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Financial Planning Specialist

2 months ago

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

GENERAL OVERVIEW OF RESPONSIBILITIES

The objective of this role is to assist the Agency in fulfilling its requirements by delivering technical and financial support services to the Audit - Budget - Internal Controls Manager on a consistent basis. This position is accountable for aiding in the formulation of budget documentation for both renewal and new grant applications, as well as budget modifications and business initiatives. This encompasses related tasks such as investigating line item histories and details, along with making future forecasts based on existing and historical expenditure trends. Active involvement in project teams is expected, including leading certain initiatives, and possessing knowledge in accounting, budgeting, financial trend analysis, and reporting to effectively execute job responsibilities.

SPECIFIC DUTIES AND RESPONSIBILITIES

ESSENTIAL FUNCTIONS OF THE ROLE

The following list of essential functions is representative of the tasks performed within this classification. It is not necessarily descriptive of any single position within the classification. The omission of an essential function does not prevent management from assigning duties not listed herein if such functions are a logical assignment to the position.

  • Design initial budget templates for the creation of new, renewal, or revised budgets.
  • Examine internal budgets for approval, ensuring they encompass: projections of staff allocations (salary and benefits), direct costs, occupancy allocations, and indirect costs in accordance with the Office of Management and Budget (OMB) guidelines and grant specifications.
  • Confirm all budgetary costs (salary, benefits, occupancy, and line items) against payroll and historical financial records.
  • Collaborate with Department Heads/Program staff to ensure their respective internal budgets (new, renewals, and revisions) are balanced before submission to the Budget and Controls Manager for final evaluation.
  • Conduct budget analyses in preparation for completing budget revisions.
  • Develop budget forecasts and provide recommendations to Program Managers for adjustments and enhancements of budget plans.
  • Complete budget documentation for renewal grant applications, new grant applications, budget revisions, and other funding requests.

· Perform all other duties as required or assigned.

MINIMUM EDUCATION AND EXPERIENCE

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

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

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

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

ADA COMPLIANCE

Physical Ability: Tasks involve sedentary to light work, which may include some reaching, handling, and feeling of objects and materials.

Sensory Requirements: Some tasks necessitate visual perception and discrimination. Some tasks require oral communication abilities.

Environmental Factors: Tasks are typically performed without exposure to adverse environmental conditions, such as dirt, dust, pollen, odors, humidity, rain, fumes, temperature extremes, machinery, vibrations, electric currents, traffic hazards, wildlife, toxic agents, violence, disease, or pathogenic substances.