Aston Carter - Charleston, SC

posted 3 months ago

Full-time - Mid Level
Charleston, SC
Administrative and Support Services

About the position

The Budget Analyst position at Aston Carter involves a comprehensive role in monitoring and analyzing corporate operations, maintenance, capital projects, and revenue budgets using ERP software and various financial reports. The successful candidate will be responsible for recommending and developing reports and analyses that relate to the impact of budgetary decisions. This role also includes assisting with the development, coordination, and preparation of the annual budget as outlined in the Budget Plan. The analyst will perform administrative, accounting, financial, and statistical support to aid in planning and directing the financial program, ensuring that all financial activities align with corporate policies and objectives. In addition to these responsibilities, the Budget Analyst will analyze both quantitative and qualitative data, interpreting related data from multiple sources to prepare regular and technical financial studies and reports. The completion of Monthly Financial Reports and all associated supporting documentation is a key task, along with the development and maintenance of daily, weekly, and monthly supplemental budget reports and schedules to maintain budget balances, analyze variances, and reconcile to the general ledger. The analyst will also serve as a back-up in the absence of the Budget Manager on routine matters. The role requires participation in the preparation of revenue bond documents and presentations for the Commissioners, City Council, and rating agencies, as well as assisting in the development of methods for financial analysis by utility, forecasting revenues and expenditures. The Budget Analyst will participate in the implementation of the ERP and customer service computer systems, including detailed testing of new applications and scheduled upgrades. They will also prepare and develop Users Guides and Tailored Procedure Documents based on ERP and other software systems and processes. As an ERP Subject Matter Expert (SME), the analyst will assist Microsoft Dynamics 365 users in resolving issues related to budgets and budget-related transactions. The role also involves developing reports using Microsoft Dynamics 365's Financial Reporter, Power Business Intelligence software, or other analytical tools. The analyst will assist in preparing supporting documentation for rate analyses and annual updates using a utility Rate Model for financial planning, forecasts, and rate studies. Additionally, the analyst will perform analytical studies to assess the financial and economic implications of various business strategies, providing insights and recommendations to management. Financial research and development, including benchmarking and best practices, will also be part of the responsibilities, along with maintaining and revising policies and procedures related to budgeting processes. The analyst will provide financial technical assistance and troubleshooting to internal departments, interact with company leaders to establish effective working relationships, and maintain confidentiality of specific data and reports.

Responsibilities

  • Monitor and analyze corporate operations & maintenance, capital projects and equipment, and revenue budgets using ERP software and financial reports.
  • Recommend & develop reports & analyses related to the impact of budgetary decisions.
  • Assist with the development, coordination & preparation of the annual budget as defined in the Budget Plan.
  • Perform administrative, accounting, financial and statistical support to aid in planning and directing the financial program.
  • Analyze quantitative and qualitative data, interpreting related data from multiple sources.
  • Prepare regular and technical financial studies and reports.
  • Complete the Monthly Financial Reports and all associated supporting documentation.
  • Develop and maintain daily, weekly, monthly supplemental budget reports and schedules to maintain budget balances, analyze variances and reconcile to general ledger.
  • Serve as back-up in the absence of the Budget Manager on routine matters.
  • Assist and participate with Executive Officers, bond counsel and bond underwriters in preparation of revenue bond documents and presentations for the Commissioners, City Council and rating agencies.
  • Assist in development of methods for financial analysis by utility, forecasting revenues and expenditures.
  • Participate in the implementation of the ERP, customer service computer systems and other ancillary software systems as it relates to financial reporting topics.
  • Prepare and develop Users Guides & Tailored Procedure Documents (TPD) based on ERP and other software systems and processes.
  • Work as an ERP Subject Matter Expert (SME) to assist Microsoft Dynamics 365 users in resolving issues with budgets & budget related transactions.
  • Develop reports using Microsoft Dynamics 365's Financial Reporter, Power Business Intelligence software or other analytical tools.
  • Assist in preparation of supporting documentation for the rate analyses and annual updates using a utility Rate Model for financial planning, forecasts & rate studies.
  • Perform analytical studies as required to study the financial and economic implications of varied business strategies using financial models, interpret results and advise management.
  • Conduct financial research and development which may include benchmarking and best practices.
  • Develop, maintain and write or revise policies and procedures as it relates to budgeting processes.
  • Provide financial technical assistance and troubleshooting to internal departments.
  • Interact with company leaders and Management to establish and maintain effective working relationships.
  • Maintain confidentiality of specific data, reports and information as required.
  • Conform to Corporate Budget Policy.
  • Work on special projects as assigned.

Requirements

  • Must have project Cost Accounting and cost funding procedures experience.
  • Must have 4+ years of budget analyst experience.
  • Experience allocating jobs, projects, costs.
  • ERP experience (Microsoft Dynamics 365 preferred).
  • Bachelor's Degree or 10+ years of relatable experience.
  • Must have general accounting experience.
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service