Budget & Reporting Specialist

FORTUNE SOCIETY INC • New York, NY

1d • $80,000 - $80,000 • Onsite

About The Position

The Budget and Reporting Specialist will be a key member of the Finance Team focusing on several important functions including, but not limited to: Develop and maintain operating budgets for all Administrative and Program functions across the Organization Collaborate with Leadership to monitor the financial position of departments (e.g. P&L’s, variance reporting, etc.) Create reporting tools (e.g. scorecards, KPI’s, etc.) to allow department leaders to manage their operations relative to contract parameters and/or internal goals Partner with Grants, Program and Development teams to facilitate the RFP process Work with Human Resources to track positions/headcount Provide support to general finance functions.

Requirements

• High level of expertise with Excel and Microsoft Office needed.
• Ability to understand budgeting concepts and work with management effectively.
• Capable of troubleshooting problems as they arise.
• Ability to work independently as well as within a team environment.
• Excellent communication skills.
• Bachelors Degree in finance or related experience preferred.
• Relevant personal experience is a plus.

Nice To Haves

• Embodies Fortune’s mission and values and will be an effective member of the team in furthering both. The candidate should exhibit compassion and understanding for our participants (wherever they are in their re-entry process) and embrace Fortune’s core value that none of us should be measured against the worst things we have done.

Responsibilities

• Serve as business liaison between Finance and Fortune Society Management
• Work with Leadership to develop annual budgets for Administrative Functions including Executive Office, Human Resources, Facilities, IT, Communications & Development, and Finance
• Generate and distribute regular (typically monthly) Budget Variance and General Ledger Reports organization-wide
• Work with business units to ensure financial goals are being met
• Generate ad hoc reports as requested by Program and Administrative Leadership.
• Set up regular meetings with Program and Administrative Management to review financial reports. attend meetings, keep notes and provide follow-up from meetings
• Maintain master contract list of active contracts
• When Fortune is awarded new grants, work with Program and other areas to facilitate smooth rollouts: Update master contract list Generate program codes Open new positions in Finance and HR systems (currently FUND EZ and PayCom) Generate regular updates to Finance Reports – currently including Position Control and Employee Allocation reports
• Working with Finance Management, create and maintain scorecards/KPIs for contract management – invoicing, receivables, etc.
• Handle general RFP requests. Provide back up and support to Budget Director for complex cases
• Working with Development and Program, create basic budgets for RFPs through an iterative RFP process. The RFPs can be for new grants or renewals. Review and understand the RFP financial requirements and/or limitations. Research city, state and federal guidelines when needed. Provide feedback on alternatives
• Maintain the list of private foundation grants. Keep a calendar of new grant and renewal RFP production, as well as reporting requirements. This work is generally done on a tight schedule
• Maintain list of private and foundation grants that require invoicing. Generate invoices as needed
• Work with Program to ensure renewal budgets are up-to-date and have been entered into the financial system (currently FUND EZ)
• Monitor staffing levels across agency to ensure consistency with plan. Provide back-up to Budget Director with HR approvals for Requisitions, PAFs, promotions, transfers etc.
• Meet regularly with HR to work through open issues
• Provide backup for FUND EZ conversion to Sage Intacct
• Attend weekly meetings and collaborate with Budget Director on follow ups and to-dos
• Provide support for annual budget development process
• Perform other duties as assigned

Benefits

• The Fortune Society is an Equal Opportunity Employer. All qualified applicants will afford equal employment opportunities without discrimination because of conviction history, race, religion/creed, color, national origin, sex, age, disability, sexual orientation, gender identity, military status, predisposing genetic characteristics, victim of domestic violence status or marital status.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level