Budget Manager

Budget Manager

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Job Status: 36 hours per week  

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Department: Finance

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Reports To: Chief Financial Officer (CFO)

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Location: Brooklyn, NY or Monsey, NY

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Position Summary

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The Budget Manager supports Premium Health’s financial sustainability by developing and maintaining departmental budgets, financial forecasts, staffing and provider-position analyses, and decision-support models. Working closely with the budget team, CFO and Operations leadership, this role evaluates the financial impact of new and existing services, identifies opportunities to improve patient volume and staffing efficiency, and delivers timely, actionable recommendations to support organizational growth.

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• 36 hours per week, paid on an hourly basis. Consistent daytime schedule: Monday–Thursday, 9:00 a.m.–5:00 p.m.; Friday, 9:00 a.m.–1:00 p.m.

• With prior approval, up to one hour of work per day may be performed in the evening; a consistent daytime work schedule remains required.

• Work location may be Brooklyn or Monsey, as agreed upon with management.

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Department Budgeting, Forecasting & Scenario Modeling

• Develop and maintain department-level operating budgets, pro formas, and financial models for proposed programs, new providers, service expansions, and existing operations.

• Analyze revenue, expenses, productivity, staffing mix, and volume assumptions; compare scenarios and recommend financially sustainable operating structures.

• Monitor budget-to-actual performance, explain material variances, and refine projections as operational conditions change.

Position Request & Workforce Financial Review

• Evaluate new position, provider-position, backfill, and position-change requests for affordability, financial impact, and alignment with departmental plans.

• Coordinate with Finance, Human Resources, and Operations to validate assumptions, clarify requests, and provide timely budget guidance.

• Maintain an organized request pipeline and deliver responses to position and position-change requests within four business days.

Cash Flow Planning & Financial Reporting

• Prepare, update, and communicate cash-flow projections at least monthly, incorporating expected receipts, operating costs, and planned investments.

• Create management reports, statistical reports, and analyses that enable leadership to monitor financial performance, identify trends, and make decisions.

• Reconcile and analyze information from relevant financial and operational systems to support accurate, dependable reporting.

Operational & Departmental Performance Partnership

• Partner with Operations to assess patient-volume opportunities, provider productivity, staffing ratios, and cost-saving initiatives.

• Translate operating data into measurable financial scenarios and help departments evaluate improvement opportunities and tradeoffs.

Systems, Process Improvement & Special Projects

• Use Sage, Ramp, Meditex reporting, and statistical reporting tools to gather, validate, and present financial information.

• Improve budgeting templates, workflows, and reporting efficiency, including appropriate use of approved automation and AI-supported tools.

• Support ad hoc analysis and strategic financial projects assigned by the CFO.

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• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field required; advanced degree or relevant certification a plus.

• Three or more years of experience in financial planning and analysis, budgeting, financial modeling, or a comparable finance role; healthcare experience preferred.

• Strong spreadsheet and financial modeling skills, including scenario analysis, forecasting, and variance reporting.

• Experience with Sage, Ramp, and Meditex reporting preferred; ability to learn and work across multiple financial and clinical systems required.

• Strong analytical judgment and ability to convert complex financial and operational data into practical recommendations.

• Excellent accuracy, organizational skills, attention to detail, and ability to manage competing requests under defined deadlines.

• Clear written and verbal communication; ability to work effectively with the CFO, Operations, HR, and department leaders.

• Independent, resourceful, collaborative, and committed to handling confidential financial and personnel information responsibly.

• Respond to all new position requests and position-change requests within a maximum of four business days, contingent upon receiving necessary information.

• Refresh organizational cash-flow projections monthly and maintain current financial models as department assumptions change.

• Deliver financial scenarios and actionable recommendations that support sustainable program design and efficient operations.

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$100,000 - $150,000 commensurate with experience

• Paid time off, medical, dental, vision, and retirement benefits, subject to applicable plan terms and eligibility.

• Potential eligibility for Public Service Loan Forgiveness (PSLF), subject to program requirements.

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