Budget / Financial Analys

Insight Global

$70K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in a related field or equivalent experience/training.
  • 3+ years of experience in financial analysis, budget management or financial auditing.
  • Advanced Excel skills, including VLOOKUPs and pivot tables.
  • Preferred experience in financial modeling, resource planning, and budget oversight.
  • Strong knowledge of finance policies, practices, and systems.

Responsibilities

  • Prepare and oversee the department's annual budget.
  • Analyze financial data to inform decision-making.
  • Track spending to ensure adherence to budgets.
  • Forecast future financial needs to support planning.
  • Create reports and summaries for management and other offices.
  • Coordinate budget allocations across departments.
  • Maintain financial records and support audits and compliance.

Benefits

  • Medical, dental, and vision insurance starting on the 31st day of employment.
  • HSA, FSA, and DCFSA account options available.
  • 401(k) retirement account access with employer matching.
  • Paid sick leave and/or other paid time off as provided by law.
Full Job Description
: This position is responsible for managing and analyzing the budgets and finances for a department at UC San Diego. The role involves preparing the annual budget, tracking expenses, and ensuring that resources are used efficiently. You will create financial reports, analyze data, and provide recommendations to management to support decision-making. Additionally, you'll assist with planning, forecasting, and making sure the department follows all financial policies and procedures. Key responsibilities include preparing and overseeing the department's annual budget, analyzing financial data, tracking spending, and forecasting future needs. You will also create reports and summaries for management and other offices, coordinate budget allocations, maintain financial records, and support audits, compliance, and inventory reviews.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

Required Skills & Experience

Bachelor's degree in a related field or equivalent experience/training.
3+ years of experience in financial analysis, budget management or financial auditing
Advanced excel skills (v look ups & pivot tables)
Experience with financial modeling, resource planning, and budget oversight is preferred.
Strong knowledge of finance policies, practices, and systems

Nice to Have Skills & Experience

Previous experience using Oracle or similar financial software
Exposure to fund accounting

Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.

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