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Financial Planning Specialist

2 months ago


Old Bethpage, New York, United States Creative Financial Staffing Full time
About the Role

Creative Financial Staffing is partnering with a reputable non-profit agency to find a skilled Budget Analyst to support their financial planning and analysis efforts.

Key Responsibilities
  • Compile and analyze financial data to inform budget decisions and justify funding requests.
  • Review and analyze operating budgets to identify trends and areas for improvement.
  • Collaborate with unit heads to ensure budget adjustments align with program changes and support long-term planning.
  • Prepare and present regular and special budget reports to senior management, providing recommendations for budget revisions.
  • Conduct comparative analysis of operating programs to identify areas for cost savings and efficiency improvements.
Preferred Qualifications
  • Bachelor's degree in Accounting or Finance.
  • At least 3 years of experience in budgeting and financial analysis.
  • Strong attention to detail and excellent written and verbal communication skills.
  • Proficiency in computer software and systems.
  • Non-profit experience is a plus.

Why this role matters: As a Budget Analyst, you will play a critical role in supporting the financial planning and analysis efforts of this reputable non-profit agency. Your expertise will help inform budget decisions and drive cost savings and efficiency improvements.