Budget Analyst Jobs

About The Position

Requirements

• Bachelor's Degree
• Approximately 2-3 years financial analysis, finance, or budgeting experience.
• Proficient knowledge of Microsoft Office Suite, including Excel - vlookups, pivot tables, etc and MS Access.
• Experience with databases and reporting software.
• Demonstrated strong interpersonal skills; ability to interact with multiple constituencies and faculty/staff from all levels of the organization and exercise good “people skills”.
• Demonstrated ability to manage multiple priorities efficiently and diplomatically in a high-pressure, complex environment.
• Demonstrated strong organizational skills and ability to pay close attention to detail.
• Strong oral and written communication skills.
• Immediate to expert knowledge with Excel and PowerPoint.

Nice To Haves

• Finance, economics or related degree is preferred.
• Budget related experience in higher education institution is highly desired.
• Fund accounting knowledge helpful.
• Experience with enterprise resource planning system such as SAP, Oracle or PeopleSoft is a plus.

Responsibilities

• Assists in the development of the WCM annual operating budget and associated policies and guidelines. Gathers industry or peer data for comparison and best practices.
• Responsible for the administration of departmental budgets and the implementation of these budgets into the enterprise financial system.
• Works on the preparation & distribution of institutional allocations; prepares related schedules for funding sources; updates & maintains changes to allocations as necessary; maintains budget databases & models used for allocations & trending analysis.
• Assists in the preparation and maintenance of monthly revenues and expense reports for WCM’s operating budget. Analyzes reports for data integrity, variances, trends and cyclical events.
• Assists in the development and maintenance of budget models and tools for forecasting used in the development of the budget.
• Assists in the preparation of presentations and financial materials for meetings with WCM senior leadership, Board of Trustees and the Board of Overseers and the Business and Finance Committees.
• Meets with financial officers from institutional departments on budgetary requests or issues; communicates and explains budget policies to ensure adherence to Medical College policies and standards.
• Develops and maintains monthly budget vs. actual reports; analyzes variances; identifies and rectifies any budget discrepancies; escalates any unresolved issues as needed.
• Prepares and updates various schedules of institutional resources including institutional endowments, scholarships, and research funds, etc.
• Performs funding and transfer mechanisms including revenue/expense transfers and funding of institutional subsidies. Prepares ad-hoc budget/financial reports as requested.
• Performs other related duties as assigned.