Business Analyst, Budget Planning, Financial Operations

This is a fully remote position, open to applicants in United States.

📋 Description

• Assist in the annual budget preparation and ongoing forecast cycles, encompassing non-labor operating expenses and capital expenditure planning.

• Manage forecast workbooks, planning documents, assumptions, and related materials.

• Collaborate with budget stakeholders and business leaders to comprehend spending strategies, project timelines, contractual obligations, purchasing commitments, and shifting priorities.

• Monitor forecast modifications, outstanding actions, and decisions made.

• Detect overages, unutilized funds, timing alterations, risks, and potential opportunities.

• Aid in capital planning, project cost monitoring, and workforce or position forecasting.

• Prepare for and engage in budget and forecast review meetings.

• Clarify assumptions, document decisions, and ensure follow-up on necessary updates.

• Articulate budget, forecast, actual, and committed spending details to stakeholders.

• Collaborate with the Finance team and other stakeholders to address discrepancies.

• Analyze budget, forecast, actual, committed, and planned expenditure data.

• Conduct variance analysis and identify operational influences.

• Generate regular reports, dashboards, meeting materials, and executive summaries.

• Assist with ad hoc analysis, project financial assessments, business cases, and return-on-investment evaluations.

• Contribute to budget planning scenarios and long-term analyses.

• Reconcile financial and operational data across various systems, reports, and source documents.

• Validate information, investigate discrepancies, and document assumptions, methodologies, and exceptions.

• Maintain audit-ready records of forecast updates, commitments, decisions, and supporting documentation.

• Develop and manage reports, dashboards, process documentation, and user instructions.

• Identify process enhancements that improve forecast accuracy, reinforce controls, and lessen manual efforts.

• Support minor reporting, process, or tool enhancement projects.

• Perform additional tasks as assigned by management.

⛳️ Requirements

• Bachelor's degree in Finance, Accounting, Economics, Analytics, or a related discipline, or equivalent relevant experience.

• Approximately 2 to 5 years of experience in business analysis, budgeting, forecasting, financial analysis, operations, project controls, portfolio administration, or a related area.

• Experience in supporting budget planning, forecast maintenance, financial reporting, or variance analysis.

• Familiarity with operating expense and capital expenditure concepts.

• Proficient in Microsoft Excel.

• Comfortable working with intricate financial and operational data.

• Capable of organizing information, managing multiple priorities, and following through on outstanding actions.

• Strong analytical, problem-solving, written, and verbal communication skills.

• Ability to build trusted relationships and convey financial information to non-financial audiences.

• Detail-oriented with a commitment to data quality, documentation, and confidentiality.

• Ability to work collaboratively across teams and adjust to changing priorities.

• Preferred: experience as a budget owner or in business-partner support.

• Preferred: management of non-labor forecasts, support for project portfolios, or analysis of contract and vendor expenditures.

• Preferred: involvement in capital planning, project cost monitoring, or multi-year planning.

• Preferred: experience in executive-ready reporting, dashboards, KPI reporting, or data visualization.

• Preferred: familiarity with Power BI, Workday, ERP or financial planning systems, procurement systems, or similar business tools.

• Preferred: experience in process improvement, requirements gathering, or coordination of small-scale projects.

🏝️ Benefits

• Competitive total compensation package above market rates.

• Comprehensive health and welfare benefits.

• Retirement benefits.

• Paid leave benefits that exceed local standards.

• Recognition programs.

• Opportunities for training and development.

• Equal opportunity employer.