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Senior Budget & Finance Analyst

Apogee Global RMSSan Jose, CA
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Overview

Schedule
Full-time
Career level
Senior-level
Benefits
Career Development

Job Description

Apogee Global RMS is seeking a Senior Budget & Finance Analyst to support financial operations for their client. This role is ideal for a detail‑driven, analytical professional who thrives in structured, compliance‑focused environments and can translate financial data into clear, actionable insights.

This candidate will support budgeting, forecasting, financial reporting, and operational analysis while ensuring accuracy, transparency, and alignment with municipal standards.

Key Responsibilities

Budgeting & Forecasting:

  • Assist in developing annual budgets, multi‑year financial plans, and departmental spending projections
  • Conduct variance analysis and prepare monthly/quarterly budget performance reports
  • Support scenario modeling, cost projections, and funding allocation reviews

Financial Analysis & Reporting:

  • Analyze financial data to identify trends, risks, and optimization opportunities
  • Prepare dashboards, summaries, and presentations for leadership and stakeholders
  • Maintain financial documentation, audit support materials, and compliance records

Operational Finance Support:

  • Review expenditures, purchase requests, and cost allocations for accuracy
  • Support grant‑funded program tracking and reporting
  • Ensure adherence to municipal, state, and federal financial guidelines
  • Partner with cross‑functional teams to improve financial processes and control

Requirements

  • 5+ years of experience in budgeting, financial analysis, or public‑sector finance
  • Strong analytical skills with proficiency in Excel (pivot tables, lookups, modeling)
  • Experience with ERP or financial systems (e.g., Oracle, SAP, Workday, Tyler Munis)
  • Ability to interpret financial data and communicate insights clearly
  • High attention to detail, accuracy, and documentation discipline

Preferred Qualifications

  • Knowledge of public‑sector budgeting, grants, or fund accounting
  • Familiarity with BI tools (Power BI, Tableau)
  • Bachelor’s degree in Finance, Accounting, Economics, or related field

Benefits

Why Apogee:

  • High‑trust, high‑accountability culture with strong leadership visibility
  • Opportunity to support meaningful, high‑impact financial operations
  • Clear processes, operational rigor, and a supportive team environment
  • Competitive compensation and growth opportunities

How to Apply

For any questions (OR) to apply, please contact us at careers@apogeeglobalrms.com.

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FAQs About Senior Budget & Finance Analyst Jobs at Apogee Global RMS

What is the work location for this position at Apogee Global RMS?
This job at Apogee Global RMS is located in San Jose, CA, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Apogee Global RMS?
Employer has not shared pay details for this role.
What employment applies to this position at Apogee Global RMS?
Apogee Global RMS lists this role as a Full-time position.
What experience level is required for this role at Apogee Global RMS?
Apogee Global RMS is looking for a candidate with "Senior-level" experience level.
What benefits are offered by Apogee Global RMS for this role?
Apogee Global RMS offers Career Development for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at Apogee Global RMS?
You can apply for this role at Apogee Global RMS either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.