POSITION SUMMARY:
The Budget Analyst supports the Company Directors and Project Managers by gathering and analyzing project financial data, forecasting project spending, and leading the business proposal process.
JOB FUNCTIONS AND RESPONSIBILITIES:
Under general supervision, the Budget Analyst performs the following job functions:
- Develop knowledge of the project work to better assist in the evaluation of a project’s budgetary health
- Assist Project Managers by monitoring, analyzing, and comparing actual costs to proposed costs; forecast future expenditures; evaluate budget allocation change requests; prepare budget revisions when necessary
- Work with Project Managers to prepare and edit justification of budget revisions and forecasted expenditures to clients
- Help Project Managers consider unforeseen factors and/or shifts in project direction and evaluate budgetary effects; relay resource needs to the Director of Business Operations as necessary
- Maintain and develop detailed cost tracking and forecasting templates; establish and use forecasting methodologies that match company needs
- Gather, utilize, and analyze financial data from past, but similar projects to help evaluate current project spending and determine future spending
- Prepare and present current and predicted project spending analysis reports to Company Directors
- Assist in the development, implementation and documentation of company budget and procurement policies and procedures
In addition, the Budget Analyst:
- Complies with company policies and with applicable laws and regulations
- Demonstrates professionalism in the workplace
- Performs other duties as assigned
Required Skills
QUALIFICATIONS REQUIRED:
EDUCATION AND EXPERIENCE:
- Requires a Bachelor’s Degree or higher in Finance, Statistics, Mathematics or related field
- Minimum of one-year of related experience
POSITION-SPECIFIC QUALIFICATIONS:
- Demonstrated integrity, flexibility, and collaborative approach to work and ability to work under limited supervision
- Strong knowledge of Microsoft Excel; basic knowledge of Microsoft Word and PowerPoint
- Strong organizational and analytical skills and attention to detail
- Strong oral and written communication skills
- Able to prioritize tasks and meet deadlines in a fast-paced environment
- Strong interpersonal skills and able to work in a team-oriented environment
- Able to demonstrate critical thinking and problem-solving
QUALIFICATIONS DESIRED:
- Demonstrated aptitude and enthusiasm for learning
- Interest in health and social policy
Required Experience