Budget and Expense Officer

• A Graduate of BS Accountancy or Management Accounting;
• Must have at least two (2) years of experience in budgeting and costing; strong analytical and organizational skills;
• Proficient in verbal and written communication skills;
• Excellent in computer applications; preferably with Master’s Degree in Business Administration.

Job Specifications:
Strategy

• Provides guidelines to departments and companies in the preparation and analysis  

of the annual budget.

• Interprets budget directives and establishes policies for carrying our directives.

Collaboration

• Consults with managers to ensure that budget adjustments are made in accordance with program changes.
• Seeks new ways in coordination with the key personnel to improve efficiency and increase profits.
• Provides support to department heads and managers through information/data which may serve as input in risk management.
• Collaborates with internal and external personnel for the purpose of implementing and/or maintaining services and programs.

Analytics

• Analyses monthly department budgeting and accounting reports to maintain 

expenditure controls.

• Summarizes budget and submits recommendations for the approval or disapproval of funds requests.
• Reviews operating budgets to analyze trends affecting budget’s needs.
• Compiles, analyzes accounting records and other data to determine the financial resources required to implement a program.
• Performs cost-benefit analysis to compare operating programs, review financial request or explore alternative financing methods.
• Analyze a variety of financial information (e.g. ravenous, expenditures, cash management, cost projection, real estate, insurance, etc.) for the purpose of providing direction and support, making recommendations, maximizing use of funds, and/or ensuring overall operations are within budget.

Knowledge

• Provides advice and technical assistance with cost analysis, budget preparation an allocation.
• Examine budget estimates for completeness, accuracy and conformance with procedures and standards.
• Conducts internal audits (e.g. general and special funds, etc.) for the purpose of ensuring program operations are within budget and in accordance with sound business practice.

Administrative

• Facilitates meeting, workshops, seminars, etc. (e.g. financial procedures, regulatory requirements, community or outside agencies, interdepartmental needs, etc.) for the purpose of identifying issues, developing recommendations, supporting other staff and serving as a consultant on budget and cost.
• Maintains a variety of manual and electronic information, files and records for the purpose of providing an up-to-date reference and audit trail.
• Monitors budget allocations, expenditures, funds balances and related financial activities for the purpose of ensuring that allocations are accurate, revenues are recorded, expenses are within budget limits and/or fiscal practices are followed.
• Participates in meetings, work shop and seminars for the purpose of conveying and/or gathering information required to perform functions.
• Prepares a wide variety of materials (e.g. annual budgets, financial statement reports for the Management and Board of Directors, for the purpose of documenting activities and issues, meeting compliance requirements, and/or providing supporting materials for requested actions.

Other Duties

• Complies with company rules and regulations.
• Performs other functions as assigned by the Superior from time to time or when the need arises.