The posting
SUMMARY: The Budget & Finance Analysts owns the day-to-day administration of the budgeting system and supports Pinehurst's annual budget, periodic forecasts, and 5-year rolling forecast. The role provides financial analysis that guides decisions, including ROI analysis for upcoming projects, period-end variance reporting, and in-depth responses to financial reporting requests. The coordinator also supports the accounting team with select journal entries and account reconciliations. EDUCATION AND/OR EXPERIENCE: A bachelor’s degree in accounting, finance, or business management is preferred. One to three years of experience in budgeting, financial analysis, or accounting is required. Candidates should have advanced Excel skills, including lookups, pivot tables, and financial modeling, along with strong problem-solving, organizational, collaboration, and communication skills. Experience with TrueSky and/or FYI Soft is a plus. ESSENTIAL DUTIES AND RESPONSIBILITIES:
Administer the TrueSky budgeting system day to day: load data, build and maintain templates, validate that projections come from accurate data, and handle user setup, access, and training. Coordinate the annual budget cycle from kickoff through final approval, including reviewing department submissions for accuracy and distributing final FYIsoft reports to key stakeholders. Prepare periodic forecasts and maintain the 5-year rolling forecast, updating assumptions as operating trends and strategic plans change. Guide departments on budgeting procedures, including expense tracking, capital vs. maintenance classification, and building measurable performance metrics into the next budget cycle. Prepare period-end variance reports comparing actuals to budget and forecast, research significant variances with department leaders, and summarize drivers and risks for leadership. Build ROI and cash-flow analyses for proposed capital projects and renovations, and track results against original projections after completion. Respond to ad hoc financial reporting requests with in-depth analysis of financial and operational trends, presenting findings and recommendations clearly to non-finance audiences. Participate in departmental P&L reviews to identify trends, budget misses, and forecast opportunities. Support the core accounting team at period end by preparing a limited number of journal entries and assigned account reconciliations, in compliance with internal controls, policies, and accounting standards. Perform other accounting and finance duties as assigned.
SUPERVISORY RESPONSIBILITIES: This role holds no supervisory responsibilities. LANGUAGE SKILLS: Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to other employees of the organization. MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Strong command of financial concepts including variance analysis, forecasting methods and ROI. Advanced proficiency in Excel. REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral or diagram form. Ability to deal with problems and address problems with solutions in a business format. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit; use hand to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee frequently is required to walk. The employee is occasionally required to stand; climb or balance, and stoop, kneel, crouch, or crawl. The employee must regularly lift and/or move up to 10 pounds and occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, and color vision. WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The noise level in the work environment is usually quiet. OTHER ACCOUNTABILITIES: Pinehurst, LLC reserves the right to transfer any Employee from his/her current job assignment or location to another job assignment or location as needed, either on a temporary or regular basis.
