Manager, Budget & Financial Processes

$75,000 - $95,000/Yr

National Association Of Realtors - Chicago, IL

Full-time - Mid Level

Chicago, IL

Religious, Grantmaking, Civic, Professional, and Similar Organizations

About the position

The Manager, Budget & Financial Processes is responsible for overseeing the development and implementation of the organization's budgetary processes. This role requires a deep understanding of financial planning, budgeting, forecasting, and process optimization, as well as maintaining and optimizing the organization's Enterprise Resource Planning (ERP) system. The position involves providing technical and functional support to end-users, troubleshooting issues, and ensuring smooth operation of the ERP system while collaborating with cross-functional teams to improve system processes and support business operations.

Responsibilities

• Support the development of the annual budget process, coordinating with department heads to gather and analyze financial data.
• Develop multi-year financial models to support long-term planning for constituencies.
• Work with finance team members during budgeting process to ensure that program managers entered budget projections into the budget system correctly while adhering to association guidelines.
• Use five-year projection report to identify variances in budget reports.
• Act as the liaison between the finance department and other departments, providing training and guidance on budgetary and financial processes.
• Support department leaders in interpreting financial data and making informed budgetary decisions.
• Compile and review budget system reports to ensure the program manager's projections were recorded accurately.
• Format, edit, and finalize lead documents for budget presentation.
• Troubleshoot budgeting system.
• Make recommendations on how to enhance processes and procedures for efficiency.
• Provide day-to-day technical and functional support for ERP users across various departments.
• Troubleshoot and resolve ERP-related issues, including system errors, data discrepancies, and process failures.
• Respond to user inquiries, guide them through system functionalities, and assist with data entry or transaction processing.
• Collaborate with the IT team to implement and test system updates, patches, and upgrades.
• Monitor system performance and proactively identify potential issues or improvements.

Requirements

• 5-7 years of experience in financial management, budgeting, and reconciliation.
• Proficiency with financial software (e.g., ERP systems) and advanced Excel skills.
• Experience with process improvement methodologies (e.g., Lean, Six Sigma) is a plus.
• Excellent analytical, problem-solving, and decision-making skills.
• Strong interpersonal and communication skills, with the ability to present complex financial data to non-financial stakeholders.
• Attention to detail, with a high degree of accuracy in financial analysis and reporting.

Nice-to-haves

• Experience with process improvement methodologies (e.g., Lean, Six Sigma) is a plus.

Benefits

• Health insurance
• Dental insurance
• Vision insurance