Unitarian Universalist Association

Financial Planning and Analysis

• Develop and steward the Association’s operating and capital budgets
• Manage the Workday Adaptive budgeting and long-range modeling system
• Prepare strategic financial analyses, scenario models, budget forecasts, and capital planning analyses
• Design, develop, and coordinate the annual budget development process and calendar
• Create budget templates, planning guidelines, and submission documents
• Consolidate budget requests and prepare forecasts for executive leadership, shared governance groups, and Board of Trustees meetings
• Assess budget processes and resource allocations for alignment with strategic priorities
• Provide Level 1 internal support for Workday Adaptive
• Manage integration and relationship with Blackbaud FENXT
• Develop programmatic, auxiliary, and administrative financial models and reports
• Conduct routine and ad hoc financial analyses and advise the VP of Finance & Investments
• Manage relationships with Vice Presidents, leadership teams, AVPs/Directors, budget managers, and staff
• Develop and maintain the Programs & Ministries budget framework
• Provide financial leadership and guidance to Programs & Ministries staff
• Collaborate across stakeholder groups to develop reliable financial models and forecasts
• Perform other duties assigned by the VPFI, VPs, or President, including required training

Explore Budget and Financial Planning Manager at Unitarian Universalist Association. Review requirements and application details.

Open roles

Budget and Financial Planning Manager