-profit budgets, budget analysis, budget management, and forecasting.
• Through knowledge and understanding of Generally Accepted Accounting Principles (GAAP) and other Financial Accounting Standards Board (FASB) guidelines especially as related to not-for-profit accounting.
• Ability to operate within a computerized accounting environment with current software programs (Microsoft Office - Word, Excel, Access, & PowerPoint - Shelby, Vivid, Citrix Platforms, etc.) working knowledge of integrated database applications, and ability to use new software programs as required
• Excellent verbal and written communication skills.
• Ability to maintain a high level of confidentiality.

ESSENTIAL FUNCTIONS

• Manage the annual budget process.
• Produce internal financial packages on a monthly basis, incorporating analysis of actuals against budget, an ongoing rolling forecast model, and performance insight based on data.
• Lead month-end meetings with corps officers and unit directors to discuss financial performance, key metrics, budget variances and incorporate business insight into rolling financial forecast and Long-Range Plan
• Generate/Maintain monthly financial and operational metrics dashboard providing visibility and insight to support ongoing business decisions.
• Prepare financial reporting presentations to CFC (monthly), Advisory Board and its Finance Committee
• Will serve as divisional expert in Vivid reporting tool.
• Will create visualization reporting, graphs, etc. based on accurate and timely data. (utilizing PowerBI)
• Work closely with the accounting team on month-end close related items in preparation of monthly internal management budget presentation.
• Assist is preparing budgets for grant proposals.
• Can produce allocation methodologies and maintain the comparability of data across reporting years.
• Compile performance results pertaining to revenue and expense variances to budget, as well as prior actual and forecast, for presentation to CFC on a monthly, quarterly and annual basis.
• Ability to present and communicate findings both in written and oral format to CFC, DHQ department heads, and corps and units leaders.