Senior Budget & Finance Analyst

Apogee Global RMS • San Jose, CA

6d

About The Position

Apogee Global RMS is seeking a Senior Budget & Finance Analyst to support financial operations for their client. This role is ideal for a detail‑driven, analytical professional who thrives in structured, compliance‑focused environments and can translate financial data into clear, actionable insights.
This candidate will support budgeting, forecasting, financial reporting, and operational analysis while ensuring accuracy, transparency, and alignment with municipal standards.

Requirements

• 5+ years of experience in budgeting, financial analysis, or public‑sector finance
• Strong analytical skills with proficiency in Excel (pivot tables, lookups, modeling)
• Experience with ERP or financial systems (e.g., Oracle, SAP, Workday, Tyler Munis)
• Ability to interpret financial data and communicate insights clearly
• High attention to detail, accuracy, and documentation discipline

Nice To Haves

• Knowledge of public‑sector budgeting, grants, or fund accounting
• Familiarity with BI tools (Power BI, Tableau)
• Bachelor’s degree in Finance, Accounting, Economics, or related field

Responsibilities

• Assist in developing annual budgets, multi‑year financial plans, and departmental spending projections
• Conduct variance analysis and prepare monthly/quarterly budget performance reports
• Support scenario modeling, cost projections, and funding allocation reviews
• Analyze financial data to identify trends, risks, and optimization opportunities
• Prepare dashboards, summaries, and presentations for leadership and stakeholders
• Maintain financial documentation, audit support materials, and compliance records
• Review expenditures, purchase requests, and cost allocations for accuracy
• Support grant‑funded program tracking and reporting
• Ensure adherence to municipal, state, and federal financial guidelines
• Partner with cross‑functional teams to improve financial processes and control

Benefits

• High‑trust, high‑accountability culture with strong leadership visibility
• Opportunity to support meaningful, high‑impact financial operations
• Clear processes, operational rigor, and a supportive team environment
• Competitive compensation and growth opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level