Manager of Budget & Financial Planning

Updated:November 1, 2026

Title:Manager of Budget & Financial Planning

Staff Group:Finance

Reports To:Vice President, Finance & Investments

Location:Open

Job Category:Program Manager I

Hours/Week:35

* Location is open in the continental United States. You should have easy access to a major airport due to the travel requirements of this position.

Purpose

Under the direction of the VP for Finance & Investments (VPFI), the Manager of Budget and Financial Planning (MBFP) is responsible for development and stewardship of the Association’s operating and capital budgets and the system (currently Workday Adaptive) in which they are prepared, stored, and used for reporting. Their responsibilities include preparing detailed strategic financial analyses and scenario modeling, capital planning and expenditures analyses, managing staff footprint, stewardship and reporting, and other research and analyses as needed.

Central functions include presentation development of the Association’s board approved multi-year operating and capital budgets, preparing budget forecasts, system administration and training, capital planning, analytics and scenario modeling, development of programmatic financial models, and making recommendations on effective resource allocations. These responsibilities require extensive and inclusive collaboration across all stakeholder groups and subject matter experts to develop the revenue and expense assumptions necessary for realistic and reliable financial models and projections.

This role will also support the financial planning needs of Programs & Ministries reporting to the VP and working in partnership with their direct reports. They would work closely with the VP and their team of direct reports to create departmental and programmatic budgets and their presentation, provide financial and budget leadership and guidance to the individuals across those groups involved, and strategic planning to ensure the financial impacts are captured.

Reports to the VP Finance & Investments with a dotted line to the VP for Programs & Ministries (70% VPFI, 30% VPPM)

Principal Responsibilities

Oversee the development of the association’s annual operating and capital budgets: (30%)

• Design, develop, and coordinate the annual budget development process and calendar.
• Enhance the association’s budget process by creating budget templates, planning guidelines, and other documents used by divisions and budget managers to submit budget information.
• Consolidate budget requests and other budget information and prepare budget forecasts for presentation to the VPFI, shared governance groups, Board of Trustees meetings and others as needed, and have follow-up conversations and prepare additional research and analysis to ensure the accuracy and completeness of all budget information and reports.
• Continually assess the budget process and effectiveness and efficiency of the college’s resource allocations to ensure effective linkage to strategic priorities.

2. Responsible for system management and strategic financial and budget analyses: (20%)

• Advance and maintain the Workday Adaptive long-range modeling and budget development system and ensure the accuracy and completeness of all budget and financial models and forecasts. Ensure Level 1 support is internal. Manage the integration and the relationship with accounting’s Blackbaud’s FENXT system.
• Development of programmatic, auxiliary and administrative financial models and reports; conduct ad hoc and routine financial analyses as needed on existing as well as potential new initiatives; and support and advise the Vice President of Finance & Investment (VPFI).

5. Manages key relationships with Vice Presidents and their leadership teams, AVPs/Directors, budget managers, and other staff across the virtual environment. Collaboration with stakeholders is paramount to the development of realistic, reliable financial models and budget forecasts in support of the association’s strategic decisions and excellence in fiscal stewardship. (15%)

6. Work with the VPPM and their direct reports to develop and maintain their budget framework, and provide leadership and guidance to the staff within Programs & Ministries that have financial responsibilities (30%)

7. Performs all other duties and responsibilities as assigned or directed by the VPFI, VPs or President. This may include attendance and participation in required training for this role. (5%)

Qualifications

This position has midpoint of $74,00. Compensation may vary based on factors such as experience, qualifications, and geographical location, with offers potentially ranging from 10-15% higher or lower than the midpoint. Requirements include:

• B.S. or B.A. degree in Finance, Accounting, Economics, Business Administration, or related field
• Five years of demonstrated experience in system-wide budgeting, system optimization, business planning, financial analysis, and strategic planning.
• Advanced level of technical expertise (e.g., Excel, Word, Workday Adaptive or other budget and long-range modeling practices, Google Suite, data warehouse tools, report writing tools) and experience managing and analyzing large data sets
• Deep expertise and extensive experience with budget development and stewardship, and understanding of financial reporting principles used by not-for-profit organizations; extensive knowledge of the association industry, business models and market factors/trends preferred
• Ability to interpret and communicate complex policies and procedures
• Proven leadership and strong communication skills

• Experience working in large, highly collaborative environments
• Ability to work independently with high reliability, accuracy, and productivity
• Ability to handle confidential information responsibly
• Demonstrated ability to maintain harmonious working relationships and address complex administrative issues effectively
• Proven track record in exercising discretion and independent judgment in decision-making processes
• Experience managing multiple projects with critical deadlines.

How to Apply

People with disabilities, people of color, indigenous people, Hispanic/Latinx, and LGBTQ candidates are encouraged to apply. The UUA is committed to developing a diverse and talented staff team. If you are excited about this role, but are unsure whether you meet 100% of the requirements, we encourage you to inquire and/or apply. Please submit your resume and cover letter via our applicant portal (ADP WorkforceNow) on uua.org/jobs. If you have any questions, please reach out to View email address on aiapply.co.

About the UUA

The Unitarian Universalist Association is a progressive religious denomination headquartered in Boston’s waterfront Fort Point Innovation District. Our faith community of more than 1,000 self-governing congregations brings to the world a vision of religious freedom, tolerance, and social justice. Our normal workweek is 35 hours, we pay 80% contribution towards health insurance premiums, 10% towards retirement (after one year), and have generous paid time-off policies. We are a great place to work, and we value diversity. The UUA is an Equal Opportunity Employer and is committed to the full inclusion of all. As part of this commitment, the UUA will ensure that applicants and staff with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact the Department of Human Resources at View email address on aiapply.co. For more information on the UUA, visit us online at UUA.org and uuworld.org.

Support for the Mission and Values of the Association

The Unitarian Universalist Association is a progressive and historic religious denomination. All UUA staff members are expected to perform their job duties in accordance with the UUA’s values, principles, and mission. Unitarian Universalism puts love at the center of our commitments, which embrace the Shared Values of justice, equity, transformation, interdependence, pluralism and generosity. The following points drawn from these Shared Values are of particular importance for the UUA’s work environment and staff culture:

• Pluralism and generosity: We affirm the need for a human-centered workplace that allows our diverse staff to flourish. We also understand that our wider culture and society oppresses and denies human dignity, and we seek to counter the effects of that oppression in our hiring and workplace culture so that each person feels whole and valued.
• Justice and equity: We speak openly and publicly of our support for social and political issues, including LGBTQ equity, racial justice, climate justice, gender equity, and reproductive justice.
• Interdependence and transformation: We recognize that the liberation of all people is interwoven, and we work to counter patriarchy, white supremacy, colonialism, homophobia, transphobia, environmental exploitation, and other interrelated systems of marginalization.