Senior Budget & Forecasting Specialist

BMA Group Global; San Juan (PR); On-site; USD 65,000 - 90,000; Full time

Job summary

BMA Group Global in San Juan is seeking a Budget Management Senior Associate to support budgeting, planning, forecasting, and reporting processes. You will analyze financial information and develop budgeting models while coordinating with internal teams and external stakeholders.

The role requires 2–5 years in budgeting or related finance, advanced Excel skills, and fluency in English and Spanish. A Bachelor's degree is required, with a Master's or CPA/CMA preferred.

Qualifications

• Bachelor's degree in Finance, Accounting, or a related field.
• 2–5 years of experience in budgeting, financial planning, accounting, or a related financial role.
• Master's degree or CPA/CMA preferred.
• Advanced Excel proficiency including financial modeling, data analysis, pivot tables, and complex formulas.

Responsibilities

• Support budget planning, preparation, monitoring, forecasting, and reporting activities.
• Collect, review, and consolidate financial data and departmental budgets.
• Prepare financial reports and presentations for management, highlighting performance, trends, variances, risks, and forecasts.
• Perform financial analysis to identify discrepancies, cost-saving opportunities, and areas for improved efficiency.
• Develop and maintain budgeting models, templates, financial tools, and supporting documentation.
• Review budget modifications and assist in resolving budget-related issues.
• Support compliance with financial policies, budgetary requirements, and applicable regulations.
• Assist with long-term financial planning and other budget-related projects.
• Coordinate with internal teams and external stakeholders on budgeting and financial matters.

Skills

Budgeting

Financial planning

Analytical thinking

English and Spanish

Education

Bachelor's degree in Finance, Accounting, or a related field

Master's degree or CPA/CMA preferred

Tools

Excel

Pivot tables

Financial modeling

Job description

BMA Group Global in San Juan is seeking a Budget Management Senior Associate to support budgeting, planning, forecasting, and reporting processes. You will analyze financial information and develop budgeting models while coordinating with internal teams and external stakeholders.

The role requires 2–5 years in budgeting or related finance, advanced Excel skills, and fluency in English and Spanish. A Bachelor's degree is required, with a Master's or CPA/CMA preferred.