Manager, Budget and Reporting

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

📋 Description

• Oversee the annual budget development process across the organization, which includes preparing templates and conducting training, gathering input from teams, and providing recommendations to senior leadership.

• Continuously maintain and update rolling cash flow forecasts, financial models, and scenario analyses.

• Generate monthly and quarterly analyses comparing budgeted amounts to actual results.

• Facilitate quarterly budget review meetings with budget owners.

• Provide guidance to budget owners by interpreting budget data into actionable insights and recommendations for resource allocation and programmatic decisions.

• Assist the Development team with financial reporting packages and funding proposal models.

• Enhance budgeting and reporting procedures through standardization, automation, and modernization of financial reporting tools.

• Collaborate with the Director of Finance on multi-year financial planning, including portfolio, capacity, and funding scenarios.

• Analyze budget, cash flow, and portfolio trends to pinpoint risks and opportunities, recommending actions accordingly.

• Contribute to financial sustainability strategies, encompassing reserves, liquidity, and capital deployment planning.

• Prepare and analyze reports and presentations for quarterly Finance Committee meetings.

• Monitor liquidity requirements and cash positions across various accounts.

• Evaluate and enhance finance processes, controls, and tools.

• Conduct financial due diligence for loan applications and strategic capital tools.

• Maintain training, support, and templates for financial diligence related to grant investments.

• Manage contracts and procurement processes, along with financial approvals and purchase orders within Intacct.

• Review grant agreements, establish vendor contracts in Salesforce, and assist with accounts payable and grant payments.

• Report to the Director of Finance while serving as the budgeting and reporting partner for investment team leaders, the Development team, and senior leadership.

⛳️ Requirements

• A minimum of 5 years of professional experience in financial planning and analysis, budgeting, or financial management.

• Strong expertise in financial modeling, Excel/Google Sheets, and financial systems such as Sage Intacct, Salesforce, and Bill.com.

• Proven experience in utilizing data visualization tools to convert intricate financial data into engaging and accessible narratives for non-financial stakeholders.

• Experience in performing financial due diligence on grants, investments, or loans is preferred.

• Knowledge of nonprofit accounting (GAAP) and familiarity with 501(c)(3) compliance is preferred.

• Willingness to travel up to 10% for in-person team meetings, retreats, and conferences.

• Ability to influence without direct authority and clearly communicate technical financial concepts to non-financial stakeholders.

• Capacity to design and maintain systems and routines that effectively capture, organize, and disseminate learning.

• Competence to manage multiple workstreams from inception to completion, demonstrating attention to detail and strong organizational skills.

• Ability to collaborate with a diverse range of stakeholders to accomplish ambitious objectives.

• Skill in creating processes and leading discussions that facilitate progress across teams.

• Ability to lead reflection and improvement cycles for workstreams, utilizing data and documented learning.

• Must be authorized to work for any employer in the U.S.; employment visa sponsorship is not available.

🏝️ Benefits

• Performance bonus of up to 5% annually.

• Comprehensive benefits package.

• Remote work flexibility anywhere in the U.S.

• Opportunities for travel to in-person team meetings, retreats, and conferences.