Budget Analyst Job Description template and pdf with duties [2024]

Job summary 1

The Budget Analyst is responsible for a full range of activities which ensure the operational effectiveness and excellence of the business unit. The Budget Analyst will assist with the design and document workflow, forecast and will make appropriate recommendations that will positively impact operational effectiveness. The Budget Analyst will assist in tracking and analyzing productivity and workload trends, budget to actual expense variances using the Hyperion and PeopleSoft to make appropriate recommendations that will positively impact the collation, data input and financial reporting. The Budget Analyst will assist the Budget Director with key projects for the Budget Department and the facility. The Budget Analyst will be the functional expert on the PeopleSoft/Hyperion application(s) assigned.

Duties & Responsibilities 1

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Meets with appropriate personnel for periodic reviews of various departmental workload and statistics submitted
Provides the point of contact for assigned projects
Supports Managers
Budget Analysis and Reporting
Utilizing the PeopleSoft accounting software (Hyperion) to track, monitor, manage departmental budgets
- Process and maintain the ARF (Employee request) database
- Prepares various worksheets for inter-departmental re-classes and monthly and inter-facility Charge-backs, track monthly consignment cash receipts
- Assists with the preparation of reports for the Monthly, Quarterly and the Annual Departmental Budget meetings

Requirements & Skills 1

Bachelor's Degree with one or more year(s) experience in Budget Administration, Accounting or Budget forecasting, modeling, possessing experience and knowledge of government, grants and fund accounting.
The candidate must possess strong accounting software computer skills with proficient use of MS Excel and MS Access, coupled with an effective ability to communicate both orally and written to all department level management.
Advanced skills in Microsoft Office applications, specifically Word, Excel and Access.
- Knowledge of the PeopleSoft Accounting systems.
- Strong mathematical aptitude.
- Strong organizational and time management skills.

Job summary 2

The Budget Analyst will assist and support The Budget Department in providing a broad range of support for budget analysis involving the preparation, administration, maintenance and review across various financial areas.

Duties & Responsibilities 2

Responsible for the integration of Core Competencies into daily functions, including: commitment to integrity, knowledge / quality of work, supporting financial goals of the company, initiative / motivation, cooperation / relationships, problem analysis / discretion, accomplishing goals through organization, positive oral / written communication skills, leadership abilities, commitment to Affirmative Action, reliability / dependability, flexibility and ownership / accountability of actions taken.
Supports functional efforts by performing financial planning, budget formulation, budget execution, budget monitoring, managerial cost accounting, financial analysis, financial management systems, financial risk analysis, other financial reporting and management controls.
Provides financial oversight of agency activities, performance measurement, activity-based cost management support, control reviews, management and internal control reviews.
Supports the client by providing recommendations on improving agency financial management processes and systems on a continuous basis, and any other type of financial consulting and technical assistance that is deemed necessary by agency senior financial and program managers.
Responsible for reviewing operating budgets periodically to identify and analyze trends affecting budget needs.
Monitors a variety of e-mail boxes, forwards messages to the appropriate Federal staff and prepares responses to inquiries as appropriate.
- Responsible for aiding in own self-development by being available and receptive to all training made available by the company.
- Plans daily activities within the guidelines of company policy, job description and supervisor’s instruction in such a way as to maximize personal output.
- Responsible for keeping own immediate work area in a neat and orderly condition to ensure safety of self and coworkers. Will report any unsafe conditions and/or practices to the appropriate supervisor and human resources. Will immediately correct any unsafe conditions to the best of own ability.

Requirements & Skills 2

Associate Degree or at least three (3) years related experience and or training; or equivalent combination of education and experience
Must be a US citizen and possess or be able to obtain / maintain a security clearance
Knowledge and use of Microsoft Office Suite
- Ability to multitask and manage shifting priorities
- Extensive skills in exercising judgment in the absence of direct supervision
- Exceptional organizational skills

Job summary 3

Under general supervision, the Budget Analyst develops and manages organizational budgets. Serves as the lead analyst to departments in establishing, managing, and monitoring their operating budgets. Analyzes financial results on a monthly basis and assists in developing annual budget. Evaluates operational performance, analyze business unit costs and develops strategies to improve efficiency.

Duties & Responsibilities 3

Assists in the development, implementation, and administration of operating budget.
Analyzes financial results on a monthly basis for business units.
Researches operational information for analysis and financial impact and provides reports to management for use in decision making.
Performs ‘what if’ analysis of direct and indirect project costs and provides various financial scenarios identifying strengths and weaknesses of each.
Performs complex budget analysis for long term forecasting.
Creates presentations, status reports, and analyses as appropriate.
- Manages, monitors, and reviews the progress of special projects.
- Collaborates with other departments in supporting business development and strategic planning efforts.
- Performs other duties as assigned.

Requirements & Skills 3

Job summary 4

The Budget Analyst is responsible for the timely, accurate and attainable submission and monitoring of budgets and financials. The successful candidate will be a vital member of the staff and work closely with the Finance Department.

Duties & Responsibilities 4

Responsible for designing effective budgets and analyze financial information.
Responsible for identifying variances between actual and budgeted financial results to be presented to leadership staff.

Requirements & Skills 4

Job summary 5

The Budget Analyst assists in developing, managing, and achieving the firm’s financial goals. The position interacts with administrative and firm-wide management to assist in preparing annual plans and to provide reports and analysis of monthly financial results.

Duties & Responsibilities 5

Analyzes monthly, quarterly, and annual reports to ensure financial information has been recorded accurately and directs appropriate action steps if errors are uncovered.
Manages triaging of necessary information for all month end reporting functions.
Assists in monthly variance process and updates to rolling twelve month forecast.
Manages sub-processes, specifically practice group and committee spending, as part of the firm annual budget preparation at designated departmental and office levels.
Participates in compilation and analysis of financial information for all offices as well as competitive benchmarking within the law firm industry leveraging the analyst’s current market knowledge base.
Develops integrated revenue and expense analyses, reports, annual projections and develops presentations to aid in strategic decision making.
- Prepares monthly financial review summary reports for senior management providing recommendations for areas of performance improvement.
- Assists in responding to quarterly and yearly external surveys.
- Performs ad hoc analysis and reporting, as needed.

Requirements & Skills 5

The position requires a Bachelor’s Degree in Finance, Accounting, Economics or other Business-related field.
The position requires a minimum of one (1) year of directly related experience during which knowledge, skills and abilities relevant to the position were attained.
Demonstrated knowledge of MS suite of products such as Word, Excel, PowerPoint and Access. Knowledge of IBM Cognos TM1, Big Square or SQL is a plus.
Demonstrated ability to communicate clearly and effectively, both orally and in writing with attorneys and staff.
- Ability to adapt to changing priorities and maintain a productive and committed work effort, meeting deadlines and managing workload.
- Demonstrated ability to organize and prioritize work in a dynamic and complex environment to meet deadlines and daily requirements.
- Flexibility to work overtime hours on occasion due to project time sensitivity.

Job summary 6

In this role, your responsibilities will include all aspects of formulation, analysis, justification, and automation of budgets.

Duties & Responsibilities 6

Incumbent will provide Financial Management experience, including budget reconciliation and financial reporting, using current financial and support systems.
Candidate will assess the validity of financial information, research anomalies and resolve financial information issues.
The major area of responsibility for this position is focused on analysis of budget formulation submissions, analysis of budget execution reporting.

Requirements & Skills 6

Must have strong knowledge of MS Excel and Pivot Tables/MS Word.
Candidate must be comfortable in a dynamic, fast-paced environment with short and rigid deadlines.
Candidate must possess good writing and editing skills, including clear organization and concise presentation.
Candidate must have excellent communication skills and be able to effectively communicate with team members, Government Staff, and Senior Leadership.
- Candidate must be willing and able to work extra hours when required, especially during the budget build cycles.
- Bachelor's Degree in Business or Finance Related - possible equivalence with experience.
- A minimum of five (5) years of experience working with the intelligence Community within the financial management discipline, with at least three (3) years of experience as a financial management analyst.

Job summary 7

The Budget Analyst position conducts a variety of financial analyses, variance analyses, assists in developing planning systems and procedures and makes recommendations to management. Deals with issues of moderate to advanced complexity, requiring decision-making, including participating in developing, interpreting and implementing financial concepts of planning and control and developing and maintaining financial systems and projections. Performs a variety of budget coordination and control functions.

Duties & Responsibilities 7

Requirements & Skills 7

Job summary 8

Under general supervision, a Budget Analyst analyzes and reviews fiscal activities of agencies and conducts studies of the organization, methods, and procedures of agencies.

Duties & Responsibilities 8

Analyzes departmental budget requests. Reviews requests for fund transfers. Reviews proposed expenditures for conformance to approved budget. Assists assigned agencies in the preparation of budget requests.
- Conducts studies of the organization, methods, and procedures of County agencies. Conducts continuing analysis of organizational efficiency, management, methods, and records control. Prepares statistical and narrative reports.
- Maintains position control records. Investigates and analyzes requests for new or additional positions to ascertain that such requests are justified.
- Assists in the development of coordinated data processing systems. Assists in the implementation of new techniques, procedures, methods, and systems.

Requirements & Skills 8

Graduation from an accredited college or university with a bachelor's degree in accounting, business administration, economics, finance, public administration, political science, or a closely related field
At least two years' experience in budget analysis and/or management analysis
Preference given to candidate with public agency internal fiscal/budget management and analysis experience

Job summary 9

This Budget Analyst will enjoy a great team atmosphere and excellent benefits with stable organization while reporting to top management.

Duties & Responsibilities 9

Assist in preparation and completion of Annual budgets including, all direct costs and revenues and general and administrative costs
Assist preparation of multi-year forecasts for use by management and outside stakeholders.
- Analyze and report on budget to actual on a monthly basis to upper management
- Prepare charts graphs and reports to communicate trends and deviations from budget
- Communicate with billing and accounting to research and explain trends and deviations.

Requirements & Skills 9

Bachelor’s degree in accounting, finance or economics
1+ years experience in financial analysis
- Advanced Excel skills required
- Experience with Data manipulation
- Work experience on Great Plains, SAP and Tableau preferred

Job summary 10

We are seeking a Budget Analyst to work in our office.

Duties & Responsibilities 10

Develop monthly variance report
Perform annual budget call
Assist with funds requests
Calculate Professional Services funding
Create and analyze EDW reports (e.g., Contract Balance Reports)
Calculate and obtain approval for CLIN moves
- Collect and report FRM process area metrics
- Analyze and track monthly costs and spend against approved budget
- Develop budget analysis communications for leadership review

Requirements & Skills 10

Bachelor's degree in accounting, finance, economics, business administration or related field of study from an accredited college or university
Five years of increasingly responsible analytical experience in budget and finance
In lieu of a degree, 9 to 12 years of related work experience in government or corporate budget and finance
Interpersonal and communication skills
Financial reporting
- Complex analytical skills
- Problem-solving skills
- Intermediate to advanced spreadsheet and/or database skills

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Budget Analyst Job Description

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