FP&A Reporting Lead: Budget, Forecast & Analytics

Catholic Relief Services; United States; Remote; USD 90,000 - 130,000; Full time

Job summary

Catholic Relief Services is seeking a Manager I, FP&A Reporting to lead the development and delivery of budgeting, forecasting and management reporting for the Agency. You will drive consistent FP&A tools and reports, support financial modeling and scenario planning, and partner with ERP/EPM teams to improve reporting processes.

You will interact with finance leadership to consolidate insights, maintain system knowledge (ePBCS, ERP, EPM), and deliver clear end-user guidance and training on FP&A

Qualifications

• Proven quantitative and analytical skills.
• Knowledge of accounting systems and business processes.
• Excel expertise with complex formulas, filters and pivot tables.
• Experience with reporting software.
• Strong written and verbal communication.
• Customer-service mindset to deliver end-user requirements.
• Ability to work in a team and build cross-functional relationships.
• Motivated, proactive and organized.
• Ability to learn from manuals and documentation.
• Strong presentation skills.

Responsibilities

• Lead development and delivery of budget, forecast, comparative and management reporting packages to the agency’s finance and executive leadership.
• Establish stakeholder guidance and protocols for FP&A reporting tools and reports for efficiency and consistency.
• Support the Director of FP&A in developing and maintaining financial models, analyses and deep dives.
• Assist FP&A and EPM systems teams with enhancements, testing and data-flow analysis.
• Prepare monthly and quarterly management reporting and Board presentations.
• Collaborate with Finance teams to consolidate insights for review by the Director of FP&A, CFO and executives.
• Understand agency metadata, systems (ePBCS, ERP, EPM) and reporting tools.
• Lead FP&A report protocol initiatives for efficiency and consistency.
• Oversee design, testing and implementation of new FP&A reports with ERP and BI delivery.
• Audit end-user report utilization and requirements for alignment and improvement.
• Maintain training materials on FP&A tools, reports and data sources.
• Manage CRS SharePoint sites, documentation and training materials.
• Deliver FP&A reporting training with global finance teams as needed.
• Maintain understanding of agency strategy and policy impact on FP&A processes.

Skills

Quantitative skills

Analytical skills

Excel expertise

Reporting software

Communication skills

Requirements gathering

Teamwork

Presentation skills

Tools

ERP systems

ePBCS

BI reporting

Job description

Catholic Relief Services is seeking a Manager I, FP&A Reporting to lead the development and delivery of budgeting, forecasting and management reporting for the Agency. You will drive consistent FP&A tools and reports, support financial modeling and scenario planning, and partner with ERP/EPM teams to improve reporting processes.

You will interact with finance leadership to consolidate insights, maintain system knowledge (ePBCS, ERP, EPM), and deliver clear end-user guidance and training on FP&A