Position Overview:

The Budget Specialist is responsible for managing and overseeing the organization’s budgeting processes. This role involves developing budget plans, conducting financial analysis, and ensuring that budgetary guidelines are followed. The Budget Specialist will work closely with various departments to ensure effective resource allocation and support strategic financial planning.

Key Responsibilities:

• Develop the budget manual and templates, create tools to develop work plans, work with programs developing budgets, and reconciliation of budgets with programmatic work plans.
• Provide management with regular reports on progress towards targets, flagging variations and performing initial checks on reasons for under/over achievement.
• Develop regular budget reports and analysis forecasting and trending budget performance and institutional financial positioning.
• Ensure compliance with current budget and spending policies, and propose improved policies and systems regarding spending guidelines, cost savings, cost allocation, and annual planning.
• Cooperate with the Budget Management team to streamline internal budget reports and reporting processes to deliver more efficient, more effective, and more useful reports and analysis.

Qualifications:

Education:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field. A Master’s degree or relevant professional certification (e.g., CPA, CMA) is a plus.

Experience:

• Minimum of [3] years of experience in budgeting, financial planning, or a related role.
• Proven experience in financial analysis and reporting.

Skills:

• Strong analytical and problem-solving skills with attention to detail.
• Proficiency in financial software and Microsoft Excel.
• Excellent communication and interpersonal skills.
• Ability to work independently and manage multiple priorities effectively.