Budget Assistant Job Description
Budget assistant
provides budget and financial analysis for the campus academic and administrative departments within established budget policies, accounting, and fiscal rules and practices including following all state and federal requirements.
Budget Assistant Duties & Responsibilities
To write an effective budget assistant job description, begin by listing detailed duties, responsibilities and expectations. We have included budget assistant job description templates that you can modify and use.
Sample responsibilities for this position include:
Support the Director with all budgets within the Provost’s areas of responsibility, helping ensure that all expenditures are held within approved budget limits, and processing approved budget transfers, mid-year budget adjustments, and reports as required
Undertakes research and provides support to higher level Finance & Budget Officers within ECA with respect to budget reviews of relevant intergovernmental and expert bodies
Assists the Finance/Budget Officer(s) in the preparation/finalization of budget performance reports, performing preliminary analysis of variances between approved budgets and actual expenditures
Reviews requisitions for goods and services in Umoja to ensure correct funds have been charged and the availability of funds and assists the Finance/Budget Officer(s) with the creation of unreleased and released budgets as approved by the budget committees
Assists in the development of resource requirements for budget submissions, the preparation of budget performance submissions and the preparation of supplementary information provided to legislative bodies
Consolidates data and provides support to Finance and Budget Officer(s) with respect to budget reviews of relevant intergovernmental and expert bodies
Assists the Finance and Budget Officer(s) in the preparation/finalization of budget performance reports, performing preliminary analysis of variances between approved budgets and actual expenditures
Assists the Finance and Budget Officer(s) with data input in the budget instructions for peacekeeping operations
Undertakes research and provides support to higher level Finance and Budget Assistants with respect to budget reviews of relevant intergovernmental and expert bodies
Assists in preparation of budget performance submissions and finalization of budget performance reports, analyzes variances between approved budgets and actual expenditures
Budget Assistant Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Budget Assistant
List any licenses or certifications required by the position: OPM, SES, FCIAA, RNUA, APS
Education for Budget Assistant
Typically a job would require a certain level of education.
Employers hiring for the budget assistant job most commonly would prefer for their future employee to have a relevant degree such as Associate and University Degree in Accounting, Education, Finance, Business, Business/Administration, Public Administration, Financial Management, Management, Graduate, Communication
Skills for Budget Assistant
Desired skills for budget assistant include:
Regulations
Practices and procedures
UNCW practices and procedures in regard to business transactions and ability to implement appropriately
Ability to apply financial rules
Accounting
Accounting and financial reporting experience
Budget
Budget information-gathering practices and techniques
Budget operations and monitoring
Collective bargaining contracts
Desired experience for budget assistant includes:
Work closely with the Budget Office, the Deans' and Directors' Offices, and related offices
Assist the Director in the development and submission of the annual budget process for the academic areas
Consult and collaborate as necessary with other staff members
Support the Director, who oversees the planning and fulfillment of primary year-end events including Commencement, Honors Convocation and the Fashion Show
Participate in annual updates to the strategic plan, with special emphasis on the financial impact of new and continuing strategic initiatives
Work cooperatively with the deans, directors, and department chairs, along with other Provost’s Office staff, in furtherance of the goals and activities of the Provost’s Office
Budget Assistant Examples
1
Budget Assistant Job Description
Job Description Example
Our innovative and growing company is hiring for a budget assistant. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for budget assistant
- Monitor the status of budget usage and bring up perceived issues related to budget to the management in a timely manner
- Analyzes proposed City and State legislation to determine impact on City programs and budget
- Reviews, analyses and assists in the finalization of cost estimates and budget proposals, in terms of staff and non-staff requirements, including programmatic aspects
- Assists managers in the elaboration of resource requirements for budget submissions
- Monitors budget implementation/expenditures and recommends reallocation of funds as necessary
- Monitors extra-budgetary resources, including review of agreements and cost plans, ensuring compliance with regulations and rules and established policies and procedures
- Assists in the preparation of Africa Hall budget performance submissions
- Assists in finalization of budget performance reports, analysing variances between approved budgets and actual expenditures of the Africa Hall project
- Assists in the preparation of supporting documents (narrative and supporting tables) with respect to finalization of cost estimates and budget proposals, in terms of staff and non-staff requirements with regard to the Department’s extra-budgetary resources
- Supports the Finance/Budget Officers(s) in extracting information and generating expenditure reports from computerized information system databases
Qualifications for budget assistant
- Provides purchasing support
- Processes travel and non-travel reimbursements and payments (honorariums, memberships, cash advances)
- Ability to build and work within a strong, high-functioning team
- Strong interpersonal and human relations skills, including ability to effectively manage conflict
- Excellent skills and ability to communicate effectively, in both written and verbal format, with a variety of people, including faculty and administrators, staff and affiliates
- Integrity, objectivity and confidentiality are essential, as are excellent quantitative and analytical skills
2
Budget Assistant Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of budget assistant. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for budget assistant
- Consolidate data and provide support to Budget Officer(s) with respect to budget reviews of relevant intergovernmental and expert bodies
- Assist the Budget Officer(s) in the preparation/finalization of budget performance reports, performing preliminary analysis of variances between approved budgets and actual expenditures
- Researches/compiles data and other information required by the Finance Budget Officer(s) in the review and analysis of relevant proposals
- Assists in the preparation of supporting documents (narrative and supporting tables) with respect to finalization of cost estimates and budget proposals, in terms of staff and non-staff requirements
- Supports the Finance and Budget Officers(s) in extracting information and generating expenditure reports from enterprise resource planning systems such as Umoja
- Researches/compiles data and other information required by the Finance and Budget Officer(s) in the review and analysis of relevant proposals
- Assists the Finance and Budget Officer(s) in the issuance of allotments, funds distribution and related staffing table authorizations
- Prepares submission documents to DGACM for performance and budget reports
- Supports the Finance/Budget Officers in extracting information and generating expenditure reports from UMOJA
- Assists in preliminary analysis of the extracted information and the reports generated, and highlights areas of concern for the attention of the Finance/Budget Officer(s)
Qualifications for budget assistant
- Strong oral and written communication skills, and ability to explain sometimes complex financial information to non-accountants
- Ability to collaborate effectively with people from diverse backgrounds and experiences
- Significant knowledge and strong proficiency with Microsoft Excel, Word, Access, PowerPoint and Outlook
- Strong attention to detail, balanced with ability to maintain a broad perspective
- Previous experience and skills building significant and complex financial models that integrate inputs from a variety of sources and are used to analyze organization impacts and/or drive organizational decisions
- Fluency and confidence in discourse with senior and executive leadership and other key constituents
3
Budget Assistant Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of budget assistant. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for budget assistant
- Monitors expenditures and compares with approved budget
- Research and correct discrepancies in station budget data
- Provide budget management support to PM MC Business Management Division (BMD)
- Preparation of documents needed to process budget estimates
- Prepares, processes and/or reviews paperwork, , department orders and check requests, requisitions and other budget and business forms
- Assists in the preparation and maintenance of the annual budget
- Assists in the preparation of supporting documents (narrative and supporting tables) with respect to finalization of cost estimates in terms of Supports the Unit Supervisor or Finance/Budget Officers(s) in extracting information and generating expenditure reports from computerized information system databases
- Researches/compiles data and other information required by the Unit Supervisor or Finance Budget Officer(s) in the review and analysis of relevant proposals
- Consolidates data and provides support to the Unit Supervisor or the Finance/Budget Officer(s)
- Assists the Unit Supervisor or Finance/Budget Officer(s) in the preparation/finalization of various reports, performing preliminary analysis of variances between amounts charged and amounts recovered
Qualifications for budget assistant
- A minimum of two (2) years of experience in a position requiring in-depth knowledge of principles, practices and theories related to budgeting and financial analysis in a highly complex environment
- Undertakes reviews, analyses and preparation of the Africa Hall and other construction projects medium-term plan and its revisions
- Provides input into the preparation of allotments, including redeployment of funds when necessary, ensuring appropriate expenditures
- Reviews requisitions for goods and services to ensure (a) correct objects of expenditure have been charged, and (b) availability of funds
- Assists in settling expenses to the final asset on a regular basis
- Assists in the year end closure of accounts
4
Budget Assistant Job Description
Job Description Example
Our company is searching for experienced candidates for the position of budget assistant. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for budget assistant
- Provides administrative support and escalates problems encountered to the Head of the organizational unit and/or Finance/Budget Officer(s), as required
- Keeps abreast of developments in new technologies and applied accounting practices
- Oversee overall processes related to budget planning/execution, procurement, payment, and general administration in System Planning Unit (SPU) in AITD
- Assist in the preparation of supporting documents (narrative and supporting tables) with respect to finalization of cost estimates and budget proposals, in terms of staff and non-staff requirements
- Support the Budget Officer(s) in extracting information and generating expenditure reports from Umoja
- Research/compile data and other information required by the Budget Officer(s) in the review and analysis of relevant proposals
- Assist the Budget Officer(s) in the issuance of allotments and related staffing table authorizations
- Draft routine correspondence with respect to enquiries related to relevant financial and budget matters
- Provide administrative support to the Chief of the organizational unit and/or Budget Officer(s), as required
- Collaborate with Director of Budget and Resource Planning to develop and provide financial plans and reports for College activities, including expenditure reports and forecasts
Qualifications for budget assistant
- Prepares pre-commitments, commitments, purchase orders and assists staff from substantive offices in the preparation of travel requests and travel expense reports in Umoja
- Creates shopping carts for Consultancies and contracts and creation of service entry sheets for related settlement of payments
- Requests the creation of business partners for vendors, providing inputs for creation and update of HR mini-master for consultants
- Assists in the financial backstopping of trust funds, including monitoring the status of voluntary contributions, generating expenditure reports from Umoja and monitoring reporting requirements by donors
- Work experience in higher education, with and understanding of the diversity of faculty work, research, and creative activity
- Assists in drafting the initial versions of the Financial Aspects section of the Secretary-General’s reports to the Security Council, draft resolutions and Reports of the Fifth Committee for peacekeeping operations and the Annotated Agenda for peacekeeping items
5
Budget Assistant Job Description
Job Description Example
Our company is growing rapidly and is hiring for a budget assistant. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for budget assistant
- Performs, under minimal supervision, the full range of office management and administrative support functions for the Executive Officer and Deputy Executive Officer
- Assists in the review of financial and human resources proposals/requirements
- Responds to enquiries relating to finance issues and provides information and advice to staff regarding their entitlements
- Assists with the timely management of general trust funds, including the preparation of cost plans, allotment requests, contribution agreements, substantive and ad-hoc reports on the use of trust funds and status of contributions to donors and focal points
- Coordinates the work related to travel of meeting participants and processes Travel Authorization and submits travel expense report
- Processes and monitors payments to vendors and individual contractors
- Reviews unliquidated obligations and coordinates with Accounts Division, Procurement Division and HR partners to close or liquidate unused balances
- Provides support with respect to the review, analyzing and preparation of the medium-term plan and its revisions
- Reviews pre-commitments for goods and services to ensure (a) correct commitment item have been charged, and (b) availability of funds
- Verifies accuracy of input data, ensures consistency of data in previous allotments to new allotments issued
Qualifications for budget assistant
- The ability to readily adapt to new assignments, complex tasks and changing priorities
- Prepares the requests to the Controller’s Office on redeployment of funds
- Processes fund distribution received from Headquarters and inputs allotment advice in ERP Central Component (ECC)
- Good knowledge of Microsoft Office applications (MS Word, Excel, PowerPoint, and Access Database) is required
- Process Accounts Payable and audit invoices as defined by the Internal Controls Manual
- Research and provide detailed reports/statements for internal and external customers