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Financial and Budget Analyst

Acumen LLC
Burlingame, CA
  • Posted: over a month ago
  • Full-Time
  • Benefits: medical, vision, 401k, dental, life insurance,
Job Description

The Financial and Budget Analyst supports Financial Operations, Business Operations, and Accounting Manager by gathering, tracking, and distributing contract and/or project expenditure data to Project Managers and Directors. Additional support includes: i) support travel, invoice review, and employee reimbursements; ii) preparing client invoices; iii) subcontractor management; iv) leading internal expenditure meetings; and vi) support to Project Managers, Directors, and others throughout the organization.

Under direct supervision by the Financial Operations and Accounting Manager, the Financial and Budget Analyst performs some combination of the following job functions:

  • Develop, generate update, and analyze detailed expenditure and budget tracking reports for each assigned contract and/or project in MS Excel for distribution to Project Managers and Directors; reports are generated monthly or on an ad hoc basis
  • Schedule and lead monthly expenditure meetings with Project Manager(s), Director(s), Finance and Contracts staff to discuss the budget, the contract, and spending
  • Obtain Project Manager(s) approval for each contract’s monthly expenditure report, and prepare account receivable invoices to clients according to internal standards, and the specifications listed in the contract and/or as requested by the client; send Project Coordinator necessary expenditure data, tables and reports for inclusion in the progress report
  • Track each contract’s billing and invoicing-related information such as client invoice instructions, invoice deadlines, billable rates, indirect rate ceilings, and subcontractors
  • Monitor company’s Accounts inbox for incoming subcontractor invoices associated with assigned contracts; forward invoices to appropriate Project Manager(s) for review and approval; review subcontractor invoices, and update contract’s expenditure report with subcontractor’s spending; enter subcontractor invoices in SAP Concur system for import into company’s accounting books once Project Manager indicates approval; print subcontractor invoices and approval documentation for filing
  • Review invoices, employee reimbursements, and Travel expenses in SAP Concur system
  • Organize and complete related tasks and assignments to meet hard reporting and invoice deadlines set by the government and clients
  • Forward accounts receivable invoices and progress reports to Contracting Officer’s Representative (COR) for review; respond to client questions or forward to the appropriate internal contact
  • Upon receiving approved, provisional indirect rates from our cognizant agency, update each contract’s expenditure templates, reports, and invoice tables, and apply contract’s applicable indirect rate ceiling
  • Prepare interim reconciliation vouchers after the company’s yearly incurred cost proposal (ICP) has been submitted and accepted by the government; prepare final reconciliation vouchers after the company’s ICP’s have been audited, and government issues the final indirect rates letter
  • Perform each task or assignment efficiently, thoroughly, and with extreme attention to detail
  • Maintains financial security by following internal accounting controls
  • Maintains confidential information such as employee rates and company financial data
  • Complies with company policies and with applicable laws and regulations
  • Demonstrates professionalism in the workplace
  • Performs other duties as assigned

Qualifications Required:

  • Bachelor’s degree in Accounting, Finance, or a related field
  • 3 years of accounting, contract/project expenditure reporting, and/or client billing experience
  • 1 year of government contract accounting and compliance experienceKnowledge of Microsoft Office Suite, particularly MS Excel, and Adobe Acrobat
  • Basic accounting principles
  • Understanding overhead and indirect rates
  • Experience with expenditure reporting for project managers and corporate leadership
  • Experience with billing clients for services performed, materials purchased, and subcontractor services incurred
  • Understanding Cost Reimbursement, Time & Materials, and Fixed Price contract types as they relate to expenditure reporting
  • Demonstrates quantitative analytical skills, critical thinking, problem-solving, flexibility, and collaborative approach to work
  • Strong organizational skills and attention to detail
  • Good oral and written communication skills
  • Good interpersonal skills and comfortable working in a team-oriented environment
  • Maintain confidential financial information (i.e. employee salaries)
  • Able to work effectively across departments within the organization, with external clients, and with partner firms

Qualifications Desired:

  • Experience with financial and accounting policies and procedures
  • Experience with SAP Concur system
  • Demonstrated aptitude and enthusiasm for learning
  • Excellent organizational skills


Company Description
Acumen, LLC conducts policy research in support of federal, state, and local health care and social policy programs. We leverage our vast data resources to improve information available to policymakers on topics such as drug and vaccine safety; health insurance markets; value-based purchasing; and health care fraud.

Acumen LLC


Burlingame, CA


Finance and Insurance

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