Budget and Financial Planning Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Develop and manage the Association’s operational and capital budgets.

• Oversee the Workday Adaptive budgeting and long-term modeling system.

• Prepare strategic financial analyses, scenario models, budget projections, and capital planning analyses.

• Design, implement, and coordinate the annual budget development process and timeline.

• Create budget templates, planning guidelines, and submission documentation.

• Consolidate budget requests and generate forecasts for executive leadership, shared governance groups, and Board of Trustees meetings.

• Evaluate budget processes and resource allocations to ensure alignment with strategic priorities.

• Provide Level 1 internal support for Workday Adaptive.

• Manage the integration and relationship with Blackbaud FENXT.

• Develop financial models and reports for programmatic, auxiliary, and administrative purposes.

• Conduct routine and ad hoc financial analyses and provide advice to the VP of Finance & Investments.

• Manage relationships with Vice Presidents, leadership teams, AVPs/Directors, budget managers, and staff.

• Develop and maintain the budget framework for Programs & Ministries.

• Offer financial leadership and guidance to Programs & Ministries staff.

• Collaborate with various stakeholder groups to create reliable financial models and forecasts.

• Perform other duties assigned by the VPFI, VPs, or President, which may include required training.

⛳️ Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field.

• Five years of proven experience in system-wide budgeting, optimization, business planning, financial analysis, and strategic planning.

• Advanced technical proficiency in Excel, Word, Workday Adaptive or other budgeting and long-range modeling tools, Google Suite, data warehouse tools, and report writing tools.

• Experience in managing and analyzing large datasets.

• Extensive expertise and experience in budget development and stewardship.

• Familiarity with financial reporting principles relevant to not-for-profit organizations.

• Comprehensive knowledge of the association industry, including business models and market trends is preferred.

• Ability to interpret and communicate intricate policies and procedures.

• Established leadership and strong communication skills.

• Experience in large, highly collaborative environments.

• Capability to work independently with high reliability, accuracy, and productivity.

• Ability to handle confidential information with discretion.

• Demonstrated ability to maintain harmonious working relationships and effectively resolve complex administrative issues.

• Proven ability to exercise discretion and independent judgment in decision-making processes.

• Experience managing multiple projects with critical deadlines.

• Easy access to a major airport due to travel requirements.

🏝️ Benefits

• 35-hour standard workweek.

• 80% contribution towards health insurance premiums.

• 10% contribution towards retirement after one year of service.

• Generous paid time off policies.

• Reasonable accommodations for applicants and staff with disabilities.

• A diverse and inclusive workplace.

• Travel requirements with convenient access to a major airport.