At The Huntington, we believe that having a team of diverse backgrounds and voices working together will enable us to support and promote the appreciation of the humanities, the arts, and botanical science. The Huntington is proud to be an equal opportunity employer and is committed to providing employment opportunities regardless of race, religious creed, color, national origin, disability, sex, gender, gender identity, sexual orientation or any other characteristic protected by local, state or federal law.
Founded in 1919, The Huntington is a collections-based research and educational institution open to the public, housing world-class library, art, and botanical collections. Its mission is to support research and promote education in the arts, humanities, and botanical science and to display and interpret its extraordinary resources for diverse audiences.
Here we are committed to the highest of standards in all that we do – from preserving and protecting the collections, to exhibitions, educational and scholarly programming, visitor and reader services, and beyond. Achieving excellence across these pursuits requires a diversity of perspectives, expertise, experience, and methodologies.
At The Huntington, our organizational Culture is shaped by the following core values: Intellectual curiosity, Collaboration, Stewardship, Belonging, and Integrity.
Intellectual Curiosity: Knowledge, lifelong learning, and a spirit of inquiry are at the core of our mission and organizational culture.
Collaboration: Teamwork and a collaborative attitude are important at all levels of The Huntington. We foster relationships internally among our departments and externally with organizations throughout the community.
Stewardship: We are committed to the care and development of our collections, our financial and physical resources, our staff, and our community.
Belonging: We strive to attract and maintain a workforce of individuals with diverse talents, backgrounds, and perspectives. Our organizational culture promotes a sense of welcome, inclusion, and connection.
Integrity: We value respect and honesty, working to fulfill our mission with honor and ethical principles.
SUMMARY
The Finance Division supports both management and end-users, including division and departmental staff in administering and understanding budget, financial reports, and accounting procedures. The Budget Manager will be responsible for managing budget software systems and transforming financial and operational data into actionable insights to support strategic decision-making across the institution. This role manages quarterly and multi-year forecasts, designs dashboards, builds financial models and scenario planning.
The candidate should perform a broad range of highly skilled financial planning, reporting, and budgeting functions for a non-profit with an $87 million operating budget and over 500 employees.
This position manages The Huntington’s budget and provides budget planning and analysis services and budget training sessions for divisions. This position reports directly to the AVP for Financial Planning & Analysis. Other responsibilities include Office Connect reporting, preparing complex budget and financial analyses, monitoring monthly budget variances/trends and identifying root causes.
ESSENTIAL FUNCTIONS
Manage the Adaptive Planning budget system for system improvements, maintenance, reporting, training and submitting annual budget and managing budget transactions throughout the year. Power user of Workday and reporting needs in the system.
Develop policies and procedures, reporting tools, and best practices for financial stewardship.
Oversee and/or prepare accurate financial analyses, annual budget plans, and quarterly current year forecasts.
Project operating expenses for new buildings and implement a rental policy and program for on-campus housing.
Analyze staff resource allocations and recommend cost savings for overtime.
Prepare and manage multi-year financial projections and sensitivity analyses.
Provides support and guidance to leadership, ensuring effective management of financial resources and budgetary processes, offering insights into resource allocation strategies and analytical support.
Review and approve departmental budget submissions for accuracy, consistency, and alignment with goals
Provide monthly reports of actuals vs budget for various analysis at different levels
Interpret financial results, identify trends, and make recommendations for cost control and revenue enhancement
Review and authorize expenditures to ensure they are aligned with the annual operating budget and policies.
Oversee and/or prepare financial analysis around special projects reporting including exhibitions
Participate in cross-functional teams to support institutional initiatives, funding requests, and project evaluations.
Serve as a trusted business partner and advisor, provide monthly and ad hoc analysis, training and communication to departments and leadership.
Create financial reports and dashboards in Workday, Adaptive Planning and Office Connect.
Design and develop visualizations, dashboards, and reports to communicate complex data insights to stakeholders
Perform other related duties incidental to the work described herein. The above statements describe the general nature and level of work being performed by individuals assigned to this classification. This is not intended to be an exhaustive list of all responsibilities and duties required of personnel so classified.
QUALIFICATIONS and EXPERIENCE
· Bachelor’s Degree (Business or related field)
· 5 years minimum experience in budget management and financial analysis with a proven track record in a financial management role
· 3 years minimum mentoring or supervisory experience
· Success in this role will rely heavily on proficient knowledge of accounting, budget and planning methodologies for non-profits and grants management.
· Understand fundamentals of non-profit accounting including fund accounting, endowments, restricted gifts and financial statements
· Strategic and analytical thinking to connect data to institutional goals and anticipate financial impacts.
· Requires a deep command of financial systems and Excel modeling
· Outstanding oral, written and interpersonal communication skills.
· Delivers clear, concise and impactful financial messaging.
· Advanced Excel skills, in particular use of pivot tables, array formulas and sophisticated analytics
· Excellent data visualization and data storytelling skills for narratives and presentations
· Facile with preparing Power Point presentations, including graphs and charts.
· Exceptional time management, organization, prioritization skills
· Superior customer service and adaptability to changing requirements
· Outstanding conflict resolution and ability to effectively work in a team environment
· Strong relationship building and collegial approach to working with constituents
· Exceptional analytical and problem-solving skills
· Proficiency in Microsoft Office suite products with advanced Excel and Power Point
· Experience using Workday and/or Adaptive Planning preferred.
WORKING CONDITIONS
Normal busy, pressured business office environment; much work performed on personal computer.
Extra hours are typical when the workload is heavy, especially during critical peak financial periods including budget season, fiscal year end close, and audit.