Reporting and Budgeting Analyst

CFS; Sewickley (Allegheny County); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Hybrid schedule

Direct leadership exposure

Job summary

CFS is seeking a Budgeting & Reporting Analyst in Sewickley, PA to own and evolve the budgeting and reporting function. You will partner with senior leaders, deliver financial planning support, and help drive decision-making with enhanced dashboards and models.

The role offers a flexible hybrid schedule, exposure to senior leadership, and a path to help the organization sustain its steady growth while serving essential around-the-clock care.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field.
• 3–5 years of budgeting, forecasting, financial analysis or FP&A experience.
• Strong Excel skills including pivot tables, lookups and formulas.
• Experience with Power BI and Sage Intacct is preferred.

Responsibilities

• Lead the annual budgeting process with department heads and leadership.
• Analyze budget-to-actual results, KPIs, dashboards and trends; communicate variances.
• Partner with the Controller to support forecasting and financial reporting.
• Build and maintain Excel-based budgeting models across locations.
• Enhance dashboards and reporting, coordinating with external Power BI resources.

Skills

Budgeting

Forecasting

FP&A

Excel

Power BI

Sage Intacct

Financial modeling

Pivot tables

Lookups

Data analysis

Education

Bachelor’s degree in Accounting or Finance

Tools

Power BI

Sage Intacct

Excel

Job description

Budgeting & Reporting Analyst

• Own and continue building a budgeting and reporting function that is still evolving, giving you the opportunity to improve processes and make the role your own.
• Gain direct exposure to senior leadership and department heads while serving as a key resource for financial planning and decision support.
• Enjoy a flexible hybrid schedule, with the potential for just two days per week in the office once established.
• Join a stable, growing organization that has expanded approximately 45% over the past six years through organic growth and acquisitions.
• Work for a mission-driven organization serving individuals who require essential, around-the-clock care.

Why This Opportunity Stands Out

• Own and continue building a budgeting and reporting function that is still evolving, giving you the opportunity to improve processes and make the role your own.
• Gain direct exposure to senior leadership and department heads while serving as a key resource for financial planning and decision support.
• Enjoy a flexible hybrid schedule, with the potential for just two days per week in the office once established.
• Join a stable, growing organization that has expanded approximately 45% over the past six years through organic growth and acquisitions.
• Work for a mission-driven organization serving individuals who require essential, around-the-clock care.

Target Compensation:

$70,000–$100,000, with an ideal target of $80,000–$95,000 based on experience

Key Responsibilities For The Budgeting & Reporting Analyst

• Lead the annual budgeting process, partnering with department heads and leadership to develop detailed operating budgets.
• Analyze budget-to-actual results, KPIs, dashboards, and financial trends while identifying and communicating key variances.
• Partner with the Controller to provide analysis and inputs that support forecasting and financial reporting.
• Build and maintain Excel-based budgeting models across multiple departments and operating locations.
• Enhance dashboards and reporting capabilities, partnering with external Power BI resources as needed.

Qualifications For The Budgeting & Reporting Analyst

• Bachelor’s degree in Accounting, Finance, or a related field with approximately 3–5 years of relevant experience.
• Hands-on budgeting, forecasting, financial analysis, or FP&A experience.
• Strong Excel capabilities, including pivot tables, lookups, formulas, and financial modeling.
• Nonprofit experience is preferred but not required; healthcare, manufacturing, or other cost accounting/reporting environments translate well. Power BI and Sage Intacct experience are pluses.

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