Senior Budget Analyst

The Senior Budget Analyst role is responsible for leading the organization’s annual budgeting and financial planning process along with proposal budgets for federal, state, and private opportunities; serve as a strategic financial partner to Program leadership, development staff, and executive management to ensure financial resources are planned, allocated, and monitored in alignment with organizational strategy and mission outcomes.

Organization‑Wide Budgeting & Financial Planning

• Lead the annual operating budget process for all entities and departments within the organization incorporating all funding types by all grant, and restrictions,
• Develop budget assumptions, templates, and timelines to ensure consistency, accuracy, and accountability which culminates into a consolidated organization‑wide financial plan,
• Partner with Program directors and department leaders to prepare, review, and refine budgets that align with operational plans and funding requirements,
• Prepare multi‑year budget projections and scenario analyses to support strategic planning and financial sustainability,
• Support mid‑year reforecasts, budget modifications, and resource reallocation as organizational or funding priorities evolve,

Grant & Proposal Budget Development

• Prepare detailed and compliant proposal budgets for federal, state, and private foundation grant applications,
• Ensure grant budgets adhere to funder guidelines, allowable cost principles, and organizational financial policies,
• Collaborate closely with development, grants, and Program teams to align budgets with Program narratives and deliverables,
• Support post‑award budget setup and coordination with accounting systems to ensure alignment with approved awards,

Financial Analysis, Reporting & Compliance

• Monitor budget‑to‑actual performance and analyze variances at the Program and organizational levels,
• Prepare financial reports, schedules, and analyses for senior leadership, Program and department leaders, and external stakeholders,
• Support funder financial reporting, audits, and internal reviews related to budget development and financial planning,
• Provide clear recommendations and insights to support informed financial decision‑making,

Systems, Tools & Process Improvement

·         Utilize budgeting and financial management systems, (e.g. Questica and Sage Intacct) to support budgeting,   forecasting, and reporting,

·         Ensure data accuracy and consistency between budgeting tools and the general ledger,

·         Identify and implement improvements to budgeting processes, tools, and documentation to increase efficiency and   clarity,

·         May travel for work related duties,

·         Assist with special projects and other duties as assigned.

Minimum Education, Training, and Experience

• Bachelor’s degree in accounting, and/or finance,
• Five (5) or more years of progressive experience in budgeting, financial planning, or financial analysis,
• Financial modeling experience preferred,
• Experience managing complex, multi‑program or multi‑department budgets,
• Experience preparing grant or proposal budgets, preferably for federal and state funding,
• Knowledge of federal grant compliance standards and allowable cost principles preferred,
• Analytical and problem‑solving skills, with the ability to translate financial data for non‑financial audiences,
• Experience in a nonprofit or grant-funded organization preferred,
• Excellent written and verbal communication skills,
• Advanced Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) experience,
• Experience working in Questica budgeting software, Sage Intact or similar nonprofit accounting systems preferred,
• Ability to work independently and manage multiple, complex projects in a fast-paced, deadline-driven environment.