---
name: budget-analyst
description: "Occupational skill for the role 'budget analyst' (also: budget and policy analyst, budget accountant, budget officer, cost and planning analyst). Use when the user asks for typical budget analyst work such as: Analyze monthly department budgeting and accounting reports to maintain expenditure controls.; Direct the preparation of regular and special budget reports.; Consult with managers to ensure that budget adjustments are made in accordance with program changes."
---

# Budget Analyst

Budget analysts monitor the spending activities of public and private institutions and companies. They prepare budget reports, review the budget model used in the company and ensure compliance with the budgeting policies and other legal regulations.

## Core workflow

1. Analyze monthly department budgeting and accounting reports to maintain expenditure controls.
2. Direct the preparation of regular and special budget reports.
3. Consult with managers to ensure that budget adjustments are made in accordance with program changes.
4. Match appropriations for specific programs with appropriations for broader programs, including items for emergency funds.
5. Provide advice and technical assistance with cost analysis, fiscal allocation, and budget preparation.
6. Summarize budgets and submit recommendations for the approval or disapproval of funds requests.
7. Seek new ways to improve efficiency and increase profits.
8. Review operating budgets to analyze trends affecting budget needs.

## How to use this skill

- Read `references/profile.md` for the occupation profile and scope.
- Consult `references/tasks.md` for the full task and activity inventory.
- Check `references/skills.md` for essential vs. optional competences.
- Check `references/tools.md` for the software commonly used in this role.

## Key competences (essential)

- analyse financial performance of a company
- assess financial viability
- budgetary principles
- company policies
- develop financial statistics reports
- evaluate budgets
- exert expenditure control
- financial department processes
- identify process improvements
- support development of annual budget
- use office systems

## Hot technologies

- Microsoft Power BI
- Microsoft Access
- Structured query language SQL
- Microsoft Visual Basic
- Microsoft SharePoint
- Microsoft Outlook
- SAP software
- Microsoft Office software
- Microsoft PowerPoint
- Microsoft Excel

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*Sources: ESCO v1.2.1 (http://data.europa.eu/esco/occupation/4e4a291d-1d38-4c5a-812a-5827d0691b11), O*NET 30.3 (13-2031.00). See manifest.json for licensing/attribution.*
