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Finance advisor vs budget analyst

The differences between finance advisors and budget analysts can be seen in a few details. Each job has different responsibilities and duties. It typically takes 2-4 years to become both a finance advisor and a budget analyst. Additionally, a finance advisor has an average salary of $64,993, which is higher than the $56,598 average annual salary of a budget analyst.

The top three skills for a finance advisor include team support, wealth management and securities. The most important skills for a budget analyst are financial management, budget analysis, and financial reports.

Finance advisor vs budget analyst overview

Finance AdvisorBudget Analyst
Yearly salary$64,993$56,598
Hourly rate$31.25$27.21
Growth rate15%3%
Number of jobs106,31150,081
Job satisfaction--
Most common degreeBachelor's Degree, 74%Bachelor's Degree, 70%
Average age4547
Years of experience44

What does a finance advisor do?

A Financial Advisor specializes in sharing their expertise with an individual or company on how to handle and boost finances. The responsibilities of a Financial Advisor include creating and proposing a strategy to attain financial gains through profits and investments, educating the client about new methods and opportunities, monitor and evaluate progress, and as well as plan policies according to the clients' life changes. Furthermore, it is also the duty of the Financial Advisor to research new investments that would be of great help to the client's assets.

What does a budget analyst do?

A budget analyst supports organizations and businesses by organizing their financial resources to develop and execute budgets for them. A budget analyst is also responsible for evaluating budget proposals, analyzing data, extra funds redistribution, recommending spending cuts, preparing reports annually, and estimating spending requirements in the future. A budget analyst explores alternative funding methods and uses cost-benefit analyses. In addition, budget analysts also look at past budgets and research any financial developments that could affect income and expenditures.

Finance advisor vs budget analyst salary

Finance advisors and budget analysts have different pay scales, as shown below.

Finance AdvisorBudget Analyst
Average salary$64,993$56,598
Salary rangeBetween $34,000 And $121,000Between $42,000 And $76,000
Highest paying CityNew York, NYWashington, DC
Highest paying stateNew YorkVirginia
Best paying companyEnbridgeShenzhen Capital Group
Best paying industryFinanceGovernment

Differences between finance advisor and budget analyst education

There are a few differences between a finance advisor and a budget analyst in terms of educational background:

Finance AdvisorBudget Analyst
Most common degreeBachelor's Degree, 74%Bachelor's Degree, 70%
Most common majorBusinessBusiness
Most common collegeUniversity of Minnesota - Twin CitiesUniversity of Pennsylvania

Finance advisor vs budget analyst demographics

Here are the differences between finance advisors' and budget analysts' demographics:

Finance AdvisorBudget Analyst
Average age4547
Gender ratioMale, 72.3% Female, 27.7%Male, 45.7% Female, 54.3%
Race ratioBlack or African American, 5.6% Unknown, 4.4% Hispanic or Latino, 9.5% Asian, 8.3% White, 72.1% American Indian and Alaska Native, 0.1%Black or African American, 12.4% Unknown, 4.7% Hispanic or Latino, 15.3% Asian, 8.9% White, 57.7% American Indian and Alaska Native, 1.0%
LGBT Percentage5%13%

Differences between finance advisor and budget analyst duties and responsibilities

Finance advisor example responsibilities.

  • Manage all budget and forecast submissions into Hyperion.
  • Manage $3MM private investment portfolio consisting of mid-cap/large-cap equities.
  • Structure and manage investment portfolios using a range of financial instruments, including equity securities and fix income instruments.
  • Manage and strengthen customer relationships through cross-selling and up-selling to maximize retention and income generation by contacting existing and prospective customers.
  • Research eligibility and status of all Medicare and Medicaid patients.
  • Perform portfolio analysis using MorningStar workstation and complete cost basis research project.
  • Show more

Budget analyst example responsibilities.

  • Write and document SAS, SPSS and SQL programs to automate standard processes.
  • Manage accounting data of expenditures in ledgers; ensure all transactions are re-serve for obligation.
  • Manage virtual war room database and prepare advanced PowerPoint presentations for high-level briefings.
  • Manage credit card revenue reporting and reconciliations for multiple credit card merchant accounts which include recommending and implementing process improvements.
  • Provide corporate financial support services for multiple contracts and various contract types (FFP, CPFF, CPAF, etc . )
  • Prepare and present EAC projections, customer financial reports, and documents for program reviews.
  • Show more

Finance advisor vs budget analyst skills

Common finance advisor skills
  • Team Support, 7%
  • Wealth Management, 7%
  • Securities, 6%
  • Strong Computer, 6%
  • Financial Services, 6%
  • Client Facing, 5%
Common budget analyst skills
  • Financial Management, 8%
  • Budget Analysis, 6%
  • Financial Reports, 5%
  • Financial Data, 4%
  • PowerPoint, 4%
  • Budget Estimates, 3%

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