Budget Analyst II
Listed on 2026-09-18
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Finance & Banking
Financial Analyst, Financial Reporting
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Primary PurposeContributes to assigned unit's financial success by examining budget estimates for completeness, accuracy, and conformance with procedures and regulations. Analyzes budgeting and account reports.
Job CategoryExempt
Pay BasisAnnually
Essential Job Functions1. Prepares, examines, or analyzes accounting records, or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards.
2. Reports to management regarding the finances of assigned unit(s). 3. Develops, maintains, and analyzes budgets, preparing periodic reports that compare budgeted revenues and expenses to actuals.
4. Interprets budget directives and ensures compliance.
5. Classifies, records, and summarizes numerical and financial data to compile and keep financial records, using journals and ledgers or computers.
6. Prepares purchase orders, check requests, expense reports, journal entries, and budget transfers.
7. Compiles budget data and documents, based on estimated revenues and expenses and previous budgets.
8. Reviews operating budgets to analyze trends affecting budget needs, and takes corrective action when needed.
9. Analyzes monthly department budgeting and accounting reports to maintain expenditure controls. 10. Provides advice and/or technical assistance with cost analysis, fiscal allocation, and budget preparation. 11. Summarizes budgets and submits recommendations for the approval or disapproval of funds requests. 12. Performs accounting functions related to grants and contracts, including assisting in the development of budgets, approving expenditures, preparing invoices, and ensuring all accounting activity complies with the sponsor's policies and procedures.
13. Seeks new ways to improve efficiency, reduce costs, and increase profits. 14. Completes special projects as assigned. 15. Performs other duties as assigned or required.
Knowledge:
1. Economics and Accounting
- Working knowledge of economic and accounting principles and practices, banking, and the analysis and reporting of financial data.
2. English Language
- General knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
3. Administration and Management ? Working knowledge of business and management principles involved in strategic planning, resource allocation, budgeting, human resources modeling, leadership technique, production methods, and coordination of people and resources.
4. Customer and Personal Service
- Working knowledge of principles and processes for providing customer and personal services. This includes needs assessment, meeting quality standards for services, and evaluation of user satisfaction.
Skills:
1. Active Listening
- Proficient skills in giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
2. Reading Comprehension
- Proficient understanding of written sentences and paragraphs in work-related documents.
3. Critical Thinking
- Proficient skills in using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
4. Mathematics
- Proficient skills in using mathematics to solve problems.
5. Speaking
- Proficient skills in talking to others to convey information effectively.
6. Judgment and Decision Making
- Proficient skills in considering the relative costs and benefits of potential actions to choose the appropriate one. 7. Writing
- Basic skills in communicating effectively in writing as appropriate for the needs of the audience.
8. Management of Financial Resources
- Proficient…
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