Job Description

_ WHAT YOU WILL DO:_

The Budget Analyst will support the Regional Financial Analyst in an effort to provide additional planning capacity, and will perform a wide range of financial and operational functions including, but not limited to the following:

• Assist in the planning, analysis, maintenance and presentation of financial information using Microsoft Word Excel, Access, Planful Budgeting Software, and Great Plains Accounting System.
• Attend regional monthly financial review meetings, quarterly forecasts meetings and annual plan meetings and document key information and decisions as required.
• Process high volumes of data for downloading into the Planful database and Great Plains accounting system while also evaluating the data’s relevance for inclusion in budgets, forecasts and plans.
• Identify and resolve errors and discrepancies between budgets, forecasts, plan and actual numbers presented in financial statements and quarterly forecasts and plan presentations.
• Assist in the maintenance of data within the Planful database (e.g. adding new accounts, departments, creating new versions, etc.).
• Investigate and answer routine queries arising from Directors, Regional Director and Executive Management Team.
• Suggest changes to internal department procedures as identified and be involved in the continuous improvement development of processes.
• Assist in the preparation of annual plan and forecast presentations by updating and creating Microsoft Word documents, Excel workbooks, and PowerPoint presentations that visually represent financial data.

Qualifications

_ MUST HAVE:_

• A Bachelor’s Degree in a business related discipline is desired along with a minimum of 4 - 6 years accounting/finance experience, preferably in a human services environment.
• Must possess a budgeting/forecasting/reporting background and have experience working with multiple business entities.
• Excellent written and communications skills
• Possess the ability to work with all levels of management and foster relationships with financial and operational personnel.
• Must be able to collect, interpret, and organize large amounts of data.
• Must be willing to travel and work closely with personnel located throughout their responsible region.
• Proficiency in Microsoft Office and financial/accounting software.
• Prior experience with Planful or other budgeting software platforms is highly desired

Additional Information

_ SKILLS CRUCIAL TO SUCCESS IN THIS ROLE:_

• Possess the ability to work with all levels of management and foster relationships with financial and operational personnel.
• Excellent written and communications skills are necessary including the ability to clearly present financial information to senior management.
• Must be able to work independently, manage multiple projects simultaneously, and organize workload to meet organizational timelines.
• Must be able to collect, interpret, and organize large amounts of data.
• Previous exposure to complex business situations and problems including offering solutions and recommendations.

_ TRAVEL:_

• Must be willing to travel and work closely with personnel located throughout their responsible region.

Dungarvin believes that diversity and inclusion make our organization stronger. Together, we're working to create a culture that supports our employees and the people we serve. We are an affirmative action and equal opportunity employer.

Please note: The deadline for all internal job applications is two weeks from the initial posting date.

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