Budget Analyst-Level 1 - Associate (0 - 5 Years)

Budget Analyst-Level 1 - Associate (0 - 5 Years)

This position is responsible for the preparation of financial and operating budget reports at the site level. The role involves assisting with day-to-day accounting activities, including preparing journal entries, ensuring proper consolidation of project entities, confirming SOX compliance, and supporting forecasting activities. The analyst will also administer and interpret accounting policies applicable to the site.

Key Responsibilities

• Capture trades into the SOX Application and execute end-of-day recaps and reports.
• Verify positions and monitor daily Value at Risk and other risk-related measures.
• Reconcile broker and other external statements associated with transactions.
• Provide management with daily Profit and Loss and pricing information.
• Handle Electronic Funds Sources and other clearing transactions.
• Conduct quantitative and qualitative research to support special projects.
• Assist with process design and modification for continuous business improvement.
• Support the development and execution of the trade capture platform in collaboration with the IT team.
• Develop ad-hoc reports using SQL and Power BI.
• Create and automate Excel-based ad-hoc reports using macros as needed.

Required Qualifications

A Bachelor's degree in Accounting is required. 0 - 5 years of experience in financial reporting, forecasting, and accounting policy interpretation at a plant or site level. Proficiency in Microsoft Excel, Word, ACCESS, PowerPoint, and Lotus Notes is required. Familiarity with SAP/FMIP/Passport and general financial reporting processes is also necessary.

Preferred Qualifications

• A CPA or Master's Degree in a related field is preferred.
• Experience with SQL and Power BI for ad-hoc report development.

The pay rate for this position is between $25.00 and $28.95 per hour.

This employer is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRated's Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico.

Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Everforth Apex team member can provide.