WilsonHCG

Responsibilities:

Develop and maintain comprehensive budgets, forecasts, and financial models using advanced Excel techniques (e.g., pivot tables, complex formulas, macros, VBA).
Collaborate with department heads to gather budget inputs and ensure alignment with organizational goals.
Monitor budget performance against actual results, identify variances, and provide insightful analysis and recommendations.
Prepare and distribute regular budget reports to stakeholders, highlighting key performance indicators and potential risks.
Manage and control budget revisions and adjustments as needed.
Perform in-depth financial analysis to identify trends, opportunities, and areas for improvement.
Develop and maintain financial dashboards and reports using Excel and other reporting tools.
Conduct variance analysis and provide explanations for deviations from budget.
Support the development of financial presentations for senior management.
Identify and implement process improvements to enhance budget management efficiency and accuracy.
Automate repetitive tasks and reporting processes using advanced Excel features and VBA.
Develop and maintain documentation for budget processes and procedures.
Ensure the accuracy and integrity of financial data used in budgeting and reporting.
Maintain organized and accessible financial records.
Implement data validation and quality control measures.
Work closely with various department leads to gather financial information and provide budget support.
Communicate effectively with stakeholders at all levels of the organization.
Provide financial training and support to non-financial personnel.

Qualifications:

Bachelor's degree in Finance, Accounting, Economics, or a related field.
Minimum of 8-10 years of experience in financial analysis, budgeting, or related roles.
Proven experience in developing and managing complex budgets.

Expert-level proficiency in Microsoft Excel/Google Sheets: Demonstrated mastery of advanced functions, pivot tables, charts, data validation, macros, and VBA.
Experience with financial planning and reporting systems (e.g., ERP systems, budgeting software) is a plus
Strong analytical and problem-solving skills.
Excellent attention to detail and accuracy.
Strong communication and interpersonal skills.
Ability to work independently and as part of a team.
Ability to manage multiple priorities and meet deadlines.
Ability to present complex financial data in a clear concise way.