Senior Budget & Forecasting Strategist

Insight Global; Pasadena (CA); On-site; USD 120,000 - 160,000; Full time

Job summary

Insight Global seeks a Senior Program Analyst to bridge executive priorities and day-to-day financial execution. The role supports a roughly $150M annual budget, building forecasting models, KPIs, and reporting tools to give leadership better visibility into performance and needs.

The ideal candidate translates complex data into clear narratives, develops budgeting infrastructure, and collaborates with internal stakeholders to align strategic vision with financial planning and operations.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Public Administration, Business Administration, or a related field.
• 5+ years of progressively responsible public-sector budgeting, financial planning and analysis, management analysis, or strategic planning.
• Demonstrated experience developing and managing large, complex public-sector budgets.
• Strong experience with budget forecasting, financial modeling, variance analysis, and data analysis.
• Advanced Microsoft Excel skills with the ability to manipulate and analyze large datasets and build financial models.
• Experience developing KPIs, dashboards, and executive-level reporting.
• Ability to translate complex financial data into clear insights, recommendations, and narratives for senior leadership.
• Experience working within a public pension, retirement system, or similar government financial environment.
• Experience supporting or analyzing budgets of approximately $100M+ or similarly complex public-sector organizations.
• Hands-on experience with Power BI for dashboard development, visualization, and executive reporting.
• Experience using Questica or a comparable public-sector budgeting and forecasting platform.

Responsibilities

• Support the development and management of the organization’s approximately $150M annual operating and capital budget, including yearly budget planning and forecasting.
• Develop financial forecasts, expenditure projections, scenario analyses, and multi-year financial models to support strategic decision-making.
• Perform detailed budget-to-actual, variance, trend, and financial performance analysis, identifying key drivers and areas requiring leadership attention.
• Mine, organize, and analyze financial and operational data to uncover trends, risks, opportunities, and resource needs.
• Develop KPIs, dashboards, and management reporting that turn complex financial information into meaningful insights for executive leadership.
• Provide the narrative behind the data, clearly communicating what financial trends mean and how they may impact organizational strategy, programs, and operations.
• Help establish and improve the budgeting infrastructure, processes, reporting standards, and analytical framework for this newly created function.
• Evaluate the financial and operational impact of new programs, contracts, projects, and organizational initiatives.
• Conduct organizational, workload, resource allocation, and operational studies to support strategic planning.
• Prepare executive-level reports, presentations, briefing materials, and Board-related budget documentation.
• Partner with internal stakeholders to connect strategic vision, financial planning, and operational execution.
• Support budget monitoring, financial reporting, internal controls, and audit-related activities.
• Lead or support special financial and strategic analysis projects as organizational priorities evolve.

Skills

Budget forecasting

Financial modeling

Variance analysis

Data analysis

Executive reporting

Communication

Education

Bachelor's degree (Finance/Accounting/Economics/Public Administration/Business)

Tools

Power BI

Questica

Excel

Job description

Insight Global seeks a Senior Program Analyst to bridge executive priorities and day-to-day financial execution. The role supports a roughly $150M annual budget, building forecasting models, KPIs, and reporting tools to give leadership better visibility into performance and needs.

The ideal candidate translates complex data into clear narratives, develops budgeting infrastructure, and collaborates with internal stakeholders to align strategic vision with financial planning and operations.