Strategic Budget & Reporting Lead

Fortune Society Inc; New York (NY); On-site; USD 72,000 - 88,000; Full time

Job summary

The Fortune Society, Inc. in Queens, NY, is seeking a Budget & Reporting Specialist to join the Finance Team. You will develop and maintain operating budgets across administrative and program functions, generate regular budget variance reports, and create KPI scorecards to monitor contract parameters.

Collaboration with Leadership, Grants, Program and HR teams will be essential as you support RFP processes and HR staffing tracking. This exempt, full-time role offers a stable 35-hour week.

Qualifications

• Bachelor's degree in finance or related field.
• Strong Excel and Microsoft Office skills.
• Experience with budgeting and financial reporting.
• Ability to generate ad hoc reports and dashboards.
• Excellent collaboration and communication abilities.

Responsibilities

• Prepare and maintain operating budgets for Administrative and Program functions.
• Generate monthly budget variance and general ledger reports.
• Develop KPI scorecards for contract management and reporting.
• Support RFP financials and grant budgeting processes.
• Coordinate with HR to track staffing and headcount.

Skills

Advanced Excel

Budget management

Reporting & analytics

Collaboration

Communication

Education

Bachelor's degree in finance or related field

Tools

FUND EZ

Sage Intacct

Job description

The Fortune Society, Inc. in Queens, NY, is seeking a Budget & Reporting Specialist to join the Finance Team. You will develop and maintain operating budgets across administrative and program functions, generate regular budget variance reports, and create KPI scorecards to monitor contract parameters.

Collaboration with Leadership, Grants, Program and HR teams will be essential as you support RFP processes and HR staffing tracking. This exempt, full-time role offers a stable 35-hour week.