Budget and Financial Planning Manager

Unitarian Universalist Association

. Develop and steward the Association’s operating and capital budgets .

Posted 11/7/2026full-timeRemote • United StatesMid-LevelSenior💰 $63,000 - $74,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates advanced expertise in financial analysis, budget development, and stewardship, with a strong ability to manage complex financial models and collaborate across diverse stakeholder groups. Proven leadership in optimizing budgeting processes and providing strategic financial guidance within the association industry.

Highest-signal resume keywords

Budget DevelopmentFinancial AnalysisWorkday AdaptiveExcel ExpertiseLeadership Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

BudgetingFinancial ModelingData AnalysisStrategic PlanningReport Writing

Soft Skills

Strong CommunicationCollaborationProblem-SolvingDiscretionIndependence

Tools & Technologies

Workday AdaptiveGoogle SuiteData Warehouse ToolsExcelWord

Industry Keywords

Not-For-Profit OrganizationsAssociation IndustryFinancial Reporting PrinciplesBusiness ModelsMarket Trends

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

B.S. or B.A. degree in Finance, Accounting, Economics, Business Administration, or related field
Five years of demonstrated experience in system-wide budgeting, system optimization, business planning, financial analysis, and strategic planning
Advanced technical expertise in Excel, Word, Workday Adaptive or other budget and long-range modeling practices, Google Suite, data warehouse tools, and report writing tools
Experience managing and analyzing large data sets
Deep expertise and extensive experience with budget development and stewardship
Understanding of financial reporting principles used by not-for-profit organizations
Extensive knowledge of the association industry, business models, and market factors/trends preferred
Ability to interpret and communicate complex policies and procedures
Proven leadership and strong communication skills
Experience working in large, highly collaborative environments
Ability to work independently with high reliability, accuracy, and productivity
Ability to handle confidential information responsibly
Demonstrated ability to maintain harmonious working relationships and address complex administrative issues effectively
Proven track record in exercising discretion and independent judgment in decision-making processes
Experience managing multiple projects with critical deadlines
Easy access to a major airport due to travel requirements

Benefits

Comp & perks

35-hour normal workweek
80% contribution towards health insurance premiums
10% contribution towards retirement after one year
Generous paid-time-off policies
Reasonable accommodations for applicants and staff with disabilities
Diverse and inclusive workplace
Travel requirements with easy access to a major airport