Senior Budget Analyst, Finance

The salary range for this position is $75,000 to $90,000

The Senior Budget Analyst works with a variety of teams to track and analyze UNF’s budgets and management reports, prepare ad hoc financial analyses, and provide analytical and project support to the Senior Director, Budgets, Financial Planning, & Analysis and CFO. Provides the data and reports necessary for the Foundation to present information to the Leadership monthly, and to the Board of Directors twice a year.

The Senior Budget Analyst is a member of the Finance team and reports to the Senior Director, Budgets, Financial Planning, & Analysis.

Essential Functions

• Develop, record, monitor, and update the organization’s annual budget, forecasts, and scenario models
• Partner with teams to manage budgets, prepare monthly budget-to-actual reports, analyze variances, and recommend adjustments
• Support project and grant specific budgeting, including proposal budgets, donor financial reporting, contract/grant tracking, and ensure accurate financial coding for expenses and revenues
• Prepare and reconcile payroll allocations for supported teams and ensure accurate integration into budgets and reports
• Utilize NetSuite, Salesforce, and other corporate systems to develop budgets, forecasts, and reports
• Provide training and guidance to stakeholders on budgeting processes, templates, and tools
• Assist with financial audits (including U.S. government-funded programs), IRS filings (e.g., Form 990), and ensure compliance with UNF policies and procedures
• Respond to budget-related requests, coordinate within the Budget team, and contribute to special projects or initiatives as needed
• Maintain working knowledge of the UNF agreement process
• Other duties as assigned
  
  

Selection Criteria

• Bachelor’s degree required, preferably in accounting/finance
• 5-7 years’ experience preparing operating and program budgets, budget-to-actual reports, and performance reports
• Strong interpersonal skills and customer service orientation, with the ability to work effectively and graciously with financial and non-financial stakeholders
• Advanced analytical skills with expert-level Excel/budget software proficiency and the ability to self-review work for accuracy and reasonableness
• Demonstrated ability to learn financial systems quickly and develop custom reports
• Attention to detail, strong organizational skills, and commitment to dependable, consistent results
• Ability to work independently with initiative while collaborating effectively across teams
• Flexibility and adaptability to manage multiple priorities in a rapidly changing environment
• High degree of professionalism, including sound judgment, confidentiality, and reliability
• Ability to meet regular attendance/tardiness policy.
  
  

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
• 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.