Budget and Planning Assistant

  • Location:
  • Salary:
    negotiable / YEAR
  • Job type:
  • Posted:
    1 week ago
  • Category:
    Budget and Accounting, Finance
  • Deadline:


Job Background/Overview:

The International Rescue Committee (IRC) is seeking a Budget & Planning Assistant to join the Texas Finance team. They will directly support the Budget & Planning Coordinator in budgeting duties; providing technical support in fiscal year preparation and close out; ensuring accuracy and compliance of transactions through monitoring and reporting on corrections; assist in preparing budgets, budget narratives, request for payments (RFP), and other financial reporting.

Since its inception in 1933, the IRC delivers lasting impact to refugees fleeing from war or disaster by offering lifesaving care, life-changing assistance, and empowering individuals and communities to become self-reliant. This role is part of RAI which works 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 assistant is a member of the IRC Texas Finance team. This position reports to the Budget & Planning Coordinator. The ideal candidate assumes a dynamic and multifaceted role that is integral to the financial operations of the organization. This position entails a wide array of responsibilities aimed at ensuring resource management effectiveness, strategic financial planning, and well-informed decision-making. The assistant will actively participate in budget formulation, conduct thorough scrutiny of financial data, monitor expenditure, and generate comprehensive reports. Collaborating seamlessly across departments, the assistant will facilitate the vital exchange of financial information, thereby enhancing interdepartmental communication. Furthermore, the role encompasses grant management, process enhancement, and adherence to financial regulations. Through risk assessment, support for long-term financial strategies, and upholding the confidentiality of sensitive information, the Budget & Planning Assistant assumes a pivotal role in fortifying the organization’s fiscal well-being and contributing significantly to its overall achievements.

Major Responsibilities:

  • Support the Budget and Planning Coordinator in monthly budget verses actual (BVA) meetings, create spending projections plans to deliver efficient and effective reports and analysis.
  • Provide training and support to other staff regarding standards, policies, procedures, and practices.
  • Support the Budget and Planning Coordinator in completing budgets, budget narratives, and budget uploads to ensure accurate and timely financial reporting.
  • Monitor specific grants for compliance risks; review expenses and investigate and report any questionable charges for timely corrections as necessary.
  • Prepare or assist with the preparation of financial and other reports required by funders and monitoring agencies during monitoring, audit visits, or as required.
  • Utilize financial software tools proficiently to input, process, and analyze financial data, enhancing efficiency and accuracy.
  • Assist the Budget and Planning Coordinator in preparing journals for budget reclassification as needed.
  • Participate in discussions and provide data-driven input on resource allocation strategies, cost containment, and investment decisions.
  • Collaborate with teams to manage grant budgets, track expenses, and ensure compliance with grant guidelines, while preparing timely and accurate reports.
  • Assist in facilitating seamless communication between departments, nurturing the flow of pertinent financial information and valuable insights.
  • Handle sensitive financial information with the utmost discretion and maintain a high standard of professionalism and ethical conduct.
  • Contribute actively to special financial projects and initiatives, demonstrating adaptability and problem-solving skills.
  • Stay updated on financial regulations, policies, and industry standards to ensure compliance and ethical financial practices.
  • Other duties as assigned.

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).
  • Ability to communicate effectively and work as a team member in a diverse, cross-cultural environment.
  • Ability to work independently, be a self-starter and maintain responsibility for multiple tasks.
  • Accuracy and attention to detail.
  • Fluency in English, written and spoken.

Key Working Relationships:

Reports to: Budget & Planning Coordinator, Finance

Position Supervises (if applicable): NA

Working Environment: **

This role may require working in person full-time in a standard professional office environment. Office hours are scheduled as Monday-Friday 8:30am to 4:30pm. Must be comfortable working on a computer for long periods of time.

Posted pay ranges apply to US-based candidates. Ranges are based on various factors including the labor market, job type, internal equity, and budget. Exact offers are calibrated by work location, individual candidate experience and skills relative to the defined job requirements.

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.

Gender Equality: IRC is committed to narrowing the gender gap in leadership positions. We offer benefits that provide an enabling environment for women to participate in our workforce including parental leave, gender-sensitive security protocols and other supportive benefits and allowances.

Professional Standards: The IRC and IRC staff must adhere to the values and principles outlined in IRC Way – Global Standards for Professional Conduct. These are Integrity, Service, Equality and Accountability. In accordance with these values, the IRC operates and enforces policies on Beneficiary Protection from Exploitation and Abuse, Child Safeguarding, Anti-Workplace Harassment, Fiscal Integrity, and Anti-Retaliation.

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, 20-25 paid time off days (depending on role and tenure), medical insurance starting at $145 per month, dental starting at $7 per month, and vision starting at $5 per month, FSA for healthcare, childcare, and commuter costs, a 403b retirement savings plans with up to 4.5% immediately vested matching contribution, plus a 3-7% base IRC contribution (3 year vesting), 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.