Budget Analyst, Finance

United Nations Foundation - Washington, DC

Full-time - Mid Level

Washington, DC

Religious, Grantmaking, Civic, Professional, and Similar Organizations

About the position

The Budget Analyst works with a variety of teams to track and analyze UNF's budgets and management reports, prepare ad hoc financial analyses, and provide analytical and project support to the Director, Budgets & Financial Planning and CFO. Provides the data and reports necessary for the Foundation to present information to the UN (through JCC meetings and UNFIP Advisory Board meetings) and to the Board of Directors twice a year. The Budget Analyst is a member of the Finance team and reports to the Director, Budgets & Financial Planning. This position is located in Washington, DC.

Responsibilities

• Support the Budget Team to develop, record and track the organization's annual financial budget.
• Manage a portfolio of partner funded teams to support their budgeting and financial planning needs.
• Prepare monthly budget-to-actual reports for assigned team budgets.
• Identify and analyze significant variances and review results with stakeholders.
• Update budgets and reforecasts based on information provided by the team on their plans and expected expenditures.
• Work with assigned teams to develop, maintain and monitor budgets related to different projects and third-party contribution agreements.
• Track contracts and grants related to specific budgets, including consultant contracts, contributions agreements, and grant agreements.
• Assist teams with budgets for proposals and prepare accurate financial statements for reports to donors.
• Prepare accurate forecast models for individual projects to help project cash flow needs and identify priorities.
• Provide training and support for stakeholders to understand the budgeting model, process, and work products.
• Ensure excellent customer service by providing timely and accurate information to stakeholders.
• Facilitate the monthly payroll allocation process and assist junior analysts/analysts.
• Coordinate work within the Budget team and provide training around Budget templates, payroll, audit support, and updating overall foundation reports.
• Support the Finance Department with the annual financial audit and audit of U.S. government-funded programs in compliance with the Single Audit Act.
• Assist with the preparation and submission of the annual IRS Form 990.
• Perform duties related to the investment portfolio, revenue, expense, payables, and receivables functions as assigned.
• Run 'what if' iterations of different budget scenarios and respond to ad hoc requests for budget information and analysis.
• Develop and maintain full reporting knowledge of Salesforce, Financial Edge, and other corporate systems to extract information and prepare reports and analyses.
• Maintain working knowledge of the UNF agreement process for contracts and grants.
• Attend training sessions provided by UNF's contracts team to keep up to date with current policies and procedures.
• Prepare reports for the JCC, UNFIP advisory Board, and UNF Board Meetings.
• Other duties as assigned.

Requirements

• Bachelor's degree required, preferably in accounting/finance.
• 3-5 years' experience preparing operating and program budgets, budget-to-actual reports, and performance reports.
• Strong interpersonal skills to work effectively with a variety of non-financial stakeholders.
• Strong analytical skills with expert level Excel/budget software skills.
• Proven ability to learn financial systems and develop custom reports.
• Willingness to work hands-on as a cooperative and collaborative member of the Finance and budget team.
• Flexibility and ability to respond to a rapidly changing environment.
• Intellectual curiosity and desire to develop new knowledge, skills, and abilities as needed.
• Previous experience participating in or managing project budgets desirable.
• Attention to detail and strong organizational skills.
• Ability to provide excellent customer service to all stakeholders.
• Ability to work independently as well as cooperatively and collaboratively.
• Ability to take initiative and prioritize multiple and competing priorities.
• Dependable, consistent, and extremely accurate.
• Ability to maintain confidentiality.
• Ability to work under pressure and handle stress.
• Ability to meet regular attendance/tardiness policy.

Nice-to-haves

• Previous experience participating in or managing project budgets desirable.

Benefits

• Choice between two health plans through UnitedHealthcare (PPO or HDHP with HSA)
• Dental insurance
• Vision insurance
• Flexible spending accounts
• 403b retirement savings plan with a generous matching contribution
• Group term and supplemental life insurance
• Short-term disability
• Long-term disability
• Health club discounts
• Commuter subsidy
• Back-up care
• Employee assistance program
• 12 paid holidays
• 20 vacation days
• 10 sick days
• 3 personal days
• 8 weeks of family leave care