Getty is committed to creating a welcoming workplace that reflects the various backgrounds of the communities we serve. We value differences in the pursuit of inquiry and knowledge, mutual understanding, respect, trust, transparency, and cooperation. All qualified applicants will receive consideration for employment without regard to age, ancestry, citizenship or immigration status, color, disability, ethnicity, familial status, gender identity and/or expression, genetic information, marital status, national origin, race, religion, sex, sexual orientation, veteran status, or any other protected status.

The Getty seeks a Senior Budget Analyst to play a key role in budget development, forecasting and financial analysis for Auxiliary Services.  Providing accounting and financial management assistance to Auxiliar departments, the incumbent has oversight of budgets and is in charge of the coordination, analysis, forecasting, and reporting of overall budgets. This position prepares the annual budgets based upon actual performance, previous budget figures, estimated revenues, estimated expense reports, Purchase Orders, and other factors. The position analyzes and prepares quarterly budget forecasts, along with detailed commentary, for senior management that project estimated expenses and revenue against annual budget targets. The position reviews revenues/expenditures for conformance with policies and budgetary limitations, providing guidance, hands on training and/or interpretation of budget/operational policies and procedures to all Auxiliary staff, as well as auditing various revenue and expenses, and maintaining records of actual operating figures.

 

Reporting to the Auxiliary Services Director, the successful candidate will be detail-oriented with highly developed math and problem-solving skills. The candidate will display the adaptability to evaluate and reply to short and/or rapidly changing deadlines and priorities along with the discretion to deal with highly restricted and confidential matters.

 

In a fast-paced environment, the work involves extensive communication, advising, and coordination among management, department heads, project managers, and administrative staff.  Under the pressure of tight deadlines, it requires flexibility to undertake reporting and budget analysis at various levels of complexity and the skill to communicate effectively with department staff, project stakeholders, management, and other relevant parties.

• Oversees $37M operating budget across three funds.
• In charge of planning and preparation of annual budgets, variance analysis, forecasting, and summary financial reports to organization’s management.
• Orchestrates and sets direction of internal policies for fiscal year budget planning, preparation, analysis, and approval
• Allocates financial resources and serves as an advocate for the financial success of the organization by evaluating proposals, recommending changes, redistributing funds, and preparing reports.  Works closely with department heads and project managers to stay on budget, and if there is a discrepancy in the budget, develops solutions and recommendations to reconcile the discrepancy.
• Prepares, administers, maintains and monitors program and department budgets
• Provides analyses for departments regarding pricing, program development, staffing, and other key business assessments, and conducts ad hoc analyses of new programs, contracts/grants, and other proposals.
• Prepares and analyzes variance expenditure reports
• Designs and uses data queries to analyze data integrity as well as content conformity to set standards; designs spreadsheets with linking data and formula integrity.
• Applies extensive knowledge of budget analysis and accounting practices
• Interprets Getty’s financial policies and provides guidance and recommendations for related procedures and internal policies
• Documents financial policies, procedures and timelines and communicates /trains staff
• Acts as main liaison with Accounting, Payroll, Procurement, and Finance departments
• Effectively communicates complex information to a variety of audiences (internal and external to the organization) and assists with staff communication and problem solving. 
• Provides training of Budgeting system and financial processes and policies to new staff and others, as needed
• Other duties as assigned.

BUDGET PREPARATION

• Coordinates and oversees annual budget preparation process, sets internal deadlines, reviews departments’ submissions with Director.  Submits annual budget templates to Finance for uploading budgets including detailed list of approved current and vacant positions.  Prepares project status reports and submits requests to roll forward remaining funds in Reserve Projects approved in previous fiscal years.
• In charge of the preparation of budget materials and budget meetings such as, but not limited to, generating annual, quarterly, and monthly reports and preparing specific reports for discussion and review during meetings.

FINANCE

• Utilizing professional analytic skills and tools, in charge of quarterly fiscal reporting to Getty Finance on all Budgets.
• Distributes monthly and quarterly financial templates to departments for forecasting; provides guidance and works with departments to accurately forecast expenditures; reviews department submissions to ensure compliance with fiscal year budget; develops full reports.
• Submits monthly budget / financial reports.  
• Sets internal deadlines for monthly/quarterly financial reporting, budget preparation, and year end accounting processes.
• Tracks discretionary funding from multiple funding sources and suggests solutions for funding new initiatives.
• Act as a resource to staff regarding navigation of business applications (People Soft, purchasing and travel card software) and how to apply Getty Policies.
• Coordinates all aspects of fiscal year-end accounting processes including closing Purchase Orders, reporting on accruals, internal audits, etc.
• As needed, creates historical reports for management and summarizes financial statistics for annual questionnaires required by institutional memberships or other institutions. 
• Establishes workflow and reviews all requests for new project numbers.
• Coordinates with departments to review and approve reclasses when there are inaccuracies in categorization or discrepancies with policy or budget. 
• Reviews and approves staff travel requests, cash advances, and expense reports (T&E process). Review of P-Card transactions for financial coding and ensures all reviews and approvals are performed before monthly accounting cutoffs.
• Summarizes budgets and offers insight regarding funds requests. Reviews budget proposals for completeness, accuracy, and compliance. Conducts cost-benefit analyses to evaluate fiscal efficiencies. Presents budget recommendations to management and/or stakeholders.
• Works with Getty Accounting and Accounts Payable to identify outstanding check and wire payments.

TRAINING

• Establishes a standardized training plan and schedule for new staff with administrative responsibilities as part of their onboarding process.
• Trains or assists in the training on financial policies and software tools to ensure compliance to Getty policies.
• Applies knowledge of policies and procedures to ensure that expenditures comply with policies and budgets. Stays up to date on organizational policies and procedures.

STAFFING

• Tracks FTEs (both regular and limited-term staff).
• Works with departments to develop budget proposals that include staffing projections.

REVENUE

• Tracks all revenue for retail and food service to compare against budget and forecasts.
• Reviews monthly balances received from Finance.
• Reviews all cash receipts forms.

• Bachelor's degree in Business, Accounting or Finance, Master's Degree a plus
• 7-10 years experience in financial analysis and accounting

• Advanced communication skills
• Advanced math, analytical and problem solving skills
• Mathematical skills sufficient to calculate ratios, rates, and percentages applied to general categories (personnel costs, programmatic data, and overhead costs), and other financial information with speed and accuracy.
• Skill in planning, preparation, and analysis of fiscal budgets, including comparative trends for use in budgetary review meetings.
• Demonstrated ability to take a proactive approach when reviewing financial information, e.g., identifying analyses that would be productive, attending to discrepancies or problems, and recommending ways of evaluating and comparing data.
• Knowledge of and experience with generally accepted accounting guidelines, particularly as applicable to a non-profit environment.
• Knowledge of and experience with financial analysis techniques. Skills include financial evaluation of performance metrics as well as expertise in financial modeling.
• Ability to exercise judgment to design and review spreadsheets and reports to ensure accuracy and appropriateness of presentation under little to no supervision.
• Knowledge of and experience with advanced financial software, including spreadsheets and databases in order to input financial information. Specific experience with Microsoft products: Windows, Word, Excel, PowerPoint and Access.
• Ability to mobilize existing software and platforms for communication and consultation in partnership with others
• Advanced organizational skills
• Strong ability to develop, communicate, and implement clear procedures in a changing environment
• Comfortable with dynamic and fast paced work environment
• Strives to identify contributing factors, works to resolve complex situations
• Ability to reply to customer needs and expectations in a collegial and professional manner, with attention to promptness and a focus on solutions.
• Excellent writing skills to be able to prepare written documents, budget narratives, and other reports.
• Builds strong relationships, is flexible/adaptable, works well with others, solicits feedback, maintains privacy and discretion
• Communicates well, delivers presentations, has good listening skills, edits work for spelling and grammar, presents numerical data effectively, and can read and interpret written information

Here are just some examples that Getty offers/provides for full-time employees:

 

• Medical, Dental and Vision insurance coverage, starting on date of hire. Getty pays 75%-95% of the premium, depending on the plan selected.
• 403(b) Employee Investment retirement plan – with up to 5% Getty Match
• Getty contribution of 6%, on behalf of employee, to 401(a) retirement account
• Educational Assistance and professional development
• Paid Vacation, Sick and Personal Days
• 12 Paid Holidays
• Many positions have bi-weekly Off-Fridays
• On-Site Fitness Center at Getty Center
• Community service opportunities

 

To learn more about our comprehensive benefits and long list of perks, go to Getty HR.