Budget & Financial Services Manager

Budget & Financial Services Manager

Title:

Budget & Financial Services Manager

State Role

Title:

Financial Services Spec II

Hiring Range: $85,000.00 - $90,000.00

Pay Band: 5

Agency:
Jamestown-Yorktown Foundation

Location:

CSC General

Agency Website: jyfmuseums.org

Recruitment Type:
General Public - G

Job Duties

What you'll 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 agency's 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…