Budget and Forecasting Analyst

Amano McGann•Roseville, MN

15h

About The Position

The Budget and Forecasting Analyst is responsible for preparing, consolidating, and analyzing budgets, forecasts, and internal reports, while ensuring the reliability and integrity of reporting. The role also handles some accounting functions and fleet oversight, with an emphasis on process improvements, KPIs, and variance analysis. The analyst performs financial reviews and variance research, prepares monthly financial commentary and branch P&L reports, and produces daily sales-order and revenue reporting. The position develops and maintains company-wide and departmental budgets and forecasts, capital expenditure budgets, monthly schedules, and manager templates. It also facilitates budgeting and forecasting submissions, evaluates projections against executive management expectations, and communicates departmental variances. Additional duties include documenting budgeting and forecasting procedures, training others on those procedures, maintaining fleet reporting and expense analysis, preparing fleet-allocation and commission journal entries, and distributing commission reports. The analyst may also perform ad hoc financial analysis, develop and document business processes, and identify opportunities to improve operating efficiency.

Requirements

Bachelor's degree in Accounting or Finance.
At least 2 years of progressive accounting or finance experience.
Experience with Microsoft Office applications, especially Excel.
Strong attention to detail.
Ability to work effectively with frequent interruptions.
Excellent interpersonal, oral, and written communication skills.
Ability to handle confidential information professionally.
Flexibility with changing priorities and willingness to work a flexible schedule to meet business needs.
Ability to organize, prioritize, and manage workload effectively.
Excellent analytical and creative problem-solving skills.
Ability to work independently with minimal daily direction from a manager to accomplish objectives.
Ability to work cooperatively and collaboratively with employees at all levels, management, and external agencies.
Flexibility and stress tolerance to deal with unusually busy periods.

Nice To Haves

Dynamics GP ERP experience is desired.

Responsibilities

Research variances between actual results, budget, and prior periods.
Prepare commentary on monthly financial results in relation to budget, forecast, prior month, and prior year.
Prepare monthly branch P&L reports.
Prepare daily internal reporting of sales orders and revenue results.
Prepare, develop, and maintain master budgets and forecasts for all companies, departmental budgets, capital expenditure budgets, monthly sub-schedules, and manager templates.
Facilitate budgeting and forecasting by monitoring manager submissions and assessing whether projections align with executive management goals and expectations.
Examine and communicate departmental variances by account.
Prepare policy and procedure documents related to budgeting and forecasting.
Conduct training on budget and forecast procedures.
Maintain auto fleet reporting and analysis and work to enhance expense management.
Prepare monthly journal entries for allocation of fleet expenditures.
Prepare, analyze, and record journal entries related to commission reports.
Separate commission reports for distribution to respective employees.
Complete special assignments and responsibilities requested by the CFO, Director of Finance, or Controller, including ad hoc financial analysis.
Develop and document business processes.
Identify opportunities to create operating efficiencies and improve processes.