Budget & Reporting Specialist

Reports to: Chief Financial Officer (CFO) 

Position Overview:  

This role leads the agency’s annual budget, program budgets, grant budgets, as well as special project budgets. This position supports strategic financial growth initiatives and is responsible for preparing accurate monthly financial and budget comparison analyses and reports. The role also focuses on strengthening transparency and reporting, maintaining operational efficiency, enhancing internal controls, and ongoing technology development. 

Job Duties & Responsibilities: 

• Work with CFO to define and implement goals, financial strategies, and staffing needs 
• Partner with directors to align financial strategy with program goals and funding 
• Lead projects analyzing historical financial trends to improve financial performance. 
• Collaborate with the CFO on multi-year financial planning and forecasting 
• Help develop key performance indicators and advanced tools for financial monitoring 
• Collaborate with the Accounts Payable & Payroll Manager, and the CFO to implement a requisition and purchase order system integrated with annual budgeting tools
• Review accounting tools and recommend changes to improve efficiency and accuracy 
• Respond to compliance findings related to financial regulations and reporting standards 
• Serve as point of contact for financial audits, and ensure completion of all requirements 
• Work with the finance team to oversee internal verification of general ledger accuracy, identify anomalies/trends, review and resolve non-timing and timing budget variations 
• Monitor internal control procedures and cross-checks to maintain the integrity of data 
• Provide monthly reports to program staff and help with actionable budget changes 
• Work with the accounting team to ensure monthly statements are complete and accurate 
• Assist in monthly close reviewing variances from preliminary budget to actual reports  
• Create a monthly budget results report and a quarterly report with adjustments identified.  
• Support the CFO’s reporting needs for executive leadership, and the Board of Directors. 
• Present quarterly written budget recommendations and financial updates to the CFO 
• Provide training and support to staff on budget preparation and financial management. 
• Establish and manage procedures for budget control, monitoring variances, and implementing necessary modifications throughout the fiscal year 
• Lead the development and execution of the agency’s annual budget in collaboration with the CFO, executive staff, department managers, and program directors. 
• Consider and analyze cross-functional opportunities for financial growth and security 
• Review operating procedures and recommend improvements and enhancements 

• Bachelor’s degree in Accounting or Finance, or proven equivalent experience.
• Proven understanding of GAAP accounting with proficiency in accounting software and advanced Excel applications; experience with visualization tools is a plus.
• Proficient in budgeting.
• Collaborative skills within accounting and cross-functional business activities.
• Organizational skills with the ability to prioritize responsibilities and meet deadlines. 
• Excellent communication skills with demonstrated success in diverse settings.