Budgeting Operations Analyst

OATS; Columbia (SC); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

401(k)

Company-funded pension

Health, dental, and vision plans

Life insurance

Generous PTO and holidays

Job summary

AARP is seeking a Budgeting Operations Analyst to support budgeting, procurement, and financial processes across the organization. You will collaborate with cross-functional teams to drive budgeting initiatives and manage financial transactions and reporting.

The role requires a Bachelor’s degree in Finance or a related field, 3 years of budgeting/forecasting experience, and strong Excel proficiency. Hybrid work environment with US-based remote days.

Qualifications

• Bachelor's degree in Finance or a related field.
• 3 years of experience with complex budgeting and forecasting.
• Demonstrated success in managing budgets to within a 3 percent variability.
• Advanced proficiency with Excel and proficiency with Microsoft Office, SharePoint, and Microsoft Teams.
• Effective at managing multiple priorities, self-motivated, forward-thinking, and the ability to manage time effectively.
• Strong attention to detail and excellent organizational skills.
• Strong interpersonal skills to build effective relationships internally and externally.

Responsibilities

• Supports internal clients on a variety of group- or organization-wide projects and acts as central contact for business processes across the department.
• Manages procure-to-pay processes, invoicing, budgets, and reports; tracks lobbying information.
• Researches, resolves issues for internal/external customers; uses databases to track responses and recommends improvements.
• Analyzes current processes and develops improvement initiatives; maintains documentation and ensures policy compliance.
• Generates ad-hoc and scheduled reports; coordinates financial, procurement, and contract management activities across projects.
• Manages financial functions such as invoice coding, approval, and expense reconciliation.
• Coordinates project management, metrics, and operations with department leads.
• Identifies opportunities to streamline workflows and improve process consistency.

Skills

Budgeting & forecasting

Multitasking

Communication

Attention to detail

Interpersonal skills

Education

Bachelor's degree in Finance or related field

Tools

Excel

Microsoft Office

SharePoint

Microsoft Teams

Job description

Overview

AARP is the nation's largest nonprofit, nonpartisan organization dedicated to empowering people 50 and older to choose how they live as they age. With a nationwide presence, AARP strengthens communities and advocates for what matters most to the more than 100 million Americans 50-plus and their families: health and financial security, and personal fulfillment. AARP also works for individuals in the marketplace by sparking new solutions and allowing carefully chosen, high-quality products and services to carry the AARP name. As a trusted source for news and information, AARP produces the nation's largest-circulation publications, AARP The Magazine and the AARP Bulletin.

AARP’s Community, State and National Affairs (CSN) Group includes Government Relations, Programs, Volunteer Engagement, Community Outreach and Advocacy at the federal, state and local levels. It delivers on AARP’s social mission by educating and engaging people 50-plus and their families, strengthening communities, and championing issues that help give people financial and health security.

TheBudgeting Operations Analyst participates in a variety of projects, programs, and initiatives that are typically division-wide or organization-wide. Collaborates with cross-functional teams on executing strategic business unit objectives. Plans, organizes, implements, and manages assigned projects. Provides financial operations support including budgeting, procurement, processing transactions, and other duties for a business unit or department. Works collaboratively across the enterprise to support new or ongoing processes and initiatives and serves as a liaison with other departments and/or vendors.

Responsibilities

• Provides support to internal clients on a variety of group- or organization-wide projects, programs, processes, and business initiatives. Liaises with other teams in order to execute on tasks. Serves as central point of contact for all business processes across the department, managing support activities as needed.
• Supports the business and financial operations processes for internal clients, including but not limited to the procure to pay processes and documentation, the tracking of invoices and payment processes, the preparation and/or tracking of budgets and reports, and the preparation and/or tracking of lobbying information.
• Provides excellent customer assistance. Researches, resolves, identifies and/or clarifies issues for internal/external customers. Uses programs and databases to track responses and identifies issues and recommends process improvements.
• Analyzes current business processes and develops, tests, and implements improvement initiatives and documents. Maintains/provides accurate documentation and acts as an expert on organization policies and procedures. Coordinates records management and documents adherence to policies and compliance requirements.
• Conducts research, analyzes data, and develops, manages, and distributes ad-hoc and scheduled reports.
• Coordinates financial, procurement, and contract management activities for departmental projects.
• Manages a variety of financial functions such as invoice coding and approval and expense reconciliation.
• Facilitates the coordination of project management, metrics, and operations across the departments in close collaboration with team members and department leads.
• Identifies opportunities to streamline workflows, reduce manual effort, and improve process consistency, supporting implementation and tracking post-change effectiveness.

Qualifications

• Bachelor's degree in Finance or a related field.
• 3 years of experience with complex budgeting and forecasting.
• Demonstrated success in managing budgets to within a 3 percent variability.
• Advanced proficiency with Excel and proficiency with Microsoft Office, SharePoint, and Microsoft Teams.
• Effective at managing multiple priorities, self-motivated, forward-thinking, and the ability to manage time effectively.
• Strong attention to detail and excellent organizational skills.
• Strong interpersonal skills to build effective relationships internally and externally.

AARP will not sponsor an employment visa for this position.

Additional Requirements

• Regular and reliable job attendance
• Effective verbal and written communication skills.
• Exhibit respect and understanding of others to maintain professional relationships.
• Independent judgement in evaluation options to make sound decisions.
• In office/open office environment with the ability to work effectively surrounded by moderate noise.
• Ability to occasionally lift up to 25 pounds

Hybrid Work Environment

AARP observes Mondays and Fridays as remote workdays, except for essential functions. Remote work can only be done within the United States and its territories.

Compensation and Benefits

• a 401(k)
• 100% company-funded pension plan
• health, dental, and vision plans
• life insurance
• paid time off to include company and individual holidays, vacation, sick, caregiving, and parental leave
• performance-based and peer-based recognition and tuition reimbursement

Equal Employment Opportunity

AARP is an equal opportunity employer committed to hiring a diverse workforce and sustaining an inclusive culture. AARP does not discriminate on the basis of race, ethnicity, religion, sex, color, national origin, age, sexual orientation, gender identity or expression, mental or physical disability, genetic information, veteran status, or on any other basis prohibited by applicable law.