GENERAL PURPOSE OF POSITION: The Staff Accountant, Budget and Financial Analyst assists in the development of the NMUCC’s overall budget, and at the departmental level, provides advice and analysis to increase the efficiency of spending. ESSENTIAL DUTIES AND RESPONSIBILITIES: - Assists by conducting various surveys, research, data analysis, cost-benefit analyses, and expenditure and revenue forecasting.
- Works directly with the Senior Leadership Team to develop and prepare the annual budgets and will also provide regular analytic review of revenue and spend with SLT and Team Leaders to manage the Actual vs Budget on an ongoing basis.
- Assists with projecting future financial needs and collaborates with the financial staff to prepare budget and financial reports.
- Makes recommendations to improve the NMUCC’s fiscal efficiency based on interpretation and organization of financial information.
- Presents budget analysis and recommendations at the beginning of each budgetary cycle.
- Develops, organizes, and maintains files, documents, and materials relating to budgetary practices according to policies.
- Executes transactions within the integrated budget, accounting, and purchasing system, which may include purchase requisitions, contract payment vouchers, budget data entry, appropriation revisions and budget imports.
- Oversees and compares departmental expenditures to original budget.
- Attends and actively participates in professional groups and seminars to stay current regarding new developments and trends in budgeting and finance.
- Provides information and answers to ministry teams regarding budgets, forecasts, surveys, financial trends, and other requested data.
- Responsible for the financial review of payment requests to ensure proper coding
- Prepare quarterly accounting for investment activities and related journal entries
- Generate quarterly investment allocations for permanent endowment funds
- Perform monthly reporting functions related to special funds and distributable income reports
- Perform quarterly reporting functions related to permanent endowment funds
- Performs other related duties as assigned.
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