Financial Planning Manager
4 weeks ago
About the Role:
Counseling in Schools is seeking a detail-oriented Financial Planning Manager to report directly to the Chief Financial Officer. In this key role, the successful candidate will work closely with program executives to lead the development, monitoring, and re-forecasting of program budgets. The ideal candidate will adeptly navigate both internal and external financial systems, ensuring timely and accurate preparation, submission, and monitoring of budgetary documents, all while upholding the organization's commitment to optimal financial performance.
Key Responsibilities:
• Collaborate with program executives to develop and refine program budgets.
• Analyze budget proposals for completeness, accuracy, and compliance with organizational and statutory guidelines.
• Monitor program expenses and revenues, ensuring alignment with budgetary guidelines.
• Implement re-forecasting processes to adjust budgets based on program performance and organizational needs.
• Integrate program budgets into the organization's fiscal budget and financial systems.
• Provide regular updates and reports on budgetary status, highlighting variances and potential risks.
Requirements:
• Bachelor's degree in Finance, Accounting, Business Administration, or related field.
• Minimum of 3-5 years of experience in budget preparation and analysis or financial management, preferably within the non-profit sector.
• Strong knowledge of budgeting, forecasting, and financial modeling techniques.
• Exceptional proficiency in Microsoft Excel.
• Proficiency in financial and data analysis, and experience with financial modeling software such as Datarails.
• Strong analytical skills with an acute attention to detail.
• Experience with QuickBooks preferred.
• Excellent communication and interpersonal skills, with the ability to collaborate across diverse teams and to convey financial information to non-financial stakeholders.
Benefits:
• Paid Leave - PTO
• Health Care Coverage
• Transit Check Program
• 401(k) Plan
• Life Insurance
Reports To: CFO at Counseling In Schools
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