A Budget Specialist takes responsibility for planning and maintaining the company’s finances. The job description entails reviewing departmental budgets, developing long-term and short-term budgets, and conducting cost-benefit analyses. A professional Budget Specialist Resume mentions the following core duties and tasks – determining the company’s budget and ensuring all departments spend the money accordingly; analyzing existing budgets, developing budgets and forecasts, performing cost-benefit analyses, managing cash flow, providing financial advice, preparing budget reports, and comparing budgets and expenditures to identify and eliminate variance.
Even while the exact duties vary as per the size and demands of the organization, the following skills are universally common and required – excellent grasp of financial principles and best practices, budget development skills, cash flow management skills, effective communication skills, high level of analytical skills, and knowledge of relevant software. Companies typically hire candidates with a degree in related fields, such as business administration or finance. Possessing a CPA is an asset.
Objective : Reviewing and approving departmental expenses on a monthly basis for approximately 30 Purchasing Cardholders to ensure accuracy and compliance before the monthly deadline, and also Generating complex shopping carts for purchase order requests and assist departments with shopping cart processing as needed.
Skills : Microsoft Office, Military, Customer Service, Lean Six Sigma, Financial Analysis, Budgeting.
Description :
Provided routine clerical support to faculty and administrative staff in monitoring and reconciling expenses against budgets for two divisions.
Processed invoices, purchased requests, checked requests, reimbursements and payroll forms in SAP.
Reviewed and reconciled sponsored funds and non-sponsored funds monthly, verifying: purchases, travel expenses, payroll charges, calculate and/or verify expense totals and account balances and take corrective action as needed.
Project account balanced to end of budget year: monthly upon account reconciliation and have PI review and initial reports.
Assisted in budget development for grant submissions to funding agencies.
Gathered and /or drafted supporting documents: other support, resources, bio sketch etc.
Gathered and/or drafted supporting documents for supervisor review and approval as needed: payroll, order equipment/supplies, and travel prior approvals.
Experience
2-5 Years
Level
Executive
Education
BS In General Studies
Budget Specialist Resume
Objective : Budget Specialist with 2 years of experience in Reconciling monthly student application fees and enrollment deposits/perform cash journal entry in SAP, and also Completing transfers as needed to ensure correct expenses are charged to the appropriate accounts.
Supported the financial activities of the Libraries and Museums including Entrepreneurial Library Program, grants, and general Sheridan Libraries financial duties.
Assisted with monitoring research and program spending, invoicing, tracking, reimbursements, and follow-up.
Assisted in the development of budgets for sponsored and non-sponsored projects, manage tracking of financial requirements and reporting, and prepare financial data for annual reports.
Performed expense and Revenue analysis, reconciled monthly financial statements.
Monitored monthly expenditures and identify imbalances on financial reports.
Assisted managers with understanding their financial reports.
Produced financial reports in SAP.
Experience
0-2 Years
Level
Entry Level
Education
GED
Budget Specialist Resume
Summary : Experienced Budget Specialist professional with exemplary Purchasing, Inventory Control, Accounting, Budgeting, and Shipping-Receiving competencies. Uses excellent internal/external communication skills to establish and maintain interpersonal relationships. Experience includes making responsible decisions and solving problems through teamwork and a strong knowledge base.
Prepared monthly budget variance reconciliations and various reports as well as the administration of both annual and five-year operations and maintenance budgets.
Assisted with the development and implementation of an accounting system by reviewing invoices, purchase orders, work orders, and material requisitions using various computer systems and federal accounting journals for verification.
Coordinated the preparation of regular and special budget reports.
Analyzed monthly department budgeting and accounting reports to maintain expenditure controls.
Worked with management in providing advice and technical assistance with cost analysis, and budget preparation.
Examined budget estimates for completeness, accuracy, and conformance with procedures and regulations.
Summarized budgets and submitted recommendations for the approval or disapproval of funds requests.
Experience
7-10 Years
Level
Management
Education
MS
Budget Specialist Resume
Objective : Preparing and processing deposit transmittals for payments received; confirming appearance in SAP, and also Processing Master Data requests to create/update cost centers/internal orders, Processing ZSRs for workflow and security access.
Skills : Microsoft Office, Adobe, Fundware Financial System.
Description :
Extracted, analyzed, and verified data from SAP BW/Analysis to ensure accurate reporting of 25+ budgets in the Institute for International Programs, a division of International Health.
Compiled and updated moderately complex monthly financial reports for the department chair that reflect the spending patterns of sponsored projects and that include forecasting of future expenditures.
Collaborated with Financial Manager to present accurate financial summaries to senior leadership and assist in closing out sponsored projects.
Reviewed, corrected, and processed up to $2.5m in various expenditure transactions with domestic and international vendors in one year, including purchase order and non-purchase order invoices, journal transfers, remote imprest funds, and both payroll and non-payroll cost transfers.
Reconciled all accounts and resolve potential posting errors.
Served as a divisional expert regarding travel and meeting expenses.
Managed payroll implementation for faculty, staff, and students in the program area, reviewing payroll transactions as well as projecting future personnel expenditures on budgets that include grants, contracts, and discretionary funding.
Experience
2-5 Years
Level
Executive
Education
GED
Budget Specialist Resume
Summary : Highly motivated Budget Specialist with 15 years of successful, progressive experience in all phases of accounting, and Five years of supervising staff. I have great management skills, organizational skills, and communication skills. Throughout my career, I have learned to communicate with a variety of individuals, meet deadlines, and work as a team.
Skills : Excel, Budgeting, Forecasting.
Description :
Assisted administrators, faculty, and staff in controlling spending matters for departments.
Assisted budget director with obtaining and compiling departmental fee requests.
Established an Excel spreadsheet to capture all capital expenditures for a specific project to save time and ensure the project is completed at or below
Reported FTE (Full Time Equivalency) to Florida Department of Education.
Cooperated with the department to determine personnel funding allocations.
Reviewed control salary reports and adjusts salary allocations on a monthly basis.
Reviewed operating budgets to analyze trends affecting budget needs.
Experience
10+ Years
Level
Senior
Education
Masters Of Accounting
Budget Specialist Resume
Objective : Budget Specialist with 5+ years of experience in Communicating with appropriate internal and external administrative offices to ensure that established policies and procedures are followed. Offices include Accounts Payable, Supply Chain, Accounts Receivable, Internal Audits, Johns Hopkins University Research Administration, and other JHU departments and service centers as needed.
Skills : Microsoft Office, Quickbooks, Concur.
Description :
Duties combined from both the Budget Analyst and Budget Assistant roles: Assists budget director with formulating and developing the original budget for board approval.
Processed daily employment promotions, position updates, new hires, and transfers packages for over 100 departments with ADP.
Invoiced cohort organization/schools for shared payroll expenses.
Responsible for the quarterly/monthly reallocation of interdepartmental funds.
Maintained employee salary records, department listings, and various pertinent reports.
Ran queries for routine assessments and data management.
Approved and managed the expenditures of over 100 departmental budgets using PeopleSoft Financials.
Experience
0-2 Years
Level
Executive
Education
Masters Of Public Administration
Budget Specialist Resume
Summary : As a Budget Specialist, responsible for Participating in the development, implementation, completion, and update of departmental policies related to fiscal and operational budget issues, Assisting with special projects and other duties as assigned.
Skills : Microsoft Office, Monitoring Skills.
Description :
Consulted with managers to ensure that budget adjustment were made in accordance with program changes.
Prepared 3-year longitudinal revenue analysis for the Entrepreneurial Library program.
Devised alternative method for analysis since prior year's financial data had been posted incorrectly.
Coordinated budget planning within University procedures, and accounting systems.
Analyzed and prepared financial reporting for Dean's, departmental chairs with MS Excel spreadsheets and MS Word.
Monitored the Electronic Graduate Assistantship System for CLAS departmental programs regarding wages/benefits.
Reviewed all budget activities for compliance with rules, regulations, and procedures.
Experience
7-10 Years
Level
Management
Education
GED
Budget Specialist Resume
Headline : Serving as the primary Student Billing liaison, offering in-depth customer service to students and administrative offices, and maintain the financial integrity of student records in accordance with FERPA regulations.
Skills : Leadership, Communication Skills, Analytical, Budgeting, Computer Skills, Team Work, Management Skills, Decision Making, Organizational Skills.
Description :
Responsible for assisting school administration and department heads with financial decisions ensured policy compliance with federal and state regulations, assisted with research on budget issues.
Managed and monitored $1.5 billion capital and $1.4 billion operating budgets.
Approved all capital outlay requisitions and payments to ensure purchases were within project guidelines.
Prepared technical and financial reports for management utilizing Excel.
Processed capital fund payments for charter schools.
Calculated and input journal entries.
Built funds, fund centers, cost centers, and general ledgers.
Experience
5-7 Years
Level
Executive
Education
Masters Of Accounting
Budget Specialist Resume
Headline : To gain a Budget Specialist position where I can best utilize my program management, customer relationship, team building, business management, and financial analyst skills in an industry that values project control application.
Skills : MS Office, Accounting, Multitasking.
Description :
Thrived in high pressured, fast-paced bureaucratic atmosphere w/ emphasis on transparency.
Processed state travel as well as out of state travel for all state employees of the HIV Section of the department of health.
Maintained and monitored financial progress of all programs with priority placed on ensuring funds used specifically as allocated in grants, federal and state.
Changed and proposed a new state request sheet, used to acquire all pertinent information known as PHI.
Accepted approved and replaced the previous state request sheet.
Worked weekend and out of town testing events held at various venues in various communities.
Oversaw the operations of the student accounting process to include tuition assessment, application of fees and credits, the process for collection of tuition payments, administrating the distribution of domestic and international student tax reports.
Experience
5-7 Years
Level
Junior
Education
GED
Budget Specialist Resume
Objective : Experienced and energetic Budget Specialist professional with over 18 years of broad-based commercial real estate background. I can provide strong, extensive knowledge of commercial real estate documents needed to identify critical data elements, the logistics of those data elements, and any discrepancies within the data in order to provide a clear, concise, and accurate record of a client's lease portfolio.
Skills : Commercial Real Estate, Multitasking.
Description :
Developed and managed all phases of budget formulation, execution, and reporting for all operational departments totaling $92M.
Compiled and prepared justifications for nine business units, and provide comprehensive budgets conforming to corporate models and objectives.
Identified and interpreted significant trends and key drivers in expenditures needed to justify variances between actual expenses versus budget fund tolerances to directors, senior management, and regional office.
Performed analysis needed to prepare reports addressing the status of funds, expenses, and obligations.
Served as liaison between department managers and accounting to ensure correct and consistent coding of all expense documents.
Proved to be fundamental in the reduction of the managerial accounting error rate.
Designed, produced, and distributed monthly reports used to monitor expenses outside the span of the official budget expense tracking system.
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