Financial Analyst (Budgets)

$79,040 - $99,840/Yr

Tellus Solutions - San Carlos, CA

posted 4 months ago

Full-time - Entry Level
San Carlos, CA
Professional, Scientific, and Technical Services

About the position

The Financial Analyst (Budgets) position is a contract role based in San Carlos, CA, where the primary focus is on supporting budgeting and forecasting processes through advanced data analysis and Excel functionalities. The successful candidate will be responsible for designing and creating Excel templates and workbooks that utilize advanced functions such as data validation, conditional formatting, pivot tables, VLOOKUP, and IFS. This role requires conducting accurate data analysis to assist with budgeting and forecasting, as well as providing financial analysis and support for various budget projects and assignments as needed. In addition to the technical skills, the analyst will review and analyze year-over-year budget changes, historical and future trends, and project budget assumptions. The position demands a detail-oriented individual with strong analytical and problem-solving skills, ensuring a high level of accuracy and data integrity in all financial analyses. The role is expected to involve collaboration with other departments to gather necessary data and insights for effective budget management. The ideal candidate will have a background in accounting, finance, or a related field, with a minimum of two years of full-time experience in budgeting, forecasting, or financial analysis. While a Bachelor's degree is preferred, relevant work experience may be accepted in lieu of formal education. Knowledge of public sector financial regulations and experience with enterprise financial management systems like PeopleSoft are considered advantageous for this role.

Responsibilities

  • Design and create Excel templates and workbooks using advanced Excel functions.
  • Conduct accurate data analysis to support budgeting and forecasting processes.
  • Assist with ad-hoc financial projects and analyses as needed.
  • Review and analyze year-over-year budget changes, historical and future trends, and project budget assumptions.
  • Provide operating and capital analysis for current budget year activities.
  • Provide financial analysis and support on budget projects and other assignments as required.

Requirements

  • A Bachelor's Degree in accounting, finance, or related field.
  • Two (2) years full-time increasingly responsible experience in budgeting, forecasting, financial analysis, or related field.
  • Strong analytical and problem-solving skills.
  • Detail-oriented with a strong focus on accuracy and data integrity.

Nice-to-haves

  • Knowledge of public sector financial regulations and practices is a plus.
  • Experience with enterprise financial management system (e.g. PeopleSoft) is desirable.

Benefits

  • 401(k)
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance
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