Budget Analyst 3

ASSIGNMENT RESPONSIBILITIES


Note: All official drafts, documents and recommendations, as listed below, must be reviewed, finalized and approved / accepted by appropriate BPA manager or other federal personnel with the authority to do so.


Serve as the primary point of contact and technical expert for the tracking and reporting of program budgets, forecasts, and expenditures.


Maintain reporting of Program budgets, expenditures, transfers, carryovers, and balances.


Provide Quality Assurance and Quality Control (QA/QC) of work products. Verify work products and communications (both internal and external) conform to agency and Finance program policy.


Work with external partners to resolve discrepancies/errors; escalate to applicable Budget Liaison of Manager as needed.


Document administrative activities in accordance with appropriate regulations, including input into relevant systems, as well as Finance SharePoint sites.


Take appropriate corrective action per established process if budget or transfer errors occur. Direct any questions to BPA manager and escalate discrepancies as needed.


Provide periodic updates, reports, and analyses as required for budget management.


Attend and participate in team meetings and deliberations by taking notes, drafting updates to existing documents, providing data, providing analysis and reporting on budget topics.


Provide support to the Budget Liaisons.


Demonstrate clear understanding of the relevant reports and systems within Finance, including the linkage and dependencies between fields, reports, summaries, and other components of the system.


Understand and apply budget policies under the guidance of the Budget Liaisons.


Provide communication and support to stakeholders and colleagues.


Participate in departmental budget meetings and deliberations by providing updates on budget forecasts and accrual estimates.


Serve as a resource to other team members and customers by providing guidance and assistance with the utilization of the appropriate forms, database fields, agency policies, and group procedures, processes and practices. This may include class or one-on-one training, developing user guides and other informational documentation and materials.


Assist with departmental special projects and initiatives, including cost analysis projects focused on detailed evaluation of specific portfolios, invoicing practices, budget/expense analyses, potential cost savings, and process improvements.


Draft/develop departmental budget management processes and procedures and other documentation.


Assist with the match of appropriations for specific programs with appropriate or broader programs, including items for emergency funds. Keep abreast of BPA policies, procedures and practices for budget setting, review and analysis.


Consult with managers to verify that budget adjustments are made in accordance with program changes.


As assigned, assist BPA managers and other budget analysts to develop / draft, maintain and analyze budgets, preparing periodic reports that compare budgeted costs to actual costs.


Draft/develop financial documents, reports or budget analysis as requested. Present information/material/findings to management.


Verify accuracy of financial information.


Gather financial records from departmental managers or budget analysts, executives, or others as requested.


REQUIREMENTS


Education & Corresponding Experience (required on matrix)


Associate or Bachelor's degree in Finance, Accounting, Economics, Business Administration, or Business Mathematics or a closely-related technical field is preferred.


With an applicable Bachelor's Degree, 6 years of experience is required.


With an applicable Associate's Degree, 8 years of experience is required.


Without a degree, 10+ years of experience is required.


Experience must include providing budget reporting, budget analysis and providing budget preparation assistance in a budget or financial analyst capacity.


Required Technical Skills & Experience (required on matrix)


Advanced skills in Microsoft Outlook, Excel, PowerPoint and Word.


Working experience in general data entry and input of data into computer systems or databases.


Preferred Skills & Experience (optional on matrix)


Familiarity with SharePoint.


Experience with Asset Suite, other asset management and/or business process systems.


Experience working with budget documents, invoices, and customer data.


Additional Requirements (not required on matrix)
Valid U.S. Driver's License is required.