Budget Manager

Title: Budget/Financial Planning & Analytics Manager

Reports To: Chief Financial Officer

Department: Finance and Accounting

Location: Oakland, CA

Schedule: Monday through Friday

Travel: Local travel may be required

Salary: $125,000-$135,000 DOE

Employee Status: Regular, Full-Time, Exempt

Union: N/A

Supervises: Oversee assigned staff

Benefits:

Two weeks of paid vacation a year, sick time, 14 holidays, up to five floating holidays based on employee status, medical and dental benefits on the first of the month following 30 days of employment, life insurance policy at no cost to employee (with the option of increasing policy amount), flexible spending account for medical and dependent care costs, commuter benefits, 403(b) with employer match, and other benefits. We foster a joyful workplace and offer opportunities for professional development and growth.

Agency Summary

The Unity Council is a non-profit Social Equity Development Corporation with a 60-year history in the Fruitvale neighborhood of Oakland. Our mission is to promote social equity and improve quality of life by building vibrant communities where everyone can work, learn, and thrive.

Our programs aim to provide the community with the tools, knowledge, and resources to transform their lives and ultimately achieve their long-term educational, career, and financial goals. These holistic programs and services reach more than 11,000 individuals and families annually in five languages. Programs include: early childhood education, youth mentorship and leadership development, employment services, career readiness training, housing and financial stability, senior citizen services, affordable housing and neighborhood development, and arts and cultural events. Our work expands beyond the Fruitvale district and now reaches across Oakland and into Concord. The Unity Council employs a diverse workforce of more than 350 people who reflect the linguistic, cultural, and ethnic identity of the communities we serve.

Position Summary

Reporting to our Chief Financial Officer, the Budget/Financial Planning & Analytics Manager is a key contributor in the Finance Department. Managing a broad range of responsibilities, this position has primary responsibility for developing, implementing and administering the TUC budgeting and forecasting processes; and creating the ability to generate financial reports, variance analyses, scenario modeling, and expenditure and revenue projections for programs, grants, and departments to identify areas of operational and financial performance improvement opportunities. Also, the position is responsible for managing significant financial functions such as Real Estate & Property Management Accounting, Accounts Payable & Credit Cards, and Payroll. In collaboration with the Chief Financial Officer, this position will assist senior leadership with developing financial KPIs and cost projections for new initiatives and strategic decisions.

This position will need intermediate to advanced Excel experience working with complex financial models.

The ideal candidate will possess intermediate to advanced Excel experience, automated accounting systems experience, and data analytics experience. Also, the ideal candidate would be collaborative, adaptable, enjoy pursuing challenging opportunities, and thrive in achieving strict deadlines on a consistent basis.

Responsibilities

The essential functions listed are typical examples of work performed by positions in this job classification. They are not designed to contain or be interpreted as a comprehensive inventory of all duties, tasks, and responsibilities. Employees may also perform other duties as assigned.

• Coordinate the annual plan budget processes, budget revisions, and rolling forecasts; and establish and maintain strong relationships with budget owners across programs and departments.
• Design, develop and manage scalable financial tools and reports that align and streamline annual budget planning, variance, and forecasting processes, and monthly financial reviews. Present findings and recommendations. Develop, implement, and deliver standardized reports, dashboards, presentations to effectively communicate accurate and timely financial performance (i.e. metrics for revenue, expenditures, and factors related to significant and unexpected variances, etc.) to stakeholders.
• Perform highly analytical and complex payroll and real estate and property management finance and accounting control functions; multi-dimensional reconciliations and related analysis; prepare or review and approve complex “braided funding” and/or “allocated cost” transactions.
• Build financial cost allocation models based on the operational drivers of the business (i.e. common area maintenance, salaries and benefits, etc.) for quantifiable and verifiable distribution of costs and revenue forecasting.
• Monitor assigned areas of responsibility which may include Real Estate & Property Accounting, Accounts Payable & Credit Cards, and Payroll with focus on promoting efficiency, implementing methods to establish accountability and metrics to quantify success; modernize processes and procedures to improve effectiveness.
• Manage and develop the performance of staff through establishing expectations, performance standards, and providing ongoing coaching/feedback. Mentor, develop, and grow areas of responsibility to ensure a high level of customer service.
• Be a thought leader to drive process improvement and consistent practices, create streamlined processes, and cross training and redundancies to ensure continuity of operations.
• Perform other duties as assigned.

Supervisory Responsibilities
Oversees assigned staff. Responsibilities may include: recruiting, selecting, onboarding, and training employees; assigning workload; planning, monitoring, and appraising performance; and coaching, counseling, and disciplining employees. Provide staff with guidance and training to ensure assigned areas/divisions are provided with quality, comprehensive and effective services/deliverables.

Qualifications

• Bachelor’s degree in Accounting, Business, Economics, Finance, Mathematics or other related field; and seven (7) years of progressively responsible accounting, budgeting, financial forecasting experience.
• Advanced proficiency in business applications, such as Microsoft Office suite, especially Excel with a focus on financial analysis and modelling.
• Advanced knowledge of Enterprise Resource Planning and financial systems; internet and computer literacy.
• Knowledge of finance and accounting principles, including Generally Accepted Accounting Principles and cost accounting (CAS) and indirect rate development, monitoring expenses and tracking and reporting grant/project closeout.
• Knowledge of budgeting and planning automated tools.
• Ability to prepare financial reports with a high level of accuracy and insight.
• Ability to analyze financial data, solve complex accounting and financial problems, and derive data informed recommendations.
• Skilled in creating financial models for ad-hoc reporting and working with large volumes of data.
• Ability to perform responsibilities as assigned and proactively identify additional steps to enhance analytics and work product.
• Ability to establish and maintain effective working relationships inside the department and externally
• Analytical, problem-solving, and effective communication.
• General proficiency in working with virtual office communication and collaboration tools.
• Ability to improve processes and achieve deadlines.
• Effective verbal and written communication skills.

Non-Technical Competencies

• Skilled at meeting tight deadlines and prioritizing key objectives while maintaining a high degree of accuracy and organization.
• Strong work ethic, based on a desire to consistently exceed internal customers’ expectations.
• Ability to work independently and generate effective self-motivation.
• Promotes collaborative working relationships within Finance, with internal and external customers/partners to resolve challenging and complex issues and encourages customer service ethos while ensuring financial stewardship.

Essential Functions

Physical position requirements; machines and/or equipment used:

• Regularly required to operate standard office equipment (personal computer, photocopier, calculator, fax machine, etc.);
• Ability to work on a computer for up to 8 hours per day;
• Regularly required to sit for long periods of time, with periodic breaks;
• Regularly required to use hands to operate computer and other office equipment;
• Occasionally you may be required to stoop, kneel, climb stairs, and carry or lift files and/or one or two reams of copy paper.

Pre-Employment Requirements

• Background Check

This description is not intended to be construed as an exhaustive list of duties, responsibilities or requirements for the position. This position may change or assume additional duties at any time.

Please submit your cover letter and resume.

The Unity Council is an Equal Opportunity Employer.

Women, minorities, and people with disabilities are encouraged to apply.