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Budget Analyst
•30 days ago
| Hours | Full-time, Part-time |
|---|---|
| Location | Dublin, California |
About this job
GENERAL PURPOSE:
The Budget Specialist is responsible for the preparation and analysis of all budget and forecasting responsibilities and will partner with the Budget and Organizational Planning Manager to ensure that the department is aligned with the organizations objectives and goals. The Budget Specialist will report to the Budget & Operational Planning Manager and will interact frequently with the Allocation Sr. Vice President, the Allocation leadership team and various cross functional partners.
ESSENTIAL FUNCTIONS:
Budget Forecasting and Reconciliation
* Preparation and ongoing analysis of all budget & forecasting responsibilities to ensure that the dept is aligned with the organizations objectives and goals. Responsibilities include but not limited to the following:
- Monthly, quarterly, YTD and year end forecasting based on financial trends
Monthly forecast changes (G&A and capital expenses)
Create various forecast scenarios
- Monthly close process
Prepare monthly close reports
Input accruals & re-classes in system
- Ensure all department expenditures are accurate, tracked and approved in a timely manner.
Submit and code invoices
Track, reconcile and report all monthly expenses
- Preparation, processing & tracking of capital expenditures
Create and submit CER's (Capital Expenditure Requests)
Submit PO's
Track and implement roll out of department hardware
Reconcile and submit capital forecast changes each month
- Provide financial support with account reconciliation and variance analysis.
- Work with business partners to resolve any financial issues
Analysis & Projects
- Work on projects and tasks assigned by the Budget and Organizational Planning Manager
- Monitor department expenses and ensure that they are aligned with the department budget.
- Provide reports, recaps, projections, etc. as scheduled/needed
G&A expenses (i.e. travel, supplies, operating, etc)
Payroll, headcount, attrition, etc.
Complete weekly organizational chart updates
Ad hoc
- Assist in creating standard documentation of financial processes and templates that will increase efficiency for the Allocation dept.
- Coordinate and facilitate all department moves
Budget Development
- Assist the Budget and Organizational Planning Manager in the creation of the Allocation Department annual budgets & 5 year plans
Provide necessary metrics recaps, charts and other ad hoc reports
Create various scenarios to achieve targets
Input final plans into system
- Work with Budget & Organizational Planning Manager on project costs, forecast changes, invoice timing and project timelines
COMPETENCIES:
Communication:
* Written and Verbal Expression
* Written and Verbal Comprehension
* Active Listening
* Presentation Skills
Analysis and Judgment:
* Numerical Reasoning
* Creativity
* Decision Making
* Attention to Detail
Drive for Results:
* Organization and Planning
* Risk Taking
* Overcomes Obstacles
Interpersonal and Team Effectiveness:
* Builds Relationships
* Collaboration
Business Acumen:
* Knowledge of organization structure and reporting
* Knowledge of industry and market trends
Change Management:
* Adaptable
* Implements Change
QUALIFICATIONS AND SPECIAL SKILLS REQUIRED:
* Bachelor's degree in accounting or finance required
* 2+ years relevant work experience; financial or operations planning and forecasting in a retail environment is highly desirable
* Strong analytical skills -- must be able to synthesize data, be able to error check and reconcile own work and be able to design analysis to answer specific questions.
* Detail oriented
* Strong organizational skills
* Excellent written and verbal communication skills
* Ability to multi-task and prioritize tasks
* Adaptability - able to handle changing priorities
* Ability to use discretion in handling confidential information
* Reliability (attendance and timeliness) is important to ensure financial deadlines are achieved
* Ability to work independently and exercise independent judgment
* Advanced skills in MS Office (Excel, PowerPoint, Word & Visio) -- emphasis on Excel formulas
* Knowledge of PeopleSoft & Hyperion systems a plus
SUPERVISORY RESPONSIBILITIES:
None
The Budget Specialist is responsible for the preparation and analysis of all budget and forecasting responsibilities and will partner with the Budget and Organizational Planning Manager to ensure that the department is aligned with the organizations objectives and goals. The Budget Specialist will report to the Budget & Operational Planning Manager and will interact frequently with the Allocation Sr. Vice President, the Allocation leadership team and various cross functional partners.
ESSENTIAL FUNCTIONS:
Budget Forecasting and Reconciliation
* Preparation and ongoing analysis of all budget & forecasting responsibilities to ensure that the dept is aligned with the organizations objectives and goals. Responsibilities include but not limited to the following:
- Monthly, quarterly, YTD and year end forecasting based on financial trends
Monthly forecast changes (G&A and capital expenses)
Create various forecast scenarios
- Monthly close process
Prepare monthly close reports
Input accruals & re-classes in system
- Ensure all department expenditures are accurate, tracked and approved in a timely manner.
Submit and code invoices
Track, reconcile and report all monthly expenses
- Preparation, processing & tracking of capital expenditures
Create and submit CER's (Capital Expenditure Requests)
Submit PO's
Track and implement roll out of department hardware
Reconcile and submit capital forecast changes each month
- Provide financial support with account reconciliation and variance analysis.
- Work with business partners to resolve any financial issues
Analysis & Projects
- Work on projects and tasks assigned by the Budget and Organizational Planning Manager
- Monitor department expenses and ensure that they are aligned with the department budget.
- Provide reports, recaps, projections, etc. as scheduled/needed
G&A expenses (i.e. travel, supplies, operating, etc)
Payroll, headcount, attrition, etc.
Complete weekly organizational chart updates
Ad hoc
- Assist in creating standard documentation of financial processes and templates that will increase efficiency for the Allocation dept.
- Coordinate and facilitate all department moves
Budget Development
- Assist the Budget and Organizational Planning Manager in the creation of the Allocation Department annual budgets & 5 year plans
Provide necessary metrics recaps, charts and other ad hoc reports
Create various scenarios to achieve targets
Input final plans into system
- Work with Budget & Organizational Planning Manager on project costs, forecast changes, invoice timing and project timelines
COMPETENCIES:
Communication:
* Written and Verbal Expression
* Written and Verbal Comprehension
* Active Listening
* Presentation Skills
Analysis and Judgment:
* Numerical Reasoning
* Creativity
* Decision Making
* Attention to Detail
Drive for Results:
* Organization and Planning
* Risk Taking
* Overcomes Obstacles
Interpersonal and Team Effectiveness:
* Builds Relationships
* Collaboration
Business Acumen:
* Knowledge of organization structure and reporting
* Knowledge of industry and market trends
Change Management:
* Adaptable
* Implements Change
QUALIFICATIONS AND SPECIAL SKILLS REQUIRED:
* Bachelor's degree in accounting or finance required
* 2+ years relevant work experience; financial or operations planning and forecasting in a retail environment is highly desirable
* Strong analytical skills -- must be able to synthesize data, be able to error check and reconcile own work and be able to design analysis to answer specific questions.
* Detail oriented
* Strong organizational skills
* Excellent written and verbal communication skills
* Ability to multi-task and prioritize tasks
* Adaptability - able to handle changing priorities
* Ability to use discretion in handling confidential information
* Reliability (attendance and timeliness) is important to ensure financial deadlines are achieved
* Ability to work independently and exercise independent judgment
* Advanced skills in MS Office (Excel, PowerPoint, Word & Visio) -- emphasis on Excel formulas
* Knowledge of PeopleSoft & Hyperion systems a plus
SUPERVISORY RESPONSIBILITIES:
None