Washington National Cathedral is seeking a communicative, detailed, and experienced full time Budget Analyst. The Budget Analyst is a member of the Cathedral’s 6-person finance team and reports directly to the CFO. This position requires significant interaction with all other departments of the Cathedral, in particular Development and Facilities. The Budget Analyst will be responsible for analyzing and systematizing the Annual Operating Budget, Five year financial plan, and grants and restricted funding.

In collaboration with the CFO, this position will perform a full range of budget oversight, control, and accountability for all assigned areas, including budget formulation, execution, and justification. This highly analytical and detailed person will be the communication bridge between programming planning and the accounting and finance functions of the Cathedral. Additional requirements include strong written and verbal communication skills, the ability to analyze and interpret detailed budgetary and financial reports and the capability to develop, implement, and maintain report systems.

The ideal candidate has a curiosity about and interest in the multiple offerings of the Cathedral, enjoys talking with and working with programmatic personnel, can learn to translate program discussions into numbers, is a flexible thinker, and has some understanding of financial systems.

Duties and Responsibilities:

In close collaboration with the CFO, the Budget Analyst’s duties and responsibilities include:

Annual Operating Budget:

  • Manage “Planning Maestro” Budget system, including running system updates, checking and updating links with the GL, assigning new codes to reporting hierarchies and deploying data. 
  • Enter revenue, expense and personnel budget data into Planning Maestro, based on discussions with CFO and departmental personnel. 
  • Create and run budget reports from Planning Maestro. 
  • Enter data to maintain an up-to-date revenue and expense annual forecast throughout the year on a rolling basis, based on discussions with CFO, departmental personnel, data from the payroll system (UKG), and actual GL data.
  • Help systematize KPIs for financial performance
  • Participate in the annual planning process, and use programmatic/ operational planning information to feed into annual budgeting and forecasting

Five year financial plan:

  • Enter data related to the five year financial plan into Planning Maestro and maintain the “default plan” up-to-date for five years out.  This plan is linked to the annual budgeting and forecasting cycles. 

Grants and Restricted Funding:

  • Work with departmental personnel, the CFO and the Development team to develop budgets for grants and restricted funding. 
  • Systematize budgets into Planning Maestro as far as possible, in order to be able to track budget v actual data for grants and restricted funds on a monthly basis
  • For budget that cannot be maintained in Planning Maestro, keep up to date excel templates and data. 
  • In collaboration with departmental personnel, CFO and development team, prepare periodic financial reports for grant, foundation and other restricted funders as required by the gift agreements.

Capital Projects:

  • Using existing excel templates, and in close collaboration with the Director of Facilities & Preservation, the Deputy Director of Preservation, and the CFO, create budgets to support multi-year construction projects, including, but not limited to, organ replacement, mechanical infrastructure, and ongoing earthquake restoration.
  • For each multi-year project, monitor funding source and cash received (i.e. grants, restricted gifts, designated funding, etc.).
  • Monitor actual expenditure against capital budgets and produce reports in excel on a monthly basis based on actual data posted to the GL to enable the Director of Facilities & Preservation to track funds expended relative to percent of project completion.
  • Work with the CFO to explore whether budgets can be systematized into Planning Maestro. 

Other:

  • Participate in scheduled finance team and Cathedral staff meetings
  • Develop professional working relationships across the organization. 
  • Other duties as assigned
Minimum Qualifications:
  1. Bachelor’s degree in accounting, finance, financial analysis, or other related fields.
  2. 3+ years of relevant experience working in a business and/or finance and accounting environment
  3. Connection to the mission and vision of Washington National Cathedral.
  4. Curiosity about and interest in the Cathedral’s many programs; ability to interact easily with programmatic, development and facilities personnel, and assist with translating their qualitative plans into numbers
  5. Proficiency with Microsoft Office (Word, Outlook, Access, and Excel).
  6. Washington National Cathedral requires all employees to be fully vaccinated against COVID-19, including any boosters recommended and available to the general public, in the absence of eligibility for medical or religious exemptions.
Knowledge and Skills REQUIRED:
  • Expert level mastery of spreadsheet software sufficient to maintain a sophisticated level of automation in the preparation of complex documents containing links to other documents and linked dynamic formulas. 
  • Proficiency with Microsoft Office (Word, Outlook, Excel, Teams).
  • Proven analytical and assessment skills.
  • Excellent organizational, analytical, and problem-solving skills are essential.
  • Excellent verbal and written communication skills are required.
  • Ability to work with confidential information.
Abilities:
  • Ability to prioritize and move between multiple projects simultaneously.
  • Ability to communicate effectively with people from a variety of backgrounds.
  • Collaborative and creative spirit.
  • Detail oriented and organized with the ability to translate qualitative thinking and ideas information to budgetary numbers.
  • Flexible and collaborative thinker.
Experience Preferred:
  • Previous exposure to and work in Planning Maestro and/or similar budget systems
  • Excellent organizational, writing, presentation, and interpersonal skills.
Working Conditions:
  1. This position is eligible for a hybrid model of work, averaging 2-3 days a week in the office on site.
  2. The position requires prolonged sitting, standing, walking, reaching, twisting, turning, kneeling, bending, and stooping in the performance of daily activities.
  3. The position also requires grasping, repetitive hand movement, and fine coordination in preparing reports using a computer keyboard.
  4. The position also requires near and far vision for reading and preparing written reports and other required documents.
  5. Acute hearing is also required when providing phone assistance.
  6. The need to lift, drag, push, and pull files, reports and other materials weighing up to 25 pounds is also required.
  7. This position requires work during regular business hours. At times, some work on weekends and outside of regular business hours may be required.

Washington National Cathedral is an equal opportunity employer and strives to create a more diverse and inclusive atmosphere for all. Applicants will not be discriminated against because of race, color, religion, sex, sexual orientation, gender identity, or national origin.

We support an inclusive workplace where associates excel based on personal merit, qualifications, experience, ability, and job performance.

Washington National Cathedral seeks individuals who are committed to our mission. We appreciate interest from those who will contribute to an atmosphere in which diversity is valued and supported.

To apply, send a cover letter and resume, and please note job code C22-24, to [email protected].