Primary Responsibilities

Budget

• Prepare the annual operating budget and associated reports.
• Review annual operating and capital budgets for completeness and correctness.
• Update budget tool for position changes and user access.
• Assist annual salary budgeting
• Provide first-level support to department budgeters.
• Year-end analysis and expense tracking.

Insurance Programs

• Manages preparation of annual insurance policy renewals for property and casualty insurance policies
• Participates in audits of various insurance policies

Quarterly Forecast

• Coordinate and administer budget tool (currently Clarity) for quarterly revision process to create updated projections.
• Update accounting system for revised forecast data.

Projects and Reporting

• Various profitability reporting and analysis as requested.
• Various special projects as requested.
• Assist with Overhead Reports

Expense Review

• Perform monthly variance analysis to budget and prior year.
• Year-end analysis and expense tracking.

Account Reconciliations

• Review Accounts.
• Oversee Monthly process of account reconciliation status and review.

Other

• Prepare and distribute agenda for bi-monthly meeting with Knowledge Services.
• Participate in schedule preparation and gathering for annual audit.

 

Qualifications

• Bachelor’s degree required.
• Master’s degree preferred.
• Experience (5 plus years) in public accounting (audit) or comparable experience required.
• Strong technical aptitude and ability to learn new systems.
• Strong Microsoft Excel skills required.
• Strong customer service skills with internal customers.
• Proficiency with all other Microsoft Office tools.

 

Diane Delgado LeMaire | Senior Managing Director, Executive Search & Branch Manager | Creative Financial Staffing (CFS)

5718 Westheimer Suite 800, Houston, Texas 77057

T: 713.490.6003| C: 713.594.4486 | dlemaire@cfstaffing.com | www.cfstaffing.com | LinkedIn