Financial Forecasting Analyst

Great Place to Work! 

We are dirt under our nails leaders, visionaries in facilities services implementing cutting-edge technology focused on keeping our employees safe & happy, and continually surpassing our customers' expectations with the proactive thinking of our diverse teams. We are great people delivering great experiences to customers and each other. Should you be in the Budd work family?

The Forecasting and Budgeting Analyst will oversee the accurate input of financial budgets and the generation of monthly and long-range forecasting models. This position will provide data analysis and detailed financial insight into our markets and lines of business, in conjunction with market trends and economic influences to produce forecasts. 

MAJOR RESPONSIBILITIES AND FUNCTIONS

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Will assist the Regional Field Accountants with maintaining accurate budgets in Workday Adaptive Planning software. 
• Will maintain accurate budgets by accounting for changes in business such as new jobs, lost jobs and scope changes at sites. 
• Must understand seasonality and be able to quantify the impact of seasonality as it relates to the forecasts for the Janitorial, Landscape and Facility Maintenance Industries. 
• Assist Regional Field Accountants and Branch Operations Teams with annual budgeting process.
• Will be familiar with Business Analysis methods and will utilize to estimate the effect of external variables on key company metrics such as how site locations affect wage rates or weather impacts monthly revenue. 
• Will have experience in Data Mining through large data sets to identify trends, leading indicators, and relationships between internal and external variables to assist in predicting future trends and effects on key metrics to forecast.
• Will have good communication skills and be capable of effectively communicating with The Budd Group internal IT team or outside resources to assist with modifying Tableau dashboards and other forecasting models.
• Will ensure the forecast in Tableau, our business intelligence tool, displays accurate, logical data and accurately represents the projected forecast. Ideally, monthly forecasts would be within 5% of actuals. 
• Will be able to clearly communicate to our Executive team the methodology and data analysis logic that determine the forecast results.
• Will perform ad hoc financial analysis as requested by Management

POSITION SPECIFICATIONS

Education

• Bachelor or Graduate Degree in Data Analytics, Computer Science, Finance, Economics or related field is required. 

Experience

• Must have 2+ years experience in data analysis and forecasting within the Construction or Facility Services Industry.
• Tableau Dashboard Development and Workday Adaptive experience a plus
• Need Advanced Microsoft Excel skills
• Strong communication skills

Valid driver’s license is required.