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

Job summary 1

The Budget Manager position is responsible for all programmatic aspects of internal and external reporting for the program. This position is the primary financial liaison with program staff, and will lead efforts to coordinate alignment across executive, program and development staff related to financial information.

Duties & Responsibilities 1

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Requirements & Skills 1

Bachelors degree in Finance or Accounting
Requires 4 or more years of recent relevant experience in nonprofit budget management, including management of complex revenue streams
Knowledge of Federal compliance requirements
Experience with software enabled budgeting a plus
Experience working with program staff to translate effort to budget needs in annual work planning
- Experience working with cross-functional teams
- Strong attention to detail, solid written and oral communication skills, and deadline oriented
- Demonstrated cultural competency and interpersonal communication skills that enable working with individuals from different roles across the organization

Job summary 2

The Budget Manager exercises independent judgment in the performance of duties and responsibilities. The Budget Manager is responsible for the general administrative management of all grants, procurement, budget preparation, Administrative Review Committee (ARC) contracts, and travel and purchase card approvals, and represents the State's Attorney at public meetings, council sessions and legislative hearings. The incumbent meets with other agency directors, deputy directors, elected and appointed officials regarding management issues.

Duties & Responsibilities 2

Requirements & Skills 2

Master's degree from an accredited college or university in Accounting, Business/Public Management, Finance, Economics, Quantitative Analysis, or closely related field;
Plus four (4) years of professional management experience involving responsibility for developing, monitoring and administering a diversified operating budget experience, and grant preparation/administration
Including at least two (2) years in the supervisory role.

Job summary 3

The Budget Manager works closely with the Director of Administration Operations in overseeing day-to-day office operations with a focus on supporting staff and the smooth and efficient operation of all office systems and equipment. Budget Manager is responsible for procuring equipment, office and equipment maintenance, improving processes, keeping staff updated and trained on AV, phone systems and office equipment. Works closely with IT and acts as a help desk for all office equipment and systems, as well as troubleshooting and training on computer software. Position is also responsible for coordinating budget entry and reporting for the Administration department. The Budget Manager manages the Merrill Center Receptionist and works with the Company State Office Managers to ensure they have the tools and training they need to manage office operations in the state and regional offices. Additionally, this position ensures consistency and efficiency across all offices and with all office supplies and equipment.

Duties & Responsibilities 3

Supports office operations and training for all Company offices.
Coordinates budget process for the Administration Department; consolidates budget creations and forecasts and enters into Finance software. Provides regular budget reports to department budget team.
Acts as a liaison between IT and office staff on all technology needs and training.
- Work to ensure that systems, organizational culture, and practices are aligned with Company’s mission, values and commitments.
- Develop and refine programs and activities to ensure equitable practices and support the development of a diverse and effective team.
- Ensure an inclusive working environments that supports diverse populations

Requirements & Skills 3

Minimum of three years’ experience in a comparable position; excellent organizational and people skills; good communication and writing skills and able to work in a fast-paced environment; self-motivated and able to handle many duties at one time; good managerial skills and able to work and develop others as a team; advanced knowledge of Microsoft Office (including Word, PowerPoint, Excel, Publisher), graphics/desktop and Internet software knowledge helpful.
Ability to communicate effectively with people from diverse backgrounds and experiences.
- Ability to receive and give supportive feedback to foster equity and inclusion in working relationships.
- Ability to recognize, nurture, and learn from strengths in co-workers.
- Having flexibility to accomplish job responsibilities in several work environments, whether it be from home, on the road, or in an office.

Job summary 4

We are looking for a Budget Manager with good communication and interpersonal skills, someone who is a ""big picture"" thinker that can come up with creative, out-of-the-box solutions, has a positive attitude, and enjoys working with a collaborative team. The ideal candidate will be a solution focused problem solver who has strong leadership and facilitative management skills, is open to change, is flexible in their approach, has the ability to handle difficult situations, enjoys challenges, can see things through to completion, and works well independently and as a team. And a bonus if you have experience and understanding of the state budget process.

Duties & Responsibilities 4

Requirements & Skills 4

Bachelors or higher degree from an accredited college or university involving major study in finance, business, accounting or public administration.
Research and Analytical Skills/Abilities: Ability to research, evaluate and draw conclusions from data; support recommendations with facts and analysis; interpret and apply rules, laws, policies and procedures.
- Communication Skills/Abilities: Ability to convey ideas and facts orally and in writing using language the audience will best understand.
- Consulting Skills/Abilities: Ability to partner with clients to identify and resolve complex or sensitive issues.
- Relationship-Building Skills/Abilities: Ability to develop positive, productive, respectful working relationships with clients and co-workers.

Job summary 5

Budget Analyst performs advance budget preparation and financial analysis work. The work involves the examining, reviewing, and analyzing operating budgets; compiling statistics and reports relating to budgetary activities; preparing and revising legislative appropriation requests, operating budgets, and other required reports. Provides technical advice and assistance to department staff on budgetary matters. The Budget Analyst uses a variety of software applications that can include Excel, Access, Word, HHSAS, CAPPS, and ABEST to perform essential job functions. The Budget Analyst works under direction of the Budget Manager with extensive latitude for the use of initiative and independent judgment.

Duties & Responsibilities 5

Provides ongoing budget management to ensure financial resources are allocated in the most efficient manner to best support services and expenditures are maintained within approved levels.
Develops and loads monthly budget projections, in accordance with established guidelines.
Initiates budget adjustments when there is a need to revise allocations.
Performs budget liaison functions. Interprets/clarifies financial and budget policies and procedures to regional staff.
Participates in the preparation and development of the annual operating budget process.
- Monitors, reviews, and analyzes operating budgets to ensure budgeted amounts are aligned to appropriated amounts, funds have been appropriately allocated, and the use of funds is appropriate.
- Monitors, reviews and analyzes expenditure patterns and trends to determine potential for reallocation, realignment, or adjustments to accomplish programmatic requirements.
- Compiles financial statistics and reports related to program operations.

Requirements & Skills 5

Job summary 6

The Budget Manager supports budget development and execution for the Department’s annual budget. This includes coordinating with assigned stakeholders to develop annual budget requests, executing budget actions in the Department’s financial system, monitoring and reporting on budget and expenditures, and other activities that support budget processes. In addition, this position will provide support for the Department’s legislative budget submission, which involves preparing budget schedules, developing decision items, responding to requests for data and information from external stakeholders, etc. Finally, this position will be responsible for implementing public sector best practices in all assigned work areas and for driving the improvement of budget processes and systems within the purview of the job description.

Duties & Responsibilities 6

Respond to stakeholder requests by gathering information, researching or investigating the issue, analyzing available data, and making recommendations on possible solutions.
Communicate effectively and frequently to ensure that assigned stakeholders are aware of, understand, and follow all Company guidelines, policies and processes throughout the budget cycle.
Collaborate with staff in assigned program areas to learn about the programs’ operations.
Attend relevant meetings to stay apprised of current events and issues to proactively address any budget-related issues.
Respond to requests for information about assigned program areas from a variety of internal and external sources, and coordinate with stakeholders as needed to provide accurate and timely responses.
Provide regular reporting on the budget and other financial information, with a focus on transparency, accuracy, and accessibility.
- Prepare memos, reports, presentations and other materials for various stakeholders, including the EMT and TC.
- Proactively identify opportunities to improve Company’s processes, service delivery, and transparency.
- Maintain an organized repository of resources to build expertise in assigned program areas, and identify opportunities for cross training with other staff.

Requirements & Skills 6

Job summary 7

The ideal Budget Manager will possess the willingness to use their expertise in transforming University into a leading 21st century living and learning environment.

Duties & Responsibilities 7

Requirements & Skills 7

Bachelor's degree in Business or management; Master Degree (preferred) with five to seven years increasingly responsible finance, budgeting and reporting experience
Two to three years of experience in grants management and budget preparation for grants
Ability to exercise critical human relations skills and analytical skills
Strong written and oral communication
Excellent interpersonal skills
Oriented to attention to detail
- Ability to acquire working knowledge of the language of Bioethics sufficient to support budget management and financial reporting
- Computer skills including Microsoft Word, Excel, and Internet use
- Must be a team player

Job summary 8

The purpose of the Budget Manager position is to prepare, manage and oversee, in the support of the Chief Financial Officer, the budget process and operational practices of the City’s Operating, Capital Improvement Projects (CIP) and Debt Funds, including all financial components related to the City. Responsibilities include preparing, analyzing and reconciling; departmental and fund budgets, revenue and expenditure data on a monthly and annual basis; year-end reconciliation of fund balances to the Annual Financial Report, Prepare and Publish the Annual Budget Document. This position supervises and provides direction to the budget staff.

Duties & Responsibilities 8

Prepares annual budgets and checking mathematical details, gather information from appropriate sources and compiles annual budgets for the City.
Prepares and analyzes revenue and expenditure reports; advising the supervisory personnel of revenue and expenditures trends, preparing periodic reports of revenue and expenditures to convey relationships of estimates to actual expenditures to supplement City budget reports.
Oversees periodic review of budgets by preparing comparative analysis of operational programs; analyzing costs in relation to services performed during previous financial year, submitting reports to Supervisor with recommendations for budget revisions.
Aware of all legislative changes pertaining to the City’s Budget documentation and procedures.
Performs budget modifications by analyzing accounting records and personnel costs data to determine financial resources required to implement program and submitting recommendations for budget allocations.
- Review City Council Communications for financial accuracy and assist departments with the financial aspects of both operating and capital improvement project budgets.
- Serves as a liaison to city departments and committees on operational and/or business-related affairs relative to the assigned budget operations.
- Assist in presenting annual operational and capital improvement projects budgets to City Management, City Officials, and/or the public as required.

Requirements & Skills 8

Education: Bachelor’s Degree or equivalent in Accounting, Finance, Business Administration, with a Master of Public Administration preferred.
Experience: Five (5) years of increasingly responsible experience in a senior level management or budget administration, Finance or Accounting related position, preferably within municipal government. One (1) year of supervisory experience preferred.
Licenses: Valid Class C Driver's License required.
Certifications Required: None.
Reading: Advanced level with the ability to understand complex items such as literature, proposals, legal documents, financial documents, contracts, technical items and detailed reports. This level typically obtained at college level or above.
- Math: Advanced level with the ability to apply fundamental concepts of theories, work with advanced mathematical operations methods, and functions of real and complex variables. This level typically obtained at college level or above.
- Writing: Advanced level with the ability to write editorials, journals, speeches, manuals, or critiques. Ordinarily, such education is obtained in at the college level or above. However, it may be obtained from experience and self-study.
- Managerial: The employee normally performs the duty assignment within broad parameters defined by general organizational requirements and accepted practices. Total end results determine effectiveness of job performance.

Job summary 9

Under general supervision, the Budget Manager manages the development of the City budgets for City Administration; manages staff, manages the technical budget review and approval process, and assures compliance with government accounting standards.

Duties & Responsibilities 9

Manages the preparation of operational, performance, Capital Improvement Program (CIP), and other budgets for the City; manages the annual budget development and review processes; establishes and monitors budget development standards, policies, and calendars; publishes final approved City budget.
Prepares composite budget; compiles budget data from Departments, and develops a recommended budget proposal; recommends appropriate budget levels for departments.
Evaluates the effectiveness of City departments’ and programs’ operations as identified in performance budget; manages development of performance measures, and analyzes productivity reports compared to performance benchmarks; identifies performance issues, and coordinates corrective actions.
Assists City management with budget planning; confers with department directors and program managers regarding spending needs; assesses department requests and recommends funding priorities.
Prepares statistical analyses to evaluate trends and estimate future financial status; develops short and long range revenue and expenditure forecasts, and multiyear forecast models; evaluates revenue and expenditure trends, compares to budget and projections, identifies issues in revenue and expenditure control, and recommends planning revisions, bonding opportunities, and budget adjustments.
- Manages, coaches and trains staff, and evaluates performance; meets regularly with staff to discuss and resolve priorities, workload, resource allocation, technical issues, quality standards, and services; monitors workload, special projects and assignments, and assures that quality and timeliness standards are met.
- Researches Budget issues, and evaluates and analyzes financial data and trends; projects future resource availability, and recommends corrective actions.
- Manages budget training programs for City staff.

Requirements & Skills 9

Bachelor’s Degree in Finance, Business or Public Administration; five years experience with government finance and budget operations, including supervisory experience; OR an equivalent combination of education, training and experience.
A valid State Driver’s License may be required.

Job summary 10

Reporting to the Administrative Director of Finance, the Budget Manager will provide support relative to the department’s financial activities, such as: managing key monthly, quarterly, and annual financial processes, including monthly spending analysis, quarterly financial reporting, and annual budgeting. This includes the Variance Analysis report regarding revenues and expenses with the use of the Financial Statements (Consolidated Operating Statement, Profit and loss Statement and other reports). Will assist Director of Finance in preparation of Profit and Loss Statements.

Duties & Responsibilities 10

Requirements & Skills 10

Requires a bachelor's degree or equivalent in education and experience plus four years of related experience preferably in Accounting.
Strong, proven advanced Excel skills, including, but not limited to, development of pivot tables, complex formulas, imports and exports from variant data sources. Demonstrated acute attention to detail, critical thinking and judgment, as evidenced by minimal errors in final product(s).
Proven ability to work on time sensitive projects with limited direction, meeting critical deadlines. Ability to establish and maintain credibility with peers and senior leadership through effective written and oral communication. Ability to multi-task; possess strong organizational skills.