Description:

POSITION OBJECTIVES

The Budget Analyst will develop and maintain budgets throughout the organization. This role will support spending and decision making across the organization. The budget analyst will collaborate closely with department and program directors, executive suite and Tribal Council. Additionally, this position will support the finance department to maintain compliance to spending restrictions as well as compliance to internal developed controls.

MAJOR DUTIES AND RESPONSIBILITIES

1. Assist in the preparation of all annual budgets, including budget justifications, budget modifications, and reconciliations with NetSuite financial reports.

2. Prepare annual budget packets for review and distribution to the Tribal Council.

3. Develop final presentation materials for annual budget work sessions and prepare Tribal Council presentations related to budget modifications.

4. Compile and analyze data for budget projections and financial forecasting, supporting the development of all funding source budgets, including but not limited to ISDEAA, Third-Party Revenue, ARPA, grant, and foundation funding.

5. Ensure all expenditures comply with applicable OMB Uniform Guidance, grant and contract requirements, and internal Finance policies and procedures.

6. Coordinate with the Controller/CFO and Grants Manager to ensure accurate reconciliation of budget line items and funding sources.

7. Coordinate the preparation, data entry, printing, and distribution of departmental budget worksheets; collaborate with department leadership to ensure projected contracts, projects, staffing, and service needs are accurately reflected.

8. Support Finance by researching, compiling, and verifying financial data used in budget development, policy review, and process improvement.

9. Coordinate with Department Directors and Program Managers in the preparation and distribution of preliminary, final, and modified budgets.

10. Prepare and process budget adjustments and maintain required documentation to support reporting and compliance requirements.

11. Provide leadership of monthly departmental budget review meetings, providing updated materials on budget utilization, open purchase orders and obligations. Assist departmental leadership in budget oversight.

12. Prepare monthly budget reports for the CEO and Tribal Treasurer, supporting the overall monthly report for Tribal Council and Health Advisory Committee.

13. Serve as first-level approver for requisitions, receiving reports, travel authorizations, and other budget-related approvals in NetSuite or approved manual systems, as designated by the CEO.

14. Perform other related duties as assigned, including coordination with payroll and HR teams on staffing and salary allocations.

15. Like all employees of the Klamath Tribes, the incumbent will be called upon to accomplish other tasks that may not be directly related to this position, but are integral to the Klamath Tribes’ broader functions, including but not limited to, assisting during Tribal sponsored cultural, traditional, or community events that enable the successful operation of programs and practices of The Klamath Tribes as aligned with The Klamath Tribes’ Mission Statement. Some of these tasks may be scheduled outside of regular work hours, if necessary.

Requirements:

QUALIFICATIONS, EXPERIENCE, EDUCATION

• REQUIRED Bachelor’s Degree in Business, Finance or Accounting. (Must submit copy of diploma or transcripts with application.)
• REQUIRED 5 years demonstrated experience with grant, budget and fund accounting management.
• REQUIRED 2 years demonstrated experience managing tribal, grants, and government non-profit budgeting
• REQUIRED demonstrated advanced knowledge and experience using spreadsheets, finance software and databases (MS Office, NetSuite)
• REQUIRED demonstrated working knowledge and experience of state and federal regulations related to federal spending
• REQUIRED excellent communication and collaboration skills.
• REQUIRED to submit to a background and character investigation, as per Tribal policy. Following hire must immediately report to Human Resource any citation, arrest, conviction for a misdemeanor or felony crime.
• REQUIRED to submit to annual TB skin testing and adhere to KTHFS staff immunization policy in accordance with the Centers for Disease Control immunization recommendations for healthcare workers.
• REQUIRED to accept the responsibility of a mandatory reporter in accordance with the Klamath Tribes Juvenile Ordinance Title 2, Chapter 15.64 and General Council Resolution #2005 003, all Tribal staff are considered mandatory reporters.

Preferred Qualifications:

• Familiarity with tribal funding sources (ISDEAA, Third-Party Revenue, ARPA, grant, etc)
• Experience with SQL, data visualization tools, or BI platforms.

Indian Preference:

• Indian and Tribal Preference will apply, as per policy. (Must submit tribal documentation with application to qualify for Indian Preference).