Finance - Business Analyst

Overview

We are seeking a highly skilled professional to lead budget and headcount management for two client groups. This role involves supporting each group's respective client with fiscal year planning, budget and headcount management, and regular reporting. Additionally, responsibilities may include maintaining all project management processes, such as project goals, deadlines, metrics, and budget. The business operations specialist usually reports to a Program Manager.

• Collaborate with team leadership to understand and prioritize headcount and budget needs.
• Manage and track team spending for two engineering client groups, including quarterly forecast cycles, monthly close reporting, and accruals.
• Work with engagement managers to ensure purchase orders are opened on time and aligned with budget forecasts.
• Approve project budgets and expenditures, monitor transaction controls, and manage costs against budgets.
• Predict potential budget overruns and offer solutions.
• Work with general managers and organizational headcount teams to prioritize incremental and backfill headcount requests.

• Strong verbal and written communication skills, attention to detail, customer service, and interpersonal skills.
• Ability to work independently and manage time effectively.
• Knowledge of business and management principles involved in strategic planning, resource allocation, and production methods.
• Ability to apply accounting and mathematical principles to work as needed.
• Ability to analyze business trends and project future revenues and expenses.
• Experience with computer applications, such as Word and Excel;
  Enterprise Application experience is a plus.

• Bachelor's degree in business management, economics, finance, accounting, or a relevant field required.
• 10 years of experience required.

• Previous experience managing budget or finance is strongly preferred.
• Experience managing allocation rules is a plus.

A typical day in this role involves managing the monthly/quarterly finance rhythm, which includes forecasting, coordinating with the team to execute the forecasted plan, tracking actual spend to the forecast, and reporting to executives on progress and variance. Additional daily tasks include following up with team members on pending action items related to budget or headcount, communicating with major stakeholders regarding any upcoming changes or potential variances, and updating clients on key metrics.

• Advanced Excel skills
• Financial analysis - forecasting & variance analysis
• Resource gap analysis