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6-10 years of experience
Directly managed 26 congressional appropriation accounts totaling more than $3 billion.
- Project Managed the Earned Value Management (EVM) effort for a $108 million acquisition program.
- Directly managed a $4.8 million payroll, travel, and miscellaneous expense account.
- Division Team Leader for a transportation cost reduction team; successfully reduced costs by 50 percent.
- Identified and resolved a $55 million funding error which averted potential illegal federal funding actions.
- Division Team Lead for the SAP financial systems conversion and integration; managed and performed training, system and process troubleshooting, system process policy and procedural development, and implementation.
0-5 years of experience
Managed more than $25 million in research grants and contracts
- Provided ongoing analysis of revenue and expenses for multiple departments
- Researched and resolved budgetary issues and made recommendations for resolution within the framework of proper Cost Accounting Standards
- Saved University researchers thousands of dollars during departmental merger by discovering and correcting fiscal imbalances and improving compliance issues
- Generated monthly financial statements and monthly reconciliation of accounts
0-5 years of experience
Prepared $35 million dollar annual budget for the Federally Funded Head Start Program.
- Processed monthly financial reports and cost allocation schedules for transportation, meal programs,
- Provided advice and guidance on budget related issues.
- Monitored incurred obligations to ensure policy adherence within 10% of budget.
- Reduced training expenditures by 15% during negotiations with Leasing Manager.
- Improved operational level through committees and special project participation.
0-5 years of experience
Generated reports from Financial Edge for all the project for 2014 in order to enter them in Microsoft Dynamics SL.
- Created and maintained spreadsheets used to assist in developing, monitoring, interpreting, and presenting the financial information for each project.
- Entered the budget for 2014 in Microsoft Dynamics SL. Assisted in the calculation and allocation of yearly expenses for various district funds and project budgets for 2015.
- Ensure proper allocation of revenue and expenses for budgeted funds on monthly basis for 2015 budget.
- Assisted the controller in budget revision of various projects for 2015. Provided ad-hoc reports and analysis on various projects.
0-5 years of experience
Responsible for the analysis, execution and tracking of all Joint Improvised Explosive Device Defeat Organization (JIEDDO) funds for Staff and Infrastructure Line of Operation (LOO4) with a multi-year budget total of $10.58 billion.
- Performed in-depth analysis of funding requests and budget allocations to make recommendations to the Branch Chief.
- Analyzed executed funds for the past two fiscal years for quarterly reviews.
- Ensured that all funds were obligated and performed all aspects of year-end closeout.
- Worked with the accounting branch to resolve funding execution discrepancies and provided fund availability to the client on a daily basis.
- Trained new budget analysts (civilian and contractors) in the Budget Operations branch.
- Served as a member of the Red Team in proposal preparation and evaluation for the company.
0-5 years of experience
Oversaw system-driven budgetary processes and procedures for a county
government with a $6.7 billion expenditure budget for appropriated funds
- Supported the financial and budgetary aspects of the government-wide online
- Currently leading a countywide initiative related to developer cash proffers
- Served as lead consultant for the financial re-organization of several departments
- Developed a wide variety of reports for end users for accounting, budgetary, and human resources inquiries
- Authored training materials for and led monthly financial reconciliation workshops for over 200 financial personnel from over twenty unique county agencies
0-5 years of experience
Created and maintained reports for financial oversight resulting in proactive identification and action to correct inaccuracies
- Recommended and carried out solutions for funding issues generating the maximum use of funds and avoiding loss of grants
- Provided timely and accurate information for internal and external financial requests, including monthly financial reports, legislative appropriation requests, operating budgets, and ad hoc reports
- Built operating budgets for a $1.3 billion government agency based on funding streams, projected staffing, state spending plan, and administrative requests
- Monitored agency cash flow and spending authority to ensure availability of funds within legislative and agency constraints
- Developed training and reviewed procedures, created understandable documentation and methods which resulted in a more efficient work environment
0-5 years of experience
Monitored $49 million dollar budget for the Clinical Trial, track internally projects
- Obtained costs for Operation Center, network group, consortium partners and vendors
- Monitored the execution of the approved budgets, including obligations and expenditures in multi- year programs and associated administrative costs, through various automated financial management software programs
- Provided ad hoc support on a variety of budget and financial requirements
- Worked with staff on the review of individual programs and entire portfolio
- Assisted in the maintenance of allotments and general ledger accounts for transactions of multiple allowance holders
- Prepared and analyze comparative evaluation of actual cost against budgeted funds, and determine rational for variance between costs and budget
6-10 years of experience
- Improved 15 budgets by streamlining reporting and databases resulting in balanced budgets for 9 years.
- Resolved problems quickly by communicating and following up with over 1000 parents, students and staff.
- Increased office productivity by training and mentoring over 50 staff, students and volunteers on how to use new equipment.
0-5 years of experience
Formulated, justified, and executed budgets of up to $10.7 million for state health programs, and projects
- Verified budget proposals and assisted program managers during grant funding acquisition
- Ensured 100% compliance to all state and federal regulations
- Reconciled revenue and expenditure records to the General Ledger
6-10 years of experience
Position entrusts managing the police department operating budget of $168M, monitoring the Emergency Telephone System budget in the amount of $16M, analyzing transactions to determine fiscal prudence, and adjusting appropriated expense categories based on current expenditure trends.
- Controlled actual operating expenditures to account for 76% of prior year appropriated budget by scrutinizing expenditures and advocating streamlined purchases
- Enhanced the efficiency of the procurement to pay process by 50% through better coordination among various divisions within the police department and the Department of Finance
- Took the initiative to close out $500K in prior year encumbrances that were affecting current year available funds
0-5 years of experience
Performed duties in assistance to the Contracting Officer’s Representative and Budget Analyst, and fulfilled major functions in Asset Management, including receiving, inventory control, discovery and reconciliation.
- Assisted in managing and maintaining a stable budget through financial records management and preparation of financial reports for programmed funds analysis and project planning.
- Analyzed past cost trends in order to forecast future costs for budget compliancy in the areas of contract personnel, and IT goods and services.
- Reconciled monthly credit card statements and process invoices to maintain accurate receiving reports.
- Prepared purchase orders by establishing contact with vendors, acquiring and comparing price quotes, developing justification documents for procurement, and ensuring that goods and services were received.
- Maintained contact with vendors for appropriate maintenance of services and equipment.
- Led the Asset Management team, conducting annual discovery of assets & coordinating the logistics of inventory control and the overall execution of asset management.
0-5 years of experience
- Performed and conducted P&L variance and forecasting analysis during month-end close and quarter updates for supervisors. Comprised of a budget of $500K in projects.
- Developed EXCEL cash flow forecast model for capital budgeting purpose. Use resulted in 50% reduction in report response time, and 20% reduction in capital buffer which reduce the interest expense and loan-commitment fee, and improvement in budget plan accuracy.
- Provided assistance at month-end and quarter-end closes and account reconciliation.
- Assisted with year-end external audit preparation and responded to auditor inquires.
10+ years of experience
Outstandingly managed the financial accountability requirements for a 1.8 billion dollar annual budget in the acquisition of major shipboard missile systems.
- Conducted timely reviews to ensure meeting both program and audit compliance as they relate to the Office of Management and Budget and on-going program requirements.
- Administered all internal and external financial planning reports such as expenditure analysis, milestone charts, resource projects and periodic reports to management and outside financial statement auditors.
- Supervised a team of four financial and budget analysts to determine the financial impact of decisions made at all review levels.
- Administered, monitored, solicited, analyzed and consolidated budget estimates and justifications for review at all levels of the federal government.
- Conducted annual and semi-annual performance evaluations of subordinates.
0-5 years of experience
Performed and conducted P&L variance and forecasting
analysis during month-end close and quarter updates for supervisors. Comprised of a budget of $500K in projects.
- Developed EXCEL cash flow forecast model for capital
- Provided assistance at month-end and quarter-end closes and account reconciliation.
- Assisted with year-end external audit preparation and responded to auditor inquires.
0-5 years of experience
- Knowledge of missions, functions, goals, objectives, work processes and sources of funding
- Maintained oversight of unit accounts and expenses recommended corrective action when a budget surplus or deficit was identified
- Provided budget execution and administrative duties involving monitoring of current year obligations incurred against the actual expenditures regardless of the source of funds or the type of funding document exercised
- Ability to communicate effectively, both orally and in writing, to justify, defend, present, and advise on budgetary processes and actions
- Researched, reviewed and provided interpretations of accounting reports, statement and data
0-5 years of experience
Engaged in weekly and monthly S&OP (Strategy and Operations) meetings with President, VP’s and Directors
- Worked with VP of Finance and senior management teams in developing S&OP strategic operating plans
- Presented on a weekly, monthly and quarterly basis, inventory lifts vs. demand analysis
- Analyzed and compiled KPI reporting packages reviewed by senior management
- Compiled and maintained monthly, quarterly and yearly budgets
- Researched root cause of budget deficits and anomalies against actual close results
0-5 years of experience
- Supported both Funds Management Division in the travel office and the Resources Management Office
- Collected budget data from the agency’s database and utilized Microsoft Excel to manipulate the data into comprehensible formats so to present a budget status to relevant program leads and managers
- Participated in managing $50,000 to $1,000,000 apportionments allocated for travel and full time equivalents
- Assisted in the 2014 Planning, Programming, Budgeting, and Execution for a program element by creating a spreadsheet that spread $225 Million of grant money allotted to principal investigators for risk research from fiscal year 2012 to 2020
- Completed assigned and voluntary training specific to federal budgeting and job specific technical skills
0-5 years of experience
Senior advisor to the Commanding Officer for all items dealing with the supply, budgeting, and logistics fields.
- Provided leadership and mentorship for 150 personnel.
- Created and implemented a standard operating procedure for supply, warehousing, procurement, and accountability procedures, increasing overall unit efficiency.
- Maintained daily accountability of $2.5+M military gear, sensitive communication equipment, vehicles, and weapon systems with 0% fiscal loss.
- Managed and allocated funds for 4 credit card accounts, conducting monthly reconciliations with a 0% error rate.
- Planned and executed multiple large group movements for 160+ passengers monthly.
- Coordinated 20+ long distance movements for military vehicles, weapon systems, and sensitive communication equipment, meeting all operational timelines.
- Set up and managed contracts with 20+ companies to be able to execute daily operations.
- Coordinated and supervised multiple collection and distribution routes covering more than 250 individual locations for 2 years supporting Toys for Tots programs.
- Created and managed the yearly fiscal budget for all unit operations.
6-10 years of experience
analyzed monthly department budgeting and accounting reports to maintain expenditure control.
- Account reconciliation
- Prepared monthly, quarterly, annually reconciliation reports
- Examined budget estimates for completeness, accuracy, and conformance with procedures and regulations
- Constantly monitored the expenditures and funds available
- Maintained accounts by reviewing documents; entered data into the system
- Examined fund-granting authorities, clarified and promoted proposed budgets
- Created charts and graphs, using computer spreadsheets, to illustrate technical reports
0-5 years of experience
Analyzed proposals and interpreted fiscal guidelines, developed budgets and managed multi-year awards
- Provided assistance to external auditors in determining compliance of expenditures
- Prepared reimbursement forms, generated monthly invoices
- Reviewed and approved check requests/purchase orders
- Advised school leadership regarding schools’ budgets and other financial business
0-5 years of experience
Analyzed proposals and interpreted fiscal guidelines, developed budgets and managed multi-year awards
- Provided assistance to external auditors in determining compliance of expenditures
- Prepared reimbursement forms, generated monthly invoices
- Reviewed and approved check requests/purchase orders
- Advised school leadership regarding schools’ budgets and other financial business
0-5 years of experience
Reconciled, analyzed, and balanced university budget daily utilizing Microsoft Excel and Hyperion reporting tool to investigate variances
- Created and processed budget revisions, identified and researched discrepancies, and communicated budgetary issues as needed
- Conducted forecasting and analysis of tuition and revenue; presented executive summary to Financial Planning Director
- Performed analysis and created executive summaries of educational cost analysis, University revenue analysis, and tuition/fee
- Assisted in development and preparation of annual university budget
- Performed monthly analysis of outstanding debt for Bursar’s Office
- Reviewed, recommended, and implemented changes to the University Fee Payment information website as part of website
0-5 years of experience
Assisted administrative manage in managing the budgets for general funds, faculty salaries, faculty research accounts, and sponsored accounts.
- Prepared financial reports verifying budgets and expenditures were in compliance.
- Reconciled budgets and analyzed historical budget patterns; forecasted short-term needs and reported any problems or budget discrepancies; developed solutions to resolve problems.
- Processed student aid forms for all graduate students assuring encumbrances of stipends and tuition for the academic year.
- Processed payroll for faculty, students, and staff.
- Pre-reviewed effort forms for faculty, staff and students.
- Custodian of petty cash account.
0-5 years of experience
Prepared net worth statements and financial statements of organization.
- Produced a detailed outline distributing the potential consumption of finances to allocate for the various programs, workshops, and other events hosted by the organization.
- Determined proper amount of funds to collect from each event in order to reach breakeven point and beyond to generate a profit.
- Created leading material and led presentations on educational opportunities; instituted for various seminars and workshops.
- Assisted in the coordination and development of program events that included over 100 attendants.
0-5 years of experience
Management of 10 different Educational Department’s operational budgets
- Maintain and distribute weekly budget reports for Educational Departments
- Process Budget Transfers, Budget Amendments and Requisitions for accuracy and completeness
- Coordinate inter-department relations to ensure transactions flow smoothly
- Analyzed and interpreted financial data while work closely with Dept. Budget Managers, Dept. Deans and Divisional Leaders to manage department funding
- Provided effective analysis and feedback about budgetary problems, made recommendations for future expenses, and assisted in the implementation of new ideas.
- Review policies and procedures with all departmental employees, ensure that the University’s policies and procedures are being followed as planned and trained others in budget related policies and procedures.
- Evaluate operational procedures to determine whether results are consistent with established objectives and goals and whether the procedures are being carried out as planned and trained others in budget related policies and procedures.
0-5 years of experience
As a member of a three party team assisted with developing the City’s $100+ million dollar annual budget. This included revenue and expense projections.
- Conducted monthly meetings with assigned department heads to discuss their current budget to actual expenditures and year end projections. Responsible for the oversight of the General Fund Departments which included: City Commission, City Manager, Municipal Court, Human Resource/Risk Management, Central Services, Finance, Enforcement, Information Technology, Planning, Police, Fire, Engineering, and Special Revenue Fund CAD 911.
- Produced quarterly financial reports, which detailed the current budget, actual expenditures, and projected yearend balance. Composed summaries of each department documenting any significant factors discussed during the monthly meetings that may have impacted each departments projected outcome.
- Projected $1.8 million dollar combined general fund savings in fiscal year 2009’s third quarter report. This report assisted the City Manager in issuing a 25% reduction in non-essential spending, during the height of the economic downturn. This decision resulted in the City ending the year with a small surplus instead of using reserves to balance the budget
- Composed the City’s first comprehensive travel policy.
- Selected as a part of a two member team to audit a sub-recipients financial statements, which uncovered unauthorized financial activities and lead to a criminal conviction.
- Verified/approved budget transfers, purchase orders, and travel requisitions.
6-10 years of experience
Expeditiously managed multiple contracts and status tracking using self-created Excel spreadsheets, negotiation memoranda, electronic tracking file protocols, and hard-copy filing.
- Created highly functional templates, engineered processes that improved work flow in contract task management by at least 30%, writing clear, concise modifications and base contracts, task orders, blanket purchase orders improving interface with accounting at all stages of contract processing.
- Highest producer, providing easy to understand metrics, and provided extra assistance in the pricing and cost analysis to all other members of the subcontracts team, providing subcontracts and base contracts in a timely and efficient manner( over 1000) in six areas of research for the Transportation Research Board.
- Cured a four year backlog of closeouts by creating a process, expediting it, single handedly. Created win-win negotiations, over and over, related to patents, copyrights, liability responsibilities of contractors.
- Edited and updated the Procurement Handbook for all divisions within the institution.
- Publication: “Time Management Procedure for PeopleSoft Financial Reconciliation”
6-10 years of experience
Formulated the administrative budgets for multiple component accounts under continuing resolution, budgetary rescission, and sequestration scenarios – each account ranging from six- to -seven figures. Also tracked each budget by pay period.
- Estimated and tracked the agency’s nine-figure rent budget on a monthly basis to determine cost-savings and total annual expense.
- Presented analyses to upper management using Microsoft Excel, PowerPoint, and/or Word when requested.
- Served as point of contact for component budget officers regarding financial inquires and facilitated meetings when necessary.
- Ensured that information technology projects were executed within budgetary and time constraints.
- Worked with information technology staff to prioritize projects, procurements, and special expense items under various budget scenarios.
- Created reports to compare budget estimates to actual data by pay period, which were used in presentations to management and the Commissioner for strategic planning purposes.
- Maintained a historical administrative expenditure report for all components in the agency.
- Participated in the analysis of the agency’s service contract inventory where the largest dollar-value contracts were reported to the Office of Management and Budget.
- Provided detailed reports within strict time constraints for management to respond to internal and external inquiries.
0-5 years of experience
Administer and maintain the FY12 Synchronization and Integration (S&I), Service Coordination Branch, Ops and Plans JNTC $15M O&M annual budget. Assist with the execution of the FY12 S&I Joint Operating System Environment (JOSE) Joint National Training Capability (JNTC) annual budget of $70M (O&M, RDT&E, OP), received from Office of Secretary of Defense (OSD).
- Analyzed financial execution data for multiple programs and appropriations and provide weekly Funding Status Update slides for the Deputy Director of Synchronization and Integration (S&I).
- Managed and executed over 300 FY10 and 250 FY11 DoD Stakeholder funding requirements. Analyzed and reviewed budgetary and financial information for accuracy and consistency to support planned programmed requirements, milestones, and established policies for all appropriations (O&M, RDTE, OP)
- Evaluated and selected the best courses of action to implement and manage Stakeholder spend plans and budget estimates. Monitored commitments, obligations and expenditures to ensure benchmarks were met for all appropriation types.
- Maintained historical financial information to provide data to complete spend plans and data calls.
- Provided updates to the Joint Investment Data Base (JIDB) for JNTC programs to track error detection, data correlation, problem resolution, maintain program management files, travel, transportation, labor cost, facility expenditures and other records essential to perform fiscal management support. Provided JIDB training to Stakeholders and J7 staff on an as needed basis.
0-5 years of experience
Performed and managed allocation of productive to non-productive hours and allocating annual salary budgets monthly.
- Assisted all departments with budget needs.
- Developed budget programs and taught training classes on how to use the new system.
- Computed volume budgets based on parameters set by hospital administration.
- Built/ran model tables to project patient care volumes, revenues, and expenses for all hospitals.
- Managed department budgets on a daily/monthly basis.
- Assisted department directors in their budgeting responsibilities.
0-5 years of experience
Responsible for all financial and budgeting processes of a specialized funding department.
- Designed and implemented customized Windows PC integrating with mainframe computer.
- Owner/proprietor of sports card and memorabilia store.
- Held many other positions such as General Accounting Manager and Budget Administrator.
- Retained timely reporting and deadlines in spite of ongoing financial and staffing constraints.
- Coordinated and installed fully integrated production control, cost, and accounting system.
- Started as General Accounting Manager, saved $100K from sales and property tax appeal.
- Responsible for all financial affairs plus contract, lease, and union negotiations.
- Streamlined office procedures and installed on-line computer system.
0-5 years of experience
Responsible for developing, analyzing, and managing $6.8MM budget for Customer Service call center and order fulfillment organization.
- Developed the cost savings piece of the self-service and multi-channel business case for Customer Service generating annual savings of $1 million.
- Developed reporting package with analysis for order and contact volume to help key managers better understand expense drivers and operating metrics.
- Developed the business case around changing outsource call vendors with annual savings of $100K.
- Developed cost model for new adjustable base products in order to track the total cost to serve.
0-5 years of experience
Assisted in researching, analyzing, and interpreting special financial projects and complex reporting including but not limited to: Legislative Appropriation Request (LAR), Fiscal Notes, Approved Budgets, Biennial Operating Budgets, Quarterly Performance Measures, Non-Financial AFR Collection Fee Reports, Monthly Expenditure/Trend Analyses, etc.
- Lead Analyst for monitoring, tracking, reporting, and communicating the agency’s capital budgets to executive management to ensure the agency is in compliance with the General Appropriations Act, Article V, IX, and capital riders, [company name]’s Office.
- Lead Analyst for the Criminal Law Enforcement (CLE) Division. Worked with division liaison to assist and monitor division’s monthly activities including expenditures, encumbrances, and budget transfers, etc.
- Oversaw, supervised, trained, assigned, and audited Budget Analyst I’s and II’s daily work assignments which included various assignments: payroll analysis, fiscal notes, document writing, monthly expenditure graphs, performance measures, transfer memos, etc.
- Prepared section’s human resources forms for job posting, interview questions, HR-25’s, FMLA paperwork, etc.
- Computer Experience: USAS, ISAS, ABEST, Crystal, Microsoft Office Suite, Etc
0-5 years of experience
Coordinate the generation, review, approval, release and status of Work Statement Authorizations (WSAs) and revisions (WADRs).
- Perform weekly and/or monthly Earned Value analysis on 40 manufacturing programs across 3 business areas and review with project manager to analyze the data to determine budgeting needs.
- Using data exported from SAP, create tools to supply project manager with detailed financial data in the form of charts and graphs as required.
- Ensure integrity of cost collection within operations.
- Prepare estimates for proposals quickly due to short time frames and coordinate submission to the pricing group.
0-5 years of experience
Responsible for budget planning and cost analysis for job materials
- Maintained log of finances, progress of work, and employee hours
- Negotiated cost estimates with clients and maintained daily contact with clients at location sites
- Hired, scheduled, and supervised subcontractors
- Ensured material and supplies were provided to jobs on a timely basis
0-5 years of experience
Prepared and developed annual operating budgets
- Worked with program staff to ensure state and federal budgets were funded and allocated properly
- Analyzed and review any potential legislation and submit appropriate fiscal notes if needed.
- Developed and maintained payroll and budget to actual reporting database in Microsoft Access
- Generated and analyzed payroll and budget to actual reports from payroll and budget database
- Used Microsoft Excel and Access to create budget templates for program staff to use
- Prepared, reviewed and processed journal transfers and expenditure transfers to and from budget lines
- Advised and provided budget figures, payroll figures and expenditure figures to staff personnel on an ad hoc basis.
6-10 years of experience
- Prepared estimates of labor and material construction costs according to acceptable standards
- Consulted with contractors to resolve problems related to estimating cost of labor and material
- Participated in meetings to find ways to improve estimating take-offs
- Attended job-walks for specifications on plans, taking field notes and drawing sketches for preliminary stages of contracts and record plans
- Analyzed finances using JDE/AS400 and budget worksheets to monitor company spending
- Developed and interpreted floor plans for Single/Multi-Family homes
- Maintained constant communication with field employees and company owners to ensure adequate project completion
0-5 years of experience
- Managed and monitored $57 million Medicaid administrative budget
- Assisted in the analysis and projection of $2.2 billion Medicaid program budget
- Reviewed and analyzed contracts related to the Medicaid program and administration to ensure proper coding, budget availability, and compliance with state and federal statutes
- Researched, documented, and formatted annual division budget request and operating budget for submittal to legislative bodies in accordance with published policies and procedures
- Prepared quarterly expenditure and encumbrance analyses and made adjustments as needed to ensure consistency with operating budgets and legislative intent
- Provided budgetary status reports and salary projections using Excel for executive staff and senior management on a monthly basis
- Prepared internal and external budget adjustment requests as needed
- Assisted central and field staff with questions regarding budget, encumbrances, or any other financial matters
0-5 years of experience
- Managed and monitored $57 million Medicaid administrative budget
- Assisted in the analysis and projection of $2.2 billion Medicaid program budget
- Reviewed and analyzed contracts related to the Medicaid program and administration to ensure proper coding, budget availability, and compliance with state and federal statutes
- Researched, documented, and formatted annual division budget request and operating budget for submittal to legislative bodies in accordance with published policies and procedures
- Prepared quarterly expenditure and encumbrance analyses and made adjustments as needed to ensure consistency with operating budgets and legislative intent
- Provided budgetary status reports and salary projections using Excel for executive staff and senior management on a monthly basis
- Prepared internal and external budget adjustment requests as needed
- Assisted central and field staff with questions regarding budget, encumbrances, or any other financial matters
0-5 years of experience
Maintained track of expenses, receivables, and payables.
- Researched possible product alternatives to decreases expenses and increase profits.
- Forecasted quarterly profit margins and analyzing revenue and expenses.
- Maintained customer database and prepared and set invoices to clients.
0-5 years of experience
- Created journal entries for cash, receivables and revenue, and as necessary, prepared appropriate general ledger reconciliations to ensure accuracy of data.
- Prepared monthly budget reports for Division Managers enabling them to manage organization’s projects more effectively.
- Managed organization’s 80 contractual commitments via Donor Perfect-business development system- to ensure funds promised by outside banks were received.
- Prepared quarterly TROR Report
- Responsible for monthly BurnRate spreadsheet
- Used Navision Attain and then transitioned to PeopleSoft to monitor budget to actuals, and input budgets amounting to over 20 Billion.
0-5 years of experience
Analyzing and maintaining budget upload from fully executed contracts with sites enrolled in pharmaceutical trials in order to deliver financial forecasting
- Providing cost analysis to support more effective negotiation resulting in improved management of client funds and reduced cycle times
- Delivering accurate budgets which reflect and support fair market value
- Recommending modifications to program policy and procedures to minimize risk
- Implementing budgets in correspondence with protocols given by sponsors and providing helpdesk support during payment initiations
- Innovating new methods for process improvements that save time and allow opportunity for growth
- Providing an updated summary and alerting management to potential issues surrounding budgets
0-5 years of experience
- Collected and reported cost, revenue, allowance, statistical and case mix data to be utilized for budgets, cost reports, rate setting, charge setting, appeals and Medical Center management
- Analyzed data used by the Budget and Reimbursement department for accuracy and regulatory compliance
- Worked in conjunction with budget systems manager on correcting problems with systems
- Assisted in collecting and maintaining data necessary for resolving issues related to unique reimbursement methodologies
0-5 years of experience
[company name] serves as the Financial Management Office for both RD and RV Directorates. Responsibilities include:
- Performs financial and cost analysis related to multi-year appropriated funding for acquisition.
- Analyzes budget execution and prepares reports for quarterly reviews.
- Proficient in multiple government financial software systems including: G2M, CCARs, CRIS, JOCAS, and GAFS/BQ. Proficient in Microsoft Office. Experienced with Microsoft Project.
- Primary areas of responsibility are Funds Control, Customer Funded Reimbursable, and Core Funding.
- Responsible for funding of over 20 RDT&E Programs with Budgets up to $10M each.
- All courses for DAU Level 2 certification, Business/Financial Management have been completed. Level 2 certification awarded September 2014.
- Experienced in several departments of AFRL/RDF.
0-5 years of experience
Review, edit and consolidate annual and multi-year budget estimates and spend plans for long range planning of assigned organization and programs (Combat Casualty Care Research Program); prepare and edit justifications and projected funding needs; monitor the execution of a budget with many different sources and types of funding such as direct multi-year appropriations; and identify and analyzing trends in the receipt, obligation, or expenditure of funds. Analyze, evaluate and improve complex problems related to the efficiency of administrative operations and management of budget preparation and execution. Monitor project funding commitments, obligations, and disbursements; and Prepare and execute weekly, monthly and annual reports documenting status or process. Maintain familiarity with budgetary procedures and make recommendations to leadership on a given project.
- Monitors over 100 project budgets among six portfolios across three fiscal year periods valued over $150 Million.
- Identified over/under spent funds and notified leadership to ensure effective money allocation and execution.
- Built and maintained effective cash flow monitoring systems to track over $150 Million of varying types of monies.
- Identified inefficiencies and made recommendations for process improvements reducing wasted time and effort within the organization.
- Executed guidance from the oversight agencies that direct the Defense Health Program enhancement processes and vetted by the department chair.
- Perform all routine activities, including development and preparation of periodic reports according to department standard operating procedures (SOPs).
- Responsible for performing all administrative tasks using internal web- based database systems associated with processing and managing intramural and extramural research contracts including Livelink, Electronic Grants System (EGS) and Enterprise Data Management System (EDMS).
- Prepares funding request documents for intramural/internal research studies as needed.
0-5 years of experience
- Create cost analysis report tools that assist in maintaining budgetary control, while providing recommendations to Division Directors for improved financial management methods for divisions.
- Prepare a $14 million budget for supported divisions assessing budgetary needs, incorporating adjustments based on anticipated operational change.
- Provide budget analysis of anticipated revenues and costs, identifying funding requirements for the supported divisions.
- Monitor program operating expenses, statistical trends, and provide an analysis projected budgetary impact to senior management.
- Engaged in cost center mapping and conducted user acceptance testing for the Oracle E-Business suite.
- Prepare and evaluate budgetary actions presented in budget amendments while preparing financial impact statements and line item detail.
- Facilitate monthly financial performance presentations for Division Directors. Presentations include charts which depict a trend analysis and projections of operating expenses and revenue.
0-5 years of experience
Perform day-to-day control and management of state and federal funds for the Office of the Governor and the 11 attached agencies with respect to budget formulation, execution, financial analysis and reconciliation. Provide on-going analysis of multi-year spend projections with reference to annual goals as stated in the Appropriations Bill. Develop department, project, and fund source codes to tract expenses of allocated state and federal funds.
- Prepare budget revisions through budget journals for the annual operation budget and grant awards based on appropriations and OPB instructions, in accordance with the intent of the legislature
- Review and revise Annual Operating Budgets (AOB) for 11 attached agencies
- Perform annual spending plan projections to eliminate overspending of allotted funds
- Analyze and review revenue and expenses of state and federal funds to ensure agencies are in compliance with allowable and unallowable costs
- Issue warrants for all state agencies
- Provide training to staff of attached agencies
0-5 years of experience
- Prepare the annual proposed and adopted budget totaling over $380 million based upon the goals and priorities of the Department according to established regulations, procedures, requirements and deadlines.
- Review and analyze financial transactions, statements, and reports for assigned divisions in order
- Account for transactions in accordance with generally accepted accounting principles (GAAP).
- Prepare salary and non-salary projections based upon financial statements and trend analysis.
- Assist in the specification, implementation and testing of Budget and Accounting databases and systems to improve efficiency.
- Participate in annual operating budget response of Department of Budget and Management.
- Perform other duties as assigned.
6-10 years of experience
- Conduct budget analysis on department with 500 employees and increase efficiency in budgeting by 20%.
- Analyze funding request for business travels and ensure the applications are 100% compliance with federal regulation.
- Develop monthly departmental budget tracker by using advanced MS Excel skill and assists budget manager in fiscal year planning.
- Conduct weekly payment delinquency analysis and report to the departmental vice-president to reduce delinquent payment.
- Prepare weekly reimbursement application report for the departmental vice-president to ensure employees are getting paid on-time for travel expenses.
Budget Analyst Duties and Responsibilities
While a budget analyst’s specific role depends largely on the organization they work for, we identified several core duties in many of the postings that we analyzed:
Develop Budgets The primary duty of a budget analyst is developing organization-wide budgets based on business income, trends, and forecasts. Budget analysts take a high-level view of company or organization finances and determine the best way to handle expenses and invest in business growth. This role requires a balance of strategic direction and forecasting, since budget analysts may work on budgets with estimated costs or projected income.
Assess Previous Budgets Part of the budget analyst’s role is to analyze previous budgets and compare that data with actual records of company performance. Through this process, they may identify areas where previous budgets made incorrect assumptions or misallocated funds and can work to correct these errors in future budgets. A budget analyst also examines previous budgets and expenditures to identify inconsistencies and possible misappropriation of funds.
Monitor Expenditures The budget analyst also monitors organizational expenditures, ranging from compensation to cost of goods sold, to identify areas where the company is overspending. This allows the budget analyst to make recommendations to company leaders to reduce expenses and build a responsive budget that allows for a better handle on day-to-day finances. The budget analyst may work directly with bank or financial data or speak directly with accounts payable personnel to gather information on organizational costs.
Provide Financial Guidance Budget analysts confer directly with executives, managers, and other organizational leaders to provide high-level financial advice and guidance. Executives may rely on budget analysts for advice when deciding to relocate or change suppliers, for example, because these decisions can directly affect income and expenditures. A budget analyst looks at long-term financial goals and projections as well as current expenditures in order to provide sound guidance and support the company’s growth and longevity.
Examine Departmental Finances In addition to providing financial guidance and oversight at the executive level, many budget analysts also actively monitor and oversee departmental budgets. They may identify departments that are spending a disproportionate amount of the company’s budget, for example, and introduce methods to reduce costs or expenditures that do not support the organization’s bottom line.
Manage Organizational Debt Many budget analysts also manage an organization’s debts. They examine periodic debt payments and total amounts due, and work with the organization’s finance department to separate long- and short-term debt while also allocating funds toward resolving outstanding debts ahead of schedule to reduce interest payments or free up money for other projects. The budget analyst may also advise leaders about taking on additional debt.
Budget Analyst Skills and Qualifications
Budget analysts balance financial management with long-term projections and analysis. Companies typically hire candidates with a bachelor’s degree and the following skills:
- Financial analysis – this role requires a strong foundation in financial analysis, since budget analysts need to examine data from a variety of departments to manage an organization’s finances
- Budget development – budget analysts also need extensive experience developing and enacting organizational budgets while considering income, opportunities for growth, and expenditures
- Financial forecasting – budget analysts typically manage long-term financial performance, so the ability to predict and forecast future revenue and expenses is vital
- Problem-solving skills – sharp problem-solving skills help budget analysts manage an organization’s cash flow and resolve irregularities that arise while examining previous budgets
- Communication skills – budget analysts need to communicate with organization leaders and individual departments and personnel while also preparing written budget reports for stakeholders
Budget Analyst Education and Training
In general, budget analysts need at least a bachelor’s degree in a related field, such as business administration, finance, or accounting. Because of the high level of responsibility in this role, however, many organizations seek out candidates with master’s degrees in business administration. Additionally, many budget analysts have a background in accounting and may be certified public accountants (CPAs). There is also a fair amount of on-the-job training provided to help budget analysts gain familiarity with their employer’s finances and practices.
Budget Analyst Salary and Outlook
Budget analyst salaries can vary based on location and organization. The Bureau of Labor Statistics (BLS) reports a median annual wage of $73,840. The highest earners in this role earn annual salaries over $111,460, while the lowest-paid 10 percent earn less than $48,300. The BLS expects budget analyst employment to grow 7 percent through 2026, with particularly strong growth in government fields.
Helpful Resources
If you’re interested in starting a career or learning more about working as a budget analyst, we found many additional resources on the web:
Knowing the Numbers: A Guide to Budget Analysis – the American Federation of State, County, and Municipal Employees provides a comprehensive guide to budget analysis Budget Analyst Career: The Insider’s Guide to Finding a Job at an Amazing Firm, Acing the Interview & Getting Promoted – author Anne Johnson details how to begin and advance a career as a budget analyst in any industry
Accounting Edu – discover information about careers in accounting and financial management as well as state-by-state guides to certification and continuing education
The Essentials of Financial Analysis – Samuel C. Weaver provides an extensive look at the principles and techniques of financial management, budget analysis, and forecasting
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Budget Analyst
Last edited by: Gabriela Barcenas, CPRW, Content Writer II -
Gabriela Barcenas
CPRW, Content Writer IIGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
