Senior Budgeting & Analysis Accountant – dlemaire@cfstaffing.com

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

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