Role Summary:
OU Israel is seeking a highly analytical and detail-oriented Budget Manager
to lead the organization’s budgeting, forecasting, and budget-performance
management processes. This role is central to strengthening financial
planning, improving budget utilization oversight, and ensuring timely, accurate
reporting to key stakeholders including OU NY, donors, Israeli government
partners, and internal leadership.
This position requires exceptional English (native-level or near-native),
strong financial acumen, and the ability to translate complex financial data into
clear insights, dashboards, and decision-support materials.
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Key Responsibilities:
Budgeting & Financial Planning
● Lead the annual budgeting process across departments and programs, including
assumptions, templates, timelines, and internal alignment while partnering with
program and department heads to ensure budgets are realistic, compliant and
actionable.
● Monitor budget utilization and track actuals vs. budget on a monthly basis while
identifying trends, risks, variances.
Forecasting & Scenario Analysis
● Prepare rolling forecasts and updated financial projections across the fiscal year.
● Support cash-flow planning by connecting forecasts to operational drivers and
funding timing.
Reporting & Stakeholder Deliverables
● Oversee and coordinate financial reporting to OU NY (HQ finance and leadership),
Donors and foundations, Government agencies and Internal and external
stakeholders.
● Ensure reporting is accurate, consistent, and delivered on schedule, with a high
standard of presentation and clarity.
BI Dashboards & Management Tools
● Develop budget utilization reports and dashboards using BI tools (e.g., Power BI or
equivalent) to create management-friendly dashboards that connect finance to
program outcomes and operational activity.
● Improve visibility and decision-making through clear KPIs and reporting frameworks.
Team Supervision & Cross-Functional Coordination
● Supervise the Senior Bookkeeper – Revenue & Reporting, including priorities,
quality control, deadlines, and professional development.
● Work closely with Accounting/Bookkeeping, Payroll, and program teams to ensure
accurate coding, reporting readiness, and clean data inputs.
● Support continuous improvement of financial processes, internal controls, and
reporting standards.