Strategic Budget & Forecasting Analyst (Hyperion)

TBG | The Bachrach Group; Boca Raton (FL); On-site; USD 60,000 - 80,000; Full time

Job summary

A financial services firm in Boca Raton is looking for an individual to support their budgeting and forecasting cycle, assist in the preparation of annual budgets, and perform financial variance analyses. The ideal candidate will manage data accuracy in Hyperion, analyze financial performance, and develop dashboards to track KPIs. Strong analytical skills and financial reporting experience are essential, along with the ability to collaborate effectively across departments. This role is essential for ensuring budgeting efficiency and accuracy.

Qualifications

• Experience with budgeting and forecasting cycles.
• Proficiency in data management within systems like Hyperion.
• Strong analytical skills for financial performance monitoring.

Responsibilities

• Support budgeting and forecasting cycles across units.
• Assist in annual budget preparation and quarterly forecasts.
• Perform overhead cost analysis and prepare variance reports.
• Prepare and analyze financial reports against budget.
• Monitor financial performance and identify variances.
• Support departments in budget preparation and inquiries.
• Document financial processes for efficiency improvements.
• Maintain weekly reporting dashboards for KPIs.
• Generate ad hoc financial reports as needed.
• Carry out additional responsibilities as assigned.

Job description

A financial services firm in Boca Raton is looking for an individual to support their budgeting and forecasting cycle, assist in the preparation of annual budgets, and perform financial variance analyses. The ideal candidate will manage data accuracy in Hyperion, analyze financial performance, and develop dashboards to track KPIs. Strong analytical skills and financial reporting experience are essential, along with the ability to collaborate effectively across departments. This role is essential for ensuring budgeting efficiency and accuracy.