Manager, Budget and Reporting

NewSchools

. Lead the annual organization-wide budget development process, including preparing templates and training, gathering team input, and making recommendations to senior leadership .

Posted 10/23/2026full-timeRemote • United StatesMid-LevelSenior💰 $110,000 - $140,000 per yearWebsite

About the role

Key responsibilities & impact

Lead the annual organization-wide budget development process, including preparing templates and training, gathering team input, and making recommendations to senior leadership
Maintain and update rolling cash flow forecasts, financial models, and scenario analyses
Prepare monthly and quarterly budget-versus-actual variance analyses
Lead quarterly budget review sessions with budget owners
Advise budget owners by translating budget data into insights and recommendations for resourcing and programmatic decisions
Support the Development team with financial reporting packages and funding proposal models
Improve budgeting and reporting workflows through standardization, automation, and modernization of financial reporting tools
Partner with the Director of Finance on multi-year financial plans and portfolio, capacity, and funding scenarios
Synthesize budget, cash, and portfolio trends to identify risks and opportunities and recommend actions
Contribute to financial sustainability planning, including reserves, liquidity, and capital deployment strategy
Prepare and analyze reports and presentations for quarterly Finance Committee meetings
Monitor liquidity needs and cash positions across accounts
Assess and improve finance processes, controls, and tools
Conduct financial due diligence for loan applications and strategic capital tools
Maintain financial diligence training, support, and templates for grant investments
Oversee contracts and procurement processes, financial approvals, and purchase orders in Intacct
Review grant agreements, set up vendor contracts in Salesforce, and support accounts payable and grant payments
Report to the Director of Finance and serve as budget and reporting partner to investment team leaders, Development, and senior leadership

Requirements

What you’ll need

Minimum of 5 years of professional experience in financial planning and analysis, budgeting, or financial management
Strong proficiency in financial modeling, Excel/Google Sheets, and financial systems such as Sage Intacct, Salesforce, and Bill.com
Experience utilizing data visualization tools to translate complex financial data into compelling, accessible narratives for non-financial stakeholders
Experience performing financial due diligence on grants, investments, or loans preferred
Understanding of nonprofit accounting (GAAP) and familiarity with 501(c)(3) compliance preferred
Travel up to 10% for in-person team meetings, retreats and conferences
Ability to influence without authority and communicate technical financial concepts clearly to non-financial stakeholders
Ability to design and maintain systems and routines that capture, organize and share learning
Ability to own multiple workstreams from inception through completion with attention to detail and strong organization
Ability to collaborate with a wide range of stakeholders to achieve ambitious goals
Ability to create processes and lead conversations that keep work moving across teams
Ability to lead reflection and improvement cycles for workstreams using data and documented learning
Must be authorized to work for any employer in the U.S.; employment visa sponsorship is unavailable

Benefits

Comp & perks

Performance bonus of up to 5% annually
Complete benefits package
Remote work anywhere in the U.S.
Travel opportunities for in-person team meetings, retreats, and conferences