Budgets and Planning Coordinator

The IRC provides trauma-informed services to refugees and other qualified immigrants to support a positive resettlement experience and the achievement of client self-sufficiency. They work closely with clients, colleagues, and external parties to develop service and/or self-sufficiency plans to meet individual client needs and preferences utilizing a broad range of financial, medical, social, vocational, and other services and resources in accordance with client eligibility and program requirements.

Scope of position:

The Budgets & Planning Coordinator is a member of the IRC Texas Finance team. Under the direction of the Finance Manager, will support professional accounting and budgeting duties; provide technical expertise to support fiscal year decisions making; to ensure accuracy and completeness of transactions, monitor, analyze, and reconcile financial operations. Assist in preparing and auditing complex financial and budgetary statements.

Major Responsibilities:

• Support the Finance Manager in budget creation, projections, and project spending plans to deliver more efficient and effective reports and financial analysis.
• Providing technical guidance and expertise to other staff regarding standards, policies, procedures, and practices.
• Supports the Finance Manager to ensure accurate and timely upload of grant budgets to Integra and generate budget v actual reports for spending plan review and update. Coordinate with department staff and the finance team to ensure project budget and actual data are current and complete.
• Manage individual budgets as assigned and prepares periodic reports for various restricted contributions and grants; Review expenses and investigate/report any questionable charges for timely corrections as necessary.
• May prepare or assist with the preparation of financial and other reports required by funders and monitoring agencies during monitoring/audit visits, or as needed.
• Prepare journals for budget recording/reclassifications as needed.
• Reviewing financial statements (balance sheet, income statement); Preparing reports required by funders and monitoring agencies during audit visits.
• Assisting Finance Manager in preparing journals for budget recording/reclassification as needed.
• Preparing reports on budget performance and recommending corrective action where needed.
• Other duties as assigned.

Key Working Relationships:

• Position reports to the Finance Manager
• Collaborates with Finance team members and Program Leads

Job Requirements:

• Undergraduate degree in a related field such as Accounting or Finance with the budgeting process, financial analyzing, reconciliations, and reporting experiences or equivalent work experience.
• Experience in reviewing general ledger transactions and basic bookkeeping/accounting.
• Solid organizational and time-management skills; proven ability to prioritize and deliver on time; Strong analytic problem-solving skills.
• Proficient in Microsoft Office applications (Word, Excel, Pdf) and ERP software.
• Commitment to DEI principles and an inclusive work environment.
• Strong oral and written communication skills

Ability to:

• Maintain confidentiality of privileged and sensitive information.
• Establish and maintain cooperative, effective, and friendly working environments.
• Work independently with minimum supervision and meet schedule and timeline.
• Operate a computer and all office equipment assigned for work efficiency.

Working Environment:

During pandemic Standard, professional office environment. Offices hours are scheduled as Monday-Friday, 8:30 am-5pm. Must be comfortable working on a computer for long periods of time.

COVID-19 Vaccination Requirement: In accordance with IRC’s duty to provide and maintain a workplace that is free of known hazards and our commitment to safeguard the health of our employees, clients, and communities, IRC requires candidates who are selected for interview to furnish proof of vaccination against COVID-19 in order to be considered for this position.

Commitment to Diversity and Inclusivity: IRC is committed to building a diverse organization and a climate of inclusivity. We strongly encourage applications from candidates who can demonstrate that they can contribute to this goal.

Equal Opportunity Employer: We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

US Benefits: We offer a comprehensive and highly competitive set of benefits. In the US, these include: 10 sick days, 10 US holidays, 20 paid time off days depending on role and tenure, medical insurance starting at $120 per month, dental starting at $7 per month, and vision starting at $5 per month, FSA for healthcare and commuter costs, a 403b retirement savings plans with immediately vested matching, disability & life insurance, and an Employee Assistance Program which is available to our staff and their families to support counseling and care in times of crisis and mental health struggles.