Budget Data Analyst - Hybrid

POSITION SUMMARY:

Under the general direction of the Assistant Director, Financial Operations the Budget Data Analyst gathers financial data, prepares financial analyses, and assists with the preparation of financial analysis for presentation to Business Units and Senior Management.

ESSENTIAL FUNCTIONS:

Assist in preparing monthly finance reports and financial analysis;
• Generally responsible for the gathering, maintenance, compilation, interpretation, analysis and reporting on various data;
• Implement data gathering procedures and design, in collaboration with the Assistant Director, and maintain necessary files and databases necessary to support analysis and reporting needs;
• Develop models for analysis of historical trends and projection of future trends including reviewing actual results against KPIs;
• Assist in the annual budget process including reviewing data and preparing metrics and serve as the liaison with the Business Units for budget development and use of budget systems;
• Assist with contracts and revenue reporting activity as directed;
• Ensure accuracy of reports by data review and resolving discrepancies internally for assigned reports;
• Act as project manager by organizing, coordinating, managing and producing reports, and performing computations with a high degree of independence for projects as assigned;
• Assist with the development of reporting specifications;
• Provide financial assistance for decision making in timely manner;
• Prepare reports and provides financial spreadsheet or data analysis as needed;
• Communicate (oral and written) with departmental staff;
• Perform other duties as assigned.

REQUIRED QUALIFICATIONS:

• Bachelor's degree in Business Administration, Accounting, Finance, or equivalent
• 3-5 years financial accounting & reporting, or related experience
• Excellent interpersonal, verbal, and writing skills needed to present or communicate effectively with all levels of management
• Demonstrated ability to create complex spreadsheets and reports, using Microsoft Excel
• General knowledge of economic principles and experience building financial models
• Demonstrated ability to analyze and interpret financial documents such as system reports at both account and summary levels
• Demonstrated ability to synthesize
• complex information into a simple and concise presentation
• Ability to work independently according to priority and current projects
• Proficiency with Microsoft Office or similar software

PREFERRED QUALIFICATIONS:

• PeopleSoft experience preferred.