Director, Planning and Budget

Overview

Catholic Charities of Buffalo is seeking a strategic and detail-oriented leader to guide our agency's budgeting and financial planning efforts as the Director, Planning and Budget. This role leads the agency's budget creation process, conducts periodic P&L reviews with program teams, manages budget amendments, and incorporates program-level changes into new budget forecasts while overseeing the overall forecasting process. The Director directs and coordinates the activities of personnel responsible for the formulation, monitoring, and presentation of budgets to control funds and support program objectives.

This role also oversees the compilation of data based on statistical studies and analyses of past and current years to prepare budgets and justify requested funds.

Catholic Charities is a non-profit human services agency that strives to empower individuals, children, and families across the eight counties of Western New York. For more than 100 years, Catholic Charities of Buffalo has provided HOPE to individuals and families of all faiths, backgrounds, and circumstances.

As the most comprehensive provider of human services in Western New York, Catholic Charities delivers wide-ranging programs to address systemic poverty, sudden financial crisis, hunger, behavioral health, workforce readiness, family stability, legal immigration and resettlement, and help for older adults. As a trauma-informed agency, we strive to support the total wellbeing of clients and employees.

Catholic Charities prioritizes wellness and diversity through various committees such as: CARE (Compassion, Acceptance, Respect for Everyone);
Trauma‑Informed Care (TIC);
Wellbeing; and Safety, all of which foster an inclusive, supportive, and safe environment.

• Correlates appropriations for specific programs.

• Leads the budget and analysis process mapping and improvement. Collaborates with the Finance team to drive the mapping and improvement of other financial operations functions.

• Reviews operating budgets periodically to analyze trends affecting budget needs.

• Consults with program leaders to ensure adjustments are made in accordance with program changes to facilitate long‑term planning.

• Directs preparation of regular and special budget reports to interpret budget directives and to establish policies for carrying out directives.

• Prepares comparative analyses of operating programs by analyzing costs in relation to services performed during previous fiscal years and submits reports to the Chief Financial Officer with recommendations for budget revisions.

Education and Work Experience

• Bachelor's degree in finance, accounting, business administration, or a related major

• CPA preferred, but applicants with equivalent experience are encouraged to apply.

• Minimum 7 – 10 years of progressively responsible experience in budgeting, financial planning, or fiscal management.

• At least 3 – 5 years in a leadership role overseeing budget development and/or fiscal operations.

• Experience working with large, complex budgets and multiple funding sources.

• Strong knowledge of budget development, financial forecasting, and fiscal analysis

• Understanding of governmental or organizational accounting principles and budget regulations

• Proficiency in financial systems, ERP platforms, and advanced Excel/data analysis tools

• Strong written and verbal communication skills, including the ability to present budget information to senior leadership and governing bodies

• Demonstrated organizational and project management skills with the ability to manage competing priorities and deadlines

• Strong attention to detail and accuracy

• Proven ability to lead and develop teams, foster collaboration, and drive process improvements

• Ability to work effectively with executive leadership and cross‑functional stakeholders

• 35 hours per week
• 13 paid holidays
• 25 PTO days per year (pro‑rated first year)
• Comprehensive health, dental & vision coverage for full‑time employees
• Employer‑paid life insurance (full‑time)
• Ancillary benefit offerings
• Flexible Spending Account (FSA) option
• Health…