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Budget assistant job description

Updated March 14, 2024
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Example budget assistant requirements on a job description

Budget assistant requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in budget assistant job postings.
Sample budget assistant requirements
  • Bachelor's degree in accounting or finance.
  • Minimum of three years of budgeting experience.
  • Proficiency in Microsoft Office Suite and accounting software.
  • Ability to interpret and analyze financial data.
  • Ability to plan, organize and prioritize tasks.
Sample required budget assistant soft skills
  • Strong verbal and written communication skills.
  • Attention to detail and accuracy.
  • Critical thinking and problem-solving skills.
  • Ability to work collaboratively in a team environment.
  • Strong commitment to customer service.

Budget assistant job description example 1

Lincoln Institute of Land Policy budget assistant job description

Our Mission
The Lincoln Institute of Land Policy seeks to improve quality of life through the effective use, taxation, and stewardship of land. A nonprofit private operating foundation whose origins date to 1946, the Lincoln Institute researches and recommends creative approaches to land as a solution to economic, social, and environmental challenges. Through education, training, publications, and events, we integrate theory and practice to inform public policy decisions worldwide. With locations in Cambridge, Massachusetts; Washington, DC; Phoenix; and Beijing, we organize our work around the achievement of six goals: low-carbon, climate-resilient communities and regions; efficient and equitable tax systems; reduced poverty and spatial inequality; fiscally healthy communities and regions; sustainably managed land and water resources; and functional land markets and reduced informality.

Position Overview
This is a full-time position in Cambridge, MA, COVID permitting, @ 37.5 hours/week reporting to the Vice President of PCLD.
What You'll Do - Manage BudgetDevelop annual budgets in conjunction with PCLD leads and monitor monthly expenses using reports from FE NXT accounting software. Take direction from finance staff to correct any coding issues on billings.Produce budget reports for specific projects upon request.Complete project budget spreadsheets in conjunction with PCLD staff for each PCLD project in the annual budget.Monitor and request as needed FE NXT budget reports to ensure that budget commitments have been entered accurately. Communicate with accountants, contract specialists, and other finance staff about missing or inaccurate commitment entries.No travel required.
What You'll Do - Manage ContractsCoordinate and submit PCLD contract requests to the contracts team, including collecting required information and documentation, drafting contract request forms, and complying with Lincoln Institute contract guidance. Address queries from contract specialists, PCLD staff, and vendors in a timely fashion. Ensure contract deliverables are collected and documented appropriately.Coordinate with PCLD staff, finance staff, and vendors to ensure timely payments.
What You'll Do - Manage Invoices and Purchase OrdersUpdate FE NXT vendor records to include custom field for all known PCLD vendors.Monitor progress of Purchase Orders recorded for PCLD vendors after contract signature by maintaining list of open PCLD Purchase Orders in FE NXT.Secure invoices from vendors, with guidance from finance staff as needed.Vet contract deliverables before submitting invoices. Submit paperwork, invoices and Purchase Order information to request payments, and ensure there is a recorded approval for each expense submitted. Track payments and handle related correspondence with vendors and finance staff.
What You'll Do - Manage PCLD Staff Expenses and ReimbursementsMonitor staff expense reports to ensure alignment with budget and are appropriate with proper approvals.Submit receipts as needed.Work with PCLD staff and vendors to resolve inquiries from finance staff
What You'll Do - Provide Administrative SupportSchedule meetings and arrange with event staff as necessary for logistics.Take detailed notes during meetings and/or order Zoom transcripts as needed.Write communications, internal and external, as needed; communicate Institute procedures, guidelines, and expectations. Obtain contact information for contracts and logistical purposes.Monitor and maintain materials on the Institute's internal network.Proofread and format materials, agendas, meeting attendee lists, and publications as needed.Secure permissions for photographs, graphics, and other content as necessary for use in publications and communications, and maintain appropriate documentation.Fill out bills of lading and other forms related to shipments for individuals and events. Track inventory of all promotional materials and collateral and branded materials such as stationery, folders, tote bags, etc., and reorder as necessary. Order supplies with vendors and process invoices for payment.
What You'll Do - Provide Technological Support for PCLDAssist in responding to Contact Us form requests related to PCLD.Perform other tech-related tasks as needed.
What You'll Do - Perform other Institute-wide tasks as needed:Participate in Institute meetings.Participate in other projects as requested.
What You'll NeedAttained B.A. or B.S. (prior experience in program support and administration may substitute for degree).At least 2 years or proven-effective experience with office and administrative support.Proficiency with software applications including Microsoft Office: word processing, spreadsheets, PowerPoint, Photoshop (preferred); knowledge of Salesforce and Pardot (helpful) Familiarity with web for publications and public relations InitiativeHigh degree of organization and impeccable attention to detail Good writing and editing skills Responsiveness to deadlines Ability to work with minimal supervision Ability to handle multiple tasks Creative ability to find new solutions and new insights to improve quality Positive attitude and team spirit Trustworthy discretion with confidential information
Compensation Overview
The salary market range for this role is $56K - $60K depending on level of education and years of experience.

Our Benefits
Benefits highlights include but are not limited to (a) 3x employer contribution towards retirement matching your employee contribution up to 15%, (b) health insurance, (c) dental insurance, (d) vision insurance, (e) 100% reimbursement of the health care deductible through a health reimbursement account, (f) short-term disability coverage, (g) long term disability coverage, (h) paid parental leave, (i) voluntary insurances such as accident insurance, (j) health care flexible spending, (k) dependent care flexible spending, (l) paid time off for holidays, vacation, personal, sick, bereavement, and jury duty, (m) office closure between December 24 - Jan 1 each calendar year, (n) flexible schedule and option for a compressed 4 day workweek, (o) tuition and staff development reimbursement, (p) pet insurance, and (q) Employee Assistance Program.

Our Values
We support a culture of forthright feedback, initiative, cooperation and teamwork, diversity, equity, and inclusion, and accepting responsibility.

Equal Opportunity Employer
The Lincoln Institute of Land Policy is dedicated to creating an inclusive work environment and is proud to be an equal opportunity employer. Individuals seeking employment at the Lincoln Institute of Land Policy are considered without regards to race, color, religion, national origin, age, sex (including pregnancy, childbirth, or related medical conditions), ancestry, citizenship status, gender identity or expression, genetic information, marital or domestic/civil partnership status, physical or mental disability, sexual orientation, veteran status, or any other characteristic protected by law.
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Budget assistant job description example 2

Global Communities budget assistant job description

Global Communities works at the intersection of humanitarian assistance, sustainable development and financial inclusion to save lives, advance equity and secure strong futures. We support communities at the forefront of their own development in more than 35 countries, partnering with local leaders, governments, civil society and the private sector to achieve a shared vision of a more just, prosperous and equitable global community.

Global Communities is seeking a Pricing and Budgeting Officer to join the Humanitarian Assistance team. This position may be based at any Global Communities office and is eligible for a hybrid or fully remote work arrangement.

The Pricing and Budgeting Officer coordinates the pricing and budgeting process for various sized proposals for the Humanitarian Assistance team. This role will also contribute to business development capacity building requests from global colleagues.
NOTE:

As an organization working to advance public health, Global Communities has an obligation to model best practices and to do all we can to protect each other, our partners and the communities where we work. To ensure the continuity and effectiveness of our business operations, Global Communities is adopting a policy to safeguard the health of our visitors, employees, families, and the larger global community from COVID-19. Effective January 3, 2022, all U.S.-based Global Communities employees are required to provide proof of having received full dosage of COVID-19 vaccine that is FDA approved, approved for emergency use authorization, or have an approved medical or religious exemption on file with Global Communities, as a condition of employment.

Responsibilities

Responsibility Area: Coordinate pricing and budgeting processes for proposals.

* Read assigned donor solicitations and ensures team leads are informed of possible pricing issues and/or questions.
* Develop proposal budgeting and pricing strategies for assigned proposals. Provide cost/pricing input into the proposal development process.
* Review budgets and budget documents to ensure adherence to internal procedures, donor requirements and USG regulations.
* Coordinate and prepare budgets for assigned proposals and submits to manager for final review.
* Write complete budget narratives for the assigned proposal.
* Develop pricing questions for solicitations when necessary.
* Assist pricing team with budget notes for other proposals as assigned.
* Resolve budget and pricing issues for assigned proposals.
* Attend and participate in meetings throughout the proposal development process.
* Interact with proposal team leads throughout the proposal process.
* Respond to final budget related questions when needed.

Responsibility Area: Discuss and negotiate costs and budgets with proposal partners as needed.

* Coordinate the budget process with proposal partners in a timely manner.
* Ensure partner budget and budget narratives are consistent.

Responsibility Area: Supports business development capacity building efforts including creating guideline documents, training materials and templates for cost-proposals.

* In collaboration with Pricing and Budgeting manager, respond to requests from in-country and HQ based colleagues for trainings.
* Provide feedback to colleagues in a constructive manner to foster a dynamic learning environment.

POSITION SPECIAL RESPONSIBILITIES:

* Ability to travel internationally up to 5% of the time.
* Promote a culture of excellence, inclusion, learning, support, diversity and innovation.

Knowledge, Skills and Abilities

* General understanding/knowledge of donor regulations including CFR226.
* Experience with USAID/BHA Emergency Application Guidelines, especially Cost Application and Budget Guidelines, preferred.
* Strong analytical skills.
* Ability to work with large amounts of data.
* Ability to relate and communicate effectively internationally.
* Fluency in English, written and oral. Abilities in a second language preferred (Spanish, French or Arabic preferred).
* Very good interpersonal skills.
* Willingness to undertake tasks to accomplish deadlines and goals.
* Advanced ability in the use of Microsoft Suite, especially Excel.
* Ability to work under pressure, handle multiple tasks simultaneously, and meet deadlines.
* Accuracy, attention to detail.
* Ability to read and interpret documents and ability to sit at a computer and operate a keyboard.
* A passion for the mission and values of Global Communities.

Qualifications

* Undergraduate degree and a minimum of two years of related work experience or six years of related work experience.
* Experience with humanitarian response program implementation a plus.
* A passion for the mission and values of Global Communities.
* Must have U.S. work authorization.

Global Communities is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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Updated March 14, 2024

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.