Budget Analyst II

Members 1st Federal Credit Union•Enola, PA

About The Position

The Budget Analyst II participates in the development, coordination, and implementation of the organization’s and departments’ comprehensive annual budgets, including revenue, expenses, capital expenditures, and prepaid items, along with other forecasts and analyses. The role uses financial analysis and knowledge of financial principles to contribute to financial decisions intended to improve the Credit Union’s financial strength and performance. The Budget Analyst II analyzes financial information and identifies trends to support budget planning and conducts broad-based financial planning and forecasting as part of the Credit Union’s or a department’s strategic planning process. The role helps monitor budget variances, identify areas of concern, and recommend remedies. It regularly uses query and database tools and financial software to organize and present data for financial management. The position operates under limited supervision.

Requirements

1–3 years of related experience.
General and business knowledge equivalent to a bachelor's degree.
Solid financial analysis and problem-solving skills.
Solid interpersonal, verbal, and written communication skills.
Detail orientation, mathematical and computational aptitude, and organizational skills.
Solid knowledge of accountancy and financial institutions.
Strong Microsoft Excel and Word skills and a solid understanding of applicable software.
General understanding of database navigation and troubleshooting for reporting.
Ability to communicate effectively in English, orally and in writing.
Ability to travel, including occasional overnight travel.

Responsibilities

Participate in developing, coordinating, and implementing comprehensive annual organizational and departmental budgets, including revenue, expenses, capital expenditures, and prepaid items.
Conduct financial analysis and identify trends to support budget planning.
Conduct financial planning and forecasting as part of organizational or departmental strategic planning.
Help monitor budget variances, identify areas of concern, and recommend corrective actions.
Use query and database tools and financial software to organize and present data for financial management.