Budgeting and Forecasting Associate

Overview: The Budgeting and Forecasting Associate plays a pivotal role in supporting financial planning, analysis, and decision-making processes for clients through outsourcing services. This position involves collaborating with client teams, preparing budgets, forecasts, and providing valuable financial insights to optimize organizational performance.

Key Responsibilities:

• Engage with clients to understand their financial objectives, requirements, and business strategies.
• Collaborate closely with client teams to gather necessary financial data and insights.
• Develop, analyze, and review client budgets based on historical data, market trends, and organizational goals.
• Provide recommendations for budget adjustments to align with strategic objectives.
• Utilize forecasting models to predict financial trends and outcomes.Work with clients to understand changes in market conditions and assess their impact on future financial performance.
• Conduct variance analysis to compare actual financial results against budgeted and forecasted figures.
• Identify key performance indicators (KPIs) and provide insights to drive financial decision-making.
• Prepare and present regular financial reports to clients, highlighting key financial metrics and performance indicators.
• Build and maintain financial models to support budgeting, forecasting, and decision-making processes.
• Identify opportunities to enhance efficiency in budgeting and forecasting processes.

Qualifications and Skills:

• Bachelor’s degree in Finance, Accounting, Business, or related field.
• Proven experience in budgeting, forecasting, or financial analysis.
• Familiarity with US accounting principles and financial regulations.
• Strong analytical and problem-solving skills.
• Proficiency in financial modeling and forecasting tools.
• Excellent communication and interpersonal skills.
• Ability to work collaboratively in a client-focused environment.