Financial / Budget Analyst Job Description
Financial / Budget Analyst Duties & Responsibilities
To write an effective financial / budget analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included financial / budget analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Financial / Budget Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Financial / Budget Analyst
List any licenses or certifications required by the position: CDFM, CGFM, CPA, CMA
Education for Financial / Budget Analyst
Typically a job would require a certain level of education.
Employers hiring for the financial / budget analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Finance, MBA, Business/Administration, Accounting, Business, Economics, Education, Communication, Financial Analysis, Finance/Economics
Skills for Financial / Budget Analyst
Desired skills for financial / budget analyst include:
Desired experience for financial / budget analyst includes:
Financial / Budget Analyst Examples
Financial / Budget Analyst Job Description
- Functions as key finance liaison for at least one major profit group within the Bank in this role
- May lead or assist in the development and coordination of enterprise-wide planning calendar build-out in support of forward-looking projections
- Assists with the integration of initiatives and new entities into budgeting processes
- May lead or assist in the development and implementation of internal Corporate FP&A and/or Line of Business process improvement and enhancement projects
- Provides training and guidance to less-experienced staff and internal customers
- Preparing Funding Action Requests (FARs) and Procurement Request (PR) packages and funding documents
- Performing travel order management tasks (SABRES/DTS processing
- Maintaining current baseline budget execution information
- Completing variance to goals and variance to plan explanations in NHS
- Monitors and provides financial insight into the financial control of FEP PMO managed special projects and significant core projects
- Strong knowledge of financial accounting, financial analysis and principles of economics
- Strong knowledge of financial institution balance sheet and profit and loss analysis techniques
- Understanding of Hyperion Essbase & Planning is a plus
- Understanding of banking principles and concepts is a plus
- Focus on measurable results consistently delivered on a timely basis
- Familiarity with financial institution-based Funds Transfer Pricing concepts is a plus
Financial / Budget Analyst Job Description
- Participate in the collection, verification, and management of data from various units
- Effectively Communicate Results to Business Leaders and Sr
- Provide support in preparation for and conducting program and budget reviews preparation materials for KC leadership to attend meetings with ODNI, OSD, and OMB staff
- Coordinates with the Manager of Budgets and Contract Administration the Microsoft Enterprise Agreement select an ESA (Enterprise Software Advisor) to assist with the overall Microsoft Purchase
- Assists with tracking capital and expense dollars spent vs
- Provide support in preparation for program and budget reviews
- Analyze and interpret financial data to detect trends and identify needed corrective measures and processes to improve accuracy and utility of the general ledger and subsidiary accounts experience for Budgets
- Analyze program trends/anomalies in accounting system transactions
- Analyze and assess current and historical financial data for the purpose of developing special reports for use in improving the efficiency, accuracy and usefulness of Financial Statements
- Determine if accounting transactions are consistent with prescribed coding and that transactions are processed in accordance with US Standard General ledger definitions
- Experience using a sophisticated ERP system
- Ability to manage multiple projects and perform in a fast paced environment
- 3+ years of experience in banking/financial services industry preferred
- BS degree in Business, Finance, Economics, or related field and 3 year of job-related experience or equivalent
- Positive, problem-solving attitude is a must
- Candidates must be able to multitask, work independently and effectively manage time
Financial / Budget Analyst Job Description
- Coordinate annual budget preparation for the entire Small Caliber Systems Division
- Coordinate monthly/quarterly forecasts for Small Caliber Systems (SCS)
- Establish budgets, track performance, and provide variance analysis for all support groups
- Work closely with Senior Leadership to establish budget targets and identify cost savings initiatives
- Track performance of overhead rates and provide analysis for variances from plan
- Provide ad-hoc reports and analysis as requested by support group budget owners
- Perform certain duties for month-end close that relate to overhead budget expenses
- Compile monthly data required to populate reports and if appropriate dashboards
- Reconcile and validate quarterly financial and statistical data
- Run routine audits to ensure data integrity in all reports
- Prior Category, Corporate FP&A and/or Business Unit experience preferred
- Bachelor's Degree Finance, Accounting, Business/Business Administration required
- Experience working with multiple Gov’t financial databases
- Associate’s degree in Finance or Accounting required
- 3+ years of progressive financial analysis experience required
- Intermediate level of experience Microsoft Office applications to include Word, PowerPoint and Outlook also required
Financial / Budget Analyst Job Description
- Support ad-hoc financial reporting or decision support needs
- Create and/or maintain new and/or existing dashboards and reports
- Creates and maintains an up-to-date status report of all priorities, tasks, and issues on a weekly basis
- Effectively collects, analyzes, and create solutions to report data
- Demonstrates accuracy and thoroughness with data
- Consistently reviews and validates numerical data based on a thorough understanding of financial concepts and healthcare principles
- Demonstrates competency in required job skills and exhibits ability to learn and apply new skills
- Demonstrates proactiveness and resourcefulness in finding answers and solutions
- Actively and honestly communicates relevant information to supervisor and other team members in a timely manner, taking necessary precautions to guard confidential information
- Decision Support/Business Intelligence experience required
- 2 + years of healthcare finance experience preferred
- Ability to prepare / present statistical and narrative reports preferred
- Intermediate level skills in MS Access
- Must possess effective management-level communication and presentation skills
- Bachelor's degree (B.A.) Accounting or Finance
- Minimum of 1 year related experience and/or training in Financial Analysis and Accounting
Financial / Budget Analyst Job Description
- Financial reporting and analysis preferred
- Labor Tracking and Benchmarking preferred
- Business Intelligence Software (Qlikview, Tableau, SAP, ) preferred
- Bachelor’s degree in Business, Accounting, Finance, Information Systems, or five years related experience in lieu of a degree
- Minimum two years of finance/healthcare experience
- Master’s in Business Administration degree in Finance or Accounting equivalent
- Transfer budget from Allscripts EPSi to Oracle as needed
- Supports top management for decision making, analyzing the investment projects and new business profitability
- Ensures fulfilment of required production orders according to established timeframe, defining productive capacity of the plant and interchanging information with programming areas of the other plants
- Coordinates orders distribution
- Minimum of 1 year experience using accounting software
- Bachelor Degree in business, accounting, finance or related field
- Minimum of 2 years financial reporting experience, preferably in an integrated ERP environment
- Minimum of 4 years of experience in performing financial analysis to include modeling, channel / account analysis, and profitability analysis
- Ability to see the big picture but also work at a detailed level
- Strong and self-confident personality with the ability to challenge assumptions and ideas and influence without authority