POSITION SUMMARY

The Budgeting and Financial Reporting Manager is responsible for developing, managing, and overseeing the organization’s budgeting processes and financial reporting functions. This role ensures accurate financial analysis, timely reporting, and compliance with internal policies and external regulations, while providing strategic insights to support informed decision-making.

Budgeting and Financial Manager Salary Range: $135,566.50 - $169,458.07

Reasonable Accommodations Statement

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
Essential Functions Statement(s) 

Budgeting & Forecasting

• Leads the annual enterprise-wide budgeting process, including preparation, review, and consolidation of departmental budgets.
• Develops multi-year financial forecasts and scenario analyses.
• Monitors budget performance and analyze variances against actual results.
• Partners with department leaders to align budgets with strategic goals.

Financial Reporting

• Prepares and reviews monthly, quarterly, and annual financial reports for management and stakeholders.
• Ensures accuracy, consistency, and timeliness of financial data.
• Develops dashboards and management reports to communicate key financial metrics.
• Supports board, executive, and external reporting requirements.

Financial Analysis & Decision Support

• Conducts detailed financial analysis to identify trends, risks, and opportunities.
• Provides recommendations to improve financial performance and cost efficiency.
• Supports business cases, investment analyses, and strategic initiatives.

Compliance & Controls

• Ensures compliance with accounting standards, regulatory requirements, and internal policies.
• Supports audits by preparing schedules, documentation, and explanations.
• Maintains and improves financial controls related to budgeting and reporting.

Systems & Process Improvement

• Oversees budgeting and reporting tools and financial systems.
• Streamlines and automates reporting processes where possible.
• Develops and documents standard operating procedures.

Leadership & Collaboration

• Collaborates closely with accounting, operations, HR, and senior leadership.
• Acts as a trusted financial advisor to internal stakeholders.
• Promotes a positive work environment with strong communication and teamwork.
• Assigns workload to direct reports.
• Mentors staff and enforces company policies and procedures.
• Evaluates performance of direct employees and makes recommendations regarding pay increases, reprimands, terminations or other personnel matters.
• Works with Human Resources, as needed, to resolve employee upsets and/or conflicts.

COMPETENCIES:

• Customer Focus - Knows who internal customers are. Identifies opportunities that benefit the customer (internal and external). Establishes and maintains effective relationships. Delivers products that meet customer expectations.
• Results Oriented - Works as a productive and cooperative member of a cohesive group. Persists in accomplishing objectives despite obstacles and setbacks. Pushes self and helps others achieve results. Solution vs. problem oriented. Demonstrates ability to adjust when obstacles arise.

• Communicates Effectively - Communicates proactively and with purpose and professionally, in a concise and straightforward manner. Attentively listens to others. Communicates to those involved, especially if agreements cannot be kept. Strong communication skills with the ability to explain financial information to non-financial audiences.
• Accountability - Takes personal responsibility for decisions, behaviors, actions and failures, and commits to necessary corrective action. Able to admit limitations of knowledge yet demonstrate a willingness to do what is needed to improve. Proactively seeks feedback without being defensive. Does what is right because it is the right thing to do. Leaves personal circumstances outside of work in order to remain engaged in the task at hand. Maintains a positive attitude despite adversity.
• Reliability - Demonstrates reliable and predictable attendance and punctuality.
• Analytics - Excellent command of Tableau and SQL with a passion for making data-driven decisions and using both quantitative and qualitative data to continually monitor KPIs, analyze/interpret information, inform team thinking, identify opportunities/shortcomings, adjust strategy, and align tactics.
• Database Management - Experience with multi layered approaches to wrangling disparate data sources, creating ETL flows, and working with a managed data warehouse.
• Project Management – Proven ability to drive projects forward from concept to execution and deliver results, create project schedules/milestones, and work with a comfort for handling numerous projects and tight deadlines.
• Leadership – Proven success in leading, motivating, fostering, and influencing project teams to do great work, produce inspired digital experiences, and deliver needle-moving results.
• Strategy – Strong strategic and conceptual thinker able to both synthesize abstract ideas as well as plan and deliver execution of those ideas; with a user-focus and considerations for both experience and design.
• Technical - Strong knowledge of budgeting, forecasting, and financial reporting principles
• Technical - Excellent analytical, problem-solving, and attention to detail
• Strategy - Ability to manage multiple deadlines in a fast-paced environment

POSITION QUALIFICATIONS

Education & Experience: Bachelor’s degree in Finance, Accounting, Economics, or related field (Master’s or CPA/CMA preferred). Minimum of 5 years of progressive experience in budgeting, financial reporting, or financial analysis. Prior experience with multi-national corporations required. Manufacturing experience is a plus. Prior management or supervisory experience required.

Computer Skills:

• Experience working with an FP&A platform is a must
• Advanced knowledge and experience using MS Excel, MS Power Point is a must
• Experience working with Syspro (or any ERP) via SQL is preferred
• Knowledge and experience using Tableau is a plus