Budget Analyst

The Budget Analyst is a new role on the Operations team to support our growing organization. The Budget Analyst provides timely, collaborative, service-oriented support to teams across the organization on all financial matters relevant to program implementation including expense reconciliations, budget to actual variances, rolling budgets, and projections while remaining compliant with funder requirements, funder budgets, and CATF policies. The Budget Analyst also works with the Accounting team to advise on proper coding in alignment with organization budgets and grant budgets for expense transactions, including payroll, A/P invoices, and credit card transactions. The ideal candidate must have the initiative to move tasks forward independently, keeping track of external or self-imposed deadlines, clearly communicating needs or assignment to others, circling back with reminders, and engaging in closed loop communications when a task is completed.

• Provide monthly financial reports for teams across the CATF
• Update grant spend plans on a monthly basis as part of monthly reporting
• Provide grant financial reports to the Foundations team on an as-needed basis
• Support the grant proposal process and collaborative work with the Foundations team
• Review grant spend plans for variances and initiate conversations as needed to determine corrections for variances
• Assist in updating monthly payroll allocations per budgets, spend plans, and other points of reference
• Assist Accounting team in coding A/P transactions per budgets, spend plans, and other points of reference
• Assist in coding monthly credit card statement
• Assist in annual organizational budget process
• Provide “customer service” type contact for budget partners in CATF as we begin rolling out direct access to our accounting software for reporting
• Perform other accounting and analysis tasks as assigned or deemed necessary
• Passion for CATF’s mission

Skills/Qualifications:

• Bachelor’s Degree in Accounting or Finance
• 4-7 years relevant experience
• Extensive experience with budgets, projections, and modeling
• Knowledge of accounting principles, practices, and procedures
• Able to work independently by completing tasks and meet deadlines
• Confidentiality
• Skill in performing detailed numerical computations
• Skill in preparing detailed reports on a timely basis
• High attention to detail
• High proficiency in the use of Office 365/Microsoft suite of applications, Outlook, Word, Excel, PowerPoint, Teams, and online document sharing
• Organized, problem-solver, detail-orientated, conscientious, superb communicator
• Reliable team player who produces accurate and complete work
• Nonprofit experience preferred
• Experience with Sage Intacct a plus
• Passion for CATF’s mission

Compensation and Location: