Director, Planning and Budget

Overview Catholic Charities of Buffalo is seeking a strategic and detail-oriented leader to guide our agency's budgeting and financial planning efforts as the Director, Planning and Budget. This role leads the agency's budget creation process, conducts periodic P&L reviews with program teams, manages budget amendments, and incorporates program-level changes into new budget forecasts while overseeing the overall forecasting process. The Director directs and coordinates the activities of personnel responsible for the formulation, monitoring, and presentation of budgets to control funds and support program objectives. This role also oversees the compilation of data based on statistical studies and analyses of past and current years to prepare budgets and justify requested funds. Catholic Charities is a non-profit human services agency that strives to empower individuals, children, and families across the eight counties of Western New York. For more than 100 years, Catholic Charities of Buffalo has provided HOPE to individuals and families of all faiths, backgrounds, and circumstances. As the most comprehensive provider of human services in Western New York, Catholic Charities delivers wide-ranging programs to address systemic poverty, sudden financial crisis, hunger, behavioral health, workforce readiness, family stability, legal immigration and resettlement, and help for older adults. As a trauma-informed agency, we strive to support the total wellbeing of clients and employees. Catholic Charities prioritizes wellness and diversity through various committees such as: CARE (Compassion, Acceptance, Respect for Everyone); Trauma‑Informed Care (TIC); Wellbeing; and Safety, all of which foster an inclusive, supportive, and safe environment. Job Responsibilities Correlates appropriations for specific programs. Leads the budget and analysis process mapping and improvement. Collaborates with the Finance team to drive the mapping and improvement of other financial operations functions. Reviews operating budgets periodically to analyze trends affecting budget needs. Consults with program leaders to ensure adjustments are made in accordance with program changes to facilitate long‑term planning. Directs preparation of regular and special budget reports to interpret budget directives and to establish policies for carrying out directives. Prepares comparative analyses of operating programs by analyzing costs in relation to services performed during previous fiscal years and submits reports to the Chief Financial Officer with recommendations for budget revisions. Qualifications Education and Work Experience Bachelor's degree in finance, accounting, business administration, or a related major CPA preferred, but applicants with equivalent experience are encouraged to apply. Minimum 7 – 10 years of progressively responsible experience in budgeting, financial planning, or fiscal management. At least 3 – 5 years in a leadership role overseeing budget development and/or fiscal operations. Experience working with large, complex budgets and multiple funding sources. Technical Knowledge Strong knowledge of budget development, financial forecasting, and fiscal analysis Understanding of governmental or organizational accounting principles and budget regulations Proficiency in financial systems, ERP platforms, and advanced Excel/data analysis tools Skills and Competencies Strong written and verbal communication skills, including the ability to present budget information to senior leadership and governing bodies Demonstrated organizational and project management skills with the ability to manage competing priorities and deadlines Strong attention to detail and accuracy Leadership Proven ability to lead and develop teams, foster collaboration, and drive process improvements Ability to work effectively with executive leadership and cross‑functional stakeholders Why You'll Love Working Here 35 hours per week 13 paid holidays 25 PTO days per year (pro‑rated first year) Comprehensive health, dental & vision coverage for full‑time employees Employer‑paid life insurance (full‑time) Ancillary benefit offerings Flexible Spending Account (FSA) option Health Savings Account (HSA) option with HDHP enrollment Employer‑paid Employee Assistance Program (EAP) 403(b) Retirement Plan (eligible after first pay period) with employer contribution after six months Applicants must reside in New York State to be considered. Compensation range may vary based on factors including but not limited to skills, education, location and experience. Apply today at: As an Equal Opportunity Employer, Catholic Charities of Buffalo is committed to providing equal employment opportunities to all individuals, regardless of race, religion, color, national origin, citizenship, sex, sexual orientation, gender identity, age, veteran status, disability, genetic information, or any other protected characteristic. Catholic Charities of Buffalo will make reasonable accommodations for known physical or mental limitations of otherwise qualified employees and applicants with disabilities, unless such accommodations would impose an undue hardship on the operation of the business. If you require reasonable accommodation during the application or interview process, please contact View email address on click.appcast.io. #J-18808-Ljbffr