- Prepare financial reports, dashboards, forecasts, and budget-to-actual models for executive leadership and the Board.
- Support the annual budget process, including data consolidation, scenario modeling, and cost allocations.
- Build and maintain automated dashboards using ERP, CRM, and business intelligence tools.
- Monitor grant and restricted fund activities, including budget tracking, indirect cost calculations, and funder reporting.
- Manage and test integrations between financial, CRM, payroll, and certification systems.
- Analyze workflows to identify process improvements, reduce manual tasks, and improve data accuracy.
- Support internal controls, data governance, and annual audit/Form 990 compliance requirements.
BudgetingProcess improvementFinancial analysis+1 more