Occupation

Budget Analysts

Human Advantage 70%

Significant human skills needed

AI Automation Risk Moderate Risk
3.4 / 10

Some tasks in this role may be augmented by AI, but human oversight and interpersonal skills remain important.

Examine budget estimates for completeness, accuracy, and conformance with procedures and regulations. Analyze budgeting and accounting reports.

Also Known As: Budget Administrator (Budget Admin), Budget Analyst, Budget Coordinator, Budget Engineer, Budget Examiner, Budget Management Analyst, Budget Officer, Budget Planning Analyst +13 more

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Core Tasks

  1. Analyze monthly department budgeting and accounting reports to maintain expenditure controls.
  2. Provide advice and technical assistance with cost analysis, fiscal allocation, and budget preparation.
  3. Review operating budgets to analyze trends affecting budget needs.
  4. Compile and analyze accounting records and other data to determine the financial resources required to implement a program.
  5. Examine budget estimates for completeness, accuracy, and conformance with procedures and regulations.
  6. Summarize budgets and submit recommendations for the approval or disapproval of funds requests.
  7. Consult with managers to ensure that budget adjustments are made in accordance with program changes.
  8. Direct the preparation of regular and special budget reports.
  9. Interpret budget directives and establish policies for carrying out directives.
  10. Perform cost-benefit analyses to compare operating programs, review financial requests, or explore alternative financing methods.
  11. Match appropriations for specific programs with appropriations for broader programs, including items for emergency funds.
  12. Seek new ways to improve efficiency and increase profits.

Supplemental Tasks (1)

  1. Testify before examining and fund-granting authorities, clarifying and promoting the proposed budgets.

Emerging Tasks

New and evolving responsibilities for this role:

  • Communicate financial reports and budgets to stakeholders.
  • Submit and monitor salary raises.

Education & Training

Job Zone 4 Job Zone Four: Considerable Preparation Needed
Education: Most of these occupations require a four-year bachelor's degree, but some do not.
Experience: A considerable amount of work-related skill, knowledge, or experience is needed for these occupations. For example, an accountant must complete four years of college and work for several years in accounting to be considered qualified.
On-the-Job Training: Employees in these occupations usually need several years of work-related experience, on-the-job training, and/or vocational training.

Education Level Distribution

Percentage of workers in this occupation with each education level.

Bachelor's Degree
77%
High School Diploma - or the equivalent (for example, GED)
13%
Master's Degree
8%
Some College Courses
2%

Technology & Tools

Hot Technologies

  • Microsoft Access
  • Microsoft Excel
  • Microsoft Office software
  • Microsoft Outlook
  • Microsoft PowerPoint
  • Microsoft SharePoint
  • Microsoft Visual Basic
  • Microsoft Word
  • Structured query language SQL

Software (59)

  • Accounting software
  • Adaptive Planning
  • Budget monitoring systems
  • Budgeting, forecasting, and planning software
  • Business Objects Data Integrator
  • Business performance management BPM software
  • Deltek Costpoint
  • Email software
  • Enterprise resource planning ERP software
  • Everest Software Advanced
  • Extensity MPC
  • FRx Software Microsoft Forecaster
  • Financial reporting software
  • Fund accounting software
  • Graphics software
  • Human resources management system HRMS
  • Hyperion Enterprise
  • IBM Cognos Business Intelligence
  • IBM Cognos Planning
  • Lilly Software Associates VISUAL Enterprise
  • Microsoft Dynamics GP
  • Microsoft FRx
  • Microsoft Visual Basic.NET
  • NetSuite NetERP
  • Online analytical processing OLAP software
  • Open Systems TRAVERSE
  • Oracle E-Business Suite Financials
  • Oracle Hyperion
  • Oracle PeopleSoft Enterprise
  • Oracle PeopleSoft Financials
  • Oracle Performance Management Suites
  • OutlookSoft
  • Payroll software
  • Presentation software
  • Relational database software
  • Revelwood
  • SAP Business One
  • SAP BusinessObjects Crystal Reports
  • SAP Crystal Xcelsius
  • Sage Active Planner
  • Sage ERP Accpac
  • Sage MAS 200 ERP
  • Sage MAS 90 ERP
  • Satori Group proCube
  • Spreadsheet software
  • Statistical software
  • Time and attendance software
  • Ultimate Software UltiPro Workplace
  • Valiant Vantage
  • Word processing software

Tools & Equipment (4)

  • Desktop computers
  • Laser printers
  • Notebook computers
  • Personal computers

Where This Career Leads

Career progression organized by specialty track and experience level.

Local, State, & Federal Services Advanced Manufacturing

Zone 4
Budget Analysts You are here
Zone 5

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