Budgeting and Planning Supervisor

Dungarvin•Mendota Heights, MN

4d•Onsite

About The Position

Dungarvin is seeking a Budgeting and Planning Supervisor to oversee financial planning, budgeting, and analysis supporting its programs and operations. The role partners with operational leaders to identify improvement opportunities and ensure financial resources are used effectively to support quality services for individuals with disabilities. The position develops and monitors operational budgets; analyzes monthly financial performance and trends; supports projections, forecasts, and annual planning; and collaborates with accounting to resolve reporting discrepancies. It also creates financial reports and analytical tools, translates financial information into recommendations, supports financial modeling and rate development, and identifies ways to improve processes and operational efficiency. The supervisor leads assigned financial staff through supervision, coaching, and performance management, and provides financial training and guidance to operational leaders and employees. This is a salaried, exempt, full-time position at Dungarvin’s Minnesota Central Office, generally scheduled Monday through Friday, 8:00 a.m. to 5:00 p.m. Occasional schedule flexibility may be necessary. Starting salary is $73,000 annually; compensation is listed as up to $73,000 yearly.

Requirements

Bachelor’s degree in Accounting, Finance, Business Administration, Human Services, or a related field.
Minimum of two years of related professional experience.
Previous management or supervisory experience.
Intermediate to advanced Microsoft Excel skills and proficiency with business software applications.
Strong analytical, organizational, problem-solving, and decision-making skills.
Excellent communication skills, including the ability to explain financial information to different audiences.
Ability to manage multiple priorities while maintaining accuracy and attention to detail.
Ability to meet the position’s limited driving requirements.

Nice To Haves

Experience developing, managing, or monitoring operational budgets.
Experience with financial forecasting, variance analysis, and financial reporting.
Familiarity with financial planning or enterprise systems such as Microsoft 365, Workday, Adaptive, or similar.
Experience supporting multiple departments, locations, or business units.
Experience in healthcare, human services, nonprofit organizations, or other service-based environments.

Responsibilities

Develop, maintain, and monitor operational budgets across assigned programs and departments.
Analyze monthly financial performance, including revenue, expenditures, budget variances, and financial trends.
Partner with operational directors to identify financial challenges and develop improvement strategies.
Support monthly projections, quarterly forecasts, and annual financial planning.
Review financial reports for accuracy and collaborate with accounting to resolve discrepancies.
Monitor operational metrics, including staffing utilization, productivity, and program vacancies.
Create and maintain financial reports, dashboards, and analytical tools that support business decisions.
Translate complex financial information into actionable recommendations for operational leadership.
Collaborate with accounting and operations on payroll, accounts payable, accounts receivable, and financial reporting.
Assist with financial modeling, rate development, and financial planning for existing and new services.
Identify opportunities to improve financial processes, reporting accuracy, and operational efficiency.
Provide supervision, coaching, and performance management for assigned financial staff.
Develop and deliver financial training to operational leaders and employees.
Promote consistent financial practices and compliance with organizational policies.
Serve as a resource to leadership teams on budgeting, financial management, and operational performance.