Manager, Budget and Reporting

Overview

The organization is seeking a Manager, Budget and Reporting to lead financial planning and analysis, budgeting, financial reporting, and investment due diligence across the organization.

This is a remote role anywhere in the U.S., with travel of up to 10% required for in-person team meetings, retreats, and conferences.

Responsibilities

• Lead annual budgeting, forecasting, and financial planning

  • Lead the annual organization-wide budget development process, including templates and training, gathering input from teams, and making recommendations to senior leadership.
  • Maintain and update rolling cash flow forecasts, financial models, and scenario analyses to support strategic decision-making.
  • Prepare monthly and quarterly budget vs. actual variance analysis and lead quarterly budget review sessions with budget owners.
  • Advise budget owners by translating budget data into insights and recommendations that inform resourcing and programmatic decisions.
  • Support the Development team with financial reporting packages and build models to integrate new funding proposals into the organizational budget.
  • Continuously improve the budgeting and reporting cycle by streamlining and standardizing workflows and reducing manual, spreadsheet-based processes through modernized and automated financial reporting tools.

• Drive finance strategy, reporting, and governance support

  • Partner with the Director of Finance to translate organizational strategy into multi-year financial plans and evaluate trade-offs across portfolio, capacity, and funding scenarios.
  • Provide strategic insight and partner on organizational and team priorities.
  • Synthesize trends across budget, cash, and portfolio data to surface risks and opportunities early and recommend actions to leadership.
  • Contribute to long-term financial sustainability planning, including reserves, liquidity, and capital deployment strategy.
  • Prepare and analyze financial reports and presentations for quarterly Finance Committee meetings, highlighting key trends, risks, and decisions to support effective governance.
  • Monitor liquidity needs and cash positions across accounts in alignment with organizational requirements; proactively flag emerging risks and recommend adjustments.
  • Regularly assess finance processes, controls, and tools; recommend and implement improvements that increase accuracy, efficiency, and scalability.

• Manage investment diligence, capital tools, and procurement and payment operations

  • Conduct full financial due diligence for loan applications and strategic capital tools, refining diligence frameworks as new capital instruments and risk considerations emerge.
  • Maintain organization-wide financial diligence training, support, and templates for grant investments.
  • Oversee contracts and procurement processes, including reviewing initial contract submissions, preparing financial approvals in contract workflows, and managing purchase orders in Intacct.
  • Conduct finance reviews of grant agreements, set up vendor contracts in Salesforce, and support accounts payable and grant payments.

Qualifications

• Minimum of 5 years of professional experience in financial planning and analysis, budgeting, or financial management
• Strong proficiency in financial modeling, Excel/Google Sheets, and financial systems (e.g., Sage Intacct, Salesforce, Bill.com)
• Experience using data visualization tools to translate complex financial data into narratives for non-financial stakeholders
• Experience performing financial due diligence (analyzing financial statements and identifying financial risks) on grants, investments, or loans preferred
• Understanding of nonprofit accounting (GAAP) and familiarity with 501(c)(3) compliance preferred
• Ability to travel up to 10% for in-person team meetings, retreats, and conferences

Experience You Bring

• Ability to influence without authority and communicate technical financial concepts to non-financial stakeholders
• Ability to design and maintain systems and routines that capture, organize, and share learning
• Ability to own multiple workstreams from inception through completion with strong organization and attention to detail
• Ability to collaborate with a wide range of stakeholders to achieve ambitious goals
• Ability to create processes and lead conversations that keep work moving across teams
• Ability to lead reflection and improvement cycles for workstreams using data and documented learning to improve decisions and team effectiveness

Compensation & Benefits

• Competitive compensation package including base salary, performance bonus, and complete benefits

• Starting salary range: $110,000 to $140,000

• Potential annual bonus: up to 5%

• Final salary determined based on experience level and qualification

• Applications submitted by November 6th will receive priority review. The position may close once a strong pool of applicants is received.

Location

• Remote anywhere in the U.S.
• Travel up to 10% required for in-person team meetings, retreats, and conferences.

Work Authorization

Applicants must be authorized to work for any employer in the U.S. The organization is unable to sponsor or take over sponsorship of an employment visa at this time.