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Budget Management Expert
2 months ago
The Credence Management Solutions, LLC is seeking a highly skilled Financial Planning Specialist to join our team in a key role. As a top financial advisor, you will provide budget management for our primary contracted projects and activities.
Key Responsibilities- Provide budget management for the division's primary contracted projects and activities
- Review, edit, and consolidate budget estimates and provide analysis on requests for additional project funds
- Perform detailed tracking and review of funds received by the division and division projects
- Create, maintain, and provide assistance to our team with administrative and complex financial tracking systems
- Update, manage, and create databases to track all funding allocations received from various sources and expended into a range of contracts and sub-contracts
- Analyze financial reports and invoices to advise management on the status of funds
- Assist in the review of analyzing budgets for each object class, appropriate allotments, and use of allocated funds in conformance with contract and Agency regulations
- Identify and analyze trends in the receipt, obligation, and expenditure of funds in relation to division and project objectives
- Work closely with leadership of our team and other staff to prepare division financial and results reviews and budget requests
- Master's degree with 6 years of relevant experience, or bachelor's degree with 8 years of relevant experience, Associate's degree and 10 years of relevant experience, or High School graduate and 12 years of relevant experience
- US Citizenship or US Permanent Residency with the ability to obtain and maintain a Facility Access clearance
- Proficiency in the use of Microsoft Office Suite and Google applications with an emphasis on Excel and Google Sheets, PowerPoint and Google Slides, Word and Google docs, Internet and e-mail and calendar applications
- Strong quantitative skills, attention to detail, the ability to multitask well, and organizational skills
- Excellent oral and written communications skills, including for presentations, and the ability to read, analyze, and interpret general business periodicals
- Innovation: Takes initiative to propose new ideas/approaches and demonstrates ability to find new and better ways to accomplish work
- Client Service: Communicates with clients, handling any issues politely and efficiently; understands and is available to clients; maintains pleasant and professional image
- Accountability: Takes ownership of work responsibilities and holds high standards. Keeps commitments and takes appropriate actions to ensure obligations are met
- Interpersonal Skills: Works in cooperation with others and communicates effectively with co-workers, supervisors, subordinates, clients, and other outside contacts
- Continual Learning: Assesses and recognizes own strengths and weaknesses; pursues professional development that is aligned with organizational role, contribution, and goals; proactively shares knowledge with others to foster learning across the organization