Budget Analysis Resume Sample

4.9
19 votes
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Jaquan O'Connell
272 Sarai Lakes,  San Francisco,  CA
+1 (555) 450 7086

Work Experience


Budget Specialist, Financial Analysis
02/2017 - PRESENT
Dallas, TX
  • Demonstrated experience using the financial module of an enterprise resource planning systems (e.g., Oracle, PeopleSoft, Banner)
  • Respond to ad hoc requests from Finance business partners regarding detailed expense analysis to understand trends, allocation drivers. Develop Expense query’s through SAP and the Budget application
  • Responsible for interacting with departmental contacts and building out budget/forecasts, providing monthly Actual vs. Budget analysis, and responding to budget and ad-hoc questions as needed
  • Act as the budget liaison to corporate departments by providing guidance and governance around departmental expenses
  • Develop monthly expense presentations with commentary to present to senior management
  • Review deliverables from the offshore team and supply feedback as needed
  • Facilitates monthly close: Oversee, review and approve monthly journal entries
  • Assist in headcount and labor analysis
Budget Analysis
04/2010 - 11/2016
Los Angeles, CA
  • Consolidate proposed Corporate department Budgets for presentation to Senior Management
  • Perform responsibilities of Records Management Coordinator for the division
  • Experience with Expense/Budgeting/Forecasting
  • Strong ability to build relationship to support initiatives
  • Advanced knowledge of Excel (pivot tables, v-lookups, etc.) and PowerPoint
  • Understanding of Insurance and Asset Management products
  • ? Serving as the functional point of contact for day-to-day budget/financial issues
  • ? Performing budget formulation work involving review and preparation of budget estimates and financial plans. Performing budget execution and administration work involving the monitoring of obligations incurred and the actual expenditures of funds
Senior Associate, Budget & Expense Analysis
02/2006 - 12/2009
Dallas, TX
  • ? Providing advice, assistance, and guidance on budgeting and related information and conducting analyses, reviews, and special studies of budget and/or related information
  • ? Using budgetary and other automated system(s) and computer-generated products in accomplishing budgeting/funding assignments
  • ? Planning, organizing, and directing budget activities, ensuring organization complies with legal and regulatory requirements and meet unit equipment and specialized training needs
  • Budget analyst performing day-to-day control and management involving the formulation, execution, and/or analysis of the organization's budget and funding requirements
  • Serving as the functional point of contact for day-to-day budget/financial issues
  • Performing budget formulation work involving review and preparation of budget estimates and financial plans. Performing budget execution and administration work involving the monitoring of obligations incurred and the actual expenditures of funds
  • Providing advice, assistance, and guidance on budgeting and related information and conducting analyses, reviews, and special studies of budget and/or related information

Education


Oklahoma State University - Tulsa
2001 - 2005
Bachelor's Degree in Finance

Professional Skills


  • Using budgetary and other automated system(s) and computer-generated products in accomplishing budgeting/funding assignments. Planning, organizing, and directing budget activities, ensuring organization complies with legal and regulatory requirements and meet unit equipment and specialized training needs
  • Demonstrated analytical and problem-solving skills, including the development of complex financial models
  • Demonstrated experience using the student, human resources, and grant modules of enterprise resource planning systems (e.g., Oracle, PeopleSoft, Banner)
  • Demonstrated experience using statistical software and predictive modeling
  • Demonstrated experience with personal computers, including spreadsheet applications
  • Demonstrated experience with enterprise resource planning systems (e.g., Oracle, PeopleSoft, Banner)
  • Demonstrated programming experience in a Visual Basic environment

How to write Budget Analysis Resume

Budget Analysis role is responsible for software, government, financial, insurance, modeling, education, reporting, security, training, access.
To write great resume for budget analysis job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Budget Analysis Resume

The section contact information is important in your budget analysis resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Budget Analysis Resume

The section work experience is an essential part of your budget analysis resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous budget analysis responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular budget analysis position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Budget Analysis resume experience can include:

  • Knowledge of commonly used budgetary methods, practices, procedures, regulations, policies, and processes to formulate, justify, and execute assigned budget
  • Basic knowledge of Insurance and Asset Management products is helpful. The role requires enough cross functional knowledge to effectively develop meaningful analytics and thoroughly understand the underlying expense structures and resource needs for each area
  • Strategic Planning

Education on a Budget Analysis Resume

Make sure to make education a priority on your budget analysis resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your budget analysis experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Budget Analysis Resume

When listing skills on your budget analysis resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical budget analysis skills:

  • Demonstrated skills in Excel and Access
  • Demonstrated experience using statistical software (e.g., SAS, SPSS)
  • Demonstrated knowledge of economic forecasting and simulation methods, econometric and statistical modeling, and data interpretation and processing
  • Demonstrated knowledge of state government and higher education operations, policies, and procedures
  • Demonstrated advanced knowledge of Microsoft Excel functions, such as pivot tables, v-lookups, and macro development
  • Financial Reporting

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