Analyst, Budget (Allocation)

GENERAL PURPOSE:

The Budget Analyst is responsible for the preparation and analysis of all budget and forecasting responsibilities and will partner with the Sr. Manager, Office Operations to ensure that the department is aligned with the organizations

objectives and goals. The Budget Analyst will report to the Sr. Manager, Office Operations and will interact frequently with the Allocation Sr. Vice President, the Allocation leadership team, Sr. Budget Analyst and various cross functional partners.


ESSENTIAL FUNCTIONS:
Budget Forecasting and Reconciliation
  • Preparation and ongoing analysis of all budget & forecasting responsibilities to ensure that the dept is aligned with the organizations objectives and goals. Responsibilities include but not limited to the following:
    • Monthly, quarterly, YTD and year end forecasting based on financial trends
      • Monthly forecast changes (G&A and capital expenses)
      • Create various forecast scenarios
    • Monthly close process
      • Prepare monthly close reports
      • Input accruals & re-classes in system
    • Ensure all department expenditures are accurate, tracked and approved in a timely manner.
      • Submit and code invoices
      • Track, reconcile and report all monthly expenses
    • Preparation, processing & tracking of capital expenditures
      • Create and submit CER’s (Capital Expenditure Requests)
      • Submit PO’s
      • Track and implement roll out of department hardware
      • Reconcile and submit capital forecast changes each month
    • Provide financial support with account reconciliation and variance analysis.
    • Work with business partners to resolve any financial issues
Analysis & Projects
  • Work on projects and tasks assigned by the Sr. Office Operations Manager
  • Monitor department expenses and ensure that they are aligned with the department budget.
  • Provide reports, recaps, projections, etc. as scheduled/needed
    • G&A expenses (i.e. travel, supplies, operating, etc)
    • Payroll, headcount, attrition, etc.
    • Complete weekly organizational chart updates
    • Ad hoc
  • Assist in creating standard documentation of financial processes and templates that will increase efficiency for the Allocation dept.
  • Coordinate and facilitate all department moves
Budget Development
  • Assist the Sr. Office Operations Manager in the creation of the Allocation Department annual budgets & 5 year plans
    • Provide necessary metrics recaps, charts and other ad hoc reports
    • Create various scenarios to achieve targets
    • Input final plans into system
  • Work with Sr. Office Operations Manager on project costs, forecast changes, invoice timing and project timelines
COMPETENCIES:
  • Communication
  • Analysis and Judgment
  • Drive for Results
  • Interpersonal and Team Effectiveness
  • Business Acumen
  • Change Management
QUALIFICATIONS AND SPECIAL SKILLS REQUIRED:
  • Bachelor’s degree in accounting or finance required
  • 2 years relevant work experience; financial or operations planning and forecasting in a retail environment is highly desirable
  • Strong analytical skills – must be able to synthesize data, be able to error check and reconcile own work and be able to design analysis to answer specific questions.
  • Detail oriented
  • Strong organizational skills
  • Excellent written and verbal communication skills
  • Ability to multi-task and prioritize tasks
  • Adaptability - able to handle changing priorities
  • Ability to use discretion in handling confidential information
  • Reliability (attendance and timeliness) is important to ensure financial deadlines are achieved
  • Ability to work independently and exercise independent judgment
  • Advanced skills in MS Office (Excel, PowerPoint, Word & Visio) – emphasis on Excel formulas
  • Knowledge of PeopleSoft & Hyperion systems a plus
PHYSICAL REQUIREMENTS/ADA:

Job requires ability to work in an office environment, primarily on a computer.
Requires sitting, standing, walking, hearing, talking on the telephone, attending in-person meetings, typing, and working with paper/files, etc.
Consistent timeliness and regular attendance.
Vision requirements: Ability to see information in print and/or electronically.

SUPERVISORY RESPONSIBILITIES:

None

DISCLAIMER:

This job description is a summary of the primary duties and responsibilities of the job and position. It is not intended to be a comprehensive or all-inclusive listing of duties and responsibilities. Contents are subject to change at management’s discretion.

Ross is an equal employment opportunity employer. We consider individuals for employment or promotion according to their skills, abilities and experience. We believe that it is an essential part of the Company’s overall commitment to attract, hire and develop a strong, talented and diverse workforce. Ross is committed to complying with all applicable laws prohibiting discrimination based on race, color, religious creed, age, national origin, ancestry, physical, mental or developmental disability, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), veteran status, military status, marital or registered domestic partnership status, medical condition (including cancer or genetic characteristics), genetic information, gender, gender identity, gender expression, sexual orientation, as well as any other category protected by federal, state or local laws.
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