Specialist II, Budget & Costing
Job Purpose
Specialist II, Budget & Costing is responsible for supporting budgeting, forecasting, costing, financial reporting, and performance analysis activities. The role provides accurate financial insights, prepares management reports and dashboards, monitors costs and budget performance, and supports business decision-making through data analysis.
Key Responsibilities
Budgeting & Forecasting
- Assist in the preparation of annual budgets, forecasts, and business plans.
- Collect, review, and consolidate budget inputs from various departments.
- Prepare supporting schedules, working files, and budget analysis reports.
- Maintain budgeting templates, financial models, and planning databases.
- Support the Budget & Costing Manager in forecasting and planning activities.
Costing & Cost Analysis
- Assist in preparing cost analyses for manpower, equipment, projects, and operational activities.
- Identify significant cost variances.
- Support the development and maintenance of costing models and rate calculations.
Billing & Revenue Support
- Assist in the preparation, review, and reconciliation of customer billing and invoicing data.
- Validate billing information against approved rates, contracts, timesheets, and supporting documentation.
- Coordinate with Operations, Projects, Payroll, and other stakeholders to ensure billing accuracy.
- Support monthly billing cycles and ensure timely invoice preparation and submission.
- Investigate and resolve billing discrepancies and reconciliation issues.
- Prepare billing analysis reports and support revenue tracking activities.
- Reconcile PO with timesheets & Billing
- Create contracts in Oracle for projects
Financial Reporting & Analysis
- Prepare recurring financial and operational reports.
- Support monthly, quarterly, and annual reporting requirements.
- Assist in preparing presentations and reports for management meetings.
Business Intelligence & Reporting
- Develop and maintain reports and dashboards using Power BI.
- Support reporting automation and continuous improvement initiatives.
- Validate data accuracy and consistency across reports and dashboards.
- Generate ad-hoc reports and analyses as requested by management.
- Extract, validate, and reconcile data from ERP systems and other data sources.
- Assist in improving reporting processes and data quality controls.
- Ensure the confidentiality and integrity of financial and business information.
Additional Responsibilities
- Perform any other duties, assignments, analyses, or special projects as directed by the Budget & Costing Manager or Finance Management.
- Provide support for departmental initiatives and continuous improvement projects as required.
Qualifications
- Bachelor’s degree in finance, Accounting, Business Administration, Economics, or a related field.
- 4–7 years of experience in budgeting, costing, financial analysis, or management reporting.
Technical Skills
- Advanced Microsoft Excel, working knowledge of Microsoft Power BI, including dashboard development and data visualization.
- Experience with ERP systems such as SAP, Oracle, Microsoft Dynamics, or equivalent.
- Strong analytical, reporting, reconciliation, and data management skills.
Core Competencies
- Budgeting & Forecasting
- Cost & Billing Analysis
- Financial Reporting
- Data Analysis & Visualization
- Attention to Detail
- Time Management
- Teamwork and Collaboration
Preferred Qualifications
- Experience in construction, equipment rental, logistics, industrial services, or related industries.
- Knowledge of Power Automate, SQL, or other reporting tools is an advantage.
- Professional certifications such as CMA, ACCA, or equivalent are preferred but not required.
