About this role
MAJOR ACCOUNTABILITIES include the following. Other duties may be assigned.
Support the financial team with the budgeting/forecasting process.
- Develop and manage budget timelines to ensure project expectations are clearly stated to meet reporting and approval deadlines
- Organize data and supporting documents to facilitate review of financial forecasts and non-financial performance indicators.
- Work with budget stakeholders to verify forecasts align with the organization's initiatives and goals.
- Examine performance indicators and identify outliers.
- Ensure budget files are accurate and complete. Prepare budget report presentation package.
- Make improvement recommendations to management as needed.
Assist with financial planning to attain improved financial results.
- Be the subject matter expert for the financial planning of assigned projects which includes updating, monitoring, and auditing data to support assigned projects.
- Participate in cross departmental meetings to ensure the financial planning has been considered and addressed for projects and initiatives.
- Assist staff in developing financial plans and review effectiveness of standard operating procedures.
- Prepare and distribute budget reports and meet with departmental staff to analyze historical data and assist with projects and plans for execution.
- Investigate inquiries and provide explanations for staff to recommend solutions.
Assist with financial modeling and analytics to support strategic initiatives.
- Use and update financial models to assist with ad hoc and long-term planning.
- Create ad-hoc predictive and prescriptive analysis to assist leadership in decision making.
- Participate in the implementation and continuous improvement of modeling and analysis software.
Other Skills and Abilities
- Work with sensitive information and maintain confidentiality.
- Work through problems logically, attempt solutions independently, and think beyond the immediate need presented.
- Gather and analyze information skillfully, prioritize and plan work activities and use time efficiently to ensure deadlines are met.
- Maintain accuracy, thoroughness, and confidentiality, perform under minimal supervision, and work extended hours as necessary.
- Possess highly detailed and analytical capabilities required to work with financial data.
- Possess excellent verbal, written, and interpersonal skills with the ability to translate financial information to a general audience.