Position Overview

The Director, Budgets & Financial Planning oversees the UN Foundation’s budgeting and financial planning processes, including the development and tracking of UNF’s Enterprise-level budget, forecasting the organization’s revenue, expenses, and cashflow, and supporting initiatives, alliances, and teams in the development and tracking of the annual budget. The Director oversees and manages the Budgets & Financial Planning team, made up for budget analysts who support budgeting processes for team and initiatives across the organization and support the overall finance functions of the organization.

Reporting to the Chief Financial Officer, the Budget Director works closely with the Finance Director (controller), and other members of the Finance team, including leadership, to ensure the timely processing of expenses and revenue, monthly books close process, and revenue allocation. In addition, the Director works closely with leaders across the organization to support budget development, revenue forecasting, and financial planning.

This hybrid position is based in Washington, DC.

Essential Functions

• Oversee a team of budget analysts who support the organization’s teams, initiatives and alliances through developing budgets, forecasts, and financial planning/analysis to support the execution of the organization’s strategy, mission, and goals.
• Oversee the development of monthly budget-to-actual reports to identify and analyze significant variances.
• Review results and variances with stakeholders in conjunction with key members of the UNF Leadership team.
• Work with teams across the organization, including the Integrated Development team, to maintain an updated and reasonably accurate revenue forecast for the organization writ large.
• Synthesize financial analysis, budget-to-actual reports, and revenue forecasts optimized for decision-making purposes.
• Oversee the development of reports for key internal stakeholders, including the Integrated Development or Fundraisers from teams across the organization.
• Work with teams to develop accurate forecasts for revenue and expenses for each budget within their department.
• Oversee the maintenance of reports related to payroll allocation to team and project budgets by the Budgets and Financial Analysis Team.
• Respond to ad-hoc requests for budget information and analyses from teams, donors, and UNF Leadership.
• Provide training for internal stakeholders to understand the budgeting process, building and maintaining reports in Financial Edge and Salesforce, and other processes as necessary.
• Lead the development of documentation and training materials for users to reference while implementing processes related to managing revenue pipelines, building revenue and expense related reports, and executing other related processes.
• Develop and maintain a standard approach to forecasting common expenses across the organization, such as expenses related to travel and events.
• Support the development of proposal budgets as needed and appropriate.
• Serve as the internal expert on financial planning, analysis, and budgeting and provide guidance and advice on best practices to colleagues and leaders across the organization.
• Ensure excellent customer service by providing timely and accurate information to stakeholders as needed.
• Proactively identify opportunities and propose opportunities to improve efficiency and organizational effectiveness; work with colleagues across the organization, including CFO, and other relevant stakeholders.
• Oversee the development and maintenance of documentation, standard operating procedures, and user guides to ensure business continuity, transparency, and efficient execution of processes.
• Other duties as assigned.

Selection Criteria

• Bachelor’s degree in business, accounting or a related field required; Graduate degree and/or CPA preferred.
• At least 10 years of relevant work experience including budgeting, forecasting, financial planning and analysis, and/or project management, including 5+ years supervising employees.
• Demonstrated expertise in non-profit financial management and planning; experience developing and managing budgets for a non-profit organization preferred, including experience working with budgets funded by restricted grants and government donors.
• Demonstrated ability to lead a team to conduct financial analysis, facilitate budgeting processes, develop reasonably accurate forecasts, and develop accurate and concise financial reports.
• Ability to work as a member of a multidisciplinary team collaboratively and cooperatively.
• Customer service attitude and orientation while serving internal stakeholders.
• Superior oral and written communication skills, with the ability to receive and convey information clearly and concisely in various mediums.
• Ability to synthesize and translate complex financial information into easily understood reports and dashboards.
• Demonstrated proficiency with Microsoft Office products (Word, Excel, Outlook, Access, and PowerPoint), Financial Edge, and Salesforce.
• Meticulous attention to detail, excellent proofreading skills; ability to produce documents of high quality while meeting deadlines.
• Excellent problem-solving capability; exceptional critical thinking, analytical and research skills.
• Able to work independently with minimal supervision and maximum collaboration in a team environment.
• Strong interpersonal skills, creative, flexible, organized, and self-motivated, with good planning and follow-through.
• Demonstrated ability to set priorities, manage multiple assignments and deadlines while remaining focused is essential; display excellent judgment while operating in a flexible and professional manner; strong organizational skills; and strong follow-up/follow-through ability.
• Ability to use discretion and maintain a high level of confidentiality.
• Ability to work under pressure and handle stress.
• In-office presence required based on current organizational guidance.

Benefits & Compensation

For full-time, benefit eligible employees, UNF offers an excellent range of benefits, including:

• a choice between two health plans through UnitedHealthcare (PPO or HDHP with HSA)
• dental insurance
• vision insurance
• flexible spending accounts
• 403b retirement savings plan with a generous matching contribution
• group term and supplemental life insurance
• short-term disability
• long-term disability
• health club discounts
• commuter subsidy
• back-up care
• employee assistance program

Additionally, all benefit eligible employees have 12 paid holidays, 20 vacation days, 10 sick days, 3 personal days, and 8 weeks of family leave care.