NOTE: The above Pay Range only applies to applicants who perform the job within the US and to applicants classified by CRS as International Assignees. Staff hired on local payroll would follow the respective Country pay range. Your recruiter can share more about the specific salary range for your anticipated work location during the candidate selection process.
Job Summary
The Manager I, FP&A Reporting, leads the development and delivery of budget, forecast, comparative and management reporting for the Agency, while establishing standards for FP&A tools and reports. Supports the Director of FP&A and FP&A team on financial modeling, scenario planning, and agency-level analysis, and partners with Finance Systems/EPM teams on report design, testing, and process improvement. There is a strong connectivity to EPM systems as well as other reporting tools, and a customer-service mindset for gathering and delivering on end-user reporting needs.
Roles and Key Responsibilities
- Lead the development and delivery of budget, forecast, comparative and management reporting packages to the agency’s finance and executive leadership.
- Focus on establishing stakeholder guidance and protocols for current and future FP&A reporting tools and reports for efficiency and consistency across the agency.
- Support the Director of FP&A in developing and maintaining financial models, agency analyses and deep dives.
- Assist FP&A and EPM systems teams with ongoing systems enhancements, functional testing of system changes, report writing and analyzing data flows for process improvement opportunities.
- Prepare monthly and quarterly management reporting and cyclical budget packages as well as Board Presentations in coordination with Sr. Manager, Global Process based on requirements defined by the Director of FP&A.
- Collaborate with the Finance teams to analyze and consolidate insights into the results, forecasts, and budget packages for review and presentation to the Director of FP&A, CFO and executive leadership.
- Understand the agency’s metadata, systems (e.g., ePBCS, ERP, EPM, etc) and corresponding reporting tools and platforms.
- Lead the initiative to establish FP&A report protocols for efficiency and consistency across the agency.
- Oversee the functional design, testing and implementation of new FP&A report requirements, partnering with the Finance Systems team on ERP and BI reporting requirements and delivery as well as technical execution.
- Conduct regular audits of end-user report utilization and requirements for organizational alignment and continuous improvement.
- Maintain easy-to-understand guidance and training materials on FP&A reporting tools, reports, data sources, modules and uses as needed.
- Manage and coordinate administration of CRS Sharepoint sites, documentation, training materials, etc.
- Partner with FP&A and other Global Finance teams to deliver required training on FP&A reporting tools, reports, and data sources as needed.
- Maintain understanding of agency strategy, organizational design, and finance policies and procedures; manage the impact on FP&A processes and partner divisions.
Knowledge, Skills, and Abilities:
- Proven quantitative and analytical skills
- Knowledge of accounting systems and business processes
- Excel expertise (complicated formulas & functions; filters; pivot tables, etc.) and experience with other Microsoft Office software (Word, PowerPoint)
- Experience with reporting software
- Strong written and verbal communication and interpersonal skills
- Customer-service mindset, and the ability to understand, document and deliver on end-user requirements.
- Ability to work well in a team-oriented environment and build strong relationships with finance and cross-functional partners.
- Highly motivated, proactive and organized.
- Ability to learn technical concepts from manuals and documentation
- Ability to provide inputs and applicable improvement/enhancement in processes and system tools
- Strong presentation skills
Required Languages: Fluent in English, both written and verbal. Arabic, French and/or Spanish language skills are a welcome and added advantage.
Supervisory Responsibilities: None
Qualifications
Basic Qualifications:
- Bachelor’s degree in related field.
- 5-8+ years experience in financial planning and analysis, finance operations, data analysis or a related function.
- Experience with managing data and designing reports using Microsoft and Oracle based products.
- Experience with designing reports and dashboards with business intelligence (BI) and data visualization platforms.
- Experience with cloud-based EPM software.
Preferred Qualifications:
- Highly skilled in Excel, and PowerPoint and Excel add-in tools such as Oracle Smart View.
- Experience with enterprise planning tools and PowerBI is preferred.
- Strong analytical skills with the ability to work with complex financial data.
Agency Competencies (for all CRS Staff):
- Personal Accountability – Consistently takes responsibility for one’s own actions.
- Acts with Integrity - Consistently models values aligned with CRS Guiding Principles and mission. Is considered honest.
- Builds and Maintains Trust - Shows consistency between words and actions.
- Collaborates with Others – Works effectively in intercultural and diverse teams.
- Open to Learn – Seeks out experiences that may change perspective or provide an opportunity to learn new things.
Agency Leadership Competencies:
- Lead Change – Continually looks for ways to improve the agency through a culture of agility, openness, and innovation.
- Develops and Recognizes Others – Builds the capacity of staff to reach their full potential and enhance team and agency performance.
- Strategic Mindset – Understands role in translating, communicating, and implementing agency strategy and team priorities.
What we offer
CRS offers U.S. based staff a comprehensive benefits package, including medical, dental, life insurance, vision, and a generous retirement savings plan. Benefits packages for successful candidates employed outside the U.S. are based on the country of employment/in-country office where the candidate will perform the role. CRS´ work culture is a collaborative, mission-driven culture committed to improving the lives of the poor throughout the world.
About Company
General Requirements
CRS offers are contingent on the selected candidate’s ability to legally work where the position is to be performed. Every government has a unique set of work permit eligibility requirements. All positions requiring residence or frequent travel outside a home country must undergo and clear a pre-employment medical clearance; some work permit processes require clearing a separate government administered medical examination.
CRS prioritizes candidates who are citizens/ permanent residents of the countries where we have CRS offices.
Company
Catholic Relief Services is the official international humanitarian agency of the Catholic community in the United States. Catholic Relief Services works to save, protect, and transform lives in need in more than 100 countries, without regard to race, religion or nationality. Catholic Relief Services’ relief and development work is accomplished through programs of emergency response, HIV, health, agriculture, education, microfinance, and peacebuilding. We welcome as a part of our staff people of all faiths and secular traditions who share our values and our commitment to serving those in need. CRS’ processes and policies reflect our commitment to safeguarding children and vulnerable adults from abuse and exploitation.
CRS welcomes candidates from the countries and regions in which we work. In the event the successful candidate is an expatriate, the anticipated duration of the assignment is informed by a term limit, based on the type and level of the job and the needs of the agency.
CRS is committed to safeguarding program participants, community members, staff and volunteers from all forms of exploitation and abuse. The successful candidate is expected to sign and adhere to CRS´ Code of Conduct.
CRS talent acquisition procedures reflect our commitment to safeguarding the rights and dignity of all people - especially children and vulnerable adults - to live free from abuse and harm.
Disclaimer: This job description is not an exhaustive list of the skill, effort, duties, and responsibilities associated with the position.
CRS is an Equal Opportunity Employer.
Bachelor's degree in related field; 5-8+ years experience in financial planning and analysis, finance operations, or data analysis; experience with Microsoft and Oracle products, BI/data visualization platforms, and cloud-based EPM software; fluent English.
Key Responsibilities
- leading reporting development
- supporting financial modeling
- managing report protocols
Skills & Tools
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Microsoft SharePoint, Oracle Smart View, PowerBI, ePBCS, ERP, EPM
Job Details
- Category: Finance and Accounting
- Seniority: Senior Level
- Commitment: Full Time
- Workplace: Remote — United States
- Salary: USD 82,501 – 100,857 / year
- Languages: English
Benefits
- Retirement plan
About Catholic Relief Services
The official international humanitarian agency of the Catholic community in the United States, working to save, protect, and transform lives in need in more than 100 countries. — Industry: Non-Profit Organizations and NGOs