Overview
Prepares budgets based upon actual performance, previous budget figures, estimated revenues, estimated expense reports/Pos and other factors.
Reviews revenues/expenditures for conformance with policies and budgetary limitations.
Provides guidance or interprets budget/operational policies and procedures.
Audits various revenue and expense accounts and maintains records of actual operating figures.
Responsibilities
Assists Head of Capital Projects on multi-year strategic planning for capital and renewal projects.
Meets with stakeholders and accepts new project requests.
Reviews scope, schedule and budget and works with Head of Capital projects to identify feasibility.
Creates annual capital and renewal project budgets and coordinates approvals.
Updates renewal model database on a quarterly basis.
Assists Finance and Accounting with capital and renewal projects.
Reviews, reconciles, and forecasts financial dataset on a monthly and quarterly basis to ensure project budgets are tracking within budget.
Reclass entries to correct anomalies.
Reports variances to stakeholders and to Finance
Creates chartfields and budget upload template to establish project budgets in financial accounting system.
Leads closeout of projects by closing commitments and coordinating budget surplus/deficit with Finance.
Works with Finance to update fixed assets schedule and year-end accrual process.
Project Team Member
Acts as an advisor for project team members and other colleagues for guidance on Trust policies and procedures.
Works with project managers and Facilities supervisors to review financial reporting and project progress.
Coordinates purchases and contracts for execution of project work.
Procurement & Accounts Payable
Works closely with project staff to process requisitions and contracts to ensure timely start of work.
Works closely with AP and Procurement to identify invoice exceptions and resolve
Aids in development of financial procedures and processes as necessary
Operating Budget
Applies extensive knowledge of budget analysis
Prepares, administers, maintains and monitors program and department budgets
Prepares and analyzes variance reports
Interprets and recommends budget and operational related policies and procedures
Includes, but is not limited to, travel authorization and expense report approvals and food service operation financial reporting review
Miscellaneous
Other complex projects as assigned
Qualifications
Bachelor’s degree in Business, Accounting or Finance, Master’s Degree a plus
7-10 years experience in financial analysis and accounting
PI171180894
Qualifications
Bachelor’s degree in Business, Accounting or Finance, Master’s Degree a plus
7-10 years experience in financial analysis and accounting