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About the Role

The Budget and Reporting Specialist will be a key member of the Finance Team, focusing on developing and maintaining operating budgets, monitoring financial positions, creating reporting tools, and facilitating the RFP process. This role supports general finance functions and collaborates with various departments to ensure financial goals are met.

Responsibilities

Develop and maintain operating budgets for all Administrative and Program functions.
Collaborate with Leadership to monitor the financial position of departments.
Create reporting tools (e.g., scorecards, KPIs) to allow department leaders to manage operations.
Partner with Grants, Program, and Development teams to facilitate the RFP process.
Work with Human Resources to track positions/headcount.
Provide support to general finance functions.
Serve as business liaison between Finance and Fortune Society Management.
Work with Leadership to develop annual budgets for Administrative Functions.
Generate and distribute regular Budget Variance and General Ledger Reports organization-wide.
Work with business units to ensure financial goals are being met.
Generate ad hoc reports as requested by Program and Administrative Leadership.
Set up regular meetings with Program and Administrative Management to review financial reports.
Maintain master contract list of active contracts.
Facilitate smooth rollouts for new grants by updating master contract list, generating program codes, and opening new positions.
Generate regular updates to Finance Reports, including Position Control and Employee Allocation reports.
Create and maintain scorecards/KPIs for contract management.
Handle general RFP requests and provide backup for complex cases.
Create basic budgets for RFPs through an iterative process.
Review and understand RFP financial requirements and/or limitations.
Research city, state, and federal guidelines when needed.
Provide feedback on alternatives.
Maintain the list of private foundation grants.
Keep a calendar of new grant and renewal RFP production, as well as reporting requirements.
Maintain list of private and foundation grants that require invoicing.
Generate invoices as needed.
Ensure renewal budgets are up-to-date and entered into the financial system.
Monitor staffing levels across the agency to ensure consistency with the plan.
Provide backup to Budget Director with HR approvals for Requisitions, PAFs, promotions, transfers, etc.
Meet regularly with HR to work through open issues.
Provide backup for FUND EZ conversion to Sage Intacct.
Attend weekly meetings and collaborate with Budget Director on follow-ups and to-dos.
Provide support for annual budget development process.
Perform other duties as assigned.

Requirements

High level of expertise with Excel and Microsoft Office needed.
Ability to understand budgeting concepts and work with management effectively.
Capable of troubleshooting problems as they arise.
Ability to work independently as well as within a team environment.
Excellent communication skills.
Bachelors Degree in finance or related experience preferred.
Relevant personal experience is a plus.
Ability to perform each essential duty satisfactorily.

Skills

Excel
Microsoft Office
Budget Management
Troubleshooting
Collaboration
Communication

Location

Long Island City, NY

Work Type

Full-Time
Exempt
Full Time
Regular

Education Level

Bachelors Degree in finance or related experience preferred

Salary/Compensations

$80,000 annually

About the Company

The Fortune Society, Inc. (Fortune) has been working for over 57 years in service to our mission: to support successful reentry from incarceration and promote alternatives to incarceration, thus strengthening the fabric of our communities.
The organization has evolved into one of the nation’s preeminent reentry and justice-informed service organizations, providing formerly incarcerated people with the skills and wrap-around services needed to break the cycle of crime and incarceration and to build productive lives in their communities.
Fortune has grown steadily over the years to an agency with over $90 million in annual budget with approximately 600 staff.
We anticipate that we will keep growing, both in size and depth of service.
Fortune has a dual mission: both advocacy and service.
The advocacy portion of our mission focuses on building a more just criminal legal system and reducing the barriers to reentry into society.
The service side of Fortune has evolved to encompass a broad range of programs that started with employment and education and now includes a robust array of services, among them: alternatives to incarceration, supervised release, court advocacy, discharge planning within correctional facilities, licensed substance use and mental health treatment, a housing continuum ranging from emergency and transitional through permanent congregate and scattered site housing, assistance in obtaining benefits, a care management unit, HIV services, a food and nutrition program, and an arts program.
Each service we provide is informed by the needs of the population we serve.
Fortune currently serves approximately 18,000 people a year.
Our program models are recognized, both nationally and internationally, for their quality and innovation.
We have locations in Brooklyn, The Bronx, Manhattan and Queens.

Equal Opportunity

The Fortune Society is an Equal Opportunity Employer.
All qualified applicants will be afforded equal employment opportunities without discrimination because of conviction history, race, religion/creed, color, national origin, sex, age, disability, sexual orientation, gender identity, military status, predisposing genetic characteristics, victim of domestic violence status or marital status.