Budget Analyst

Company Description

A LITTLE ABOUT US:

At Dungarvin, we're not just a national company; we're a family of caring, passionate, and dedicated team members working together nationwide to offer top-notch, community-based support. Our mission is simple: We're here to provide exceptional assistance to individuals with intellectual and developmental disabilities, including those facing mental health, behavioral, or significant medical challenges. What sets us apart is our commitment to tailoring our services to fit the unique aspirations, dreams, goals, and needs of each person we serve. We take pride in creating customized solutions that resonate with the individual, all made possible through the support of Medicaid and Community Support Waivers. Since our humble beginnings in 1976 in the heart of Minnesota, we've grown to extend our reach to fifteen states. Whether through our dedicated field professionals or our corporate roles, we are driven by one core belief: empowering people with disabilities to unlock their full potential and enhance their quality of life.

Join our nationwide family and let us help you achieve your unique goals and dreams.

WE OFFER:

• 401(k) Plan: Company match available, vested after 1 year.
• Location: Onsite (in-office in Mendota Heights, MN)
• Work Environment: Innovative, collaborative environment with a flexible work/life balance schedule
• Company-Provided Hardware: The company will supply the equipment.
• Pet Insurance: Coverage options available.
• Paid Time Off: PTO that increases with tenure.
• Medical, Dental, and Vision Insurance: Domestic partners are eligible for dental coverage.
• National Discount Programs: Access to various discounts.
• Supplemental Insurance, FSA, and HSA: Additional options available.
• TapCheck: Access up to 50% of your wages before payday.
• Referral Bonus Program: Incentives for referring candidates.
• FREE Life Insurance & FREE Long-term Disability

Job Description

WHAT YOU WILL DO:

The Budget Analyst will support the Regional Financial Analyst in an effort to provide additional planning capacity, and will perform a wide range of financial and operational functions including, but not limited to the following:

• Assist in the planning, analysis, maintenance and presentation of financial information using Microsoft Word Excel, Access, Planful Budgeting Software, and Great Plains Accounting System.
• Attend regional monthly financial review meetings, quarterly forecasts meetings and annual plan meetings and document key information and decisions as required.
• Process high volumes of data for downloading into the Planful database and Great Plains accounting system while also evaluating the data’s relevance for inclusion in budgets, forecasts and plans.
• Identify and resolve errors and discrepancies between budgets, forecasts, plan and actual numbers presented in financial statements and quarterly forecasts and plan presentations.
• Assist in the maintenance of data within the Planful database (e.g. adding new accounts, departments, creating new versions, etc.).
• Investigate and answer routine queries arising from Directors, Regional Director and Executive Management Team.
• Suggest changes to internal department procedures as identified and be involved in the continuous improvement development of processes.
• Assist in the preparation of annual plan and forecast presentations by updating and creating Microsoft Word documents, Excel workbooks, and PowerPoint presentations that visually represent financial data.

Qualifications

MUST HAVE: 

• A Bachelor’s Degree in a business related discipline is desired along with a minimum of 4 - 6 years accounting/finance experience, preferably in a human services environment.
• Must possess a budgeting/forecasting/reporting background and have experience working with multiple business entities.
• Excellent written and communications skills
• Possess the ability to work with all levels of management and foster relationships with financial and operational personnel.
• Must be able to collect, interpret, and organize large amounts of data.
• Must be willing to travel and work closely with personnel located throughout their responsible region.
• Proficiency in Microsoft Office and financial/accounting software.
• Prior experience with Planful or other budgeting software platforms is highly desired

Additional Information

SKILLS CRUCIAL TO SUCCESS IN THIS ROLE:

• Possess the ability to work with all levels of management and foster relationships with financial and operational personnel.
• Excellent written and communications skills are necessary including the ability to clearly present financial information to senior management.
• Must be able to work independently, manage multiple projects simultaneously, and organize workload to meet organizational timelines.
• Must be able to collect, interpret, and organize large amounts of data.
• Previous exposure to complex business situations and problems including offering solutions and recommendations.

TRAVEL:

• Must be willing to travel and work closely with personnel located throughout their responsible region.

Dungarvin believes that diversity and inclusion make our organization stronger. Together, we're working to create a culture that supports our employees and the people we serve. We are an affirmative action and equal opportunity employer.

Please note: The deadline for all internal job applications is two weeks from the initial posting date.

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