JOB SUMMARY:

The Budget Analyst is an integral part of the success of the company and affiliates. The Budget Analyst is responsible for leading organizational budget development, analyzing business performance against that established budget, developing financial projections, and assisting in the preparation of financial reports. The Budget Analyst will be in communication with most other departments within the company as well as outside agencies.

ESSENTIAL FUNCTIONS:

• Prepares and presents all financial forecasts to identify trends and variances to include balance sheet, income statement, and cash flow projections.
• Leads organizational budget process and aids managers by developing and maintaining Adaptive Insights budgeting platform.
• Loads monthly actuals in Adaptive Insights budgeting platform.
• Responsible for developing budget dashboards and other financial forecast tools.
• Calculates equitable expense allocations for shared costs.
• Works in collaboration with IT report writers to establish and publish production goals for retail locations.
• Prepares all budget presentations and reports for governing committees.
• Develop standards for measuring the return on capital investments and other continuous improvement projects.
• Leads monthly review of projected capital spend against budgeted capital spend and facilitates discussions necessary to approve projects for capital spending.
• Works in collaboration with Finance to annually load and validate approved budgets in SAP Business One.
• Performs any other duties as required or assigned.

QUALIFICATIONS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education:

• A Bachelor's degree; may substitute known performance for formal education.

Experience:

• Four (4) years of experience in a related field.

Other:

• Strong computer proficiency (i.e., Excel) is required.
• Budget/financial analytical skills, word processing, spreadsheet, and computerized accounting system experience are essential to this position.
• Computer systems used are SAP Business One, Adaptive Insights, Counterpoint, iVend, UKG (Payroll/HRIS), Novatime, PowerBI, Tableau, RaisersEdge, and others.
• Previous experience using Adaptive Insights preferred.
• Completeness, accuracy, and punctuality of reports and other assignments.
• Successful completion of annual budgets that closely approximate business actuals.
• Responsibility shown in ensuring all proprietary, financial, personal, and HIPAA (Health Insurance Portability and Accountability Act) information is kept confidential.
• Ability to meet deadlines and respond to special requests
• Initiative and quality of work.
• The manner in which this individual conducts themselves should reflect the high standards of integrity and morals, which are expected of all personnel.

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.

Guide to Physical Requirements:

• Continuously (5-8 hours)
• Frequently (3-4 hours)
• Occasionally (1-2 hours)
• Never

LIFTING: (as defined by ADA)

Heavy: 45 lbs & over - NEVER

Moderate: 15-44 lbs - NEVER

Light: 14 lbs & under - OCCASIONALLY

CARRYING:

Heavy: 45 lbs & over - NEVER

Moderate: 15-44 lbs - NEVER

Light: 14 lbs & under - OCCASIONALLY

PUSHING/PULLING - OCCASIONALLY

REACHING:

Above Shoulder - OCCASIONALLY

At Shoulder - OCCASIONALLY

Below Shoulder - OCCASIONALLY

TWISTING - OCCASIONALLY

BENDING - OCCASIONALLY

KNEELING/CRAWLING - OCCASIONALLY

SQUAT - OCCASIONALLY

CLIMBING:

Use of legs only (stairs) - OCCASIONALLY

Use of arms & legs (ladders) - OCCASIONALLY

HEARING - CONTINUOUSLY

VISION:

Visual, close - CONTINUOUSLY

Visual, distant - CONTINUOUSLY

Visual, depth perception - CONTINUOUSLY

HANDS/FINGERS:

Simple grasping - CONTINUOUSLY

Fine Manipulation - CONTINUOUSLY

Repetitive Movements - OCCASIONALLY

WALKING - FREQUENTLY

STANDING - FREQUENTLY

SITTING - FREQUENTLY

SPEAKING - FREQUENTLY

OTHER, please describe -

Drug screening required

Length: Temporary, with a potential to be considered for Contract-to-Direct position

Pay: $33.65/hour- $36.06/hour (depending upon experience)

Schedule: Mon-Fri 8:00 am- 5:00 pm