Budgeting and Forecasting Analyst

Description

Our client in Mississauga is searching for a Budgeting and Forecasting Analyst for a 7 month contract. The successful candidate will provide support to the organization in allocating its financial resources by assisting in the development and analysis of its budgets and forecasts in an efficient manner.

Main Responsibilities

Working both independently and as part of the team, the position is responsible for coordinating and compiling the Annual (Macro and Micro) and mid-year Flexible Budgets of the client. Duties include compilation of tables of various revenues, expenses, allocated costs, and depreciation across all cost centres with notes on justifications for overrun or under-run of prior year estimates. In addition, this position will compile the new capital project estimates and their budgetary impact and assist with the dissemination of the various budgets to all Budget leads in the organization.

  • Prepares and distributes the Budget template based on prior year’s estimates plus rate of inflation as advised and through identification of trends in spending
  • Assists with research, compilation, summarization and reconciliation of all data in preparation of the budgets and forecasts
  • Supports the preparation and distribution of budget directions and guidelines, budget instructions and related policies to all Budget leads
  • Collectively with Manager, Finance, ensures the accuracy and completeness of budget submissions. Searches, verifies and assesses accuracy of information and processes and resolves or escalates problems
  • Assists with the compilation, review and monitoring of the annual budgets, including completion of budget working papers and reporting on departmental and organizational budget, as required
  • Provides budget and forecast development support by working directly with the Program/Department Managers on operating and revenue estimates, incorporating changes to Chart of Accounts and project codes, as required
  • Maintains a variety of ad-hoc financial reports required for analysis, allocated costs, depreciation (current and projected), Reserve and External Funding Commitments
  • Participates on special projects, as required
  • Compiles data for various projects, meetings and presentation of material
  • Assists with the input of the Operating and Capital Budgets into Dynamics GP and processing in-year budget adjustments between various expense codes
  • Assists Finance team in extracting various reports from Dynamics GP
  • Supports Financial Analyst in various aspects of financial reporting, as required, including various reconciliations and
  • Assists Manager Finance in soliciting and compiling information from various departments and programs to assist in preparation of various
  • Assists in successful completion of internal and external audit, including completion of audit working papers
  • Assists in Reconciling / preparing year end T4A statements
  • Shares information according to privacy and/or confidentiality guidelines
  • Develops and maintains collaborative relationships at all levels of the organization in order to build trust and confidence in the services provided
  • Supports the team and works with team members to ensure department needs are met including absence coverage
  • Works in accordance with all health and safety requirements
  • Works in accordance with all client policies, procedures and processes, and federal and provincial legislation
  • Demonstrates behaviours aligned with the client Values
  • Other duties as assigned

Requirements

  • A degree or Diploma in Business, Finance or Accounting
  • Actively working towards a professional accounting or financial designation (CPA or equivalent)
  • Minimum of 3 years of relevant experience/knowledge in budgeting, forecasting and fiscal analysis in a Not-for-Profit setting
  • Knowledge of generally accepted accounting procedures and standards
  • Experience with planning/reporting/forecasting processes and tools
  • Ability to think analytically with attention to detail in the presence of frequent interruptions
  • Self-directed with an ability to organize, plan, prioritize and multi-task to meet deadlines
  • Demonstrated critical thinking
  • Maintain a high degree of accuracy and confidentiality with the ability to work under pressure in a fast paced, changing environment
  • Strong system skills with Advanced Excel and PowerPoint, ability to build models from scratch, ERP exposure (knowledge of Dynamics GP and Management Reporter will be an asset), with an ability to learn new applications quickly
  • Demonstrated outstanding customer service and interpersonal skills
  • Work respectfully, positively and collaboratively within a team environment sharing experiences and lessons learned
  • Verbal and written communication skills, with ability to express ideas and opinions clearly and effectively in English; proficiency in French an asset

Working conditions

  • Open concept office environment
  • Monday to Friday 9am to 5pm
  • Position starts as soon as Tuesday, October 9th, 2018
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