Financial Planning Specialist

2 weeks ago

Hartford, Connecticut, United States Community Renewal Team Full time
Job Overview

Our Commitment

"Empowering Our Community to Overcome Life's Challenges."

We provide assistance to all individuals seeking support, offering resources for both urgent needs and long-term aspirations.

Our extensive array of programs, services, and experiences is designed to enhance the well-being of individuals, families, and communities, fostering opportunities for growth and financial stability.


POSITION SUMMARY

The primary objective of this role is to assist the Agency by delivering technical and financial support services to the Audit - Budget - Internal Controls Manager on a regular basis. This includes aiding in the creation of budget documents for grant applications, budget modifications, and business initiatives. Responsibilities encompass researching historical line-item data and making future financial projections based on current and past spending trends. This role requires active involvement in project teams, including leading specific projects, and demands knowledge in accounting, budgeting, financial trend analysis, and reporting.


KEY RESPONSIBILITIES

  • Establish initial budget templates for new, renewal, or modified budgets.
  • Review internal budgets for accuracy and ensure they encompass projections for staff allocations (wages and benefits), direct costs, occupancy allocations, and indirect costs in accordance with OMB guidelines and grant requirements.
  • Validate all budget expenses (salary, benefits, occupancy, and line items) against payroll and historical financial data.
  • Collaborate with Department Heads and Program staff to ensure their internal budgets (new, renewals, and revisions) are balanced before submission to the Budget and Controls Manager for final assessment.
  • Conduct budget analysis to facilitate the completion of budget revisions.
  • Formulate budget forecasts and provide recommendations to Program Managers for budget adjustments and enhancements.
  • Complete budget documentation for renewal grant applications, new grant proposals, budget revisions, and other funding requests.
  • Perform additional duties as assigned.

ADDITIONAL FUNCTIONS

  • Execute any other tasks as required.

QUALIFICATIONS

Education: A Bachelor's degree in business is preferred. A combination of education and relevant experience may be considered.

Experience: A minimum of two (2) years of related accounting experience in a nonprofit organization is required. Three (3) years of experience in analytical and problem-solving roles is preferred.

Knowledge: Familiarity with Generally Accepted Accounting Principles (GAAP) is essential. Understanding of Federal and State funding regulations is preferred. Knowledge of budgeting, finance, and payroll software is advantageous. A grasp of program operations, budgeting, and financial management is also preferred.

Skills: Proficiency in mathematical calculations is required. Advanced skills in Excel and proficiency in MS Office Suite are essential. A high level of concentration and accuracy with strict adherence to confidentiality is necessary. Strong customer service and communication skills are important. The ability to multitask, solve problems, and take ownership of responsibilities is crucial.


ADA COMPLIANCE

Physical Ability: The role involves sedentary to light work, including some reaching, handling, and feeling of objects and materials.

Sensory Requirements: Certain tasks require visual perception and discrimination, as well as oral communication abilities.

Environmental Factors: Tasks are typically performed in a controlled environment without exposure to adverse conditions.

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