Chief Financial Reporting Officer

2 weeks ago


New York, New York, United States The Quest Organization Full time

Director of Budgeting & Financial Reporting

Key Responsibilities:

Financial Reporting

  • Design and implement tools and reports for budgeting and financial evaluation.
  • Create presentation formats tailored for various organizational levels.
  • Prepare reports and presentations for Board meetings.
  • Generate management-level reports for department heads and program managers.

Budgeting

  • Oversee the budgeting process throughout the organization in partnership with the CFO, including regular updates on revenue and expenditure forecasts.

Accounting

  • Analyze and interpret reports derived from the general ledger, providing recommendations and adjustments as necessary.
  • Facilitate bulk and individual reclassifications of general ledger transactions.
  • Update and upload the budget into the accounting system, generating supporting documentation from these systems.
  • Ensure the chart of accounts and general ledger segmentation align with current business operations and best practices.

Cross-Team Leadership

  • Engage with senior leadership and staff across the organization.
  • Collaborate with senior personnel to develop actionable management reports and insights.

Required Qualifications:

  • Bachelor's degree in Accounting, Finance, Business Administration, or a related discipline.
  • Minimum of 5 years of experience in financial reporting and budgeting.
  • Expertise in advanced Excel functionalities.
  • Strong analytical capabilities.
  • Excellent written and verbal communication skills.
  • Demonstrated integrity and confidentiality.
  • Advanced proficiency in using Tableau, Solver, DrillPoint, or similar advanced reporting tools.


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