Budget and Reporting Specialist

Reports to: Chief Financial Officer (CFO)Position Overview:The Budget and Reporting Specialist is responsible for ensuring that the daily operations of the accounting department align with efficient and accurate month-end close processes. This role supports the CFO in implementing strategic financial initiatives and focuses on accurate monthly financial and budget reporting, strengthening financial controls, maintaining operational efficiency, and deadline adherence.

Job Duties & Responsibilities:

• Work with the CFO to define and implement goals, financial strategies, and staffing needs
• Review operating procedures and recommend improvements and enhancements
• Consider and analyze cross-functional opportunities for financial growth and security
• Lead monthly close process, ensuring timely and accurate preparation of statements
• Work with the accounting team to ensure monthly statements are complete and accurate
• Oversee internal control procedures and cross-checks to maintain the integrity of data
• Work with the finance team to oversee internal verification of general ledger accuracy, identify anomalies/trends, and review and resolve non-timing and timing budget variations
• Lead the development and execution of the agency’s annual budget in collaboration with the CFO, executive staff, department managers, and program directors
• Establish and manage procedures for budget control, monitoring variances, and implementing necessary modifications throughout the fiscal year
• Provide training and support to staff on budget preparation and financial management
• Present quarterly written budget recommendations and financial updates to the CFO
• Support the CFO’s reporting needs for executive leadership and the Board of Directors
• Serve as point of contact for financial audits, and ensure completion of all requirements
• Respond to compliance findings related to financial regulations and reporting standards
• Review accounting tools and recommend changes to improve efficiency and accuracy
• Collaborate with the Accounts Payable & Payroll Manager, and the CFO to implement a requisition and purchase order system integrated with annual budgeting tools
• Help develop key performance indicators and advanced tools for financial monitoring
• Collaborate with the CFO on multi-year financial planning and forecasting
• Lead projects analyzing historical financial trends to identify risks, opportunities, and cyclical patterns to improve financial performance
• Partner with directors to align financial strategy with program goals and funding

• Bachelor’s degree in Accounting or Finance, or proven equivalent experience
• Proven understanding of GAAP accounting with proficiency in accounting software and advanced Excel applications; experience with visualization tools is a plus
• Proficient in budgeting
• Collaborative skills within accounting and cross-functional business activities
• Organizational skills with the ability to prioritize responsibilities and meet deadlines
• Excellent communication skills with demonstrated success in diverse settings

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