Budget and Forecast Business Manager

Job Overview

We are seeking a dynamic and experienced professional to manage budgeting and forecasting on an annual, quarterly, and monthly basis. This role involves end-to-end oversight, ensuring accuracy and compliance with financial standards.

Key Responsibilities

• Lead the budgeting and forecasting process with comprehensive oversight.
• Evaluate existing purchase orders and enhance team awareness of invoicing and accrual needs.
• Create both cyclical and ad hoc reports using Mercury.
  
  

Skills & Experience

Finance Skills:

• Strong experience in budgeting and forecasting.
• Proficiency in creating and analyzing Mercury reports.
  
  

Procurement Experience:

• Familiarity with procurement processes.
• Manage purchase orders through their lifecycle, including creation, invoicing, accruing, and closure.
• Evaluate Statements of Work (SOW) for completeness.
  
  

Technical Tools:

• Proficiency with Mercury / Informa, MyOrder / ProcureWeb, and GSR tools.
• Strong Excel skills.
• Working knowledge of Legal Contracting Experience (LCE) is a plus.
  
  

Communication Skills

• Drive effective communication regarding all aspects of the role.
• Create and communicate financial reports at the team level.
• Collaborate with internal and external groups effectively.
  
  

Ideal Candidate Background

• Cross-Level Collaboration: Ability to work effectively across all organizational levels and engage with leadership, team members, and cross-functional partners.
• Comfort with Ambiguity: Skilled at navigating uncertain or evolving situations while maintaining focus on priorities and outcomes.
• End-to-End Ownership: Strong commitment to driving tasks from initiation through completion.
• Financial Coaching & Guidance: Ability to mentor team members on financial processes and compliance.
• Status Reporting & Communication: Capable of providing clear, accurate updates on budget and forecast status.
• Strategic Planning: Experienced in developing forecasts aligned with organizational goals.
• Flexibility & Multitasking: Adaptable to shifting priorities and capable of managing multiple responsibilities simultaneously.
• Collaborative Mindset: Approachable and team-oriented, willing to assist others to achieve shared objectives.
  
  

Top 3 Must-Have Hard Skills & Experience

• 10 years of experience with Mercury / Informa.
• Strong experience in budgeting and forecasting.
• Ability to manage purchase orders through their lifecycle.