Budget Management Associate

• Assist in gathering and organizing financial data to support budget planning efforts.
• Help with the budget certification process.
• Contribute to the preparation and consolidation of departmental budgets and forecasts to align with fiscal plans.
• Maintain budgeting templates and documentation for consistency and accuracy.
• Prepare regular financial reports to assist management in understanding budget performance and trends.
• Support the consolidation of departmental budgets into the overall organizational budget.
• Conduct basic financial analysis to identify trends and variances.
• Aid in the development of budgeting models and tools for efficient budget creation.
• Collaborate on the budget timeline and communicate updates as needed.
• Support adherence to budgetary guidelines and financial policies.
• Help address any budget-related issues or discrepancies.
• Assist in evaluating budget reprogramming requests for consistency with fiscal plans.
• Support the analysis of financial data to identify cost-saving opportunities.
• Ensure budgeting processes align with internal policies and regulations.
• Participate in the development and review of the Fiscal Plan as necessary.
• Keep supervisors informed about key milestones and necessary decisions.
• Foster a positive work environment that encourages collaboration and achievement.
• Provide administrative support for budget-related meetings, including scheduling and preparing materials.
• Perform other tasks as needed to support operational goals.

To successfully perform this position, an individual must be capable of performing each essential task satisfactorily. The following requirements represent the required knowledge, skills, and/or capacity. Reasonable accommodation may be made to allow individuals with disabilities to perform essential tasks.

• Minimum of a Bachelor’s degree in Finance, Accounting, or related field;
• A minimum of 0-2 years of experience in budgeting, financial planning, or a related field, including internship or project experience.
• Preferred experience in project management

• Ability to develop, manage and analyze budgets to organizational goals and strategic initiatives
• Ability to prepare detailed financial reports and summaries, and analysis of financial statement
• Ability to analyze complex financial data to identify trends, variances and potential issues
• Ability to handle complex and confidential information with discretion.
• Ability to timely deliver quality work as well as review the work of others for relevance, accuracy and quality.  
• Knowledge in Excel, expertise in financial modeling, data analysis, pivot tables, and complex formulas to interpret and present financial data effectively
• Must be able to apply problem-solving and experience-based judgment to complex challenges by focusing on the critical issues and constraints that affect business performance. 
• Ability to meet deadlines, develop action plans, prioritize tasks, and manage time efficiently Ability to handle complex and confidential information with discretion.
• Excellent bilingual communication skills (Spanish and English), both oral and written.
• Ability to interact in a mature, tactful, and flexible manner with team members.
• Establishes and maintains positive, effective working relationships with co-workers and consultants, among others.
• Resourceful, and able to communicate with internal and external sources to obtain the necessary information to inform recommendations. 
• Learns and adapts to dynamic demands inherent to the job and work environment.

Additional information

Physical Demands

The physical demands described herein represent those to be fulfilled by an employee to successfully perform the essential tasks of this position. Reasonable accommodation may be reached to allow individuals with disabilities to perform essential tasks. While carrying out the tasks of this position, the employee is normally sitting, using his hands to hold or feel and grasp objects; the employee will often stand, walk, talk, and listen. Specific vision skills required for this job include close-up and color vision.

Working environment

The features of the working environment described herein represent those found by the employee while performing the essential tasks of the job. Reasonable accommodation may be made to allow individuals with disabilities to perform essential tasks. While carrying out tasks in this job, the employee is not exposed to the environmental conditions of work. Noise levels in the workplace are generally low.

Health, safety, and environmental requirements

The occupant of this position must strictly comply with all health, safety and environmental policies and procedures and must actively participate in related activities of the organization. The occupant of the position will also be trained in any specific procedures and regulations applicable to the position, if needed. This description is based on a management evaluation made in accordance with the requirements and tasks of the position as of the date of preparation of the description. This description is a general guide for the employees, managers, and colleagues, and does not include an exhaustive list of all elements and details of the job. Management reserves the right to modify this description at any time or change the tasks and responsibilities on a temporary or open-ended basis to meet objectives, timetables and recruiting goals.