Job Summary:

The Budget Analyst will advise upper management in the creation, development, analysis, implementation, and adaptation of budgetary matters and financial management policy.

Supervisory Responsibilities:

• None.

Duties/Responsibilities:

• Assists in the development of the companys overall budget document, and at the departmental level, providing advice and analysis to increase the efficiency of the companys spending.
• Assists in the creation and further development of the revenue manual, budget preparation manual, budget policies and procedures manual, and other documents as needed.
• Creates monthly sales tax reports for the board of directors; assists with or produces other reports as requested.
• Assists budget manager by conducting various surveys, research, data analysis, cost-benefit analyses, and expenditure and revenue forecasting.
• Assists with projecting future financial needs and collaborates with budget manager and other management personnel to prepare long-term financial plans, and other budget and financial reports.
• Makes recommendations to improve companys fiscal efficiency based on interpretation and organization of financial information.
• Presents budget analysis and recommendations to upper level management at the beginning of each budgetary cycle.
• Develops, organizes, and maintains files, documents, and materials relating to budgetary practices according to companys policies.
• Executes transactions within the integrated budget, accounting, and purchasing system, which may include purchase requisitions, contract payment vouchers, budget data entry, appropriation revisions, and salary and budget imports.
• Oversees and compares departmental expenditures to original budget.
• Attends and actively participates in committees, professional groups, and seminars to stay current regarding new developments and trends in budgeting and finance.
• Monitors changes in the local, state, and federal tax laws, and actively monitors the local economy.
• Provides information and answers to departments regarding budgets, forecasts, surveys, financial trends, and other requested data.
• Performs other related duties as assigned.

Required Skills/Abilities:

• Excellent verbal and written communication skills.
• Proficient in accounting software and Microsoft Office Suite or related software.
• Thorough understanding of accounting and budgeting principles and practices, statistical methodology, generally accepted accounting principles, and generally accepted auditing standards.
• Thorough understanding of the principles of financial analysis and economics.
• Basic understanding of and ability to conduct cost-benefit analysis.
• Ability to skillfully perform detailed statistical analyses of budget activities.
• Ability to prepare and present clear, concise administrative and financial reports.
• Ability to work independently and complete work on schedule.
• Ability to interpret financial data contained in reports and ledgers.
• Ability to develop and maintain cooperative working relationships with various employees, vendors, stakeholders, and other interested personnel.

Education and Experience:

• Bachelors degree in Finance, Budgeting, Accounting, or related field.
• At least one year of experience involving the analytical research and reporting of complex financial data or any combination of relevant experience and education.

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.