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Budget Analyst - Financial Analyst

Redwood City, CA

Position: Accounting

Job Description

Financial/Budget Analyst


Hours: 8 am – 5 pm, M – F

Pay Rate: $43.24/hour - $54.06/hour

Word and Excel Score Required: Yes


General: The Budget /Financial Analyst performs complex budget and financial analysis for the Finance and Administration Division.


What you will be doing:

· Performs budget and financial analysis, using budgeting and accounting concepts or techniques.

· Researches historical data and prepares budget and expense journals.

· Assists, proposes and recommends solutions based on research.

· Reviews and analyzes year-over-year budget changes, historical and future trends and project budget assumptions

· Provides support in production of the Annual Budget Book.

• Assists and produces Power Point presentations including charts and tables.

• Assists with documentation of Budget changes.

Daily Tasks

  • Compile, interpret and analyze finance data such as budgets, encumbrances and expenses.
  • Review grant documentation to ensure that the fund set up is in compliance.
  • Process and analyze data in an electronic Enterprise Resource Planning database (ERP).
  • Provide operating and capital analysis for current budget year activities.
  • Process budget transfer requests.

Minimum Qualifications:

  • A Bachelor’s degree in Business Administration, Accounting, Economics, or closely related field plus three years full-time experience performing financial and/or budget analysis or a combination of education and experience demonstrating the ability to successfully perform the essential functions of the position.
  • Must have the ability to accurately analyze and evaluate data and draw logical conclusions.
  • Must be able to prioritize work to meet deadlines.
  • Must be experienced in computerized accounting systems (i.e. PeopleSoft) and be very proficient in Microsoft Excel, Word, and PowerPoint.
  • Must be comfortable working with large Excel models
  • Strong written and verbal communication skills are required.

Meet Your Recruiter

Alana Klingman
Branch Manager

Alana is a native Huntington Beach resident making the move to Sacramento just a few years ago. She comes with over 15 years of experience in full cycle healthcare recruiting and thoroughly enjoys every aspect of her job. Receiving a new client order and placing a qualified applicant is truly an excitement each and every time. Her goal at the end of every day is to leave a positive impression with everyone she works with including letting the candidates know that she is on their side. She strives to fill every client need that comes across her desk with a candidate that can call that place of business HOME. When she is not hard at work Recruiting, Alana spends her free time attending local family events, trying new eateries and perfecting DIY home projects she found on Pinterest.

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