Position Overview

The Director, Budgets & Financial Planning is responsible for putting budgets at the center of decision-making at the United Nations Foundation, overseeing the budgeting and
financial planning processes. This includes but is not limited to 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 Chief Operating Officer, as well as leaders across the organization to support budget development, revenue forecasting, and financial planning.

This position is based in Washington, DC (hybrid schedule).

Essential Functions

• Ensure excellent customer service by providing timely and accurate information to stakeholders across the organization as needed.
• Synthesize financial analysis, budget-to-actual reports, and revenue forecasts optimized for decision-making purposes.
• Oversee the effort to transition to a new budgeting platform and maintain consistent, written budgeting guidance and practices for the organization.
• Provide leadership to the Budget Manager in ensuring timely, accurate, and reliable reporting, analysis, training, maintenance of key reports and payroll information, and systems management, including delegated responsibilities delineated in the Budget Manager’s Position Description.
• 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.
• Provide a monthly briefing for the COO and CEO that includes up-to-date actuals and forecasting for each team, and work closely with the COO and CFO to ensure overall financial sustainability.
• Contribute and ensure full participation in executing the accountability-partnership triangle to include frequent meetings between the appropriate Agreements, Budget, and Program team members for sourcing and acting on jointly relevant information.
• On a monthly basis, work with teams across the organization to maintain an updated and reasonably accurate revenue forecast, review results and variances, and ensure the development and availability of monthly reports.
• Develop and maintain a standard approach to forecasting common expenses across the organization, such as expenses related to travel and events.
• Work closely with the Vice President-Partnerships and Strategic Initiatives to support the development of proposal budgets as needed and appropriate, manage revenue pipelines, and meet ad-hoc donor requests.
• 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, COO, 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 balance competing priorities in a fast-paced working environment.
• In-office presence is 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.

LI-#Hybrid