Hogg Foundation for Mental Health

Financial Planning & Reporting Manager

Hogg Foundation for Mental Health

full-time

Posted on:

Location Type: Remote

Location: Virginia • United States

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Salary

💰 $75,000 - $95,000 per year

About the role

  • 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.

Requirements

  • Minimum of 5-7 years of experience in financial planning and analysis (FP&A) or budgeting, forecasting, reporting, or modeling roles.
  • Bachelor’s degree in Business Administration, Accounting, or Economics; CPA preferred.
  • Non-profit experience required, financial services experience preferred.
  • Proven experience budgeting for multiple subsidiaries and cost allocation environments required; experience within real estate projects preferred.
  • Proven experience with multi-dimensional accounting and large datasets required.
  • Proven experience with Martus Solutions budget software preferred, other budgeting software experience required.
  • Advanced proficiency in Sage Intacct, especially budgeting, financial, and dimension-based report-building features.
  • Experience budgeting for and reporting against a Negotiated Indirect Cost Rate Agreement (NICRA) preferred.
  • Knowledge of US GAAP required.
  • Knowledge of non-profit revenue recognition principles under ASU 2014-09 Topic 606 and ASU 2018-08 preferred.
  • Knowledge and prior training related to Code of Federal Regulations – 2 CFR Part 200 – Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards preferred.
  • Experience completing USG SF-424A and SF-425 forms.
  • Advanced proficiency in MS Office Suite (Excel, Word, Outlook and PowerPoint).
Benefits
  • Medical, Dental, Vision, Life & Disability coverages available.
  • 401(k) retirement plan (employer matching contribution eligible).
  • Paid time off (increased with tenure).
  • Paid holidays and sick leave days.
  • Transportation benefits.
  • Education assistance benefits (professional development, tuition reimbursement, and student loan repayment).
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial planning and analysisbudgetingforecastingreportingmodelingmulti-dimensional accountinglarge datasetsbudget modificationsfinancial reportingrisk forecasting
Soft Skills
coachingtrainingadvisingmonitoringcommunicationorganizational skillsleadership
Certifications
Bachelor’s degree in Business AdministrationBachelor’s degree in AccountingBachelor’s degree in EconomicsCPA