Financial Systems & Budget Planning Consultant

Greenwich House•New York, NY
•Hybrid

About The Position

Greenwich House is seeking an experienced consultant to support its finance team through strategic financial analysis, dashboard development, and evaluation of budgeting and forecasting solutions. The consultant will assess current budgeting processes, improve financial reporting capabilities, and recommend a budgeting tool that integrates effectively with Microsoft Dynamics GP (Great Plains). This hybrid contract position will help strengthen financial planning, reporting, and technology capabilities while supporting the selection of a future-state budgeting solution.

Requirements

  • Bachelor's degree in Finance, Accounting, Business Administration, Information Systems, or a related field.
  • Minimum 7 years of experience in financial analysis, budgeting, financial planning, or financial systems consulting.
  • Experience with Microsoft Dynamics GP (Great Plains).
  • Strong dashboard development and reporting experience, preferably using Power BI.
  • Experience evaluating and/or implementing budgeting and forecasting solutions.
  • Excellent analytical, communication, and project management skills.

Nice To Haves

  • CPA, CMA, MBA, or similar professional credential.
  • Experience supporting nonprofit or multi-entity organizations.
  • Familiarity with budgeting platforms such as Solver, Prophix, Vena, Planful, or Workday Adaptive Planning.

Responsibilities

  • Perform high-level financial analysis and provide recommendations to support organizational decision-making.
  • Design and develop executive dashboards and KPI reporting tools.
  • Assess current budgeting and forecasting processes and identify opportunities for improvement.
  • Evaluate budgeting and financial planning software solutions compatible with Microsoft Dynamics GP (Great Plains).
  • Present findings, recommendations, and implementation considerations to leadership.

Benefits

  • Full-time employees are eligible for medical, dental, and vision insurance, a 403(b) plan, generous paid time off, and other benefits in accordance with applicable plan documents.
  • Exclusive perks and discounts for Greenwich House programs and services, including classes, lessons, and events.
  • Benefits for union-represented employees are in accordance with the applicable collective bargaining agreement.
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service