Manager of Budget & Financial Planning

Overview

Under the direction of the Vice President for Finance & Investments (VPFI), the Manager of Budget & Financial Planning (MBFP) is responsible for the development and stewardship of the Association’s operating and capital budgets and the system in which they are prepared, stored, and used for reporting (currently Workday Adaptive).

This role includes preparing strategic financial analyses and scenario modeling; supporting capital planning and expenditure analyses; managing staff footprint; stewardship and reporting; and conducting other research and analyses as needed.

The position also supports the financial planning needs of Programs & Ministries reporting to the VP, partnering with their direct reports to create departmental and programmatic budgets, provide financial leadership and guidance, and help ensure financial impacts are captured during strategic planning.

Reports to the VP Finance & Investments with a dotted line to the VP for Programs & Ministries (70% VPFI, 30% VPPM).

Responsibilities

• Oversee the development of the association’s annual operating and capital budgets (30%)

  • Design, develop, and coordinate the annual budget development process and calendar.
  • Enhance the budget process by creating budget templates, planning guidelines, and other documents used by divisions and budget managers to submit budget information.
  • Consolidate budget requests and other budget information; prepare budget forecasts for presentation to the VPFI, shared governance groups, Board of Trustees meetings, and others as needed.
  • Conduct follow-up conversations and prepare additional research and analysis to ensure budget information and reports are accurate and complete.
  • Continually assess the budget process and effectiveness/efficiency of resource allocations to ensure linkage to strategic priorities.

• System management and strategic financial and budget analyses (20%)

  • Advance and maintain the Workday Adaptive long-range modeling and budget development system, ensuring accuracy and completeness of all budget and financial models and forecasts.
  • Ensure Level 1 support is internal.
  • Manage integration and the relationship with accounting’s Blackbaud’s FENXT system.
  • Develop programmatic, auxiliary, and administrative financial models and reports.
  • Conduct ad hoc and routine financial analyses on existing and potential new initiatives.
  • Support and advise the VPFI.

• Manage key relationships across a virtual environment (15%)

  • Partner with Vice Presidents and their leadership teams, AVPs/Directors, budget managers, and other staff.
  • Collaborate with stakeholders to build realistic, reliable financial models and budget forecasts that support strategic decisions and fiscal stewardship.

• Support Programs & Ministries budget framework and leadership (30%)

  • Work with the VPPM and direct reports to develop and maintain their budget framework.
  • Provide leadership and guidance to staff within Programs & Ministries with financial responsibilities.

• Other duties as assigned (5%)

  • Perform other responsibilities as directed by the VPFI, VPs, or President, which may include attendance and participation in required training.

Qualifications

• Education: B.S. or B.A. degree in Finance, Accounting, Economics, Business Administration, or related field.
• Experience: Five years of demonstrated experience in system-wide budgeting, system optimization, business planning, financial analysis, and strategic planning.
• Technical expertise: Advanced level of technical expertise (e.g., Excel, Word, Workday Adaptive or other budget and long-range modeling practices, Google Suite, data warehouse tools, report writing tools) and experience managing and analyzing large data sets.
• Budget/financial expertise: Deep expertise and extensive experience with budget development and stewardship, including understanding of financial reporting principles used by not-for-profit organizations; extensive knowledge of the association industry, business models, and market factors/trends preferred.
• Communication: Ability to interpret and communicate complex policies and procedures.
• Leadership: Proven leadership and strong communication skills.
• Collaboration: Experience working in large, highly collaborative environments.
• Work style: Ability to work independently with high reliability, accuracy, and productivity.
• Confidentiality: Ability to handle confidential information responsibly.
• Interpersonal effectiveness: Demonstrated ability to maintain harmonious working relationships and address complex administrative issues effectively.
• Judgment: Proven track record in exercising discretion and independent judgment.
• Project management: Experience managing multiple projects with critical deadlines.

Preferred Qualifications

• Extensive knowledge of the association industry, business models, and market factors/trends.

Compensation & Benefits

• Midpoint salary: $74,00. (Compensation may vary based on factors such as experience, qualifications, and geographical location.)
• Range guidance: Offers may range from 10–15% higher or lower than the midpoint.
• Benefits:
  • 80% contribution towards health insurance premiums
  • 10% towards retirement (after one year)
  • Generous paid time-off policies

Location & Schedule

• Hours/Week: 35
• Location: Open in the continental United States. Candidates should have easy access to a major airport due to the travel requirements of this position.

Commitment to Inclusion

People with disabilities, people of color, indigenous people, Hispanic/Latinx, and LGBTQ candidates are encouraged to apply. Reasonable accommodations are available for applicants and staff with disabilities.

Application Instructions

Submit a resume and cover letter via the applicant portal (ADP WorkforceNow).