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SENIOR BUDGET ANALYST

DUTCHESS COUNTY

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Category:

TEMP TO PERM

Status:

FULL TIME

Type of Business

NON FOR PROFIT

Job Qualifications:

Play a key role in assisting the Director of Finance in the development of the annual operating budget of approximately $62 million, including maintenance of customized budget application, development of spreadsheets, consolidating and reviewing data received, uploading of approved budgets to the general ledger (Great Plains) and electronic distribution to staff.

  • Work with a team of professionals (executive team, program leadership, data analysts, and central administration) on all aspects of the budget planning within the organization.
  • Manage administrative processes to receive approval of budget by program from Associate Executive Directors (AEDs), Director of Finance and the Executive Team (CFO, COO and CEO).
  • Prepares guidelines, funding formulas, and models for both budget development and analytical reporting.
  • Coordinate monthly meetings with AEDs and other program leadership to review the budget performance reports including supporting schedules (revenue metrics, FTEs, salary allocations, OTPS, etc.).
  • Interfaces with various departments and staff at all levels to support them in budget and related matters.
  • Handle multiple assignments in a rapidly changing, fast-paced environment with extensive direct interaction with program leadership and funders.
  • Responsible for ongoing analysis of progress and variances from plan, monitoring and reporting financial results including refinement of the projections/forecast platform.
  • Work with Financial Data Analyst to develop automated accounting systems to track and report activities by cost centers and service lines, improving accountability, accuracy, and transparency of financial performance and adding value to strategic management and decision-making.
  • Update and maintain reports to track program activities across fiscal years.
  • Utilize financial systems to extract data to develop and update key financial reports.
  • Monitor FTEs and salary allocations regularly and update both within the Kronos HRIS/Payroll database.
  • Prepare analytic budget and scheduling reports for all oversight and government entities.
  • Monitors and analyzes expenditures and provides explanations for large variances on a monthly basis.
  • Highlight contracts with potential problems with over/under spending and identify possible solutions.
  • Prepares and submits government budgets and budget modifications as required by funding source.
  • Develop a working knowledge of fiscal policies of public/private contracting agencies to ensure accuracy in recording expenses and translate to correct line items on required reporting documents to funding sources.
  • Assist in developing budgeting policies and procedures, and interprets client policy.
  • Provide financial modeling, financial analysis for a variety of special projects that may include new funding, new business initiatives and other ad hoc projects.
  • Assist in the preparation of fiscal reports for Finance/Board meetings.
  • Performs other related duties as assigned by Director of Finance and CFO.

Job Qualifications and Requirements:

  • Bachelor’s degree in Accounting, Finance or related field.
  • Minimum 5 years of related experience preferably in a not-for-profit environment.
  • Proficient knowledge of computerized accounting programs, fund accounting, and an understanding of relevant policies and procedures; preferable Microsoft Great Plains
  • An effective communicator at all levels in the organization, with strong oral and written skills, a collaborative and flexible style, a strong commitment to customer service, and the highest commitment to professionalism and integrity.
  • Strong problem-solving and analytical skills
  • Excellent Excel skills; knowledge of pivot tables and comfortable working with large data sets.


Job Description:

Play a key role in assisting the Director of Finance in the development of the annual operating budget of approximately $62 million, including maintenance of customized budget application, development of spreadsheets, consolidating and reviewing data received, uploading of approved budgets to the general ledger (Great Plains) and electronic distribution to staff.

  • Work with a team of professionals (executive team, program leadership, data analysts, and central administration) on all aspects of the budget planning within the organization.
  • Manage administrative processes to receive approval of budget by program from Associate Executive Directors (AEDs), Director of Finance and the Executive Team (CFO, COO and CEO).
  • Prepares guidelines, funding formulas, and models for both budget development and analytical reporting.
  • Coordinate monthly meetings with AEDs and other program leadership to review the budget performance reports including supporting schedules (revenue metrics, FTEs, salary allocations, OTPS, etc.).
  • Interfaces with various departments and staff at all levels to support them in budget and related matters.
  • Handle multiple assignments in a rapidly changing, fast-paced environment with extensive direct interaction with program leadership and funders.
  • Responsible for ongoing analysis of progress and variances from plan, monitoring and reporting financial results including refinement of the projections/forecast platform.
  • Work with Financial Data Analyst to develop automated accounting systems to track and report activities by cost centers and service lines, improving accountability, accuracy, and transparency of financial performance and adding value to strategic management and decision-making.
  • Update and maintain reports to track program activities across fiscal years.
  • Utilize financial systems to extract data to develop and update key financial reports.
  • Monitor FTEs and salary allocations regularly and update both within the Kronos HRIS/Payroll database.
  • Prepare analytic budget and scheduling reports for all oversight and government entities.
  • Monitors and analyzes expenditures and provides explanations for large variances on a monthly basis.
  • Highlight contracts with potential problems with over/under spending and identify possible solutions.
  • Prepares and submits government budgets and budget modifications as required by funding source.
  • Develop a working knowledge of fiscal policies of public/private contracting agencies to ensure accuracy in recording expenses and translate to correct line items on required reporting documents to funding sources.
  • Assist in developing budgeting policies and procedures, and interprets client policy.
  • Provide financial modeling, financial analysis for a variety of special projects that may include new funding, new business initiatives and other ad hoc projects.
  • Assist in the preparation of fiscal reports for Finance/Board meetings.
  • Performs other related duties as assigned by Director of Finance and CFO.

Job Qualifications and Requirements:

  • Bachelor’s degree in Accounting, Finance or related field.
  • Minimum 5 years of related experience preferably in a not-for-profit environment.
  • Proficient knowledge of computerized accounting programs, fund accounting, and an understanding of relevant policies and procedures; preferable Microsoft Great Plains
  • An effective communicator at all levels in the organization, with strong oral and written skills, a collaborative and flexible style, a strong commitment to customer service, and the highest commitment to professionalism and integrity.
  • Strong problem-solving and analytical skills
  • Excellent Excel skills; knowledge of pivot tables and comfortable working with large data sets.


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SENIOR BUDGET ANALYST
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