Budgeting and Planning Supervisor
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 opportunities for improvement and help ensure financial resources are used effectively to support quality services for individuals with disabilities. The supervisor develops and monitors budgets, analyzes financial performance, supports forecasting and annual planning, and collaborates with accounting and operations on financial reporting and related processes. The role also provides supervision and coaching to assigned financial staff, delivers financial training, and advises leadership on budgeting and operational performance.
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, and problem-solving 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.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
