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Job Summary: The Senior Budget & Financial Analyst plays a strategic role in driving financial planning, analysis, and reporting across the organization. This position partners with leadership and budget managers to ensure sound financial decision-making, enhance financial literacy, and support the organization's long-term fiscal health. The role requires a high level of analysis, leadership in budget development, and the ability to communicate complex financial information clearly and effectively.
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Essential Duties and Responsibilities
Financial Management and Reporting
- Support the distribution and interpretation of monthly budget-to-actual reports for internal stakeholders.
- Conduct in-depth variance analysis by property and department, identifying trends and providing actionable insights.
- Support monthly financial review meetings with executive leadership by preparing comprehensive financial summaries.
Analytical Support
- Monitor and analyze monthly expense trends, proactively engaging with budget managers to address discrepancies.
- Mentor and train budget managers to enhance financial literacy and accountability across departments.
- Develop and present monthly financial indicator reports to Senior Director of Budgets & Financial Analysis.
Budget Development
- Support the annual budgeting process, ensuring timely and accurate preparation of operating and capital budgets.
- Prepare and coordinate budget submissions for managed entities, ensuring compliance with investor and regulatory requirements.
- Oversee the integration and maintenance of budget data in Yardi and other financial systems.
Process Improvement and Administration
- Document financial policies and procedures to support consistent and efficient operations.
- Collaborate with accounting and finance teams to implement budget changes and system enhancements.
- Contribute to organizational goals and initiatives as outlined in annual objectives.
- Additional duties as assigned by the Senior Director of Budgets & Financial Analysis.
Minimum Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field, or equivalent experience (4 years).
- Minimum of (5) years experience in the following areas: budgeting, forecasting, or analysis
- Advanced Excel skills
- Strong communication, organizational, and analytical skills
What Qualifications or Experience You May Bring:
- Experience in nonprofit financial management
- Experience with financial systems such as Blackbaud Financial Edge, Yardi, or Workday
- Experience using data driven analysis to inform strategic financial decisions
PHYSICAL REQUIREMENTS
Ability to move to or remain sedentary for periods of time in various locations
Project HOME provides equal employment opportunities to all employees and applicants for employment, without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, genetic information, or any other characteristic protected by federal, state, or local laws. Project HOME prohibits discrimination and harassment of any type.
Project HOME reserves the right to revise or change job duties and responsibilities as needed. This job description is not meant to be an all-inclusive statement of the duties and responsibilities of the job nor does it constitute a written or implied contract.
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