3.1 KiB
3.1 KiB
name, description
| name | description |
|---|---|
| budget-analyst | 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
- 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.
- Match appropriations for specific programs with appropriations for broader programs, including items for emergency funds.
- Provide advice and technical assistance with cost analysis, fiscal allocation, and budget preparation.
- Summarize budgets and submit recommendations for the approval or disapproval of funds requests.
- Seek new ways to improve efficiency and increase profits.
- 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.
- See references/ai-skills.md — matched external AI agent skills (per-source attribution).
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
Hot technologies
Top tools from 48 gated job ads (see references/market.md, as of 2026-07-09):
- Microsoft Excel — 31 %
- Microsoft Office — 10 %
- Microsoft PowerPoint — 10 %
- Microsoft Word — 10 %
- ABIDES — 6 %
- AFM — 6 %
- ASARS — 6 %
- CRIS — 6 %
- IDECS — 6 %
- Power BI — 6 %
Sources: ESCO v1.2.1 (http://data.europa.eu/esco/occupation/4e4a291d-1d38-4c5a-812a-5827d0691b11), ONET 30.3 (13-2031.00). See manifest.json for licensing/attribution.*