Senior Budget & Finance Analyst
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Job Location:
San Jose, CA - USA
Monthly Salary:
Not Disclosed
Posted on:
18 hours ago
Vacancies:
1 Vacancy
Job Summary
Description
Requirements
Benefits
Apogee Global RMS is seeking a Senior Budget & Finance Analyst to support financial operations for their client. This role is ideal for a detaildriven analytical professional who thrives in structured compliancefocused environments and can translate financial data into clear actionable insights.
This candidate will support budgeting forecasting financial reporting and operational analysis while ensuring accuracy transparency and alignment with municipal standards.
Key Responsibilities
Budgeting & Forecasting:
- Assist in developing annual budgets multiyear financial plans and departmental spending projections
- Conduct variance analysis and prepare monthly/quarterly budget performance reports
- Support scenario modeling cost projections and funding allocation reviews
Financial Analysis & Reporting:
- Analyze financial data to identify trends risks and optimization opportunities
- Prepare dashboards summaries and presentations for leadership and stakeholders
- Maintain financial documentation audit support materials and compliance records
Operational Finance Support:
- Review expenditures purchase requests and cost allocations for accuracy
- Support grantfunded program tracking and reporting
- Ensure adherence to municipal state and federal financial guidelines
- Partner with crossfunctional teams to improve financial processes and control
Requirements
- 5 years of experience in budgeting financial analysis or publicsector finance
- Strong analytical skills with proficiency in Excel (pivot tables lookups modeling)
- Experience with ERP or financial systems (e.g. Oracle SAP Workday Tyler Munis)
- Ability to interpret financial data and communicate insights clearly
- High attention to detail accuracy and documentation discipline
Preferred Qualifications
- Knowledge of publicsector budgeting grants or fund accounting
- Familiarity with BI tools (Power BI Tableau)
- Bachelors degree in Finance Accounting Economics or related field
Benefits
Why Apogee:
- Hightrust highaccountability culture with strong leadership visibility
- Opportunity to support meaningful highimpact financial operations
- Clear processes operational rigor and a supportive team environment
- Competitive compensation and growth opportunities
How to Apply
For any questions (OR) to apply please contact us at.
Required Experience:
Senior IC
Key Skills
- Forecasting
- Microsoft Access
- Microsoft Word
- Military Experience
- Pivot tables
- Accounting
- Microsoft Powerpoint
- Microsoft Excel
- Financial Analysis
- Budgeting
- DoD Experience
- Financial Management
