Budgeting & Forecasting Associate

PangeaTwo; Birmingham (AL); On-site; USD 65,000 - 85,000; Full time

Job summary

PangeaTwo is seeking a Budgeting & Forecasting Associate for a full-time onsite role in Birmingham, Alabama. The position supports financial planning, budgeting, forecasting, and business analysis, delivering reports and insights to guide strategic decisions.

The ideal candidate has 2–4 years of experience in finance or analytics, strong Excel skills, and the ability to explain complex findings to leaders. Local candidates in the Greater Birmingham area are required.

Qualifications

• Background in finance, accounting, business analytics or related field.
• 2–4 years of experience in finance or analytical roles.
• Strong knowledge of financial statements and performance drivers.
• Advanced Excel and experience with reporting/BI tools.
• CPA/CFA beneficial but not required.

Responsibilities

• Produce recurring financial reports and reporting packages for management and department leaders.
• Coordinate monthly, quarterly, and annual forecasting activities related to operating expenses and departmental spending.
• Facilitate the annual budget development process and help establish planning assumptions.
• Review actual results against budget and prior-period performance while communicating key drivers behind variances.
• Present analytical findings and financial trends to leadership teams and operational stakeholders.
• Validate financial and operational data to maintain reporting accuracy and consistency across systems.
• Develop efficiencies through process enhancements, automation initiatives, and improved reporting workflows.
• Work with large data sets to generate meaningful analysis and support evolving business objectives.
• Contribute to special projects requiring financial modeling, business analytics, and strategic evaluation.

Skills

Finance & Accounting

Business Analytics

Excel

BI Tools

Education

Finance/Accounting/Analytics background

Tools

Excel

BI Tools

Job description

Birmingham, Alabama (Onsite, Local Candidates Only)

65,000-85,000

This is a fully onsite position based in Birmingham, AL. Candidates must currently reside in the Greater Birmingham metro area.

Our client is seeking a Budgeting & Forecasting Associate to support financial planning, budgeting, forecasting, and business analysis activities. This full-time, onsite position in Birmingham is responsible for evaluating operating results, delivering financial reporting, and providing analytical insight that supports strategic and operational decisions.

Working closely with leadership and departmental stakeholders in the Birmingham office, this individual will develop forecasts, analyze spending trends, improve reporting processes, and transform complex financial information into actionable recommendations. The position combines financial analysis, data management, process improvement, and executive-level reporting responsibilities.

What You'll Do:

• Produce recurring financial reports and reporting packages for management and department leaders.
• Coordinate monthly, quarterly, and annual forecasting activities related to operating expenses and departmental spending.
• Facilitate the annual budget development process and help establish planning assumptions.
• Review actual results against budget and prior-period performance while communicating key drivers behind variances.
• Present analytical findings and financial trends to leadership teams and operational stakeholders.
• Validate financial and operational data to maintain reporting accuracy and consistency across systems.
• Develop efficiencies through process enhancements, automation initiatives, and improved reporting workflows.
• Work with large data sets to generate meaningful analysis and support evolving business objectives.
• Contribute to special projects requiring financial modeling, business analytics, and strategic evaluation.

What We're Looking For:

• Background in finance, accounting, business analytics, or a related field of study.
• Approximately two to four years of experience in finance, accounting, or analytical business functions.
• Strong understanding of financial statements and the factors that influence organizational performance.
• Advanced proficiency with Microsoft Excel and experience using reporting, planning, or business intelligence tools.
• Ability to organize, cleanse, and interpret large volumes of financial and operational information.
• Strong communication skills with the ability to explain complex findings to various audiences.
• Experience supporting budgeting, forecasting, variance analysis, or strategic planning initiatives.
• Professional certifications such as CPA or CFA are beneficial but not required.
• Must currently live in the Greater Birmingham, AL area — this requirement is non-negotiable for this role.

At our clients' request, only Birmingham-area candidates with the required experience will be considered.

Please note - if you have recently submitted your resume to a PangeaTwo posting, your qualifications may be considered for other open opportunities.

Your resume will never be submitted to a client without your prior knowledge and consent to do so.

Budgeting & Forecasting Associate Accounting & Finance ·Direct Hire Birmingham, Alabama