Budget Systems & Reporting Manager

Position Overview

We are seeking a highly analytical Budget & Finance Consultant to lead budget reporting, financial analytics, and data management across the organization. This role is responsible for transforming financial and operational data into meaningful insights that support strategic decision-making. The ideal candidate is an expert user of Sage Intacct and Salesforce, with a strong background in budgeting, forecasting, dashboard development, and management reporting.

This is not a transactional accounting role. We are looking for someone who can interpret financial data, identify trends and variances, build executive-level reporting tools, and partner with leadership to improve financial visibility across the organization.

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Key Responsibilities

Budgeting & Financial Analysis

• Analyze budgets, forecasts, and actual results to identify trends, risks, opportunities, and key performance drivers.
• Support annual budgeting and periodic forecasting processes across departments.
• Perform budget-to-actual and variance analysis, providing actionable recommendations to leadership.
• Monitor organizational financial performance and develop insights that support strategic planning.

Reporting & Dashboard Development

• Design, build, and maintain custom financial reports and dashboards within Sage Intacct, Salesforce, and Excel.
• Create executive-level reporting packages that clearly communicate financial performance and operational metrics.
• Develop automated and repeatable reporting solutions to improve efficiency and consistency.
• Translate complex financial data into user-friendly reports for non-financial stakeholders.

Financial Systems Management

• Serve as the internal subject matter expert for Sage Intacct financial reporting and Salesforce analytics.
• Reconcile and validate data across financial and operational systems to ensure accuracy and consistency.
• Identify data quality issues, investigate discrepancies, and recommend process improvements.
• Partner with internal teams to optimize reporting capabilities and system utilization.

Business Partnership & Process Improvement

• Collaborate with leadership and department managers to understand reporting requirements and business objectives.
• Recommend enhancements to budgeting, forecasting, reporting, and dashboard processes.
• Improve the structure, usability, and effectiveness of existing financial reports.
• Train stakeholders on reports and dashboards to encourage data-driven decision-making.

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Required Qualifications

• Advanced hands-on experience with Sage Intacct, including financial reporting, budgeting, dashboard development, and variance analysis.
• Advanced experience with Salesforce reporting and analytics, including custom report building and dashboard creation.
• Expert-level Excel skills, including Pivot Tables, XLOOKUP/VLOOKUP, Power Query, and financial modeling.
• Experience integrating and analyzing data from multiple business systems.

Financial & Analytical Skills

• Strong understanding of budgeting, forecasting, financial reporting, and performance measurement.
• Demonstrated experience identifying trends, variances, and business insights from large datasets.
• Proven ability to develop reporting tools and dashboards used by executive leadership.
• Strong analytical and problem-solving skills with exceptional attention to detail.

Communication & Leadership

• Ability to explain financial information and reporting results clearly to non-financial audiences.
• Strong stakeholder management and consultative communication skills.
• Ability to work independently, prioritize competing demands, and proactively identify opportunities for improvement.