FP&A Reporting Lead: Budget & Forecast

Catholic Relief Services | CRS; Oregon; Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical benefits

Retirement plan

Job summary

CRS seeks a Manager I, FP&A Reporting to lead budget, forecast and management reporting for the agency, partnering with Finance Systems and EPM teams on design and testing. The role supports the Director of FP&A with financial modeling, scenario planning, and agency‑level analysis in a customer‑facing, data‑driven environment.

You will standardize FP&A tools and reports, deliver monthly/quarterly packages, and present to senior leadership.

Qualifications

• Bachelor’s degree in related field required.
• 5-8+ years in financial planning and analysis or related fields.
• Experience with data management and reporting using Microsoft and Oracle products.
• Experience designing BI dashboards and reports.
• Experience with cloud-based Enterprise Performance Management (EPM) software.

Responsibilities

• Lead budget, forecast, and management reporting for CRS leadership.
• Develop and maintain FP&A models and financial analyses.
• Collaborate with EPM and ERP teams on system changes and testing.
• Prepare monthly/quarterly reporting packages and board materials.
• Consolidate insights for executives and drive process improvements.
• Train end users and maintain FP&A guidance and documentation.
• Oversee CRS SharePoint sites and related training materials.

Skills

Quantitative analysis

Financial modeling

Stakeholder communication

Team collaboration

Data analysis

End-user requirements gathering

Education

Bachelor’s degree in related field

Tools

Oracle ERP

ePBCS / EPM concepts

Microsoft Office (Excel, PowerPoint)

BI reporting tools

Job description

CRS seeks a Manager I, FP&A Reporting to lead budget, forecast and management reporting for the agency, partnering with Finance Systems and EPM teams on design and testing. The role supports the Director of FP&A with financial modeling, scenario planning, and agency‑level analysis in a customer‑facing, data‑driven environment.

You will standardize FP&A tools and reports, deliver monthly/quarterly packages, and present to senior leadership.