Budget Analyst Job Description Sample
Description of Work
- THIS POSTING IS OPEN ONLY TO CURRENT NORTH CAROLINA STATE GOVERNMENT AGENCY EMPLOYEES OR THOSE WITH CURRENT RIF PRIORITY*
Salary Grade: GN13, Recruitment Range: $48,051 - $62,000
MAX SALARY FOR THIS POSITION IS $62,000
The North Carolina Department of Public Instruction is seeking applicants for a Budget Analyst II (Working Title: Budget Analyst) for our Financial Services section. This section is responsible for managing nearly $10 billion in state and federal funds and provides various technical support services to Local Education Agencies (LEAs), their schools and employees, and the Department of Public Instruction (DPI).
This position is responsible for carrying out the following duties in the assigned program areas within DPI, to include: preparing, entering, reconciling and maintaining the biennial continuation and expansion budgets for assigned funds into the appropriate state systems (e.g., NCAS, IBIS, BEACON) and internal tracking systems; assisting with tracking and reporting of salary reserve and lapsed salary and workflow approvals in Beacon; funding approval role in Beacon; assisting with the reconciliation of the inter-fund transfer budgets and receipt supported salaries to revenue collected; assisting program staff in establishing annual spending plans for assigned funds (this may include estimating potential costs, identifying encumbrances and looking for potential efficiencies); assisting program staff in preparing budget revisions for assigned funds to ensure accurate information and compliance with policies, laws and/ or procedures; reviewing contract budgets associated with assigned funds for accuracy, appropriateness and fund availability; monitoring budget reports for assigned funds to provide on-going analysis and review to identify and resolve existing and potential problem areas; working with other members of the budget team, the financial or school business divisions and/ or program staff to analyze and address budget issues or concerns in the best interest of public education and principles of effective budget management; reviewing state and federal laws, regulations and other guidance documentation to ensure the department's budgetary policies and procedures remain in compliance with legislated intent; preparing budget, financial and cost analysis for state and federal reporting purposes and ad hoc requests by various internal and external stakeholders; participating in cross-divisional teams as needed to provide budget assistance during departmental planning efforts; evaluating internal policies and procedures and suggesting changes as needed; and utilizing or developing financial reports for stakeholders. Additional duties as assigned.
Note: To receive credit for your work history and credentials, you must list the information on the State of North Carolina application in the Education and Work Experience sections of the application form. Any information omitted from the application cannot be considered for qualifying credit. NC DPI welcomes attached or incorporated resumes, cover letters and reference information, but these items will not be used for screening for qualifying credit. Please make sure the application is completed in full. "See Resume" or "See Attachment" will NOT be accepted. Knowledge, Skills and Abilities / Competencies
QUALIFIED APPLICANTS MUST SUBMIT AN APPLICATION THAT CLEARLY REFLECTS WORK EXPERIENCE DEMONSTRATING THE FOLLOWING:
Working knowledge of budgeting and accounting at the state level
Experience utilizing the principles and practices of public and business administration as they relate to purchasing, contracts and personnel, BEACON (HRIS), IBIS and NCAS experience
Working knowledge of federal and state laws, policies and regulations related to budget and grant administration
Experience researching, interpreting and analyzing relevant data from multiple sources to plan, review and evaluate complex budgetary and fiscal operations and activities
Experience organizing and presenting complex budgetary information in a clear, concise manner to various stakeholder groups through oral, written and visual reports
Ability to exercise professional judgment and discretion when providing guidance to and responding to questions from NC DPI staff as they plan, implement and evaluate annual budgets
Experience tracking and reconciling financial data across multiple software platforms and excellent attention to detail
Demonstrated experience in the use of common office software (e.g., Microsoft Word, Outlook, and Excel)
Ability to establish and maintain a good working relationship with peers in the Financial Services division, staff within the department, and stakeholders outside the agency
Experience administering budgets for large, complex federal grant programs
Experience working with the software systems use by NC government agencies (NCAS, IBIS, BEACON)
Advanced proficiency with Microsoft Excel
Working knowledge of concepts and terms associated with governmental accounting
Working knowledge of concepts associated with public policy development and analysis
For current State employees, please note that as of June 1, 2018, promotional and RIF priority and salary administration will be made based on the new Statewide NC Classification System.
Minimum Education and Experience Requirements
Bachelor's degree in Business Administration, Public Administration, Accounting or related field from an accredited institution and four years of experience, preferably including experience in accounting or budgeting; or an equivalent combination of training and experience.
Supplemental and Contact Information
- PLEASE SUBMIT YOUR APPLICATION ON-LINE USING THIS WEBSITE *
All applicants must complete and submit a State application for employment using the NEOGOV Online Job Application System (http://www.oshr.nc.gov/jobs/) for the State of North Carolina. To receive credit for your work history and credentials, you must list the information on the State of North Carolina application in the Education and Work Experience sections of the application form. Any information omitted from the application cannot be considered for qualifying credit. NC DPI welcomes attached or incorporated resumes, cover letters and reference information, but these items will not be used for screening for qualifying credit. Please make sure the application is completed in full. "See Resume" or "See Attachment" will NOT be accepted. Other attachments (except a DD-214 copy) will also be accepted, but not used in screening for qualifying credit. Applicants are required to scan and attach a copy of their DD-214 (Form 4 or Certificate of Release or Discharge from Active Duty) or discharge orders if they wish to obtain Veteran's preference. Reference checks will be performed on all selected candidates. Applicants may be subject to a criminal background check. All candidates selected for positions considered "Positions of Trust" will be subject to a criminal background check.
To check the status of an application, please log in to your NC Job Opportunities account and click "Application Status".
If technical issues occur when applying, please call the NEOGOV Help Line at 855-524-5627. If there are any questions about this posting other than application status, please email the NC DPI Human Resources Office Recruiter.
NC Department of Public Instruction
Attn: Tessa Toomey, Recruiter
Raleigh, NC 27699-6312
The Budget Analyst initiate and maintain the budget process, to include but not limited to the preparation of budgets, reviewing/analyzing department and Sector budgets, budget assumptions and variances. Prepare and/or review VOA-GNY's portfolio of government contract budgets and budget modifications. Coordinate the annual internal budget development process for a $104 million operating budget. Support the finance department with detailed general ledger analysis. Maintain, utilize and enhance the budget modules within both the general ledger and purchasing systems. Ensure that agency budgets are synchronized with funder contracts.
A minimum of an Associate's degree in Accounting is required, Bachelor's preferred; along with prior in-depth experience with budgeting for government contracts, especially with NYC government funding. Strong communication and interpersonal skills are essential, in addition to a working knowledge of Windows, Microsoft Office, MIP/Abila and Microix Workflow Modules - or similar fund accounting and budgeting software. Strong excel skills are essential for this position.
Coordination, preparation, and review of a portfolio of government-contract budgets, primarily with NYC Department of Homeless Services and NYC Department of Health and Mental Health – among others.
Review and analyze the agency's contract budgets, budget assumptions and variances.
Ensure all funder budget submissions, and budget modifications are maintained according to funder guidelines.
Ensure that agency budgets are synchronized with funder contracts.
Acts as liaison with NYC funder contacts regarding budget submissions.
Maintain budget modules within the General Ledger and Purchasing modules.
Coordination, development, and review of the annual internal operating budget of approximately $104 million.
Perform and review financial analyses.
Review and update agency budget policies and procedures.
Provide technical assistance to VOA-GNY staff regarding funder guidelines.
Make recommendations for budget allocation methodologies.
Other related duties as assigned.
EFFECTS ON END RESULTS:
Assure that the budget process provided the agency with an integrated program to facilitate quantification of agency plans and objectives.
Support the attainment of agency plans and objectives through management control processes.
Assure timely budget modifications both internally and externally.
Reports to management are verifiable and variances are explainable.
Agency budgets are developed in line with contracts.
Assure that budgets are formulated timely and are accurate.
Guarantee policies and procedures provide guidance to Business Managers and their staff.
Assure compliance on all governmental and third-party audits
Make a living by making a difference. Apply online today!
Volunteers of America is an Equal Opportunity Employer/Vets/Disabled
WWC has an opening on a Department of Defense contract for a Budget Analyst in support of the G6 and Chief Information Officer in the United States Army Special Operations Command (USASOC) at Ft Bragg, NC. This is a fast paced, high impact HQ requiring a motivated analyst ready to immediately add value to the team.
Specific responsibilities include:
- Provide DoD Budget Management expertise and support in several areas of the budget cycle: Budget Planning, Budget Execution, and reconciliation.
- Provide subject matter expertise on the DoD overarching acquisition strategy as they relate to the Planning, Programming, Budget and Execution (PPBE) process.
- Develop/forecasting annual budgets.
- Track/analyze funds obligations against spend plans and resolve budgetary imbalances.
- Maintain auditable records and back-up documentation.
- Research and reconcile current and prior year funds budget discrepancies.
- Resolve negative un-liquidated obligation reports, zero obligation, and other billing corrections.
- Assist with development and preparation of Program Objective Memorandums (POM) documents.
- Complete DOD procurement forms (MIPRs/DA Form 3953/etc).
This position is contingent on contract award.
Wittenberg Weiner Consulting, LLC (WWC) is a small, woman-owned business providing management consulting services to U.S. government agencies.
At WWC, our employees are the embodiment of our success as a firm. Our team is comprised of a tenacious group of diverse professionals located across the globe. It includes military veterans and spouses of active duty troops, former federal employees, policy experts, academics, attorneys, and technical and business experts, all of whom share a strong work ethic and the skills to succeed in both collaborative and independent environments. WWC is invested in the long-term success of both our clients and colleagues for the right reasons. Our dedication to putting good government into practice is underpinned by a merit-based culture that measures success by productivity and credibility.
- Bachelor’s degree and two (2) years of relevant financial analysis or financial management experience in public or private sector.
- Active Secret security clearance.
- Proficient in MS Office Suite; advanced ability in MS Excel, to include ability to develop and manipulate pivot tables, macros, charts, functions, complex formulas, and the integration of these products into briefs/presentations.
- Ability to analyze financial data and draw conclusions; compile figures and reports, maintain records, and perform other procedural work that represents the transactions of the organization.
- Ability to think independently, and write and communicate clearly and concisely.
- Outstanding oral and written communication skills, customer service skills, and ability to work effectively as a member of a team.
- Applicants must be currently authorized to work in the United States on a full-time basis. WWC will not sponsor applicants for work visas for this position.
- The DoD Financial Management Certification, Certified Defense Financial Manager (CDFM), Certified Public Accountant (CPA), Certified Internal Auditor (CIA), or equivalent certification in a financial related field.
- Experience working in government financial management, ideally within the Department of the Army or with US Special Operations Forces.
- Knowledge of the overall mission, organization, functions, capabilities, administration, and operations of the United States Special Operations Forces.
- Knowledge of various DoD, US Army, accounting, budget, and other financial regulations, laws, and requirements for recording and tracking budgetary transactions.
- Knowledge of the DOD planning, programming, budgeting, and execution cycle.
WWC offers a competitive benefits and compensation package.
WHY JOIN US
This internal recruitment is restricted to all internal County Administration staff, to include, full time, part time, classified, unclassified, probationary, temporary, and seasonal employees
Hillsborough County Government provides employees with careers that are both professionally and personally rewarding. With a wide range of independent agencies to choose from, the opportunities within Hillsborough County Government are endless! You are not just an employee within the government, you are an ambassador and business partner making a huge impact within our community that helps shape our future.
WHY WE EXIST
Our mission is to provide effective quality service at a reasonable cost with courtesy, integrity and accountability in a manner that protects and enhances the quality of life of our diverse population.
Performs professional duties analyzing, advising, and providing technical assistance in preparing budgets. Reviews proposed financial plans for completeness, accuracy, conformance with established procedures, regulations, and organizational objectives, and seeks new ways to improve efficiency and lower costs.
Bachelor's degree in political science, public administration or any related business field; and
Four years of experience as a professional accountant, economist, budget or fiscal analyst, or internal auditor.
An equivalent combination of education (not less than a high school diploma), training and experience that would reasonably be expected to provide the job-specific competencies noted above.
- Customer Commitment
- Proactively seeks to understand the needs of our customers and provide the highest standards of service
- Dedication to Professionalism and Integrity
- Demonstrates and promotes fair, honest, professional and ethical behaviors that establishes trust throughout the organization and with the public we serve
- Organizational Excellence
- Takes ownership for excellence through one's personal effectiveness and dedication to the continuous improvement of our operations
- Success through Teamwork
- Collaborates and builds partnerships through trust and the open exchange of diverse ideas and perspectives to achieve organizational goals
- Exerting up to 10 pounds of force occasionally, and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally, and all other sedentary criteria are met.
While performing duties of this job, the employee is regularly required to talk or hear.
This position is primarily sedentary.
DUTIES AND RESPONSIBILITIES
Note: The following duties are illustrative and not exhaustive. The omission of specific statements of duties does not exclude them from the position if the work is similar, related, or a logical assignment to the position. Depending on assigned area of responsibility, incumbents in the position may perform one or more of the activities described below:
Develops budget schedules and procedures to assist agency and department staff in submitting budget requests.
Prepares draft budget resolutions and amendments for approval by the Board of County Commissioners and advises department staff on updating appropriations and budget documents.
Analyzes current and anticipated revenues, expenditures, continuing costs, and other relevant data to assist department directors and managers in identifying funding sources and in developing a budget.
Coordinates the improvement of internal systems and procedures with directors, managers, and supervisors to develop accounting, recording, and reporting structures.
Conducts annual and special user charge and capacity fee rate studies in compliance with bond, ordinance, and regulatory requirements.
Analyzes and evaluates short and long range departmental operational and capital budgetary requests to see they are commensurate with the County's goals and objectives.
May conduct studies of other agency/department's business processes, policies, procedures and organization and recommends changes to improve organizational and operational effectiveness.
Examines financial statements of outside agencies doing business with the County.
Reviews new laws and regulations to determine impact on county operations.
May supervise subordinate personnel.
Performs other related duties as required.
Knowledge of the laws and regulations related to fiscal policy, budget and expenditures.
Knowledge of the methods and techniques used to develop revenue projections and expenditure forecasts.
Knowledge of current government budget principles, practices and procedures.
Knowledge of organizational accounting and reporting requirements.
Knowledge of generally accepted accounting principles, practices and procedures.
Some knowledge of operational policies, rules, regulations and ordinances.
Ability to research, collect, organize and analyze fiscal and non-fiscal data and develop logical conclusions.
Ability to use a computer and related software.
Ability to communicate effectively both orally and in writing.
Ability to work effectively with others.
WHAT'S IN IT FOR YOU
We offer much more than the competitive pay you expect. We value our employees and Hillsborough County Government is committed to providing a comprehensive and competitive benefits package. And because we understand that no two people are exactly alike, you can choose what best suits the needs of you and your family.
Health Plan: The County pays towards health insurance premiums for all employees. Employees can select from two (2) healthcare plan options. Coverage is effective the first of the month following thirty (30) days of employment.
Dental Insurance: Employees are eligible to enroll in the dental coverage and choose from four options: High DMO, Low DMO, a network Open Access Plan, and a PPO. Coverage is effective the first of the month following thirty (30) days of employment.
Vision Care: Employees and their dependents are eligible to enroll in the vision coverage. Co-payment coverage includes exams, lens and frame, as well as an allowable contact lens expense. Coverage is effective the first of the month following thirty (30) days of employment.
Employee Assistance Program: This program provides all employees and family members with professional, confidential counseling sessions. All employees and dependents are afforded up to six (6) free visits per Plan year. Coverage begins on the first day of employment.
Tuition Reimbursement: Employees may be reimbursed up to $1,000 (undergraduate), $2000 (graduate) per fiscal year for classes at an accredited college or university for courses that enhance your ability to perform your current job duties.
Holidays: Employees receive up to twelve (12) paid holidays per year.
Visit our Benefits page for more exciting details.
Do you qualify for Veteran's Preference? Preference will only be entitled upon initial appointment for eligible veterans and eligible spouses of veterans. Documentation that clearly shows dates of service, campaign awards or medals received, and character of discharge (DD-214 Member-4 or Service-2 copy) to support entitlement to preference must be provided at the time of application.
Equal Opportunity Employer:
Hillsborough County Government provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Hillsborough County Government complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Hillsborough County welcomes and encourages applications from minorities, veterans, and persons with physical and mental disabilities, and will reasonably accommodate the needs of those persons in the application and testing process. The decision on granting reasonable accommodation requests will be on a case-by-case basis.
Hillsborough County Government expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Hillsborough County Government's employees to perform their job duties may result in discipline up to and including discharge
Hillsborough County is a drug free workplace.
Employees are required to participate in response/recovery activities in response to an emergency or natural disaster affecting County operations and/or its citizens. In such situations, every effort will be made to maintain operations, but employees will be assigned to carry out response activities suited to their skills and capabilities. MON
Excellence, Teamwork, Leadership and Innovation. These are the values that define UConn Health, and we are looking for team members that share these same values. Our top rated organization is looking to add a Budget Analyst to our growing team. If you have a background in this field, as well as a passion for customer and patient experience, we want to hear from you
At UConn Health this grant funded position is accountable for performing a full range of tasks in reviewing, analyzing and justifying of annual departmental budget requests.
Works under the general supervision of an employee of higher grade.
May lead lower level staff as assigned.
COMPREHENSIVE BENEFITS OFFERED:
Industry-leadinghealth insurance options and affordability
Generous vacation and sick-time plans
Multi-channel retirement options (pension and match options)
Tuition waiver and reimbursement for employees and qualified family members
Quick commute accessfrom I-84, Rte 9 and surrounding areas
State of the art facility and campus environments
Progressive leadership and educational development programs available
Schedule: 40 hrs per wk, Days to be determined, 8:00am - 4:30pm with a 30 minute unpaid meal break
EXAMPLES OF DUTIES:
Prepares monthly financial reports for distribution to health center units and OPM
Composes correspondence/narratives to justify budget requests
Reviews, analyzes, justifies annual departmental requests; makes recommendations/proposes solutions to director regarding requests
Develops new forms as needed to provide better communications; prepares reports and correspondence; responsible for office work flow; trains clerical staff as necessary
Develops general fund data base to monitor position, salary and other budget information
Performs related duties as required.
MINIMUM QUALIFICATIONS REQUIRED
KNOWLEDGE, SKILL AND ABILITY:
Knowledge of the principles and practices of organization and management including public administration
Knowledge of governmental budget management and governmental accounting
Oral and written communication skills; interpersonal skills
Ability to prepare and analyze financial documents and reports
Ability to interpret and apply relevant State and Federal statutes, regulations, and administrative policies
Ability to utilize computer systems for financial management.
EXPERIENCE AND TRAINING:
Six (6) years experience in budget work or in financial management with budgetary responsibility.
College training may be substituted for the General Experience on the basis of fifteen semester hours equaling one-half (1/2) year of experience to a maximum of four (4) years.
Experience related to children and adults with disabilities.
Experience in research organizations
Experience managing discretionary grants from both state and federal agencies.
Full Time Equivalent Minimum Salary: $61,734.00
Why UConn Health
UConn Health is a vibrant, integrated academic medical center that is entering an era of unprecedented growth in all three areas of its mission: academics, research, and clinical care. A commitment to human health and well-being has been of utmost importance to UConn Health since the founding of the University of Connecticut schools of Medicine and Dental Medicine in 1961. Based on a strong foundation of groundbreaking research, first-rate education, and quality clinical care, we have expanded our medical missions over the decades. In just over 50 years, UConn Health has evolved to encompass more research endeavors, to provide more ways to access our superior care, and to innovate both practical medicine and our methods of educating the practitioners of tomorrow.
UConn Health is an affirmative action employer, in addition to an EEO and M/F/V/PWD/PV employer.
All employees are subject to adherence to the State Code of Ethics which may be found at www.ethics.state.ct.us
BUDGET ANALYST – Account Management Operations
The position of a Budget Analyst on the Account Management Team at 22squared will play a key role in developing, managing & tracking resources related to Agency Scopes across all Tampa accounts.
Creation and development of Annual SOWs, including projected hours based on previous actuals
Project SOWs by department
Work with Account Management, Project Management and Accounting to manage job creation, including but not limited to:
Review jobs for completion and consistency in data and naming convention
Estimate entry and approval
Identify data elements needed for reporting
Prepare reports to track estimates vs. actual hours on a monthly and quarterly basis.
Analyze data for trends and partner with AM leads to identify causes
Support Accounting needs by assisting with billing approvals, quarterly service fee calculations, yearly general expense and travel budget development
Ad hoc reporting
Management of Assistant Budget Analyst, including
Delegation of work responsibility
Growth and development opportunities
Aptitude for finance
Strong analytical and math skills and budget calculation
Data gathering and analysis
Bachelor's degree or equivalent work experience
5-7 years of relevant financial experience
Advanced skills in Excel – able to create spreadsheets, pivot tables, etc.
Advanced skills in Access – able to create queries, forms and reports
Demonstrate superb written and verbal communication skills
Ability to multitask in a fast-paced environment
Self-starter with regards to tasks and projects, adding unexpected value across the team
Possess extreme attention to detail
Possess an understanding of Advertising Operations
Job Description: Benefits Supplemental Questions
To perform professional, administrative, and technical financial functions in relation to the budget that encompasses budget planning, preparation, analysis, and implementation.
Employee has no supervisory responsibility.
Assists in planning, organizing, and preparing the annual budget.
Examines budget estimates for completeness, accuracy, and conformance with procedures and regulations.
Provides analysis and evaluation of the fiscal impact of proposals for the budget.
Analyzes monthly department budgeting and accounting reports for the purpose of maintaining expenditure controls.
Reviews budget transfer requests and consult with managers to ensure that budget adjustments are appropriate.
Reviews operating budgets to analyze trends affecting budget needs and resources.
Prepares financial reports, budgets, graphs, charts, and other financial documents by gathering and analyzing a variety of data.
Monitors internal and external budget performance measures. Gathers information from other organizations for benchmarking purposes.
Performs cost-benefit analysis to compare operating programs, reviews financial requests, or explores alternative financial methods.
Performs periodic performance and compliance analysis related to the execution of the city's annual operating and capital improvement budgets.
Assists in the preparation of revenue and expenditure forecasts.
Plans, reviews, and conducts special studies in such areas as organizational changes, process efficiencies, and cost analysis.
Provides answers to inquiries related to the budget.
Assists with the development of finance-related ordinances and resolutions.
Represents the City at various conferences and meetings.
Adheres to assigned work schedule as outlined in the Department and City attendance policies and procedures; ensures all behaviors comply with the City's Personnel Rules and Regulations; possesses and maintains a valid driver's license, if required, and comply with City of Killeen driving policy accordingly.
Performs other duties as assigned.
Required Minimum Qualifications:
Education and Experience:
- Graduation from an accredited four-year college or university with a degree in accounting, finance, business, or a closely related field; and,
- Two (2) years of experience in accounting and finance work; or,
- Any equivalent combination of education and experience.
Knowledge, Skills and Abilities:
Knowledge of Generally Accepted Accounting Principles and the Governmental Accounting Standards Board.
Understanding of general accounting, financial reporting, and general ledger systems.
General knowledge of budgets, controls, and legal requirements and practices.
Proficient in Microsoft Office Suite.
Ability to prepare and analyze complex financial reports.
Ability to maintain efficient and effective financial systems and procedures.
Ability to form and maintain effective relationships with coworkers and customers.
Ability to analyze problems, make object decisions, and implement them effectively.
Ability to communicate effectively both verbally and in writing.
Ability to maintain regular and punctual attendance.
Supplemental Information:SPECIAL REQUIREMENTS
Must have a valid Texas driver's license by date of hire. Must be bondable.
TOOLS AND EQUIPMENT USED
Personal computer, including word processing and spreadsheet software, 10-key calculator; phone, copy machine, and fax machine.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is frequently required to sit and talk and hear; use hands to finger, handle, or feel objects, tools or controls; and reach with hands and arms. The employee is occasionally required to walk, sit, climb or balance, stoop, kneel, crouch and crawl.
The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually quiet.
Formal application, rating of education and experience; oral interview and reference check; job related tests may be required.
The duties listed above are listed only as illustrations of the various types of work that may be performed. The omission of specific statements of duties does not exclude them from the position if the work is similar, related or a logical assignment to the position.
The job description does not constitute an employment agreement between the employer and employee and is subject to change by the employer as the need of the employer and requirements of the job change.
Reporting to the Director of Budgets in the Clinical Trials Office (the CTO) of Columbia University's College of Physicians & Surgeons (P&S) at Columbia University Irving Medical Center ("CUIMC"). The Budget Analyst will be responsible for ensuring financial feasibility and compliance of industry sponsored clinical trial budgets.
The CTO, which is operated jointly with the New York-Presbyterian Hospital ("NYPH") assists investigators and academic/research staff in developing clinical trials at P&S and provides administrative resources and infrastructure to build and sustain clinical trials research at P&S.
Responsibilities include, but not limited to the following:
1.Review of sponsor budgets and protocols with CU faculty and their research staff to determine financial feasibility and to make modifications to meet cost expectations
2.Draft & negotiate budgets and payment terms for clinical trials directly with representatives of Pharmaceutical Companies to ensure compliance with University policies & procedures
3.Build all negotiated & executed trials into the CTO database and for the creation of detailed data entry formats
4.Guide investigators and research personnel regarding institutional requirements such as indirect cost rates, Institutional Review Board, Research Pharmacy and RASCAL processes and their effect on budgets.
5.Create a budget based on financial feasibility, CTO review, and CUIMC and NYPH policies
6.Provide principal investigators and research personnel effective communications regarding progress of budget negotiations
7.Update & maintain all activity on current databases & workflow trackers
8.Liaise during budget negotiations between trial sponsors and CU research community
9.Liaise with P&S Central Administration offices & NYPH affiliates that interface with the Clinical Trials Office such as NYPH Procurement Office, Billing Compliance and Financial Accounting
10.Prepare departmental reports and manage special projects as needed per the Directors of the CTO Minimum Qualifications for Grade
Applicant MUST meet these minimum qualifications to be considered an applicant Bachelor's Degree or equivalent in education and experience plus three years of related experience. Additional Position-Specific Minimum Qualifications
Applicant MUST meet these minimum qualifications to be considered an applicant
1.Three years' experience in health care or clinical research
2.Microsoft Office proficiency: Word & Excel
3.Excellent interpersonal communication (both written & verbal) skills
4.Excellent organizational and time management skills
5.Knowledge of Human Subjects Research Special Instructions Preferred Qualifications Essential Functions Additional Essential Functions (Limit to 3950 characters.) Special Indications
This position works with: There are no special indications for this position
As a UW employee, you will enjoy generous benefits and work/life programs.
For detailed information on Benefits for this position, click here. Please note that this position has been re-posted. If you have already submitted your application, you need not submit it again, as it has already been received.
As a UW employee, you have a unique opportunity to change lives on our campuses, in our state and around the world. UW employees offer their boundless energy, creative problem solving skills and dedication to build stronger minds and a healthier world.
UW faculty and staff also enjoy outstanding benefits, professional growth opportunities and unique resources in an environment noted for diversity, intellectual excitement, artistic pursuits and natural beauty. All of which has allowed the UW to be nationally recognized as a "Great College to Work For" for four consecutive years.
The Center for Educational Leadership (CEL) is a nationally recognized thought leader providing research-based professional development and training services to K-12 schools and districts. CEL aims to close academic achievement gaps by developing the capacity of school leaders and teachers to improve instruction for all students.
CEL is self-sustaining, located in the Northgate area of Seattle with annual revenue of $4 million dollars. The revenue for the Center comes mainly from providing in-person leadership and instructional consulting, training and coaching to over 75 school districts located across the country. CEL also has annual grant funding of $200,000.
CEL is a center within the University of Washington College of Education. We are a team of 20 who are guided by our values of:
People: People are the core. We believe equity, empowerment, respect, balance and celebration vitalize our most-precious resource.
Curiosity: We nurture inquisitive minds. Curiosity propels us forward in a never-ending pursuit of new ideas and improved ways of working.
Learning: Knowledge empowers. As an innovative, learning organization, we believe continuous reflection, learning and sharing create brighter outcomes for all.
Collaboration: We are stronger together. Collaboration accelerates performance, and we know that the best works is a product of shared ownership and individual strengths.
Integrity: Our values are a promise. We live our values according to non-negotiable standards of honesty, truth, responsibility, mutual respect and "doing what is right."
Impact: Student achievement is our ultimate measure of success. A sense of urgency drives us to deliver the highest-quality work in service of eliminating the achievement gap.
CEL is self-sustaining, located in the Northgate area of Seattle with annual revenue of $4 million dollars. The revenue for the Center comes mainly from providing in-person leadership and instructional coaching to over 75 school districts located across the country. CEL also has annual grant funding of $200,000.
CEL has an outstanding full time opportunity for a Budget Analyst.
Position Purpose: Reporting to the Finance Manager, the Budget Fiscal Analyst is part of a three-person team and performs complex technical fiscal analysis and financial reporting.
With the large percentage of revenue coming from fee-for-service activities this position works on many revenue-generating activities such as developing pricing proposals for clients, product pricing, managing receivables, and providing customer service to our clients. This position is responsible for developing and analyzing financial reports and forecasts used by the Center's management team to make strategic decisions and monitor the financial performance of the organization.
Primary duties of this position include:
Budget Management, Reporting, and Analysis
Develop and analyze monthly, quarterly and year-end reports that track actual and accrued revenue and expenses, and forecast year end balances
Create financial forecast models; provide analysis that aids management in making strategic decisions
Analyze program expenditure/revenue patterns; provide recommendations that lead to business improvement and cost reductions
Allocate salary and benefits costs to programs
Monitor budget activities to ensure compliance with departmental and institutional policies, rules and regulations
Reconcile budget transactions and supporting documentation, identifying discrepancies and implementing corrective action
Manage and maintain record keeping and archiving system ensuring compliance with policies and procedures for retention of records
Revenue Generation and Operations
Prepare and revise pricing proposals for clients based on our pricing framework; respond to and resolve client inquiries about pricing proposals
Develop, recommend and/or establish pricing for products and services
Prepare reports and presentations that aid management in making strategic decisions such as pricing of new products, identifying new sources of revenue, or calculating return on investment (ROI)
Develop and evaluate fiscal procedures and workflows; make recommendations for process improvement and increased efficiencies
Develop and prepare budgets and financial documents for RFPs and grant proposals
Assist in updating marketing information with client sales
Provide financial guidance and support to internal, cross functional project teams
Prepare invoices to bill clients for services provided, products purchased through online store, and training registration fees
Respond to and resolve client inquiries about billing issues
Keep aging report of receivables and pursue collection efforts when needed
Process and reconcile credit card receipts
Serve as primary contact for issues with processing of payments for our products or trainings
Keep aging report of shared revenue receivables with University's licensing department; reconcile payments received and pursue collection efforts when needed
Provide guidance and training to employees on University and department travel and expense reimbursement procedures
Ensure travel and expense reimbursements are accurate and comply with University and department travel policies
Work with Travel Agency to resolve issues and ensure compliance to University and department policy
Manage and maintain personal services contracts
Process purchase orders and payment in University's purchasing system
Review invoices from contractors and vendors; ensure amounts are accurate and comply with University and department policy
Resolve problems including vendor inquiries, unpaid invoices and order status
Maintain and reconcile department procurement credit card
Bachelor's Degree with major study in accounting, business administration or related field, OR equivalent education/experience
Demonstrated experience in creating, analyzing, and reconciling budgets with actual and accrued revenue and expenses, projecting year end balances
Demonstrated experience in creating financial forecasts and modeling that provide financial analysis to help management make strategic decisions
Strong analysis skills to identify trends and problem solving skills to make recommendations to resolve them.
Demonstrated experience working in a revenue-generating organization preparing pricing proposals, invoices and receivable aging reports and in managing and collecting receivables from customers.
Proven track record of taking ownership and driving results
Strong team player willing to take on tasks as needed and to collaborate in group settings to identify and implement improvements to our workflows to gain efficiencies and improve customer service
Strong sense of integrity
Superior demonstrated attention to detail and passion for accuracy while also seeing the comprehensive "big picture"
Strong organization skills and ability to work with frequent interruptions. Able to consistently and accurately process large volumes of transactions, manage multiple priorities and meet deadlines
Experience in working with travel and purchasing procedures. Strong ability to interpret and apply established policies and procedures and to educate others about them
Excellent written, verbal and interpersonal communication skills with strong customer service attitude including timely follow-up and maintaining a positive attitude in working toward resolution of the issues
Self-starter with ability to apply good judgement and critical thinking skills and solve problems. Demonstrates curiosity; able to learn on the fly and to learn from mistakes.
Expertise with creating and revising Excel including financial functions, filters and Pivot Tables
Proficient with PowerPoint and Outlook
Working knowledge of the University's on-line procurement and administrative systems, including Ariba, MyFD, Workday, and Enterprise Data Warehouse
Experience in providing accounting support for a self-sustaining or non-profit organization and entrepreneurial mindset
Familiarity with grant funding
Experience in QuickBooks
Familiarity with financial analysis and methodologies for determining pricing of products
The application process for UW positions may include completion of a variety of online assessments to obtain additional information that will be used in the evaluation process. These assessments may include Work Authorization, Cover Letter and/or others.
Any assessments that you need to complete will appear on your screen as soon as you select "Apply to this position". Once you begin an assessment, it must be completed at that time; if you do not complete the assessment you will be prompted to do so the next time you access your "My Jobs" page. If you select to take it later, it will appear on your "My Jobs" page to take when you are ready.
Please note that your application will not be reviewed, and you will not be considered for this position until all required assessments have been completed.
Budget Analyst (Position #64112048)
MISSION: The Montana Department of Corrections staff enhances public safety, supports the victims of crime, promotes positive change in offender behavior, and reintegrates offenders into the community.
If you're looking for an opportunity to affect positive change in the community and at work explore the opportunities available to you through the Montana Department of Corrections. You may be the person we've been looking for to join our team as well!
BENEFITS: Your paycheck is just part of your total compensation package!
Upon date of hire, employees are eligible for state paid premiums toward employee "core" medical, dental, and basic life insurance coverage. Dependent coverage and supplemental options are also available. Employees earn 15 working days of annual leave, 12 days of sick leave and 10-11 paid holidays each year. Membership in a Retirement System with a state contribution begins upon the first day of employment (vesting criteria applies). Flexible schedules may be considered.
The Montana Department of Corrections is an Equal Employment Opportunity Employer. As such, women, minorities, and individuals with disabilities are encouraged to apply.
If another department vacancy occurs in this job title within twelve months, the same applicant pool may be used for the selection.
Materials submitted but not requested will not be considered in the selection process.
Background screens which may include criminal records check, child/patient/offender abuse registries, and thorough reference checks will be conducted for this position.
PRISON RAPE ELIMINATION ACT OF 2003 – Any person who has been convicted of engaging in or attempting to engage in sexual activity in the community facilitated by force, overt or implied threats of force, or coercion, or if the victim did not consent or was unable to consent or refuse; or any person who has been civilly or administratively adjudicated to have engaged in the activity as described are not qualified for this position.
Tobacco Free - Use of all tobacco products, including smokeless tobacco products and tobacco substitutes in Department of Corrections buildings, is prohibited. In secure care facilities possession of tobacco products is also prohibited.
DUTIES and RESPONSIBILITIES: The Fiscal Bureau Budget Analyst supports both the Department and Division missions by performing complex and critical services.
The department operates under a $450 million biennial budget and each funding source has unique program guidelines requiring individual analysis and evaluation. The fluctuating nature and demands for accountability of these revenue sources require detailed fund control methods to effectively forecast revenue and to report expenditure activities.
POSITION SPECIFIC INFORMATION:
Prepare and analyze each division's budget within the department
Gather, evaluate, and analyze data to prepare each division's operating budget using guidelines from the Bureau Chief, the Governor's Office of Budget and Program Planning (OBPP), federal and state regulations and procedures, Governmental Accounting and Financial Reporting Standards (GAFR), and department goals and objectives. In addition, the budget analyst will perform independent research of each program's budget detail and have a thorough understanding and knowledge of the program's functions.
Prepare budget status reports for each division. This entails thorough analysis of SABHRS reports to ensure expenditures are being charged appropriately, discussion with program personnel to accurately project future expenditures, study of historical expenditure trends; analysis of grant expenditures and funding, preparation of spreadsheets to support projections in personal services, operating expense (broken down by: contracted services, supplies, communications, travel, rent, utilities, repair and maintenance, other) and equipment categories. Study discrepancies between SABHRS and Payroll Expenditures Reports and request necessary action for corrections, prepares SABHRS journal entries as necessary.
Assimilate, balance, and transmit all budget information utilizing the Internet Budget and Reporting System (IBARS) in a timely and accurate manner. Gather information from the appropriate program managers and other governmental resources to respond to inquiries from OBPP and the Legislative Fiscal Analyst (LFA) regarding the department's budget such as explanation of new and existing programs and uses of funding sources. Assimilate the information into the requested format.
Review OBPP and LFA budget reports to ensure accuracy and consistent interpretation of legislative and department actions. Follow-up on differences to ensure that actions are implemented correctly. Research information needed for the preparation of fiscal notes on proposed legislation having a fiscal impact on the agency.
Analytical Skills and knowledge of program funding is required in determining reasonable assumptions to reach conclusions. Provide budget interpretation and analysis of legislative and executive mandates for department management and program managers. Advise management on the most effective means of implementation while complying with required regulations and procedures.
Design implement and update computerized reports containing historic fiscal information, current period expenditures and revenues and balances for specific contracts
Develop a funding plan for division's budget. Use historical information and supportive data from program managers, and other available resources to support the programs funding plan.
Research and prepare professional reports for the Department of Corrections and the legislature providing the status of ongoing projects, the availability of funding, and a description of new proposals. Research and provide information to the Budget and Contracts Management Bureau Chief for the preparation of bonding proposals. Identify and understand the statutory restrictions of each funding source so that expenditures can be monitored for compliance.
Independently research and develop recommendations for actions to problem areas, such as insufficient funding authority or inappropriate funds. Provide alternatives and implement appropriate solutions. Coordinate with OBPP to establish all appropriations on SABHRS and prepare any BCDs necessary to manage the funds.
Allocate each division's annual operating budget into hundreds of organizational centers and monitor the spending in conjunction with the DOC planned management plan.
Be knowledgeable and proficient in using the IBARS to allocate the department's annual operating budget for six programs into the state's accounting system. Develop fiscal policies, procedures, and technical detail required to allocate the budget within legislative intent.
Identify and understand the statutory restrictions of each funding source so that expenditures can be monitored for compliance.
Independently research and develop recommendations for actions to administrators of noted problem areas. Collaborate with administrators to develop alternatives and implement appropriate solution.
Forecast revenues, expenditures, and cash balances. Many of the department's revenue estimates are influenced by factors such as economics, weather conditions, and state and federal legislation. They must be adjusted on a regular basis.
Monitor and research variances between actual revenues and expenditures and the budgeted amounts. Prepare analytical comparisons of past and current revenues and expenditures and prepare projections.
Maintain an analysis for each accounting entity to forecast the effects of projected revenues and expenditures into future biennia. Reconcile with SABHRS and post the fiscal year fund balances of the funding sources. Participate in updating revenue estimates for all funding sources. Prepare monthly department appropriation/cash report using Monarch/SABHRS system for supervision fee purchases.
Analyze program financial data.
Initiate requests to modify the department's operating budget assuring fiscal and legal compliance with legislative intent. Coordinate the activity of funding sources.
Track the departments funding sources, which are earmarked for specific purposes resulting in complex restrictions. This position is responsible to assure the legislative intent is maintained. Good judgment must be exercised in recommending the use of appropriated spending authority for each unit.
Work with Budget and Contracts Management Bureau Chief to prepare BCDs. Maintain tracking system and prepare required reports to the Legislative Fiscal Division. Update progression sheets to document program transfers, operating plan changes, and refunds.
Work with Contracts Management staff to ensure contracts are in place for all allocations and expenditures following procurement rules. Establish all corresponding modified FTE through the BCD process. Maintain agency information in the state's accounting system as necessary for effective budget management.
Establish and maintain SABHRS budgeting controls so that all accounting and budgeting transactions process and correct reports are generated.
Establish and maintain budget translate tree and orgs within the department's structure. Assure orgs are set up to accept all appropriate expenditures (current and prior year). Assure orgs are set up to accept all appropriate revenue (current and prior year). Complete all Fiscal Year End duties.
Update SABHRS translate trees, budget translates, speed charts, accounts, and task profiles to reflect all changes to the agency's org structure. Complete Standard Budget journals annually to establish department budgets. Maintain documentation of all processes required to process standard budget journals.
Actively work with the SABHRS team and Fiscal staff to identify areas of concern and work toward solutions. Share information and knowledge with other bureaus, divisions, and state agencies.
Special Projects, Training, and Other Duties
Design, develop, and implement financial systems such as the Budget Status Reporting spreadsheets (BSR), revenue forecasting systems, and expenditure forecasting systems. Continually maintain the systems so that they are available for use by all potential users.
Educate and inform managers responsible for fiscal decisions on how to use accounting and budgeting reports. Train division administrators and their assistants on policies, procedures, and technical detail required to allocate their budget within legislative intent. Train department managers to use MBARS.
Design and conduct research projects in cooperation with the Fiscal Bureau Chief, Warden and Contract Bureau Chief. Represent the department at federal, state, local, and departmental meetings concerning issues within the purview of this position. Monitor and reconcile personnel positions within the department.
MINIMUM QUALIFICATIONS: The knowledge, skills, and abilities required are typically attained through a combination of experience and education equivalent to a bachelor's degree in Accounting, Financial Management, Business Administration or a related field, including course work in the accounting area, and 4 years of budgeting experience.
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