Financial Planning Analyst

1 week ago


Austin, Texas, United States augmentjobs Full time
Job Overview

Position Title: Budget Analyst

Role Summary: We are looking for a detail-oriented and analytical Budget Analyst to oversee and manage budgeting activities, financial planning, and comprehensive analysis. The successful candidate will be tasked with preparing budget documentation, tracking expenditures, and delivering financial insights to aid in organizational decision-making. The ideal applicant will possess robust financial analysis capabilities, meticulous attention to detail, and the ability to collaborate effectively across various departments.

Key Responsibilities:

  • Design, execute, and supervise the annual budget, ensuring it aligns with the organization's strategic goals and financial targets.
  • Generate comprehensive budget reports, forecasts, and financial models to facilitate strategic planning and informed decision-making.
  • Evaluate budget proposals, expenditures, and financial data to uncover trends, discrepancies, and potential cost-saving opportunities.
  • Work closely with department leaders and management to collect budgetary needs and offer guidance on budget formulation and distribution.
  • Review and sanction budget modifications, ensuring adherence to organizational policies and procedures.
  • Track actual spending against budgeted figures, providing regular updates and strategic recommendations to management.
  • Conduct financial assessments to gauge the success of budget strategies and pinpoint areas for enhancement.
  • Assist in crafting financial presentations, reports, and documentation for both internal and external stakeholders.
  • Remain informed about industry trends, best practices, and regulatory standards related to budgeting and financial oversight.
  • Offer training and support to staff regarding budgeting processes, tools, and best practices as necessary.

Qualifications:

  • Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related discipline (Master's degree or advanced finance certification preferred).
  • Demonstrated experience as a Budget Analyst or in a comparable financial role, with a proven history of managing budgets and conducting financial analysis.
  • Expertise in financial analysis tools and software, including Excel, financial modeling, and budget management systems.
  • Strong analytical and problem-solving abilities, with the capacity to interpret financial data and provide actionable insights.
  • Exceptional communication and presentation skills, with the ability to convey financial information to non-financial audiences.
  • Familiarity with accounting principles, financial reporting, and budgeting best practices.
  • Detail-oriented with a commitment to accuracy and consistency in financial reporting.
  • Ability to work autonomously and manage multiple projects and deadlines efficiently.


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