Budget and Financial Planning Manager
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
UUA budget manager overseeing nonprofit operating and capital planning. Managing Workday Adaptive models, forecasts, analyses, and Programs & Ministries budgets.
Responsibilities:
- Develop and steward the Association’s operating and capital budgets
- Manage the Workday Adaptive budgeting and long-range modeling system
- Prepare strategic financial analyses, scenario models, budget forecasts, and capital planning analyses
- Design, develop, and coordinate the annual budget development process and calendar
- Create budget templates, planning guidelines, and submission documents
- Consolidate budget requests and prepare forecasts for executive leadership, shared governance groups, and Board of Trustees meetings
- Assess budget processes and resource allocations for alignment with strategic priorities
- Provide Level 1 internal support for Workday Adaptive
- Manage integration and relationship with Blackbaud FENXT
- Develop programmatic, auxiliary, and administrative financial models and reports
- Conduct routine and ad hoc financial analyses and advise the VP of Finance & Investments
- Manage relationships with Vice Presidents, leadership teams, AVPs/Directors, budget managers, and staff
- Develop and maintain the Programs & Ministries budget framework
- Provide financial leadership and guidance to Programs & Ministries staff
- Collaborate across stakeholder groups to develop reliable financial models and forecasts
- Perform other duties assigned by the VPFI, VPs, or President, including required training
Requirements:
- 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 technical expertise in Excel, Word, Workday Adaptive or other budget and long-range modeling practices, Google Suite, data warehouse tools, and report writing tools
- Experience managing and analyzing large data sets
- Deep expertise and extensive experience with budget development and stewardship
- Understanding of financial reporting principles used by not-for-profit organizations
- Extensive knowledge of the association industry, business models, and market factors/trends preferred
- 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
- Easy access to a major airport due to travel requirements
Benefits:
- 35-hour normal workweek
- 80% contribution towards health insurance premiums
- 10% contribution towards retirement after one year
- Generous paid-time-off policies
- Reasonable accommodations for applicants and staff with disabilities
- Diverse and inclusive workplace
- Travel requirements with easy access to a major airport
Similar Jobs
Senior Strategic Finance Manager – Corporate Finance
Senior Strategic Finance Manager owning forecasting, planning, KPIs, and AI-enabled finance systems. Supporting Netlify’s platform for building, deploying, and scaling modern web applications.
Financial Institution Advisor
Financial Institution Advisor advising banks and credit unions on Glia’s Banking AI platform. Leading discovery, deployment strategy, executive workshops, and AI transformation guidance.
Module Lead – Industrial and Financial Systems
IFS Cloud Consultant implementing and supporting IFS ERP solutions for YASH Technologies’ business transformation clients. Configuring processes, integrations, testing, and post-go-live support.
Junior Financial Accounting Analyst – SAP
Analista Júnior de Contabilidade Financeira apoiando conciliações, faturas e lançamentos no SAP FI. Comunicação com equipes regionais da América Latina.
Advisor, Financial Planning & Analysis – Pharma COE
Financial planning and analysis advisor supporting Cardinal Health’s Pharma segment finance operations. Delivering budgets, forecasts, variance analysis, reporting, and executive finance materials.
Senior Financial Analyst
Senior Financial Analyst supporting clinic budgets, financial closes, and physician compensation analysis. Building pro formas and strategic models for Ascension’s nonprofit Catholic healthcare system.
Senior Financial Analyst
Senior Financial Analyst leading budgeting, forecasting, variance analysis, and reporting for Lightspeed’s global commerce platform. Supporting senior leaders with data-driven financial guidance.
Senior Financial Analyst
Senior Financial Analyst supporting budgeting, forecasting, reporting, and decision-making at Lightspeed, a global commerce platform. Building financial models and partnering with senior leaders.
Senior Financial Analyst
Senior Financial Analyst driving budgeting, forecasting, and variance reporting for Lightspeed’s global commerce platform. Building financial models and advising senior leaders on business decisions.
Senior Finance Business Partner
Senior Finance Business Partner supporting Brown & Brown’s pharmacy practice through FP&A and strategic planning. Leading finance operations, budgeting, forecasting, compliance, and performance analysis.
Freelance Investment Banking Translator, English to Traditional Chinese (Taiwan)
Freelance translator translating and proofreading English-to-Traditional Chinese (Taiwan) investment banking market commentary. Supporting TransPerfect’s international clients as a remote linguist.
Freelance Investment Banking Translator, English to Traditional Chinese (Taiwan)
Freelance English-to-Traditional-Chinese translator proofreading investment banking market commentary. Delivering client-ready financial translations for TransPerfect’s global language-services business.
FP&A Manager
FP&A Manager leading corporate budgeting, forecasting, modeling, and cash flow analysis for insurance services company Hilb Group. Partnering with finance leaders and executives on business decisions.
Financial Planning & Analysis Lead
FP&A Lead owning forecasting, subscription revenue modeling, and board reporting for Flodesk, a fast-growing email marketing company. Designing AI-enabled finance workflows and strategic planning models.
Financial Planning and Analysis Advisor
FP&A Advisor supporting Cardinal Health’s corporate finance through budget consolidation, forecasting, allocations, and variance analysis. Driving SOX controls and process improvements across enterprise finance teams.
Patient Financial Associate
Patient Financial Associate handling virtual registrations, insurance verification, and collections for Baptist Health’s healthcare system. Supporting patients and clinical teams in a high-volume remote department.
Director – Omnicare Financial Planning and Analysis
FP&A Director leading budgeting, forecasting, and financial strategy for Omnicare, a long-term care pharmacy services provider. Managing analysts and supporting growth, transformation, and strategic decision-making.
Finance Manager, Adaptive Planning
Finance Manager owning Adaptive Planning administration, integrations, reporting, and headcount forecasting. Supporting Instructure’s educational technology business through accurate budgets, forecasts, and operating plans.
Finance and Legal Specialist, Chinese/Spanish Speaker
Remote finance and legal specialists evaluating AI-generated financial, legal, and regulatory content. Validating accuracy and improving quality standards for China and Spain markets.
Finance Business Partner
Finance Business Partner owning reporting, ARR validation, budgeting, and forecasting for Digital Science’s research-technology business. Advising senior leaders across Academic/GFN, Sales, and Marketing.