Manager, Budget and Reporting

NewSchools Venture Fund

1d•$110,000 - $140,000•Remote

About The Position

NewSchools, a nonprofit venture philanthropy organization focused on advancing innovative K-12 education solutions, is seeking a Manager, Budget and Reporting. The position leads organization-wide financial planning and analysis, budgeting, reporting, procurement, and financial due diligence on investments. The manager serves as the primary budget and reporting partner to investment team leaders, the Development team, and senior leadership, and reports to the Director of Finance. The role is remote anywhere in the U.S., with travel of up to 10% for in-person team meetings, retreats, and conferences. The manager leads annual budgeting, forecasting, and financial planning; partners with leadership on finance strategy and governance support; and oversees investment diligence, capital tools, procurement, and payment operations. The work includes financial modeling and analysis, advising budget owners, producing financial reports and presentations, improving processes and tools, reviewing contracts and grants, and supporting accounts payable and grant payments.

Requirements

At least 5 years of professional experience in financial planning and analysis, budgeting, or financial management.
Strong proficiency in financial modeling, Excel or Google Sheets, and financial systems such as Sage Intacct, Salesforce, or Bill.com.
Experience using data visualization tools to translate complex financial data into compelling, accessible narratives for non-financial stakeholders.
Ability to influence without authority and communicate technical financial concepts clearly to non-financial stakeholders.
Ability to design and maintain systems and routines that capture, organize, and share learning.
Ability to own multiple workstreams from inception through completion with attention to detail and strong organization.
Ability to collaborate with a wide range of stakeholders to achieve ambitious goals.
Ability to create processes and lead conversations that keep work moving across teams.
Experience leading reflection and improvement cycles for workstreams, using data and documented learning to inform decisions and improve team effectiveness.
Must be authorized to work for any employer in the U.S.; visa sponsorship is not available.

Nice To Haves

Experience performing financial due diligence on grants, investments, or loans, including analyzing financial statements and identifying financial risks.
Understanding of nonprofit accounting (GAAP) and familiarity with 501(c)(3) compliance.

Responsibilities

Lead the annual organization-wide budget development process, preparing templates and training, gathering input from teams, and making recommendations to senior leadership.
Maintain and update rolling cash flow forecasts, financial models, and scenario analyses to support strategic decision-making.
Prepare monthly and quarterly budget-versus-actual variance analysis and lead quarterly budget review sessions with budget owners.
Advise budget owners by translating budget data into insights and providing recommendations that inform resourcing and programmatic decisions.
Support the Development team with financial reporting packages and build models to integrate new funding proposals into the organizational budget.
Improve budgeting and reporting workflows by streamlining and standardizing processes and reducing manual, spreadsheet-based work through modernized and automated tools.
Partner with the Director of Finance to translate organizational strategy into multi-year financial plans and evaluate trade-offs across portfolio, capacity, and funding scenarios.
Provide strategic insight and partner on organizational and team priorities.
Synthesize budget, cash, and portfolio data to surface risks and opportunities and recommend actions to leadership.
Contribute to long-term financial sustainability planning, including reserves, liquidity, and capital deployment strategy.
Prepare and analyze financial reports and presentations for quarterly Finance Committee meetings, highlighting trends, risks, and decisions.
Monitor liquidity needs and cash positions across accounts, proactively flagging risks and recommending adjustments.
Assess finance processes, controls, and tools and recommend and implement improvements to increase accuracy, efficiency, and scalability.
Conduct financial due diligence for loan applications and strategic capital tools, refining diligence frameworks as capital instruments and risk considerations evolve.
Maintain organization-wide financial diligence training, support, and templates for grant investments.
Oversee contracts and procurement, including reviewing initial contract submissions, preparing financial approvals in contract workflows, and managing purchase orders in Intacct.
Conduct finance reviews of grant agreements, set up vendor contracts in Salesforce, and support accounts payable and grant payments.