Job Description

POSITION SUMMARY

The Finance Division plays a crucial role in providing strategic support to leadership by providing analysis and recommendations for key decisions to further the mission of the organization. This includes developing and administering budgets, interpreting financial reports, conducting cost/benefit analysis, developing pricing strategies, identifying new revenue sources and driving cost reduction initiatives. The Manager for Budget and Financial Analysis will work closely with the Director of Finance, providing high-level financial planning, reporting, and budgeting expertise for a nonprofit organization with a $30 million operating budget and approximately 100 employees.

The successful candidate will collaborate with the Director to oversee all aspects of day-to-day budget and financial analysis operations, including the maintenance and management of the Sage Planning budget system. Responsibilities will also include preparing complex financial analyses, conducting multi-year forecasting, and monitoring monthly budget variances to identify root causes and drive informed decision-making.

LOCATION

Hybrid role based in our Long Beach office on Mondays and Wednesdays, with remote work on most other days and occasional travel by ferry to Catalina Island as needed.

KEY RESPONSIBILITIES

• Manage the internal work required to build and execute budgets across the organization, ensuring deadlines are met and information is available as needed.
• Prepare accurate financial analyses, developing a framework for the analysis, collecting and analyzing data, developing recommendations and presenting recommendations for Executive Team.
• Develop current year projections, and multi-year forecasting across multiple departments and programs.
• Oversee the Sage budget system for submitting annual budget and managing budget transactions throughout the year. Act as a power user of Sage and handle reporting needs in the system.
• Provide monthly reports of actuals vs. budget for various analysis at different levels of detail.
• Meet with department financial liaisons and divisions heads to review financial statements and discuss variances.
• Train new staff on reporting functions in Sage and serve as a budget business partner for questions regarding financial procedures, reporting and budget.
• Prepare and oversee financial analysis around special projects reporting.
• Formulate and produce current and historical studies to support financial assessments and recommendations.
• Prepare quarterly narrative financial reports for executive leadership and committees, in addition to designing PowerPoint presentations with key insights and recommendations.
• Design and develop visualizations, dashboards, and reports to communicate complex data insights to stakeholders.
• Support the management of grants by monitoring grant-related budgets, preparing financial reports for grant compliance, and assisting with the allocation of grant funds within the organization’s accounting system.
• Manage and coach Grants Analyst to deliver superior performance on grants tracking, budgeting, forecasting funding usage, and preparing all financial reports to meet funder requirements.
• Collaborate with other members of Finance and Development teams to design processes and procedures for campaign revenue and expenses.
• Perform other related duties incidental to the work described herein.

QUALIFICATIONS

Skills & Abilities

• Expert knowledge of budgeting, planning, and forecasting methodologies.
• Outstanding communication skills – oral, written, and interpersonal – enabling you to connect with and influence stakeholders at all levels.
• Advanced Excel skills for analyzing financial data, paired with excellent data visualization and storytelling abilities for crafting compelling narratives and presentations.
• Skilled in preparing engaging PowerPoint presentations, including sophisticated graphs and charts.
• Exceptional time management and organizational skills, with the ability to prioritize tasks effectively in a dynamic environment.
• Commitment to superior customer service, with the flexibility to adapt to evolving requirements and challenges.
• Strong conflict resolution skills, fostering a collaborative and supportive team environment.
• Exceptional relationship-building abilities, with collegial approach to working with colleagues and constituents.
• Proven analytical and problem-solving skills, with a keen eye for detail and innovation.
• Proficient in Microsoft Office, with advanced expertise in Excel and PowerPoint.
• Experience with Sage Intacct is preferred, but strong experience with other similar ERP systems will also be considered.

Education & Experience

• A minimum of Bachelor’s Degree in Business or related field.
• 8+ years of experience in budget management and financial analysis, with a track record of success in rapidly changing organizations.

COMPENSATION & BENEFITS

ESTIMATED STARTING SALARY RANGE:

Up to $130,000 annually, based on skills and experience.

We’re proud to support the health and wellbeing of the people we employ. We offer a competitive, comprehensive benefits package that includes healthcare coverage, flexible spending accounts, 403(b) plan with a 3% employer contribution and a 5% match — fully vested after 2 years, accrued paid time off, life insurance, disability coverage, an employee assistance program, professional development, and other benefits that support work-life balance.

EQUAL OPPORTUNITY COMMITMENT

Catalina Island Conservancy is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, ancestry, disability status, genetics, marital status, medical condition, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

HOW TO APPLY

Please send a resume and cover letter to jobs@catalinaconservancy.org, listing the job title in the subject line.

OUR STORY

The mission of the Catalina Island Conservancy is to be an exemplary steward of Island resources through a balance of conservation, education, and recreation.

The Conservancy’s vision is for a beautifully functioning Island ecosystem for all to enjoy.

Just off the densely populated Southern California coast, Catalina Island is home to approximately 4,000 year-round residents and more than 60 endemic species of plants and animals found nowhere else on Earth.

The Catalina Island Conservancy protects 88 percent of Catalina Island’s approximately 48,000 acres, including the region’s longest publicly accessible undeveloped coastline.

The Conservancy is a research and conservation leader, protecting and restoring vulnerable habitats and species in its Mediterranean climate. Conservancy staff guides Island ecosystem recovery with the goal of generating a resilient, self-sustaining ecosystem with no endangered forms of life.

The Conservancy offers recreational experiences and educational programs for not only the 300,000 annual visitors who choose to visit the unique and special Conservancy “Wildlands Ecosystems” but also inspires the nearly 1.2 million visitors to other parts of the Island. Recreation, educational engagement, service opportunities, and partnerships connect the Island’s unique resources to people’s lives, inspiring environmental stewardship and action.

The Catalina Island Conservancy is a 501(c)(3) non-profit public charity established in 1972 to protect and restore Catalina Island for future generations to experience and enjoy.

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