Budget Management Senior Associate

• Support the budget planning process by collecting and compiling financial data from various sources.
• Assist the budget certification process.
• Assist in the preparation and consolidation of departmental budgets and forecasts to promote consistency with the Certified Fiscal Plans.
• Maintain budgeting templates and documentation to ensure consistency and accuracy.
• Create regular financial reports and presentations for senior management, highlighting budget performance, trends, and forecasts.
• Analyze and consolidate departmental budgets into a comprehensive organizational budget.
• Execute detailed financial analysis to identify trends, variances, and potential risks.
• Assist the preparation of the budgeting models and tools to support efficient and accurate budget creation.
• Collaborates in the development and communication of the budget timeline in consultation with the Government and the Legislature.
• Support the adherence to budgetary constraints and financial policies.
• Assist any budget-related issues or discrepancies.
• Assist in the determination whether the proposed budget reprogramming request is inconsistent with the Certified Budget and/or Fiscal Plan.
• Support the analysis of financial data to identify opportunities for cost savings and efficiency improvements.
• Document budgeting processes comply with internal policies and external regulations.
• Assist the development and reviews of the Fiscal Plan as necessary, potentially coordinating with advisors to ensure the plan’s robustness and relevance.
• Report to the supervisor important milestones and policy decisions required.
• Promotes a positive work environment that encourages individuals and groups to achieve their goals in the organization.
• Provide administrative support for budget-related meetings, including scheduling and preparing materials.
• Other tasks which may be required by operational needs.

• 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; Master degree or Professional certification (e.g., CPA, CMA) preferred.
• A minimum of 2- 5 years of experience in budgeting, financial planning, or a related field.
• Experience in project management, including managing large-scale financial projects from conception to implementation is preferred.

• 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.  
• Advanced Excel Proficiency: 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.