2017 - Budget Analyst

Location: Washington, District Of Columbia
Date Posted: 06-12-2017

Partner Organization:
Walton Family Foundation

Fellowship Role: Budget Analyst

Organization Overview:
About the Walton Family Foundation
We believe incredible change can occur when you empower people to do good. Our founders, Sam and Helen Walton, felt the same way. Their timeless values live through the Walton Family Foundation, where we enable meaningful opportunities that improve the lives of others. For more than 25 years, we have focused on addressing social and environmental issues by intensifying the innovative efforts of our grantees. Their work allows us to continue our giving legacy in three distinct areas:
  • K-12 education
  • Freshwater and marine conservation
  • Quality of life initiatives in the Foundation’s home region
During 2016, the foundation invested in over $400 domestic and international projects that addressed significant social and environmental issues. The foundation continues to implement and expand grant making to fund a positive difference in many diverse communities – and in the lives of the people who call them home.
Headquartered in Bentonville, Arkansas, with offices in Washington, D.C., Jersey City, New Jersey, and Denver, Colorado, a staff/consultant base of approximately 75 associates conducts the day-to-day operations.

ProInspire Fellow Role Overview:
Our mission is to improve K-12 outcomes for all students, especially those of limited means, by ensuring access to high-quality educational choices that prepare them for a lifetime of opportunity. Since 1992, the foundation has invested more than $1.3 billion in K-12 education. We have supported a quarter of the 6,700 charter schools created in the United States and have funded reform-minded school districts. Our grants have historically focused on:
  • Creating and supporting high-quality schools
  • Attracting and developing talent
  • Supporting advocacy
  • Fueling innovation
  • Backing research and evaluations
With our new 2015-2020 K-12 strategic plan, we are making an unprecedented commitment to expanding educational opportunity. We will focus our grant making on cities across the country — including New Orleans, Washington, D.C., Denver, Memphis, Indianapolis, Boston, Atlanta, New York, Los Angeles, Houston, Camden, San Antonio, and Oakland. Each city is both full of need and ready for change.

We will also support state-level efforts in states with target cities -- Louisiana, Indiana, Georgia, California, Colorado, Tennessee, New York, Massachusetts, Texas and New Jersey -- as well as Arizona, Connecticut, Florida, Illinois, Michigan, Ohio, Pennsylvania, Rhode Island, Wisconsin, Mississippi, North Carolina, Washington, Arkansas, Missouri and Oklahoma. 
The Walton Family Foundation invested more than $200 million in K-12 education in 2014, and we're committed to investing $1 billion over the next five years. 
Key Roles and Responsibilities:
  • Identifying and critically evaluating the K-12 team’s financial data and systems needs to improve budget accuracy, productivity, strategic alignment and quality of grant making
  • Working with the K-12 team’s leadership team and program officers to develop budgets and grant payout projections based on strategic priorities and historical trends
  • Analyzing the K-12 team’s grant making to understand trends and developing suggestions for making improvements
  • Partnering with K-12 working groups, such as charter school supply, advocacy and human capital, to develop analysis that will help guide program officers’ investments and evaluation of grant impact
  • Scenario planning and tracking to help steer the K-12 team steadily towards meeting year end budgets
  • Interfacing with the K-12 leadership team and foundation's financial team to provide regular updates and convey the team’s progress against budget
  • Continuing the development of systems to improve the team’s grant tracking, reporting and budget management at all levels of the organization
Qualifications and Experience
  • Bachelor’s degree required or relevant master’s degree preferred
  • Experience working in a data intensive role developing and managing financial models
  • Strong communication skills and ability to convey information succinctly in writing and verbally
  • Mission-driven individual with a passion for the Foundation’s K-12 goals and strategy
  • Advanced Excel and database management skills 
  • Data visualization skills
  • Proactive style; able to work in a self-directed manner with limited supervision
  • Ability to lead internal meetings as needed
  • Comfort working with a virtual team (approx. 22 K-12 staff) and senior management
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the associate is regularly required to stand, reach with hands and arms, and use hands to touch, handle or feel objects and/or controls. The employee is required to sit, walk, talk and hear; and move/carry files. The associate must occasionally lift and/or move up to 25 lbs.

Specific vision abilities required by this job include close vision, color, and the ability to adjust focus in order to handle extensive data collection, analysis and summary reporting.  Computer work will be a part of the daily workflow and process.
Work Environment
The work environment characteristics for this job are typical for this type of job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is reflective of a mid-sized office.
Compensation and Benefits
The Foundation offers an excellent benefits package and a competitive salary that is commensurate with skills and experience. This position will be located in the Foundation’s Washington D.C. office.  Some travel will be necessary.
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