BUDGET ANALYST JOB DESCRIPTION

Government spending does not manage itself. A Budget Analyst in the public sector translates appropriations, fund accounts, and regulatory cost principles into projections that program offices can actually use. This role owns the cycle from budget formulation through variance reporting, answering to contracting officers, agency comptrollers, and executive management. DAR/FAR compliance, multi-appropriation recordkeeping, and encumbrance processing are the technical terrain - not the exception, but the routine.

As the Budget Analyst, you will formulate, monitor, and report on government program budgets while ensuring expenditures stay within approved appropriations and comply with federal cost standards. You will operate within a dedicated budget or finance unit, supporting program managers, contracting officers, and agency leadership with the analysis they need to make defensible spending decisions.

Career Impact: Experience managing multi-appropriation fund structures and federal cost-principle compliance builds a level of technical credibility that transfers directly to GS-level advancement and senior program finance roles.

Business Impact: When a Budget Analyst misses an overrun or files an inaccurate encumbrance, programs face audit findings and funding freezes - this role is the checkpoint that keeps agency obligations clean.

Growth Opportunity: Exposure to the full federal budget execution cycle, from formulation exhibits through year-end accruals, positions analysts to move into Budget Manager or Program Control Officer roles within three to five years.

• Formulate annual budget requests by compiling appropriation data, validated requirements, and manpower costs for program leadership review.
• Monitor expenditures across multiple fund accounts to identify variances and prevent unauthorized commitments before period close.
• Prepare monthly and quarterly financial reports covering obligation status, forecast-to-actual comparisons, and projected year-end positions.
• Process encumbrance requests and correct coding errors to maintain accurate general ledger and cost-center records.
• Coordinate audit responses by assembling supporting documentation, accrual schedules, and variance justifications for inspector-general or comptroller inquiries.
• Develop budget exhibits, spend plans, and estimates-to-complete in formats required by contracting officers and program management reviews.
• Review purchase requisitions and invoices to verify fund availability, proper coding, and compliance with applicable regulations.
• Advise program staff on fund availability, budget procedures, and corrective actions needed to avoid year-end deficits.

• Bachelor's degree in Accounting, Finance, Business Administration, or a related field, or equivalent work experience.
• 3 or more years of budget analysis experience in a government, defense contracting, or public agency environment, with demonstrated exposure to fund accounting and budget execution.
• Knowledge of federal cost principles, including allowable versus unallowable cost determinations under applicable regulatory frameworks.
• Ability to prepare and defend budget formulation documents including exhibits, spend plans, and variance narratives for senior reviewers.
• Proficiency in advanced spreadsheet analysis including pivot tables, lookup functions, and multi-variable financial models.
• Strong written and verbal communication skills, with the ability to present financial status clearly to non-finance program staff and leadership.
• Demonstrated ability to manage competing deadlines across simultaneous programs while maintaining accuracy in financial recordkeeping.

• Active security clearance at the Secret level or above, or eligibility to obtain one, reflecting the access requirements common in defense and federal program environments.
• CGFM or CDFM certification, indicating formal credentialing in government financial management.
• Experience with government financial management systems used for appropriations tracking, obligation recording, or budget information reporting.
• Familiarity with PPBE processes including budget justification development and defense of proposed funding changes before reviewing authorities.

• Encumbrance accuracy rate, measured as the percentage of obligations recorded without coding correction.
• Variance explanation timeliness, tracking days from period close to submission of budget-to-actual analysis.
• Audit finding rate, reflecting the number of unsupported obligations or misclassified costs identified in inspector-general reviews.
• Year-end surplus or deficit margin within approved thresholds for assigned program accounts.
• Report delivery rate, measuring the percentage of monthly and quarterly financial reports submitted by the required deadline.
• Typical tools: Government financial management systems (commonly GFEBS, FMS, or Costpoint); budget information and reporting platforms (commonly COGNOS or Business Warehouse).

• Base Salary Range: $60,000 to $90,000 annually, depending on clearance level and agency type.
• Bonus: limited in most government and nonprofit settings, modest performance awards in federal civilian roles.
• Equity: not typically offered in public sector positions.
• Health Benefits: comprehensive federal or state employee health plans, often with strong coverage and low employee premiums.
• PTO: 13 to 26 days annually under federal leave schedules, plus 11 federal holidays.
• Common Perks: TSP or public pension enrollment, student loan repayment programs in some agencies, telework eligibility where mission permits.

Figures are estimates based on general US market benchmarks and may be outdated. Adjust based on location, company size, and seniority level.

Work authorization in the United States is required for all applicants, and certain positions may require a government-issued security clearance as a condition of employment. Reasonable accommodations are available to qualified individuals with disabilities throughout the application and employment process in accordance with the Americans with Disabilities Act. Employment offers are contingent on the successful completion of a background investigation, which may include criminal history, employment verification, and drug screening. All applicants are considered without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other characteristic protected under applicable federal, state, and local law.

The Budget Analyst delivers monthly expense analyses and annual operating budget coordination for BRC, a $100 million agency serving over 10,000 homeless New Yorkers across 29 programs. Working closely with the Director of Contracts and Budget and the CFO, this role shapes financial forecasting and resource allocation decisions that keep programs funded and deficits avoided.

Key Responsibilities

• Coordinate the preparation of the agency's annual operating expense budget.
• Prepare monthly reports and analyses of operating expense performance compared to budget.
• Assist the Director of Contracts and Budget and the CFO in periodic financial forecasts of operating expenses.
• Monitor expenditures and provide supporting spending analysis of major open purchase orders.
• Review and analyze the agency's expense budget, including allocation of resources to programs and departments.
• Conduct analyses on program efficiencies in the use of financial resources and make recommendations.
• Utilize pivot tables for vendor schedules and V-lookup tables for biweekly updating of agency-wide staffing allocation.
• Forecast expenditures and perform financial analysis, including year-end projections updated regularly.
• Prepare monthly and quarterly expense accruals and record expenditures to proper cost centers and general ledger.

Required Qualifications

• Bachelor's degree required, MBA preferred.
• Minimum 4 years of related experience.
• Experience in nonprofit, health care, consulting, or government is a plus.
• Knowledge of city funding sources and requirements.
• Superior analytical and project management skills demonstrated through work experience.
• Proficiency in Microsoft Excel and related tools.
• Excellent verbal, written, and mathematical communication skills.

Reporting to the program leadership at Aberdeen Proving Ground, the Budget Analyst leads budget formulation and lifecycle analysis for PdM - Radars under QED Systems, LLC. Partnering with government and contractor teams across multiple companies, this role builds financial documentation and system-entered data that sustains mission-critical defense program execution.

Core Functions

• Prepare budgetary documentation, audit responses, and evaluations of internal controls in support of programs.
• Enter and manage documentation into government budgeting software systems including SOMARDS, GFEBS, LMP, and DTS.
• Maintain financial records for multiple appropriations, including foreign military sales.
• Support plan, program, budget, and execute activities including budget formulation, justifying funding changes, and developing budget exhibits and lifecycle analysis.
• Enter, manage, and present data contained in government software systems such as DAMIR, PMRT, and AE2S.

Qualifications and Experience

• Minimum 3 years of experience as a Budget Analyst, or 4 additional years of related experience in lieu of a bachelor's degree.
• Proficiency in government budgeting software systems including SOMARDS, GFEBS, LMP, DTS, DAMIR, PMRT, and AE2S.
• Ability to work independently and as part of a team in a fast-paced, multi-project environment.
• Detail-oriented with strong technical, verbal, and written communication skills.
• Responsive to schedule and task deadlines with ability to multitask across simultaneous projects.

Embedded within a supervised budget team, the Budget Analyst I owns the financial management of assigned programs and contracts, including quarterly variance reporting and timely budget modifications. Working closely with funding sources and agency leadership, this role ensures fiscal compliance and supports audit readiness across a mission-driven organization.

Primary Duties

• Review and approve Budget Analyst II monthly claims and related analysis.
• Submit accurate and timely claims to funding sources.
• Provide quarterly budget vs. actual reports with explanation of variances.
• Submit timely budget modifications.
• Maintain contract files, budget files, and funding source correspondences.
• Keep open communication with funding sources to resolve various issues.
• Assist in developing the agency's annual budget and support programs and contracts audits.

Skills and Qualifications

• Bachelor's degree in Accounting or related field.
• Minimum 5 years of related experience, with supervising experience preferred.
• Working knowledge of programmatic and fiscal requirements of public funding sources and regulatory agencies.
• Knowledge of ACS Prevention, ACS Learn, or Federal Head Start contracts preferred.
• Experience with Abila MIP accounting system or similar required.
• Mastery of Excel spreadsheet development and manipulation.
• Strong organizational, interpersonal, analytical, and oral and written communication skills.
• Ability to work as part of a team in a fast-paced environment.

Sitting at the intersection of financial planning and enterprise expense management, the Senior Budget Analyst Lead owns the annual planning cycle for Law, Human Resources, and Corporate Finance while delivering analytical modeling that guides senior leadership strategy. Operating across the Head of Enterprise Expense Management's team and key functional leads, this role builds the forecasting discipline and reporting infrastructure that keeps corporate expense performance on track.

Strategic Responsibilities

• Lead the annual expense planning process for Law, Human Resources, and Corporate Finance in conjunction with respective functional leads.
• Partner closely with Human Resources in planning associated expenses such as medical and dental benefits.
• Provide insightful analysis to functional leads to help drive expense strategy and discipline around expense management.
• Support the development and maintenance of core financial planning systems used to prepare forecasts, budgets, and financial projections.
• Build process improvements that identify and track key operating metrics to improve planning and forecasting accuracy.
• Prepare monthly executive management reports and scorecards for the senior leadership team.

Minimum Qualifications

• Bachelor's degree preferred.
• 5-7 years of finance and accounting experience in financial planning, controllership, or a related area.
• Demonstrated financial analysis techniques with strong attention to detail.
• Understanding of basic accounting principles.
• Strong Excel data analytics skills and proficiency in all MS Office products including PowerPoint.
• Ability to think critically, analyze, prioritize, and problem solve with sound independent judgment.
• Self-motivated with high energy and the ability to multi-task across a diverse range of management levels.

A key member of EMHC's financial operations team, the Budget Analyst leads cost-effective management of clinic finances including vendor contract negotiation, procurement oversight, and revenue reconciliation across Tribal Field Clinics. Collaborating across all EMHC departments and Tribal Finance, this role ensures fiscal stability and regulatory compliance while actively supporting the organization's healthcare mission in the community.

Duties

• Create and monitor policy and procedure specific to EMHC and Tribal Field Clinics pertaining to financial management and budgeting, including revenue generation and accounts payable reconciliation.
• Provide monthly reports associated with accounts payable and accounts receivable.
• Facilitate procurement meetings on a monthly basis and participate in revenue generation monthly meetings.
• Manage, monitor, and negotiate new contracts with vendors.
• Establish process and procedure associated with point of sale merchant accounts including Pharmacy, Optometry, and Dentistry.
• Oversee procurement, property and supply ordering, and financial functions including payroll and time submissions.
• Assist with grants management, submission, and reporting.
• Represent EMHC professionally and establish positive communications across all departments to assure stable operations.

Education and Experience

• Bachelor's degree in Accountancy or Business required, Master's degree in Financial Management or CPA in Health Care Finance preferred.
• Knowledge of principles and practices of organization, planning, records management, and general administration.
• Familiarity with American Plains Indian culture, values, and traditions preferred.
• Computer literate with basic proficiency in Microsoft Office Suite including spreadsheet, presentation, word processing, email, and database software.
• Medical terminology knowledge preferred.
• Must hold a valid North Dakota Driver's License, pass a criminal background check, and submit to alcohol and drug screening per policy.
• Excellent communication skills with strong attention to detail and ability to maintain confidentiality.
• Must be responsible, dependable, and capable of occasional lifting up to 50 pounds.

Accurate municipal expenditure control depends on the Budget Analyst, who produces extensive monthly reports and manages encumbrance processes for programs under an OTPS unit reporting to a director. Based within a two-analyst team at a New York City agency, this role serves as the operational link between program offices, the Agency Chief Contracting Officer, and the NYC Comptroller to resolve contract and audit inquiries.

Accountabilities

• Produce extensive monthly reports and projections utilizing data from various sources.
• Participate in the City Budget Plan including Briefing Sheets, PEGs, and New Needs requests, as well as the Surplus and Needs exercise.
• Analyze availability of funds for an encumbrance process for programs under the unit's oversight.
• Create and maintain constructs for various budget codes.
• Approve, project, analyze, and monitor expenditures to ensure funds are available for payment.
• Process encumbrance requests in the Financial Management System FMS-3 and run PMRS and Info-Advantage reports for budgetary analysis.
• Prepare Form 5's for amendments, negotiated acquisition extensions, renewals, and City Council Discretionary Fund Extensions.
• Resolve contract and budget issues with the Agency Chief Contracting Officer.
• Respond to ACS and NYC Comptroller's audit inquiries, including setting up accruals, preparing closeout payment analyses, and implementing recommended changes.

Experience and Qualifications

• Master's degree in economics, finance, accounting, business, or public administration.
• 1 year of relevant experience, or bachelor's degree with 3 years of relevant experience.
• Experience in budget administration, accounting, financial or fiscal research, or program evaluation.
• Proficiency in FMS-3, Passports, CS900, Accelerator, SSPS, and Budget Information System tools.
• Strong analytical and organizational skills with the ability to manage multiple priorities and provide training to new budget personnel.

As the Budget Analyst, this role coordinates global clinical trial budget development from study start to close-out, drafting and finalizing templates for Phase I through IV studies across Clinical Operations, Finance, Legal, and research partner organizations. The clinical research team relies on this work to maintain Fair Market Value compliance, meet site activation timelines, and equip business partners with defensible budget rationales for high-stakes negotiations.

Job Functions

• Draft, review, and finalize global clinical trial budget templates for Phase I through IV studies in accordance with Fair Market Value and industry best practices.
• Utilize grant planning and industry cost benchmarking tools, ICD-9/10 codes, and CPT codes to ensure standardization of budget template format.
• Collaborate with Clinical Operations for clarifications and provide education on the budget development process and rationale.
• Monitor timelines for all clinical studies to ensure global budgets are built and delivered to business partners within required timelines.
• Lead budget delivery meetings to explain master templates and parameters to Clinical Operations, Finance, Clinical Contracting, and research partners.
• Support business partners with ad hoc cost benchmarking analysis and global budget template development.
• Identify, communicate, and propose solutions for potential budget issues that may arise.

Technical Qualifications

• Minimum 5 years of relevant pharmaceutical industry experience, including 2-3 years as a Contracts and Budget Analyst preferred.
• Knowledge of CFR and GCP and ICH requirements.
• Proficiency in Microsoft Office software.
• Strong analytical capabilities with advanced presentation skills.
• Strong written and verbal communication skills for interaction with internal and external groups.
• Demonstrated ability to manage multiple competing priorities and contribute as a member of a project team.
• Excellent planning, organizational, and interpersonal skills including mentoring and motivational abilities.

Budget Analyst builds financial plans, spend forecasts, and performance reports for an assigned portion of a mission-critical INSCOM program, working with limited oversight on detailed cost allocation and subcontractor invoice auditing. The work directly supports contractual, cost, and schedule objective compliance for government program leadership and corporate financial requirements.

Delivery Expectations

• Provide oversight and QA of labor and other direct costs for proper allocation and reporting.
• Conduct detailed analysis, problem solving, and financial modeling.
• Assist in development, improvement, and enforcement of business processes.
• Support programs forecasting with financial analytics.
• Participate in establishing and defining program plan requirements and conduct program plan studies.
• Monitor and report performance against plans to ensure contractual, cost, and schedule objectives are met.
• Prepare estimates to complete and spend plans, audit subcontractor invoices, and provide briefings and documentation for financial assessments.
• Forecast and track financial results throughout the year to meet budget projections.
• Provide project summary status reports to management as required.

Background and Experience

• Active TS/SCI clearance required.
• Associate's degree in Finance, Accounting, Business Administration, or equivalent, with bachelor's degree preferred.
• 2-4 years of related experience in program planning, contract interpretation, budget development, or government project administration.
• Knowledge of DAR/FAR and other applicable government regulations.
• CGFM or CDFM certification preferred.
• Expert level in MS Excel including pivot tables, charts, lookups, and functions.
• Familiarity with COGNOS, Costpoint, P2P, and Chrome River preferred.
• Excellent analytical skills with the ability to exercise independent decision-making and sound professional judgment.
• Highly organized with a persistent, diligent attitude and operationally curious mindset.

The Sr. Principal Budget Analyst owns indirect budget development and financial forecasting across functional organizations including Corporate Office and Enterprise Shared Service Allocations, NCTA, and Depreciation. Working closely with diverse functional area leads and senior management, this role leads quarterly EAC cycles and monthly reporting processes that keep enterprise financial performance on track.

Ownership Areas

• Develop and manage indirect budgets by functional organization and major budget categories including Corporate Office and Enterprise Shared Service Allocations.
• Ensure accurate and timely financial reports, cost forecasts, and variance explanations.
• Consolidate and analyze functional and corporate financial reports and forecasts.
• Coordinate and lead all business management functions including quarterly EAC process, financial forecasting, and monthly reporting.
• Provide financial business analysis and reporting with clear communication to senior management on financial status.
• Develop Annual Budget Plans and coordinate distribution of indirect budgets to the responsible Leadership Team.
• Interface with diverse functional areas to ensure risks are understood and financial performance is achieved.

Professional Experience

• Bachelor's degree in Business Management, Accounting, Finance, or related field with 10 years of experience, or Master's degree with 8 years of experience.
• Knowledge of Cost Accounting Standards and Federal Cost Principles including direct vs. indirect and allowable vs. unallowable costs.
• Knowledge of Generally Accepted Accounting Principles (GAAP).
• Full working knowledge of Financial Planning including Annual Operating Plan development, budgeting, forecasting, and capital expenditures.
• Advanced proficiency in MS Office including Excel, PowerPoint, and Word.
• Public accounting experience preferred.
• Experience in developing process improvements with built-in checks.

Reporting to functional leadership, the Budget Analyst delivers budget compilations, variance analyses, and financial forecasts for organizational units by drawing on proposal data, actual performance history, and expense reports. Partnering with personnel and management across multiple organizational layers, this role maintains historical cost records and drives process improvements that improve fiscal controls.

Role Responsibilities

Compile and review budgets for organizational units using proposal forecasts, actual performance, previous budget figures, estimated revenue, and expense reports to control funds.

Prepare financial plans, regular and special-purpose reports, and comparative evaluations of actual costs against budgeted funds, and determine rationale for variances.

Maintain historical records, analyze trends, establish cost rates, and prepare material forecasts.

Monitor compliance of financial policies and interpret policies for non-routine activities.

Set up IWOs and networks for projects and submit correction entries to Accounting as needed.

Interact with personnel and management at all levels across multiple functions and organizational layers.

Knowledge, Skills and Abilities

• Bachelor's degree in Business Management, Accounting, Finance, or related field with 3 years of relevant experience, or Master's degree with 1 year of relevant experience.
• MPM and EVMS knowledge or experience.
• Knowledge of SAP, Business Warehouse, or similar systems.
• Advanced Microsoft Excel skills and proficiency in Microsoft Office Suite.
• Excellent organizational, prioritization, and written and verbal communication skills.
• Experience developing and applying solutions through process improvements.
• Experience working effectively in team settings.

Embedded within a budget department, the Budget Analyst shapes operating and capital budget maintenance for multiple agencies through complex analytical studies, variance reviews, and Board of Directors presentations. Working closely with Senior Budget Analysts and agency management, this role builds the internal documentation and reporting infrastructure that supports sound fiscal governance across the organization.

Work Activities

• Perform data gathering, analysis, and reporting using MS Excel and PowerPoint.
• Prepare and review monthly financial statements including variance analysis presented to each Board of Directors.
• Prepare budget staff reports and PowerPoint presentations for the Board of Directors.
• Assist with writing and compiling a desk manual for Senior Budget Analysts.
• Provide clerical, administrative, and data entry support including organizing electronic files.

Position Requirements

• Bachelor's degree in Accounting, Finance, or related field.
• Three years of full-time increasingly responsible experience in budgeting, accounting, or a related field.
• Experience with grant budgeting is desirable.
• Experience with automated financial management systems such as PeopleSoft is desirable.
• Experience with GFOA reporting is desirable.
• Proficiency in Microsoft Office Suite programs.
• Effective written, oral, research, and analytical skills.

A key member of a government contracting finance team, the Budget Analyst leads research, financial analysis, and procurement practice assessments while maintaining databases and producing monthly financial reports using Costpoint, COGNOS, and Hyperion. Collaborating across program management functions, this role controls program spending and implements acquisition compliance improvements that directly support mission delivery.

Day-to-Day Responsibilities

• Conduct research and prepare financial analyses and forecasts.
• Generate management tools and reports to effectively control programs and document findings.
• Conduct research into procurement practices and assess and implement improvements to acquisition procedures.
• Maintain database to produce monthly financial reports and track, process, and distribute deliverables while monitoring comment status.
• Utilize Costpoint, COGNOS, and Hyperion to manage tasks.

Minimum Qualifications

• Bachelor's degree in Business required.
• Minimum 3 years of job-related experience or equivalent.
• Government contracting work experience required.
• Working knowledge of Costpoint, COGNOS, and Hyperion.
• Good written communication skills with strong organizational and detail-oriented work habits.
• Working knowledge of word processing and integrated software applications.

Sitting at the intersection of county fiscal policy and departmental operations, the Budget Analyst develops and presents annual budgets for Commissioners' Court while ensuring HCAO expenditure control, asset tracking, and budgetary compliance across departments and quasi-government entities. Operating across the Office of Budget Management, executive management, and third-party partners, this role enables informed financial decision-making and viable implementation of management initiatives within budgetary constraints.

Scope of Work

• Work with the Office of Budget Management to understand the County's budget methodology and implement it in the budget preparation process.
• Develop, prepare, analyze, and present budgetary projections and financial reports to maintain expenditure control for review by executive management.
• Collaborate with executive management and the Office of Budget Management to prepare annual budgets for presentation to Commissioners' Court.
• Monitor and analyze budgets and work with personnel to ensure budgetary compliance and fiscal accountability.
• Review contracts, purchase orders, invoices, and purchase requisitions to ensure available resources and proper budget allocation.
• Coordinate with quasi-government entities regarding third-party funding and billings.
• Perform and submit State Asset and Forfeiture Audit and track and dispose of department assets and inventory.
• Develop and communicate viable options for implementing management's initiatives within budgetary constraints.
• Effectively work with County departments and third-party personnel to resolve budgetary and financial issues.

Required Qualifications

• Bachelor's degree in Business Administration, Accounting, Finance, or related field with a minimum of 3 years of professional experience in financial reporting, budgeting, or financial analysis, or Master's degree substituting for 2 years of experience.
• Knowledge of governmental accounting, statistics, management analysis, and principles and practices of fiscal administration and budget techniques.
• Understanding of grant funding, fund accounting, and correcting and reclassifying entries.
• Advanced level proficiency in Microsoft Office products including Excel, PowerPoint, Outlook, and Teams.
• Ability to learn and apply Harris County Personnel Regulations, Purchasing rules, and accounting procedures.
• Ability to adapt quickly, work independently, and function effectively in a team-oriented environment.
• Strong written and oral communication skills with the ability to establish and maintain cooperative working relationships.

As the Budget Analyst, this role analyzes budget, funding, and contract financial data for the ISS Vehicle Office, identifying discrepancies and producing reports for working meetings, status reviews, and senior management presentations. The ISS program team relies on this work to maintain accurate task agreements, system user change request tracking, and performing organization forecast oversight that keeps the HSFTIC Contract on schedule and within budget.

Project Responsibilities

• Analyze budget, funding, and contract financial data for ISS Vehicle Office to identify discrepancies, issues, and provide forecasts.
• Develop reports and presentations for working meetings, pre-reviews, status reviews, issue resolution, and action item closure.
• Provide management and administration of ISS Vehicle Office budget products and maintain task agreements and related actions.
• Monitor performing organization forecasts and alert team lead if overruns or underruns are being forecasted.
• Perform funding and budget analyses in support of special internal and external ISS inquiries.
• Develop new and non-standard reports in ISS financial tools and provide detailed analysis of budget reports.
• Provide support for multiple ISS financial systems including ticket creation, tracking user change requests, managing requirements, and prioritizing enhancements.
• Provide ISS financial systems user training and support cost, schedule, and technical meetings.

Background and Experience

• BS or BA degree in a business management field with 5 or 10 years of business-related work experience depending on level, with additional relevant education substitutable for progressive experience.
• Must be a U.S. Citizen and successfully complete a U.S. government background investigation.
• Knowledge of project financial management principles, government budgeting processes, forecasting, and project control.
• Experience managing cost accounts and project codes, tracking actual and forecast costs, and contractor financial 533 reporting.
• Experience with large data sets and NASA financial systems such as Business Warehouse, SPICE, SAFE, and ORBIT preferred.
• Advanced Excel skills and proficiency in Microsoft Office Suite including Word, PowerPoint, Outlook, and SharePoint.
• Strong analytical, critical thinking, and written and verbal communication skills with the ability to present to senior management.
• Detail-oriented with ability to prioritize multiple tasks under tight deadlines and work with minimal supervision.

Budget Analyst delivers fund-level budgetary analysis and journal entry preparation across general, auxiliary, sponsored, gift, and plant funds for a university campus, querying PeopleSoft, COGNOS, and HRMS to identify and resolve discrepancies. Working closely with colleges, departments, and the Director of Campus Budget Operations, this role builds the reporting and recommendation infrastructure that supports an institution-wide transition to a new incentive-based budget model.

Key Deliverables

• Collect, query, and analyze PeopleSoft, COGNOS, HRMS, and Central Information Warehouse sources to review budgetary and financial activities across all unit funds.
• Identify and resolve discrepancies and irregularities and ensure timely and accurate preparation of budget journal entries and cash transfers.
• Make recommendations to colleges, departments, and units in establishing revenue, expenditure, and transfer budgets for future operations.
• Utilize reports and queries to identify and correct budget discrepancies and prevent deficit spending.
• Create, format, and analyze detailed reports and provide information to all campus units on the status of their speed types.
• Process end-of-fiscal year close-out activities and assist with establishment of new budgets as approved by the Board of Regents.
• Maintain strong team-oriented relationships and open communication with teammates, supervisors, and campus partners.

Skills and Qualifications

• Knowledge of the principles and practices of budget and accounting.
• Skill to develop diverse types of budget documents to effectively track, record, and communicate information.
• Highly skilled in Excel with the ability to quickly learn new budget software including PeopleSoft, COGNOS, and HRMS.
• Ability to research and analyze large data sets and recommend solutions to budget problems.
• Ability to communicate complex financial data effectively to non-finance colleagues via in-person, email, Zoom, and Teams.
• Ability to thrive in a dynamic work environment, adapt quickly to evolving procedures, and maintain productivity while working independently or collaboratively.

Reporting to agency managers and supervisors, the Budget Analyst leads data assembly, baseline budget preparation, and program feasibility studies while compiling narrative, graphical, and statistical reports with actionable solutions. Partnering with agency financial staff and management across administrative and operational levels, this role builds the analytical foundation that enables sound government budget decision-making and data-driven program planning.

Performance Expectations

• Gather, assemble, and format data and prepare preliminary analysis for budget preparation.
• Prepare budget presentation materials, track budgets, and generate reports.
• Develop forecasts and prepare baseline budget and revisions as needed.
• Conduct studies of new and existing programs and special projects to determine feasibility and resolve organizational, budget, and fiscal issues.
• Prepare narrative, graphical, and statistical reports with alternative solutions for resolving issues and develop and maintain databases and spreadsheets.
• Compile and analyze financial information concerning personnel, capital projects, supplies, equipment, professional services, and other expenses.
• Analyze data to create sound solutions to real-world business problems and compare financial reports using current data mining processes.
• Assist agency managers and supervisors in preparing budget estimates and proposals.

Education and Experience

• Bachelor's degree in Accounting or a related field from an accredited college or university.
• Knowledge of the principles and practices of government budget preparation and accounting.
• Experience in administrative, professional, or technical work utilizing management principles and practices.
• Basic knowledge of Microsoft Office including Word, Excel, and PowerPoint, with knowledge of or ability to learn UFMS.
• Strong analytical, planning, and time management skills with superior organizational and prioritizing abilities.
• Excellent attention to detail with the ability to compile, review, categorize, prioritize, analyze, and interpret data.
• Ability to work effectively with minimum supervision.

Budget Analyst III shapes the full annual budget cycle for assigned business units, managing Financial Plan requests, quarterly variance analyses, and purchase order compliance across a government or transit setting. The work directly supports staff advisement on fund availability, invoice payment accuracy, and month and year-end accrual preparation that sustains multi-unit fiscal integrity.

Executive Functions

• Manage the annual budget, amended budget, and mid-term financial plan cycles for assigned areas and prepare Financial Plan requests and amendments.
• Collect information, analyze current and previous expenditure data, and assess funding availability and reasonableness of requests in preparation of plans and budgets.
• Review expense and capital expenditures on a regular basis, identify potential problems, and make recommendations to management.
• Prepare, review, and analyze departmental quarterly variances of actual vs. budgeted expenditures and report results to staff.
• Advise staff on funds availability, budget codes, budget procedures, and report preparation.
• Review, prepare, and process purchase requisitions, verify funding availability and approvals, and monitor purchase orders and contracts for modifications or closures.
• Analyze, research, and process invoices for payment, ensuring accuracy, contractual compliance, proper coding, and appropriate approvals.
• Prepare month and year-end accruals and perform financial analysis and report preparation as required.

Qualifications and Experience

• Bachelor's degree in Business, Accounting, or Finance required, with relevant Master's degree preferred and substitutable for one year of required experience.
• Minimum 5 years of experience in budgeting, accounting, and financial analysis for multiple business units, with government or transit experience preferred.
• Proficient in basic accounting principles and financial analysis.
• Proficient in a large accounting system such as Oracle or Workday.
• Proficient in Microsoft Office Suite.
• Strong interpersonal skills with the ability to communicate effectively orally and in writing.
• Ability to manage time and workload effectively with sound judgment, planning, organizing, and prioritizing with attention to detail.

A key member of the financial planning team, the Budget Analyst leads cost trend analysis, industry benchmarking, and financial presentations in support of SNC's monthly reporting and annual budget processes. Collaborating across budget analysts organization-wide and senior leadership stakeholders, this role advances system-wide reporting application improvements and special studies that underpin financial, regulatory, and litigation strategies.

Strategic Initiatives

• Monitor financial performance against plans, forecasts, and budgets.
• Support cost trend analysis for monthly reporting and annual budget processes.
• Assist with industry cost benchmarking and analysis.
• Prepare financial presentations for internal and external stakeholders.
• Provide financial counsel to budget analysts across the organization on accounting, budgeting, and financial systems issues.
• Assist in system-wide efforts for budget and reporting application improvements.
• Support special studies and analysis for financial, regulatory, and litigation strategies as needed.

Technical Qualifications

• Bachelor's degree in Accounting or Finance, or Master's degree in Finance or Accounting required.
• Minimum 1 year of experience in financial planning, analysis, and budgeting, with 3 years preferred.
• Understanding of the Southern Company business model and Alabama Power and Georgia Power ratemaking mechanisms is a plus.
• Knowledge of Oracle ERP, OACS, or Oracle Planning is a plus.
• Advanced Microsoft Excel skills with VBA, SQL, C#, and Power Pivot skills a plus.
• Strong analytical, communication, problem-solving, and organizational skills.
• Ability to manage and prioritize multiple assignments simultaneously and perform routine tasks with minimal supervision.