Budget Analyst

Position Overview

The Budget Analyst assists in financial forecasting, planning, budgeting and modeling. The position calculates monthly sales representative commission and assists in state sales tax reporting. The Budget Analyst reviews budget variances and provides analysis to management. The position may also reconcile bank statements and process transactions.

Duties and Responsibilities

• Data entry into computer spreadsheets, ledgers, worksheets and other forms
• Run reports, complete forms and prepare financial information for management
• File state sales tax returns
• Maintain fiscal records by reviewing payroll information, purchase requisitions, vouchers, receipts and other documents
• Assist in the sales forecast process
• Examine the organization's overall sales numbers and compare to the expected expenditures & recurring operating costs to identify potential cash flow issues
• Calculate monthly sales commission
• Prepare program cost analysis and periodic budget and financial presentations and reports; provide information on current and projected financial performance, irregularities and budget shortfalls
• Review transactions for documentation of obligation, payment authorization, timely payment, and accurate recording
• Reconcile accounts to records, and extract and compile information from records as required
• Meet directly with department managers to provide advice on developing and maintaining a budget, gives guidance on how each department's budget fits into the organization's financial plans
• Compare budgets and expenditures throughout any given period in order to identify and eliminate variances
• Summarize budget recommendations for management to reduce expenditures to better manage and allocate incoming funds
• Compare data contained in a variety of financial records in order to detect errors and discrepancies
• Prompt and regular attendance at an assigned work location.
• Interact and communicate with employees and customers in an appropriate manner.
• Availability on site to confer with staff members with whom the employee must interact on a regular basis.
• Communicate via email, prepare reports and work schedules.
• Review and analyze data and information concerning Quaker's financial position.
• Plan, prioritize and monitor the financial audit process.
• Complete assigned tasks/projects in a timely manner.

Supervisory Responsibility

No direct management or supervisory responsibilities.

Safety

Observe safety and security policies and procedures, including proper use of Personal Protective Equipment including but not limited to eye and toe protection; report potentially unsafe conditions; and use equipment and materials properly.

Travel

Approximately < 5% travel is required for commuting between the Quaker campuses or for professional development such as educational workshops.

Qualifications

An individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

• Proficient with Microsoft Office software: Excel, Word, Outlook

Preferred Education and Experience

The expectation is that the individual has achieved a minimum level of education and/or related expertise to qualify for this position.

• Bachelor's Degree in Accounting, Finance or related field

Competencies and Skills

• Accuracy
• Reasoning Skills: Analysis, Evaluation and Synthesis
• Ethics, Integrity, Discretion and Confidentiality
• Independent Judgment
• Reliability
• Collaboration and Team Building
• Professionalism
• Strategic Thinking
• Communication Proficiency & Listening

Position Type and Expected Hours of Work

This is a full-time position. Days and hours of work are Monday through Friday during normal business hours. Occasional evening and weekend work may be required as job duties demand.

Physical Demands

The demands and environmental characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This is primarily an office job and largely a sedentary role. The position requires the ability to climb stairs, lift files, open filing cabinets, bend or stand as necessary. The employee may also occasionally be required to lift and/or move up to 25 pounds.

Work Environment

The employee will be in an office setting. While performing the duties of this job, if the employee needs to visit the factory, they may be exposed to climactic variations, various levels of vibration, or moving mechanical parts.

Other Duties and Responsibilities

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that may be required of the employee for this job. Duties, responsibilities and activities may change at the discretion of management any time.

Equal Employment Opportunity Statement

Quaker is an equal opportunity employer. In order to provide equal employment and advancement opportunities to all individuals, employment decisions at Quaker will be based on merit, qualifications, abilities, and Quaker's needs and resources. Quaker does not discriminate in any employment opportunities or practices on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity or expression), national origin, ancestry, age, disability, genetic information, military status, or any other category protected by law.