Financial Budget Analyst

Position Overview

The Senior Budget Analyst works with the supervisor and CFO to analyze UNF’s budget and management reports, prepare ad hoc financial analyses, and provide strategic support to the junior analysts/analysts on the budget team. Responsible for Board of Directors and UN reporting materials, revenue forecasting, and analysis on UNF-wide priorities. The Senior Budget Analyst is a member of the Finance team and reports to the Vice-President, Strategic Planning & Incubation.

This position is based in Washington, DC (hybrid schedule).

Essential Functions

• Facilitates the annual budget process and development of financial forecasts in preparation for UNF Board meetings, including but not limited to creation of relevant templates, communication with the budget team, consolidation of information from junior analysts/analysts, leading analyses of annual financial data, and disseminating relevant information from the budget team
• Works closely with the Senior Director, UN Relations to prepare JCC reporting materials for biannual meetings. Preparations include consolidating forecasted information from teams, maintaining a partner list, and working with UNFIP staff to align dockets
• Monitors UNF-wide revenue forecasts and works with budget analysts and alliance grants managers to ensure, including overseeing pipeline input, and preparing monthly, annual, and ad hoc reports
• Manages a portfolio of partner funded teams to support their budgeting and financial planning needs
• Provides support to assigned teams in developing donor proposals and reports
• ​Works with assigned teams to develop annual budgets and develop updated financial forecasts
• ​Provides assigned teams with updated financial forecast on a monthly basis. Meets with assigned assigned regularly to review financial forecasts and update based on information provided by the team on their plans and expected expenditures. 
• ​Prepares monthly budget-to-actual reports. Identifies and analyzes significant variances. Reviews results and variances with assigned teams
• Facilitates the monthly payroll allocation process by creating templates, reviewing aggregate personnel data for procedure updates, communicating process changes to the budget team, assisting junior analysts/analysts, managing the central cost allocation process, and assisting the senior leadership with raise projections
• Prepare monthly reports for senior leadership under the direction of the Director, Budgets & Financial Planning which includes consolidating information from other budget analysts, analyzing significant variances, and preparing supplemental materials to give detail on aggregate information
• Facilitates quarterly budget meetings with UNF’s alliances and provide support for alliances including training on budget and financial systems and processes
• Monitors the need for updates to UNF budget templates and proposes changes accordingly.
• Manage Jr. Budget Analyst including overseeing their work, providing training and professional development, ensuring accuracy of their analyses and reports, and providing guidance and support as needed
• Provides training support for new hires on the budget team and for hires UNF-wide with job descriptions that include use of the financial systems or budgeting
• Serves as a Salesforce expert for the budget team, fundraisers, and grants managers for pipeline, revenue, and reporting functions and provide regular Salesforce trainings and brown bags on best practices for users across the organization
• Ad hoc projects and analysis as assigned by the Director, CFO, and/or senior leadership
• Other duties as assigned.

Selection Criteria

• Bachelor’s degree required, preferably in accounting/finance or related field; advanced degree (MBA, Nonprofit Management) preferred
• 4 – 6 years’ experience preparing operating and program budgets, budget-to-actual reports, and performance reports
• Experience with foundation-wide budgeting and Board of Directors-level reporting
• Strong interpersonal skills including the desire and ability to work graciously, patiently, and effectively with a wide variety of non-financial stakeholders on a daily basis
• Strong analytical skills coupled with expert level Excel/budget software skills and the ability to self-review work for reasonableness and accuracy
• Proven ability to learn financial systems and develop custom reports; experience with Salesforce preferred
• Willingness to work “hands-on” as a cooperative and collaborative member of the Finance and budget team
• Flexibility and the willingness and ability to respond to a rapidly changing environment.
• Intellectual curiosity and the desire and ability to develop new knowledge, skills, and abilities as needed to perform the position’s responsibilities.
• Previous experience participating in or managing project budgets preferred.
• Attention to detail and strong organizational skills.
• Ability to provide excellent customer service to all stakeholders
• Ability to work independently as well as cooperative and collaborative
• Ability to take initiative, and prioritize multiple and competing priorities
• Ability to maintain confidentiality
• Ability to work under pressure and handle stress