Watertown, Massachusetts
Budget and Finance Manager Job Opening in Watertown, Massachusetts - Budget and Finance Manager
Department: Business Office
Schedule: Full-time, 40 hours/week
Perkins School for the Blind, located near Boston, was the first school for the blind chartered in the United States in 1829. For over 180 years, Perkins School for the Blind has provided quality educational and residential services to students who are blind, visually impaired or deafblind, empowering them to reach their maximum potential. Perkins School for the Blind embraces diversity in ability, thought, culture and belief. We provide equal education and employment opportunities and value the unique talents and contributions of all of our students and staff.
Summary
Under the direction of the CFO and Controller, the Budget and Finance Manager (BFM) will oversee all functions related to the budget process, multi-year forecasting models, investments, and accounts receivables, as well as manage other special projects at the request of the CFO. The BFM will plan, evaluate, develop, implement and maintain policies and procedures associated with these areas.
Responsibilities include:
Budget
Manage the annual budget process for the organization including, but not limited to: providing departmental guidance, data and reports; coordinating with and assisting members of the Business Office with their assigned departmental budgets; maintaining the integrity of the budget and personnel data within budgeting system and general ledger; and, preparing budget reports for CFO, Senior Leadership and the Board of Trustees.
Provide collaborative leadership and analytical support in planning and organizing annual and multi-year budget development and serve as the primary resource on matters pertaining to budget planning and position control.
Respond to budget related requests from senior leadership, budget managers and other constituent groups.
Prepare and/or review budgets for grant proposals, coordinating with fundraising and program areas.
Manage the annual payroll reconciliation and merit increase process with HR and Payroll.
Financial Analysis and Reporting
Perform complex analyses and projections for both planned and ad hoc purposes.
Manage the quarterly projection process. Coordinate with and assist members of the Business Office with their assigned departmental projections. Support departments to ensure budget projection data is complete and accurate, and analyzes and reports on the results.
Prepare internal financial statements and reports, including year-end results forecast and responds to requests from internal and external constituents for financial data.
Analyze a variety of financial information (e.g. revenues, expenditures, cost projections, investments, etc.) for the purpose of providing direction and support, making recommendations, maximizing use of funds and/or ensuring overall operations are within budget.
Investments
Serve as main point of contact for investment custodian, advisors and fund managers.
Track investments with all outside managers, including capital commitments and valuations.
Oversee and review investment schedules and journal entries for all investment activities including purchases, sales, dividends, market value appreciation and depreciation, capital calls, management fees and any other related investment activity.
Student Enrollment, Billing and AR
Ensure compliance with state OSD laws and regulations pertaining to special education tuition and billing.
Oversee the billing and AR processes for all student programs and monitor AR detail to ensure timely collection.
Respond to inquiries from staff, school districts, other agencies, etc. to resolve problems and/or provide information.
Maintain historical data and analyses on student enrollment trends and demographics.
Staff Supervision
Effectively manage the BFM team. Recruit, train and mentor staff. Set performance plans, monitor progress and complete annual written appraisals; provide and promote appropriate professional development and learning experiences, support and provide direction. Monitor and analyze department work to develop more efficient procedures and use of resources while maintaining a high level of accuracy.
Work closely with staff to improve existing or introduce new skills and processes, where necessary. Identifies training needs of staff and recommends solutions.
General
Participate in and lead meetings to provide and/or gather information related to budgets, investment, student revenue or receivables.
Prepare a wide variety of materials such as annual budgets, financial statements, analyses and reports for CFO, CEO, Superintendent and Board of Trustees.
Present information related to budgets, investments or revenue to appropriate senior staff and/or committees.
Maintain a variety of reports for accounts receivable, investments, budgets etc. for the purpose of providing up-to-date information and audit documentation.
Supports the Finance and Investment Committees of the Board of Trustees.
Perform other duties as assigned.
Minimum Requirements:
Bachelor?s Degree in Accounting, Finance or Business required.
Experience with Microsoft Dynamics SL, including Forecaster and Management reporter.
7+ plus years of related experience.
Preference will be given to candidates with:
Masters degree or CPA.
Experience in non-profit organizations and public accounting experience.
Supervisory experience.
Competencies:
To perform the job successfully, an individual should demonstrate the following competencies:
Excellent quantitative and qualitative analytical skills, applied across problems of varying nature and scope. Excellent accuracy and attention to detail.
Effectively handles multiple tasks, duties, responsibilities and shifting timelines while meeting deadlines; strong organizational skills.
Takes initiative and has strong sense of ownership for assigned work functions.
Excellent interpersonal and written and oral communication skills.
Strong problem solving skills, and the ability to recommend and take action with confidence.
Knowledge of accounting for investments and endowment, including standards for fair value measurement and disclosure.
Ability to create effective reports and presentations for financial and non-financial audiences.
Ability to work collaboratively and independently.
Ability to interpret/enforce policy and procedural questions;
Ability to work with all constituents and to foster collaborative relationships within the Business Office as well as with other departments.
Strong computer skills and proficiency with Excel at an advanced level.
Knowledge of management principles and practices, including budgeting systems and procedures.
Experience with MA Uniform Financial Report (UFR) and related laws and regulations.
Benefits: We provide a complete benefits package which includes tuition reimbursement, medical and dental insurance, LTD and Life insurance, retirement programs and staff development and training.
Perkins seeks to enhance its community of intellectually, culturally, and socially diverse individuals to enrich the educational experience of our students. Applicants from a multicultural background, are bilingual, and/or who have relevant life experience are encouraged to apply.
AN EQUAL ACTION EMPLOYER
Job Type: Full-time
Required education:
Bachelor's
Required experience:
Financial Management: 7 years
Required license or certification:
CPA
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