[Hiring] Manager of Budget & Financial Planning @Unitarian Universalist Assoc of Congregations.

Role Description

Under the direction of the VP for Finance & Investments (VPFI), the Manager of Budget and Financial Planning (MBFP) is responsible for development and stewardship of the Association’s operating and capital budgets and the system (currently Workday Adaptive) in which they are prepared, stored, and used for reporting. Their responsibilities include:

• Preparing detailed strategic financial analyses and scenario modeling.
• Capital planning and expenditures analyses.
• Managing staff footprint, stewardship and reporting, and other research and analyses as needed.

Central functions include:

• Presentation development of the Association’s board approved multi-year operating and capital budgets.
• Preparing budget forecasts.
• System administration and training.
• Capital planning, analytics and scenario modeling.
• Development of programmatic financial models.
• Making recommendations on effective resource allocations.

This role will also support the financial planning needs of Programs & Ministries reporting to the VP and working in partnership with their direct reports.

Qualifications

• B.S. or B.A. degree in Finance, Accounting, Economics, Business Administration, or related field.
• Five years of demonstrated experience in system-wide budgeting, system optimization, business planning, financial analysis, and strategic planning.
• Advanced level of technical expertise (e.g., Excel, Word, Workday Adaptive or other budget and long-range modeling practices, Google Suite, data warehouse tools, report writing tools).
• Deep expertise and extensive experience with budget development and stewardship, and understanding of financial reporting principles used by not-for-profit organizations.
• Ability to interpret and communicate complex policies and procedures.
• Proven leadership and strong communication skills.
• Experience working in large, highly collaborative environments.
• Ability to work independently with high reliability, accuracy, and productivity.
• Ability to handle confidential information responsibly.
• Demonstrated ability to maintain harmonious working relationships and address complex administrative issues effectively.
• Proven track record in exercising discretion and independent judgment in decision-making processes.
• Experience managing multiple projects with critical deadlines.

Requirements

• Compensation midpoint of $74,000, with offers potentially ranging from 10-15% higher or lower based on factors such as experience, qualifications, and geographical location.

Benefits

• Normal workweek of 35 hours.
• 80% contribution towards health insurance premiums.
• 10% contribution towards retirement (after one year).
• Generous paid time-off policies.