Hogg Foundation for Mental Health

Financial Planning and Analysis

• Serve as primary user and system owner of Martus Solutions, corporate budgeting system.
• Provide ongoing budget development, management, and utilization coaching, training, and support to department heads, project managers, and other budget owners within the corporate budgeting system.
• Manage development of budget scenarios and the consolidated annual budget, including preparation of comparative budget reports for review and approval.
• Conduct monthly reviews of financial performance against budget, organizationally and at department and project levels; advise on and monitor corrective actions.
• Produce monthly updated balance sheet risk forecasting model, and operating and capital liquidity projections.
• Actively manage monthly forecast of staff time coverage under grants and other funding sources.
• Develop project budget and budget narratives for grant proposal submission, including SF-424A forms.
• Advise project managers in preparing budget modifications.
• Ensure operating budget updates are accurately reflected in the corporate budgeting system.
• Ensure financial reporting requirements of investors, grantors, and other financial/partner institutions are met.
• Prepare financial covenant compliance reporting packages for various investors.
• Create, maintain, and enhance financial, risk, and compliance dashboards and reporting.
• Manage maintenance and monthly production of Risk-Based Pricing Framework.
• Develop donor financial reports and reimbursement requests for state, local, and federal government-funded grants, and contracts, including SF-425 forms.
• Build required financial reporting capabilities in accounting systems, and other reporting templates.
• Ensure timely financial reporting is provided to internal and external stakeholders.
• Assist with federal/single and financial statement audit for multiple entities and subsidiaries.
• Assist with production of Form-990 tax return for multiple entities and subsidiaries.
• Other relevant duties that arise as assigned by leadership.

Financial Planning & Reporting Manager