Senior Budget Management Associate

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

The Budget Management Senior Associate supports the organization’s budgeting, financial planning, forecasting, and reporting processes. This role analyzes financial information, supports budget development and monitoring, and collaborates with internal teams and external stakeholders to promote accurate financial planning and effective resource management.

Key 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.

Supervisory Responsibilities

This position involves supervisory responsibilities, including providing guidance, reviewing work for accuracy and quality, and supporting the achievement of team objectives.

External Relationships

Frequent interaction with external advisors, government agencies, attorneys, consultants, and other stakeholders as needed to support budgeting, financial planning, and related initiatives.

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 professional certification such as CPA or CMA preferred.
• Advanced Excel proficiency, including financial modeling, data analysis, pivot tables, and complex formulas.Strong budgeting, forecasting, financial reporting, and variance analysis skills.
• Strong analytical, organizational, project management, and problem-solving abilities.
• Ability to manage multiple priorities, meet deadlines, and handle confidential financial information.
• Ability to handle sensitive and confidential financial information appropriately.
• Excellent written and verbal communication skills in English and Spanish.