What are the responsibilities and job description for the Manager, Budget and Analysis position at Catholic Charities, Diocese of Cleveland?
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At Catholic Charities, we serve everyone, regardless of belief or background, and we employ qualified individuals who commit to our mission with the goal of transforming lives for the better. One need not be Catholic to join our workforce nor to access our services.
Benefits:
- Health Insurance starting your first day
- Tuition Assistance
- 401k plan including employer match
- Competitive Time Off Benefits
- Career Planning and Development
- And more!
The Manager of Budget and Analysis is responsible for leading financial analysis, budgeting, and reporting for a division of programs within Catholic Charities, Diocese of Cleveland. This role ensures financial processes align with the organization’s mission, vision, and values while providing strategic insights to senior leadership. Key responsibilities include preparing financial reports, analyzing program performance, maintaining funder relationships, and ensuring compliance with financial standards.
Responsibilities:
- Ensure that this position and relevant programs are consistent with the mission, vision, and values of Catholic Charities, Diocese of Cleveland.
- Leads financial analysis of entire division of programs to identify trends and areas of concern, as well as providing recommendations for improvements.
- Compose and submit monthly, quarterly and annual reports to funders, as required.
- Grow and maintain funder relationships within the scope of finance responsibilities.
- Prepare timely reporting of operations to site/program directors and to senior leadership, including meaningful analysis of program activities, operating statistics, variance analysis and other non-financial data points to assist in review of the financial statements.
- Develop and manage financial forecasts and budgets to ensure that program financial goals are achieved. Maintain regular communication with department leads regarding profitability and adherence to budget; provide recommendations concerning above.
- Continuously evaluate financial processes and procedures as it relates to accounting, budgeting and reporting functions in order to ensure accuracy, compliance with standards and regulations.
- Communicate and collaborate with other departments and members of the finance team to ensure alignment and support of financial initiatives and objectives.
- Identify and assess financial risks and opportunities; develop and recommend strategies to mitigate risk and improve operations.
- Monitor expenses against budget to ensure accuracy of reported information, make corrective entries as needed.
- Prepare supporting schedules for year-end audits. Schedules will support the operating results of designated programs and the accuracy of accounting for related cash receipts and disbursements.
- Assist with the periodic reconciliation of directed “balance sheet” accounts with subsidiary ledgers, detail transactions and other reporting as deemed appropriate.
- Aid in the maintenance of the general ledger.
- Prepare necessary adjusting journal entries for regular closings.
- Develop and maintain subsidiary schedules in support of all balance sheet accounts.
- Oversee performance of finance analysts; monitor performance of direct reports; coach, mentor and provide guidance on daily activities.
- Perform other duties as necessary to accomplish objectives.
Requirements:
- Combination of education and experience normally represented by a Bachelor’s Degree in Business or Accounting or an Associate’s Degree in Business or Accounting with 5 or more years of accounting office experience.
- Prior experience leading non-profit finance/accounting teams preferred.
- CPA certificate preferred.
- Knowledge of accounting concepts, techniques and principles and ability to apply knowledge.
- Must have a good working knowledge of computers and Microsoft Office with particular attention to spreadsheet programs, along with considerable knowledge of networked IS applications
- Ability to effectively and productively work with people of very diverse economic, cultural and administrative backgrounds.
- Must have excellent oral, written and interpersonal communication skills.
- Skill in analyzing and interpreting financial data.
- Must be able to work independently from general instructions.
- Must have excellent organizational skills, strong detail orientation and the ability to maintain confidentiality.
- Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or government regulations as necessary.
- Required to be on-site
- Must have a valid Ohio Driver’s License and reliable means of transportation for local travel.
- Final applicant is required to be fingerprinted to complete background check.
Working Conditions and Physical Demands:
- Normal office environment
- Occasional travel throughout service area
- Frequent walking, sitting, talking, standing, listening/hearing in working with perspective and current employees and supervisors and managers
- Reading, writing, grasping and finger dexterity needed to manage correspondence, faxing, copying, answering phones, forms/documents, computer, keyboard and files required on a frequent basis
- High degree of concentration for analyzing, interpreting and organizing data
- Organizing and coordinating schedules
- Communicating with the public
- Frequent use of computer and telephone/cell phone
- Occasionally necessary to bend for filing and storing and to reach for files and shelves
- Able to occasionally lift/carry up to 15 lbs. unassisted
