Corporate Budget Manager

Location

Foster, CA | United States

Job description

WHY MIDPEN

At MidPen, we build communities that change lives and revitalize neighborhoods. We work every day to create a world where everyone has a quality home they can afford and equitable access to opportunity. Our goal is to develop communities that enhance cities and catalyze growth and opportunity for residents.

With a “three companies, one mission” approach, we develop affordable housing, provide professional property management for all our communities, and coordinate robust onsite support programs to help our residents advance their well-being. We are one of the nation’s largest non-profit developers and owners of affordable housing — to date, we’ve developed over 120 communities across 11 Northern California counties and provide affordable homes for more than 20,000 (and growing) low-income working families, seniors, and people with special needs. The lack of affordable housing in the Bay Area is our reason for doing what we do, and we want you to be a part of the journey toward social, economic, and racial equity.

BENEFITS AND COMPENSATION

In 2023, MidPen was again certified as an official Great Place to Work®, and for good reason! In addition, we offer a best-in-class benefit package that includes healthcare options (Kaiser or Sutter), dental, vision, life & disability insurance. We also offer a wide range of voluntary benefits; 403(b) retirement investment opportunity and annual financial literacy and retirement planning options, FSA for childcare, medical and commuter benefit options, Employee Assistance program and pet insurance for our furry, feathered, and scaled friends. In addition to 14 paid company holidays, which include a paid winter holiday break between Christmas and the New Year, we offer 4 paid wellness days for employees to disconnect and recharge. As a learning organization, we encourage professional development and career advancement, and we offer up to $3,000 annually ($12,000 lifetime maximum) for education assistance with tuition reimbursement and/or loan debt relief that includes qualified family members. And, as a family-friendly company, we offer a paid time off parental leave benefit of 12 weeks in a 12-month period for new or expecting parents. Check out our benefits snapshot on our careers page.

PAY RANGE

$110,000 - $140,000 Annual Salary - Pay based on applicable experience and qualifications

POSITION OVERVIEW

The Corporate Budget Manager reports to the Vice President of Asset Management. The Corporate Budget Manager is responsible for managing the organization’s budgeting process and its implementation. This includes ongoing financial monitoring, analysis, and consultation services to business areas/departments. The Corporate Budget Manager creates, documents, and executes policies and procedures related to budgeting and financial management. In addition, the Corporate Budget Manager creates, implements, and maintains all budget models and related reporting.

In this role, the Corporate Budget Manager directly interfaces with executive leadership, which requires highly professional presentation and communication. Moreover, the Corporate Budget Manager is exposed to highly confidential information, which requires good judgement, integrity, and organization.

With entrepreneurial drive, the Corporate Budget Manager works to continuously improve the processes, policies, and tools available to the core customers: senior and executive leadership. In the formation new innovations, the Corporate Budget Manager manages long-term projects and obtains feedback and ideas from their customers, interacting with ample communication and clear project timelines and deliverables.

This is a hybrid position, based on current MidPen policy of working Tuesdays and Thursdays in the Foster City Office. Monday, Wednesday and Friday, option to work from home or the office. When working from home, requires a reliable internet connection.

ESSENTIAL DUTIES

Budget Management

• Manage and coordinate the organization’s budget processes and the implementation of the organization's budget policies and guidelines
• Develop a comprehensive understanding the organizational structure and operations, including that of each business unit/department as it relates to financials
• Provide direct support to senior and executive leadership in the preparation and evaluation of budgets and related reporting
• Collaborate with leadership to understand and accommodate key reporting needs and key performance indicators
• Perform analysis of and report on short- and long-term financial projects and prepare summary reports and presentations
• Analyze budget scenarios and report on outcome/impact and make recommendations as
• applicable
• Create, implement, and maintain budget models, reporting, and SharePoint site
• Develop and maintain budget-related policies, procedures, approvals, assumptions, and other related materials
• Maintain confidentiality and security of sensitive information and data
• Research and implement new software solutions for budgeting as applicable/assigned
• Establish and maintain positive, collaborative relationships with core customers and key
• partners throughout the organization, adapting to ad hoc requests, competing demands, and changing priorities

Business Consultation and Financial Management

• In collaboration with accounting, manage departmental financial review processes
• Analyze variance reports to make recommendations, ask key questions of business leads, and formulate new policies and resources to improve process and value to operations
• Coordinate with corporate accounting to evaluate and adjust forecast projections
• Work with department leads and senior/executive leadership to form and document key performance indicators and metrics to be implemented in standardized reporting
• Perform scenario financial analysis for department leads and senior/executive leadership to assess financial impact and drive decisions
• Develop and maintain policies, procedures, and other related materials to facilitate the financial review process and optimize the value of financial information to business leads in their operation
• Perform related duties as required and other projects as assigned

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the education, knowledge, skill, and/or ability required.

Education and Experience

• Bachelor’s Degree in Finance, Accounting, Economics, or related field and four (4) years’ experience in corporate budgeting, asset management, and financial analysis, or an equivalent combination of education and experience

Knowledge, Skills, and Abilities

• Expert-level in Excel
• Proficiency using Word and Outlook
• Proven ability to manage large processes and projects
• Excellent reading, written and verbal communication
• Ability to work in fast-moving, flexible environment and maintain priorities and project management skills
• Ability to prepare financial feasibility analysis, conduct research and prepare narrative reports and proposals
• Ability to present to executives and boards
• Self-starter, minimal need for guidance from manager/supervisor
• Commitment to the Mission and Values of MidPen
• Must have valid California driver’s license, reliable transportation, and proof of current auto insurance policy

Physical Requirements

• Constantly perform desk-based computer tasks
• Frequently sitting
• Occasionally stand/walk, reach/work above shoulders, grasp lightly/fine manipulation, grasp forcefully, use a telephone, sort/file paperwork or parts, lift/carry/push/pull objects that weigh up to 15 pounds
• Rarely twist/bend/stoop/squat, kneel/crawl

This description reflects management’s assignment of essential functions, it does not proscribe or restrict the tasks that may be assigned.

EQUAL OPPORTUNITY EMPLOYER

MidPen Housing Corp. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Consistent with its obligations under the law, MidPen Housing Corp. will provide reasonable accommodation to any employee with a disability who requires accommodation to perform the essential functions of his or her job. MidPen believes that diversity and inclusion among our teammates is critical to our success, and we seek to recruit, develop, and retain the most talented people from a diverse candidate pool.

Job tags

Salary