Budget Analyst

The Budget Analyst role sits within the Finance Unit and reports directly to the Director of Finance. Responsibilities extend to New Visions and nine charter schools, and include budget preparation, budget monitoring, financial analysis, and reporting.  This position also requires some accounting duties related to budget reporting. 

Essential Job Functions:

Budget Preparation & Monitoring

• Assist in developing annual organizational and program budgets for New Visions, plus organizational budget for nine charter schools
• Assist in mid-year reforecast for New Visions and charter schools, factoring in year-to-date expenses, programmatic and funding changes, and remaining priorities
• Work with NV program and school staff on cashflow and budget-to-actual reporting
• Input and maintain budgets and cash flows in the MIP accounting software (annual and mid-year reforecast)

Financial Analysis & Reporting

• Update monthly budget and bi-weekly reports
• Assist in preparation of financial statements and other reports for Board meetings 
• Upload annual and update reforecast budgets for SUNY and SED
• Maintain and update internal financial dashboards
• Assist in financial reports as needed

General Accounting

• Review general ledger detail for accuracy and research variations/discrepancies
• Recommend correcting journal entries as appropriate     

Required Education and Experience:

• Bachelor’s Degree in Accounting, Finance, or an equivalent combination of education and experience
• 2+ years working experience in budget management or financial analysis

Required Knowledge and Skills:

• Expert with spreadsheets and database skills such as google sheets, SAS, Abila MIP (preferred), including the ability to interpret financial information graphically
• Strong Microsoft Excel skills, including pivot tables and v-lookups
• Quantitative and qualitative analytical skills, experience analyzing data to support financial planning 
• Strong attention to detail and ability to maintain large datasets
• Ability to learn quickly, work in a fast paced environment and multi-task effectively
• Excellent verbal and written communication skills
• Demonstrated ability to work in collaboration with others
• Understanding of non-profit accounting preferred