Financial/Budget Analyst Jobs

Organizational Overview

Founded in 1969, the National Council for Mental Wellbeing (National Council) is a membership organization that drives policy and social change on behalf of nearly 3,200 mental health and substance use treatment organizations and the more than 10 million children, adults, and families they serve. The National Council is a 501(c)(3) association that advocates for policies that ensure people who have mental health and substance use challenges have access to comprehensive, high-quality services.

The National Council is an equal opportunity employer. We embrace diversity and commit ourselves to creating an inclusive environment for everyone.

Position Summary

The Financial/Budget Analyst is part of the accounting team. Primary duties include effective budget planning and spending for the organization; organizational and program budget liaison, monitoring, analysis and reporting in support of the staff and programs; preparation of proposal budgets (government, foundation and commercial (training/consulting)); and performs variety of budget, cost, forecast, reporting and finance tasks as required.

Responsibilities

Effective Budget Planning and Spending for the Organization

• Presents budget findings to management
• Develops and provides JAMIS reports for managers
• Consolidates the organizational budget for review
• Becomes accounting system (JAMIS) Planning Module expert and lead
• Develops organizational budget with managers
• Reviews submissions for completeness, accuracy and compliance with company standards and other regulations
• Monitors spending to ensure its set budget and reports throughout the year

Organizational and Program Budget Liaison, Monitoring, Analysis and Reporting in Support of the Staff and Programs

• Leads budget reviews and provides necessary reports and analysis
• Analyzes and monitors revenue and expenditures and identifies potentially deficient budget categories
• Makes recommendations and proposals for technical solutions
• Primary financial liaison for team that day-to-day financially supports and advises PMs and department leads
• Utilizes accounting system budgeting and reporting capabilities and trains PMs and other staff

Preparation of Proposal Budgets

• Makes financial recommendations regarding opportunities
• Coordinates with other departments and maintains proposal tools
• Teams to provide (new or carryover) proposals for government, foundation and commercial proposals

Budget, Cost, Forecast, Reporting and Finance tasks as required.

• Develops and prepares monthly financial reports on necessary topics and effectively communicates (written and oral) results and recommendations
• Acts as quality control and performs necessary internal audit steps to insure proper setup
• Prepares reports and estimates future needs and forecasts
• Other duties as assigned
• Analyzes and identifies issues and resolutions
• Develops predictive financial models to support decision-making
• Analyzes historical and current financial data to understand the company’s financial status

Required Qualifications

Education/Certification:

• A bachelor’s degree in finance or accounting is required, a graduate or advanced certification is a plus

Experience:

• Advanced experience using Microsoft Excel and planning tools is required
• A minimum of four to seven years of Financial/Budget Analyst experience is required
• Experience using project accounting software is preferred; use of our current system JAMIS is a plus
• Experience with government and foundation contracts/grants

Knowledge Skills and Abilities

• Be able to do quick mental math and solve complex equations during analysis
• Superior professionalism, judgment and integrity
• Strong communication and public speaking skills in presenting financial information to others and convincing them to implement budgeting suggestions
• Proven proficiency in a variety of financial, budgeting and spreadsheet software applications is essential
• Proven analytical and financial modeling skills
• Good interpersonal skills and ability to translate financial concepts to non-financial staff and the ability to work in a team environment
• Outstanding attention to detail and proofing ability
• Understanding of generally accepted accounting principles
• Utilize critical thinking to determine possible outcomes for various financial forecasting and budgeting choices
• Ability to recognize trends in data and properly interpret statistics

National Council is an Equal Opportunity/Affirmative Action Employer – All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected Veteran status.

National Council uses E-Verify to confirm the employment eligibility of all newly hired employees. To learn more about E-Verify, including your rights and responsibilities, please contact the Department of Homeland Security at 888-897-7781 or visit www.dhs.gov/everify.