Budget and Reporting Analyst

About the role

The Budget and Financial Reporting Analyst leads the organization’s budgeting, forecasting, financial reporting, and business intelligence processes, providing timely, accurate, and actionable financial information to operational leaders, senior leadership, and the Executive Team.

Responsibilities

• Coordinate and manage the organization’s annual budgeting process.
• Partner with department leaders to develop operating and capital budgets aligned with organizational goals.
• Monitor budget performance and prepare monthly budget-to-actual variance analyses.
• Develop financial forecasts and projections to support strategic planning and operational decision‑making.
• Provide budget reporting and analysis to managers, directors, senior leadership, and the Executive Team.
• Identify financial risks, opportunities, and trends and recommend corrective actions as needed.
• Prepare and distribute monthly, quarterly, and annual financial reports for leadership and stakeholders.
• Develop executive‑level financial reporting packages, including KPIs, financial metrics, and trend analyses.
• Assist in the preparation and submission of the annual Cost Report to the Office of Developmental Programs (ODP).
• Ensure financial reports are accurate, timely, and compliant with GAAP and applicable regulatory requirements.
• Support external audits and other reporting requirements as needed.
• Design, develop, and maintain interactive dashboards and reports using Microsoft Power BI.
• Create meaningful visualizations that provide insights into financial performance, budgeting, labor costs, revenue trends, and operational metrics.
• Collaborate with stakeholders to identify reporting needs and translate business requirements into actionable dashboards and analytics.
• Improve access to financial information through automated reporting solutions and self‑service analytics tools.
• Maintain data integrity and ensure consistency across reporting platforms and financial systems.
• Conduct detailed financial analysis of operational and organizational performance.
• Analyze financial statements, KPIs, and business metrics to identify trends and opportunities.
• Develop financial models and scenario analyses to support strategic initiatives and decision‑making.
• Provide recommendations to leadership based on financial findings and performance data.
• Support special projects, grant reporting, and other financial initiatives as assigned.
• Evaluate and improve budgeting, forecasting, and reporting processes.
• Implement best practices to increase efficiency, accuracy, and transparency in financial management.
• Support system enhancements and process automation initiatives related to financial reporting and analytics.
• Leverage technology and business intelligence tools to improve organizational reporting capabilities.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field required.
• Master’s degree, CPA, CMA, or related professional certification preferred.
• Minimum of 3‑5 years of experience in budgeting, financial analysis, financial reporting, or a related finance role.
• Experience within healthcare, human services, nonprofit, or government‑funded organizations is preferred.
• Experience preparing or supporting ODP Cost Reports is a plus.

Preferred Qualifications

• Experience creating executive dashboards and board‑level financial reporting.
• Knowledge of data modeling, report automation, and business intelligence best practices.
• Experience with nonprofit, healthcare, or human services financial reporting.
• Cost Report preparation experience.
• Experience supporting strategic planning through financial forecasting and analytics.

Benefits

• Health (UPMC), Dental and Vision Insurances (effective 1st of the month following 30 days from start date)
• Healthcare Flexible Spending Account (HSA)
• Dependent Care Flexible Spending Account
• 403(b) – Traditional and Roth with Company Match
• Tuition Reimbursement (for core positions)
• Competitive PTO Plan
• 8 Paid Holidays
• Incentive in lieu of Medical coverage
• Career Development