Budget Analyst

Overview

POSITION TITLE: Budget Analyst REPORTS TO: Director, Financial Planning & Analysis SUPERVISION EXERCISED: None LOCATION: New York, New York (CSC) GRADE/CLASS: Grade F, Exempt, Non-Union

 

ABOUT THE ORGANIZATION:

 

ADL is the leading anti-hate organization in the world. Founded in 1913, its timeless mission is “to stop the defamation of the Jewish people and to secure justice and fair treatment to all.” Today, ADL continues to fight all forms of antisemitism and bias, using innovation and partnerships to drive impact. A global leader in combating antisemitism, countering extremism and battling bigotry wherever and whenever it happens, ADL works to protect democracy and ensure a just and inclusive society for all. 

 

PRIMARY FUNCTION:

The Finance division requires a highly skilled budget analyst to provide insights into ADL’s spending and revenue. The analyst will track spending by division on a monthly basis and monitor deviations from the budget. In addition, the role will assist in tracking headcount across ADL. The analyst will have experience in accounting and budgeting systems such as Intacct, Workday, or similar programs. This role will also serve as a liaison with division leaders on budget-related matters. The Budget Analyst will organize data, generate recurring and ad-hoc reports, and serve as a central resource on both expense and revenue matters to improve the Organization’s overall financial position.

Responsibilities

Primary: 

• Works within the Finance Division to deliver data-rich, timely (daily, weekly, monthly, quarterly, annually) reporting for revenues and expenses.
• Continually monitor spending and revenues against the budget and analyze variances.
• Become an advanced user of Intacct and Workday and be able to provide support to other users. Advise and support organization to evaluate and select appropriate analytics and tracking tools.
• Develop and maintain analysis and reporting. This encompasses communicating effectively to understand, document and model stakeholders’ requirements.
• Become familiar with data in order to identify and investigate anomalies.
• Evaluate spending data for potential areas to monitor and achieve savings.
• Remain abreast of current best practices in analytics to consistently bring innovation and an informed, agile, proactive analytics perspective to the team.
• Provide project management support for budgeting process and revenue generation using the Organization’s revenue and accounting systems.

Qualifications

Skills:

• Ability to manipulate complex data sets for use in analysis and presentations.

• Advanced fluency in Excel and PowerPoint.
• Experience working in and reporting from CRM database applications required. Salesforce, Intacct, and Workday experience preferred.
• Demonstrated ability to work independently in a fast-paced environment and work well as a member of a team.
• Ability to conceptualize and develop proactive prospecting and trend analysis methodologies to support organizational goals.
• Effective in building strong working relationships and collaborating across the organization to problem-solve.
• Ability to work efficiently in a virtual environment with off-site colleagues.
• Agile in working on multiple concurrent deliverables.
• A problem-solving focus, an astute attention to detail, and the ability to maintain confidentiality and handle sensitive information.
• Excellent customer service and communications skills.

 

Work Experience:

• 5 years of experience in budgeting or financial analysis and reporting or a related field required
• Experience in non-profit revenues or budgeting preferred
• Experience with Salesforce, Intacct and Workday preferred
• Previous work in a national organization with multiple regional offices a plus

Education:

• Bachelor’s degree or equivalent work experience required
• Finance, accounting, statistics, economics, or degree in related field preferred

Work Environment:  

• ADL COVID-19 Protocol (updated periodically): ADL is adhering to public health guidance regarding COVID-19. ADL will require that all employees are vaccinated with exceptions for medical and religious accommodations. ADL is requiring proof of vaccination. ADL is a hybrid environment; this role may require 3 days in the office. 

  

Compensation: 

 

• This position has a salary range of $66,000 to $80,000. This salary range is reflective of a position based in New York, New York. Please note that actual salaries are commensurate with experience and reflect the budget for a given position, and since ADL has a location-based compensation structure, there may be a different range for candidates in other locations.   

 

ADL values a diverse workplace and strongly encourages women, people of color, LGBTQ individuals, people with disabilities, members of underrepresented ethnic groups, foreign-born residents, and veterans to apply. ADL is an equal opportunity employer. Recruitment, hiring, promotions and other terms, conditions and privileges of employment shall be maintained in a manner which does not discriminate on the basis of age, race, creed, religion, color, national origin, sex, sexual orientation, gender expression, marital status, physical or mental disability, veteran status, or military status, or in violation of any applicable Federal, state or local laws.     

 

ADL will ensure that individuals with disabilities are provided reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. For individuals with disabilities who would like to request an accommodation to support the interview process, please contact Talent & Knowledge at talentacquisition@adl.org.     

 

ADL will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Fair Credit Reporting Act, and all other applicable State, Local, and Federal laws.  

 

The information in this job description indicates the general nature and level of work expected of employees in this classification. It is not designed to contain, or be interpreted as, a comprehensive inventory of all duties, responsibilities, qualifications and objectives required of employees assigned to this job, nor is it to be interpreted as a contract for employment. 

Salary : $66,000 - $80,000