Budget Analyst

Budget Analyst

General Info on SAGE:

SAGE is the country’s largest and oldest organization dedicated to improving the lives of lesbian, gay, bisexual and transgender (LGBTQ+) older people. Founded in 1978 and headquartered in New York City, SAGE is a national organization that offers supportive services and consumer resources to LGBTQ+ older people and their caregivers, advocates for public policy changes that address the needs of LGBTQ+ older people, provides education and technical assistance for aging providers and LGBTQ+ organizations through its National Resource Center on LGBTQ+ Aging, and cultural competence training through SAGECare. SAGE supports a growing network of 70+ SAGECollab Partners across the country.

What we need:

This is a NEW role for SAGE in our Finance department, and an exciting time to join us. We are seeking a detail-oriented and analytical Financial Analyst to join our team. This role is responsible for reviewing and analyzing financial data, ensuring accurate budget management, and providing financial insights to department leaders, executives, and financial decision makers. The ideal candidate will have strong financial acumen, excellent communication skills, and the ability to work collaboratively across departments

Who we need

This position will require someone who is committed to SAGE’s mission and core values, will bring significant finance experience and a customer service orientation, and has a passion for and track record of supporting effective people management. The Budget Analyst should have strong interpersonal and communication skills and lead with compassion and equity. They should be dedicated to building a positive and inclusive environment that supports the growth and success of both employees and SAGE. They should be interested in and have experience with developing and driving initiatives from scratch!

This position will report to the Controller and work alongside four other colleagues within the Finance department.

The responsibilities:

• Development of annual operating budget:
  • Collaborate with and assist CFO in leading annual budgeting process
  • Collaborate with Director of Grants, Contracts, and Compliance to included grant-funded expenses in operating budgets
  • Coordinate annual budgeting process with department leaders.
• Train and liaise with department leads to ensure successful budget development and monitoring:
  • Conduct Budget vs. Actual training sessions for existing department directors to enhance financial literacy and accountability.
  • Provide training and onboarding support to new budget managers, ensuring they understand financial procedures, reporting expectations, and best practices.
• Ongoing budget monitoring:
  • Distribute Budget vs. Actual reports to budget managers and promptly address any questions or concerns regarding financial performance
  • Delegate and review reclassification requests from budget managers, ensuring accuracy and adherence to financial policies.
  • Review and analyze monthly departmental Budget vs. Actual reports to identify trends, discrepancies, and areas of over/under spending.
  • Lead monthly reforecasting process.
  • Provide ongoing monitoring of restricted funding sources to ensure that they are reflected in operating budget
  • Advise department leaders, executives, and financial decision makers when adjustments to planned expenses are needed
• Prepare monthly financial statement workpapers, including but not limited to:
  • Assist with audit preparation o Oversee monthly revenue alignment process in collaborating with Development department
  • Net Asset Rollforward
  • Maintain Deferred Revenue Schedule
  • Government Accrual

While no one person embodies all the qualities outlined below, the ideal candidate will possess many of the following professional and personal abilities, attributes, and experiences. Please consider applying, even if you do not have *all* the “need-to-haves!”

Need-to-haves:

• Passion for SAGE’s mission and knowledge about and comfort working with diverse LGBTQ+ and TGNCNB communities.
• Minimum of 3 years of experience in financial analysis, budgeting, or accounting. (Degree in accounting or related field may be substituted for 1 year of experience.) Strong knowledge of HR best practices, employment laws, and DEI principles.
• Knowledge of nonprofit accounting and government grant reporting
• Commitment to enhancing the employee experience through exceptional service and support.
• Strong proficiency in financial reporting tools and Excel (pivot tables, VLOOKUP, Index/Match, Sumifs, If/then, etc.).
• Excellent analytical skills with a keen attention to detail.
• Strong verbal and written communication skills, with the ability to present financial concepts to non-financial stakeholders
• Ability to work independently while effectively collaborating with cross-functional teams.
• Supportive, customer service orientation

What we offer

• The status: This is a permanent, full-time, regular, exempt position
• The location and work schedule: ~35 hours per week, M-F 9:30-5:30 and will be remote.
• The salary range: $75,000-$85,000
• The benefits: SAGE offers a rich benefits package including:
  • Three medical insurance plan options in which to enroll – with a very generous HRA contribution by SAGE and premium subsidies
  • An annually funded HRA (of up to $5k) for gender affirming care not covered by medical insurance
  • Dental and Vision insurance with premium subsidies
  • A safe harbor 401(k) plan with a match from SAGE of up to 5%
  • Generous PTO and office closures for holidays (including ½ day closures the day before many holidays!)
  • 100% SAGE-paid family and medical leave for up to 12 weeks
  • Sabbatical leave for very tenured staff
  • 100% SAGE-paid disability and life insurance with the opportunity to elect additional life insurance coverage for the employee and their dependents
  • Medical and dependent care FSA and transit pre-tax benefits
  • An Employee Assistance Program (EAP) for free and confidential support from licensed counselors on a variety of issues
  • A really terrific team! An opportunity to build from the ground up and make significant positive impact on SAGE staff and culture! A chance to support the LGBTQ+ community and be a part of an organization doing vital work!

Are you interested? (We hope so!) – Please apply through our careers page: https://www.sageusa.org/about-us/careers/. Don’t forget to include both your resume and a cover letter describing your interest in working with us and what you’d bring to the role!

Got questions?: Email careers@sageusa.org with questions about the application process.

Just a reminder:

SAGE is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, ethnicity, creed, color, religion, sex or gender, sexual orientation, gender identity, gender expression, alienage or national origin, ancestry, age, citizenship status, marital or family status, family medical history or genetic information, veteran status, HIV serostatus, military or military discharge status, height, weight, disability or handicap, domestic violence victim status, employment status, socioeconomic status, criminal history or arrest record, sexual or other reproductive health decisions, natural hair or hairstyle, or any other status or characteristic protected by applicable federal, state, or local laws. SAGE is dedicated to this policy, with respect to all matters concerning employment.