Senior Budget & Forecast Analyst

City-of-Houston,-T; Houston (TX); On-site; USD 85,000 - 105,000; Full time

Job summary

City of Houston, Budget Division, is seeking a Financial Analyst IV to support monthly financial performance reviews, forecasting, and annual O&M budgeting. The role focuses on cost center analysis, variance review, and ad‑hoc financial analyses to aid decision‑making.

The position requires a Bachelor’s degree in Finance/Accounting or related field and four years of relevant experience; a Master’s can substitute two years. Knowledge of Power BI is a plus. EOE.

Qualifications

• Requires four years of professional experience in finance, economics, budget analysis or a closely related field.
• Bachelor’s degree required; Master’s degree may substitute for two years of experience.
• Pass a criminal background check and obtain required security clearances when applicable.

Responsibilities

• Develops, monitors, analyzes, and maintains budgets, financial reports, records, projects, and plans to support departmental operations and fiscal management.
• Prepares, coordinates, monitors, and analyzes departmental and program budgets, including budget amendments, projections, and expenditure activity.
• Monitors line-item expenditures and revenue projections for assigned accounts and identifies variances, trends, and potential budgetary concerns.
• Processes and reviews financial transactions to ensure accuracy, compliance with policies and procedures, and proper allocation of funds.
• Prepares financial analyses, forecasts, and reports to support management decision-making and long-term financial planning.
• Utilizes Power BI and other financial reporting tools to develop, maintain, and present dashboards, reports, and data analyses.
• Reviews financial programs, processes, and systems and recommends enhancements to improve efficiency, accuracy, reporting capabilities, and internal controls.
• Develops, coordinates, and monitors special projects and financial initiatives, ensuring objectives, timelines, and deliverables are met.
• Serves as a liaison to external agencies, organizations, and other stakeholders, providing assistance and responding to inquiries, complaints, and financial or administrative issues.
• Researches and analyzes financial and operational information and provides recommendations to address issues and improve program and budget performance.
• Maintains accurate and up-to-date financial records, documentation, and supporting materials in accordance with established policies and procedures.
• Collaborates with department and division staff to develop financial projections, identify funding needs, and monitor budget performance.
• Demonstrates a willingness and ability to learn new financial systems, processes, technologies, and reporting requirements.
• Performs other related duties and special assignments as requested by the Division or Department Head.

Skills

Analytical skills

Education

Bachelor's degree in Finance/Accounting/Business Administration

Master’s degree substitution for experience

Tools

Power BI

Job description

City of Houston, Budget Division, is seeking a Financial Analyst IV to support monthly financial performance reviews, forecasting, and annual O&M budgeting. The role focuses on cost center analysis, variance review, and ad‑hoc financial analyses to aid decision‑making.

The position requires a Bachelor’s degree in Finance/Accounting or related field and four years of relevant experience; a Master’s can substitute two years. Knowledge of Power BI is a plus. EOE.