Wingspan Care Group
Budget Analyst
Finance - Shaker Heights, OH - Full Time
Wingspan Care Croup
Budget Analyst
Budget Analyst
The Budget Analyst analyzes financial information, prepares budgets and responds to reporting as required by all entities and funding sources.
ESSENTIAL DUTIES:
OTHER DUTIES:
QUALIFICATIONS:
1. Education: Minimum Bachelor’s Degree in Business or related field required.
2. Licensure: CPA or CMA preferred.
3. Skills/Competencies:
#WCG-ADM-1
ESSENTIAL DUTIES:
- Responsible for the timely and accurate preparation and completion of budgets across the Wingspan Care Group enterprise and its funding sources.
- Report to and works with Director of Finance in preparing agency budgets for presentation to CFO.
- Coordinate efforts with senior managers and supervisors responsible for specific divisional and service area budgets.
- Work directly with the Development Department to create budgets in response to external funding requests and program opportunities.
- Coordinate with other accounting staff to assure that cost allocation methodology is consistent between budgets and actual data.
- Analyze past, present and estimated future financial performance of revenue and expenditures in the budget preparation.
- Develop and implement systematic process improvements to the budgeting function.
- Respond to all budget reporting requirements, meeting submission deadlines as well as actual to budget reporting as required by external and internal users and funding sources.
- Responsible for the accuracy of the budget within Great Plains for all funds and companies of Wingspan.
- Prepare periodic actual reporting.
- Prepare and maintains documentation of the budgeting process and support.
- Perform general accounting functions as needed or assigned.
- Assist departmental staff with other financial matters as requested or needed.
- Perform other duties, such as ad-hoc reporting, and/or assistance with special projects, as needed.
OTHER DUTIES:
- Attend staff meetings and on-going training.
- Oversee petty cash reimbursements for agency programs and regularly reconciles petty cash fund balances.
- Provide back-up coverage for functions of other staff in their absence.
- Respect and hold in confidence all information obtained during budget preparation and handles documents in accordance with Agency guidelines on confidential material.
- Maintain high standards of ethical and professional conduct and adhere to organization policies and procedures.
- Other duties as assigned by management.
QUALIFICATIONS:
1. Education: Minimum Bachelor’s Degree in Business or related field required.
2. Licensure: CPA or CMA preferred.
3. Skills/Competencies:
- Strong advanced accounting skills. Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form. Sensibility in relating to persons of varying backgrounds and demonstrate ability to work with diverse groups of people possessing various strengths, aptitudes and abilities.
- Possess practical and creative problem solving skills.
- Core Expertise: Possesses skill, knowledge and abilities to perform the essential duties of their role; keeps knowledge up to date.
- Cultural Competency: Demonstrates awareness, sensitivity and skills in working professionally with diverse individuals, groups and communities who represent various cultural and personal background and characteristics.
- Interpersonal Communication: Communicates clearly using verbal, nonverbal, and written skills in a professional context; demonstrates clear understanding and use of professional language.
- Professional & Ethical Conduct: Adheres to professional values such as honesty, personal responsibility, and accountability; applies ethical concepts within scope of work and adheres to Agency policies and procedures.
- Collaboration & Teamwork: Functions effectively as a member of a professional team that includes employees, clients and family members.
- Problem-Solving & Decision-Making: Recognizes problems and responds appropriately; gathers information and sorts through it to identify and address root cause issues; makes timely decisions.
#WCG-ADM-1
Wingspan Care Group (“Wingspan”) is the not-for-profit parent company of Applewood Centers, Inc., Bellefaire Jewish Children’s Bureau, Bluestone Child & Adolescent Psychiatric Hospital, and Lifeworks. The mission of Wingspan is to provide organizational efficiencies at the operational, administrative, and fiscal levels for its subsidiary agencies so that they may focus on their respective missions. Wingspan is an Equal Opportunity Employer. Wingspan’s policy is not to discriminate against any applicant or employee based on race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information, or any other basis protected by applicable federal, state, or local laws. Wingspan also prohibits harassment of applicants or employees based on any of these protected categories.
