Financial / Budget Analyst Job Description

Financial / Budget Analyst Job Description

159 votes for Financial / Budget Analyst
Financial / budget analyst provides effective communication and customer service skills, in addition to demonstrating ability to perform in a team environment, utilizing excellent interpersonal and problem solving skills.

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:

Will become Subject Matter Expert (SME) for budget software (IBM Cognos TM1) and work with Corporate IT/IS resource to maintain and improve SCS’s use thereof
Must be highly proficient in the use of Microsoft Excel required
Monthly reporting (financial performance, business KPI’s) - internal and group level
Being highly involved on the end of month close process by providing consolidated financial and business reports
Partnering on financial forecasts consolidation and reporting process and presentations internal and group level
Maintaining executive dashboards monitoring KPI’s
Ad hoc financial & business reports for upper management
Assists in the annual budgeting and planning process and assist program managers in defining their budgets
Perform forecast, annual budget, and annual operating plans
Work closely with the business to understand business areas of risks and opportunities and report performance objectives

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:

Ability to perform detail-oriented work in a fast-paced environment are
Excellent organizational skills
Excellent organizational
Associated project artifacts
Problem solving skills
Software development life-cycle desired
Word processing and integrated software applications

Desired experience for financial / budget analyst includes:

Provide support to strategic initiatives and process improvements
Participate in process improvement efforts for tools used in periodic reporting and analysis
Contribute key analysis for Senior Management and Board of Directors presentations
Complete analysis upon request to provide insight to business units and senior management
Takes a lead role in preparation of Bank’s consolidated financial statements for budget, forecast and strategic plan reporting and analysis
Prepares management reports and makes presentations on study results

Financial / Budget Analyst Examples


Financial / Budget Analyst Job Description

Job Description Example
Our company is looking to fill the role of financial / budget analyst. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for financial / budget analyst
  • 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
Qualifications for financial / budget analyst
  • 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

Job Description Example
Our company is growing rapidly and is looking to fill the role of financial / budget analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for financial / budget analyst
  • 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
Qualifications for financial / budget analyst
  • 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

Job Description Example
Our company is searching for experienced candidates for the position of financial / budget analyst. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for financial / budget analyst
  • 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
Qualifications for financial / budget analyst
  • 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

Job Description Example
Our innovative and growing company is looking for a financial / budget analyst. 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 financial / budget analyst
  • 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
Qualifications for financial / budget analyst
  • 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

Job Description Example
Our company is looking to fill the role of financial / budget analyst. 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 financial / budget analyst
  • 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
Qualifications for financial / budget analyst
  • 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

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