Assessment Template For Budget Analysts

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

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Popular Job Roles
Budget AnalystBudget CoordinatorBudget OfficerFinancial Services OfficerPolicy Analyst

Occupation-Specific

Technology Skills
Enterprise resource planning ERP software
Questions25
Time Limit15 min

Tasks

  • Summarize budgets and submit recommendations for the approval or disapproval of funds requests.
  • Analyze monthly department budgeting and accounting reports to maintain expenditure controls.
  • Examine budget estimates for completeness, accuracy, and conformance with procedures and regulations.
  • Direct the preparation of regular and special budget reports.
  • Provide advice and technical assistance with cost analysis, fiscal allocation, and budget preparation.

Technology Skills

Enterprise resource planning ERP software

Microsoft Dynamics GP, Oracle Hyperion, Oracle PeopleSoft Financials, Sage Active Planner

Presentation software

Microsoft PowerPoint, SAP Crystal Xcelsius

Financial analysis software

Budget monitoring systems, Microsoft FRx, Oracle E-Business Suite Financials, Satori Group proCube

Data base user interface and query software

Microsoft Access, Online analytical processing OLAP software, Relational database software, Structured query language SQL

Accounting software

Deltek Costpoint, Fund accounting software, Hyperion Enterprise

Worker Requirements

Technology Skills
Enterprise resource planning ERP software
Questions25
Time Limit15 min
Skills
Active Listening
Questions25
Time Limit20 min
Knowledge
Economics and Accounting
Questions25
Time Limit20 min

Skills

Active Listening

Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.

Reading Comprehension

Understanding written sentences and paragraphs in work-related documents.

Critical Thinking

Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.

Mathematics

Using mathematics to solve problems.

Speaking

Talking to others to convey information effectively.

Knowledge

Economics and Accounting

Knowledge of economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data.

Mathematics

Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.

English Language

Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.

Administration and Management

Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.

Administrative

Knowledge of administrative and office procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and workplace terminology.

Worker Characteristics

Technology Skills
Enterprise resource planning ERP software
Questions25
Time Limit15 min
Skills
Active Listening
Questions25
Time Limit20 min
Knowledge
Economics and Accounting
Questions25
Time Limit20 min
Abilities
Mathematical Reasoning
Questions25
Time Limit15 min
Interests
Conventional
Questions20
Time Limit15 min
Work Values
Working Conditions
Questions30
Time Limit15 min
Work Styles
Integrity
Questions20
Time Limit20 min

Abilities

Mathematical Reasoning

The ability to choose the right mathematical methods or formulas to solve a problem.

Number Facility

The ability to add, subtract, multiply, or divide quickly and correctly.

Oral Comprehension

The ability to listen to and understand information and ideas presented through spoken words and sentences.

Written Comprehension

The ability to read and understand information and ideas presented in writing.

Deductive Reasoning

The ability to apply general rules to specific problems to produce answers that make sense.

Interests

Conventional

Conventional occupations frequently involve following set procedures and routines. These occupations can include working with data and details more than with ideas. Usually there is a clear line of authority to follow.

Enterprising

Enterprising occupations frequently involve starting up and carrying out projects. These occupations can involve leading people and making many decisions. Sometimes they require risk taking and often deal with business.

Investigative

Investigative occupations frequently involve working with ideas, and require an extensive amount of thinking. These occupations can involve searching for facts and figuring out problems mentally.

Work Values

Working Conditions

Occupations that satisfy this work value offer job security and good working conditions. Corresponding needs are Activity, Compensation, Independence, Security, Variety and Working Conditions.

Support

Occupations that satisfy this work value offer supportive management that stands behind employees. Corresponding needs are Company Policies, Supervision: Human Relations and Supervision: Technical.

Independence

Occupations that satisfy this work value allow employees to work on their own and make decisions. Corresponding needs are Creativity, Responsibility and Autonomy.

Work Styles

Integrity

Job requires being honest and ethical.

Attention to Detail

Job requires being careful about detail and thorough in completing work tasks.

Analytical Thinking

Job requires analyzing information and using logic to address work-related issues and problems.

Dependability

Job requires being reliable, responsible, and dependable, and fulfilling obligations.

Cooperation

Job requires being pleasant with others on the job and displaying a good-natured, cooperative attitude.

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