Budget & Financial Services Manager

Title: Budget & Financial Services Manager

State Role Title:Financial Services Spec II

Hiring Range: $85000.00 - $90000.00

Pay Band: 5

Agency: Jamestown-Yorktown Foundation

Location:CSC General

Agency Website:

Recruitment Type: General Public - G

Job Duties

What youll do -

Lead the team

Supervise and develop financial services staff by setting clear expectations completing performance evaluations delivering regular feedback and addressing performance matters professionally.
Oversee recruitment and selection when vacancies occur ensuring fair and timely hiring.
Foster a safe respectful accountable workplace and ensure staff complete required training.
Recommend and monitor internal controls to mitigate risk and support accurate financial and operational reporting and keep the team audit-ready.

Manage budget processes (largest focus)

Lead the annual and biennial budget process for the Foundation and its private affiliates - schedules guidelines and the development of operating and capital budgets that support strategic priorities.
Critically evaluate departmental budget submissions challenge assumptions and ensure data is accurate and well-supported.
Prepare consolidated budget and capital documents for review by leadership the Board of Trustees and affiliate boards.
Monitor budgets for variances trends and risks; complete quarterly reconciliations; and provide timely data-driven recommendations and analyses.
Review key revenue streams (giving grants restricted funds earned income) and coordinate on year-end projections and cash balances.

Coordinate the Commonwealth budget & strategic planning process

Serve as the agencys primary liaison to the Department of Planning and Budget.
Prepare and submit budget execution reports capital project reviews decision packages and base budget submissions on state timelines.
Lead preparation and submission of the Agency Strategic Plan and maintain agency performance measures for public reporting.

Manage procurement activities

Manage all agency and affiliate procurement in compliance with applicable laws regulations and policies leading sourcing strategies for cost-effective compliant purchasing.
Administer the Small Purchase Charge Card (SPCC) and reconciliation programs issuing/cancelling cards monitoring activity and limits and taking timely corrective action.
Oversee contract administration standardized solicitation templates agency-wide procurement training and annual policy updates.
Champion supplier diversity (SWaM) working to meet or exceed participation goals and drive process improvements that reduce cost.

Manage payroll activities

Oversee accurate timely payroll processing and certification verifying alignment with approved budget and organizational structure.
Ensure full compliance with federal and state payroll regulations complete required reconciliations and resolve discrepancies with Accounting.
Maintain and communicate payroll policies and procedures and support periodic training for timekeepers and supervisors.

Minimum Qualifications

Certifications / Licensure

- Ability to obtain the required Commonwealth procurement certification after hire.

Knowledge

- Knowledge of budget planning formulation execution and monitoring including operating and capital budgets.

- Knowledge of governmental budget and strategic/performance planning processes including budget submissions decision packages and capital planning.

- Knowledge of payroll administration and applicable federal and state payroll regulations including processing certification deadlines reconciliations and adjustments.

- Knowledge of public-sector procurement laws regulations and policies including competitive purchasing methods and contract administration.

- Knowledge of purchasing-card program administration and reconciliation and of supplier diversity / small-business participation programs.

- Knowledge of personnel and performance management practices and applicable employment laws (e.g. FLSA) including recruitment and selection.

- Knowledge of internal controls risk mitigation and audit readiness for financial payroll and procurement processes.

- Knowledge of enterprise financial payroll and e-procurement systems (or comparable systems) with the ability to learn new systems quickly.

- Knowledge of records-management and retention requirements for financial records.

Skills and Abilities

- Ability to lead supervise train and evaluate staff and to carry out personnel actions consistent with applicable policy.

- Ability to plan organize and manage multiple financial functions (budget payroll procurement) and competing deadlines simultaneously.

- Ability to analyze interpret and forecast financial data and present clear data-driven analyses to leadership and governing boards.

- Ability to interpret laws policies and contractual/legal language and to design and document operating procedures.

- Advanced Excel skills including pivot tables and lookups and proficiency with financial reporting.

- Strong written and verbal communication and customer service skills and the ability to work effectively with all levels of management staff boards and external partners.

Preferred
- Experience administering procurement under the Virginia Public Procurement Act (VPPA) and the Agency Procurement and Surplus Property Manual (APSPM).

- Virginia Contracting Officer (VCO) or Virginia Contracting Associate (VCA) certification.

- Experience with Commonwealth systems; Cardinal (financial/payroll) eVA and MIP.

- Experience with the Commonwealth budget process and Department of Planning and Budget (DPB) submissions and with internal control requirements such as ARMICS.

- Knowledge of Virginia records retention requirements.

- Prior Commonwealth of Virginia or public-sector supervisory experience.

Preferred education/experience: Coursework in accounting finance or public administration or equivalent experience preferred. Considerable experience in budgeting/resource analysis financial planning fiscal administration payroll and procurement ideally in a public-sector or governmental setting. Previous supervisory experience.

Special Instructions

You will be provided a confirmation of receipt when your application and/or résumé is submitted successfully. Please refer to Your Application in your account to check the status of your application for this position.

Contact Information

Name: Coy Mozingo

Phone:

Email:

In support of the Commonwealths commitment to inclusion we are encouraging individuals with disabilities to apply through the Commonwealth Alternative Hiring Process. To be considered for this opportunity applicants will need to provide their AHP Letter (formerly COD) provided by the Department for Aging & Rehabilitative Services (DARS) or the Department for the Blind & Vision Impaired (DBVI). Service-Connected Veterans are encouraged to answer Veteran status questions and submit their disability documentation if applicable to DARS/DBVI to get their AHP Letter. Requesting an AHP Letter can be found at AHP Letter or by calling DARS at .

Note: Applicants who received a Certificate of Disability from DARS or DBVI dated between April 1 2022- February 29 2024 can still use that COD as applicable documentation for the Alternative Hiring Process.