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Budget Analyst

Rockville, MD

(ID: 2024-8402)


Axle is a bioscience and information technology company that offers advancements in translational research, biomedical informatics, and data science applications to research centers and healthcare organizations nationally and abroad. With experts in biomedical science, software engineering, and program management, we focus on developing and applying research tools and techniques to empower decision-making and accelerate research discoveries. We work with some of the top research organizations and facilities in the country including multiple institutes at the National Institutes of Health (NIH).


Axle is seeking a Budget Analyst to join our vibrant team at the National Institutes of Health (NIH) supporting the Office of the Director (OD) located in Rockville, MD.


Benefits We Offer:

  • 100% Medical, Dental & Vision Coverage for Employees
  • Paid Time Off and Paid Holidays
  • 401K match up to 5%
  • Educational Benefits for Career Growth
  • Employee Referral Bonus
  • Flexible Spending Accounts:
    • Healthcare (FSA)
    • Parking Reimbursement Account (PRK)
    • Dependent Care Assistant Program (DCAP)
    • Transportation Reimbursement Account (TRN)

Overall Position Summary and Objectives

This position is located in the Office of Strategic Coordination, Office Management Team. Responsibilities include managing and maintaining the administrative and research, management, and support budget (~$19M) for the Office of Strategic Coordination (OSC), with a focus on planning, analyzing, and evaluating the effectiveness of OSC programs to include budget development and tracking, tracking contract expenses, conference approvals, managing contract/ tasks, purchasing property management and administrative data calls


Deliverables:

  • Create the annual or project-specific budget plans for OSC research, management, and support functions. - Weekly

  • Monitor how the budget is spent over time, ensuring that expenses stay within the allocated amounts, and updating budget forecasts as necessary. This might involve regular reporting and collaborating with finance teams. - Weekly

  • Oversee expenses related to contracts, ensuring contractors adhere to budget limits and timelines. This may involve maintaining records of invoices, tracking contractor deliverables, and ensuring timely payments. - Weekly

  • Manage and approve the necessary logistics, budgeting, and compliance elements for conferences and meetings that OSC personnel might attend or organize. This may involve coordinating with senior management for necessary approvals. - Daily

  • Handle all contractual and logistical tasks for OSC-organized conferences, including venue selection, catering, travel arrangements, and registration. - Weekly

  • Coordinate purchases of supplies, services, and equipment necessary for the OSC's administrative and research operations. This might involve working with vendors, issuing purchase orders, and ensuring compliance with purchasing regulations. - Daily

  • Manage and track OSC’s physical property (e.g., computers, office supplies, research equipment) to ensure proper inventory control and security of assets. - Daily

  • Respond to administrative data requests, typically in the form of data calls from higher management or oversight bodies, involving financial data, performance metrics, or operational reports. - Daily


Work Details:

  • Performs routine budget execution functions for assigned budget area and monitors, reviews and reconciles information relating to commitments, obligations, expenditures and reimbursable orders.

  • Work with staff on the planning, developing, formulating, preparing, executing and/or monitoring for budgets of the Institute. - 1

  • Identify potential issues and discuss with staff.

  • Work with staff on the development of annual work plans and schedules for the execution of approved budgets.

  • Work with Budget Program Analyst to manage central expenses.

  • Work with staff on the executing and/or monitoring for budgets of the divisions and programs of the Institute.

  • Provide assistance with budgetary and financial management services.

  • Monitor, review, and reconcile information relating to commitments, obligations, expenditures and reimbursable orders.

  • Work with staff on budget preparation and administration.

  • Provide assistance with budgetary and financial management services.

  • Reviews obligating documents in accounting system for accuracy and prepares reports.

  • Monitor and analyze funding plans and organization spending projections; prepare justifications as required.

  • Obtain, organize and maintain necessary documentation requiring signatures.

  • Conduct review of obligating documents in accounting systems.

  • Document and manage business partner agreements through Excel-based logs.

  • Develop contract documents for IT and services projects.

  • Assist in processing inter/intra agency agreements and direct funding citations in keeping with defined budget authority levels.

  • Initiate procurement requests in POTS based on available funding; reconcile Self Service Store purchases for branch budget.

  • Process inter/intra agency agreements and direct funding citations in keeping with defined budget authority levels.

  • Document and analyze data changes and update systems appropriately.

  • Perform detailed budget analysis on various budget categories and information submitted by the divisions and programs of the Institute. - 4

  • Prepare budget charts, graphs and tables using Excel and PowerPoint for use by budget office staff.

  • Update various spreadsheets pertaining to procurement, budgets, awards and extramural grant awards.

  • Complete monthly budget execution for branch including both operating and personnel services. - 3

  • Develop both monthly and yearly projections of salaries, benefits and operating costs for branch budget.

  • Create and analyze statistical data spreadsheets on a quarterly basis for use in performance evaluations for the branch staff.

  • Create, maintain and monitor various databases; provide reports on information stored in databases.

  • Perform detailed budget analysis on various budget information.

  • Prepare budget charts, graphs and tables using Excel and PowerPoint for use by internal and external NIH requestors. - 2

  • Performs analysis of financial and accounting records to determine financial resources and budget allocations.

  • Assist with all phases of the budget process to include formulation, monitoring, presentation and execution.

  • Conduct management reviews or audits of financial data and reports and provide appropriate summary conclusions; provide recommendations for corrective action if necessary.

  • Propose enhancements and improvements in budget processes and procedures by evaluating and assessing current methods.

  • Analyze data and produce financial reports to be used by staff in determining financial resources and budget allocations.

  • Prepare, analyze and track budget and financial reports.

  • Perform specialized duties for agency and IC agreements, gifts funds and requests for use of appropriated funds.

  • Work with Budget Program Analyst to develop long range strategic plans to maximize financial, workforce, space, facility, clinical, animal and related resources.

  • Provide guidance to leadership on current year financial expenditures and budget execution decisions and updates.

  • Notify senior analysts of issues regarding budgetary concerns such as deviation from policy or special exceptions.

  • Work with staff to prepare for budget meetings; coordinate with budget officer and staff.

  • Keep current on budget and NIH policies and procedures and keep updated reference materials to provide staff with changes.

  • Work with budget analysts in preparing the annual briefing and budget materials which serve as a resource for the budget office and scientific staff.

  • Work with staff to prepare for budget meetings; coordinate with budget officers and staff.

  • Reviews expenditures and monitors budget status and develops detailed budget reports.

  • Perform a broad range of data analytics for Budget Program Analyst so that the Institute can make data informed decisions on resources; identify trends, gaps and potential cost savings. - 5

  • Monitor and analyze funding plans and organization spending projections.

  • Work with budget analysts in preparing the end of year reporting.

  • Work with staff to gather and print information for budget spreadsheets.

  • Reconcile contract invoices and create projections based upon historical data.

  • Research and query data in order to prepare the annual briefing and budget materials which serve as a resource for the budget office and scientific staff.

  • Provide budgetary and financial management services.

  • Maintains and updates databases, monitors and verifies accuracy of data, and identifies errors and performs corrections.

  • Prepare budget charts, graphs and tables for use by internal and external NIH requestors.

  • Monitor and verify accuracy of data; identify errors and perform corrections.

  • Update budget system with allocations and expenditures. Identify errors and make corrections.

  • Maintain and update databases; monitor and verify accuracy of data; identify errors and make corrections.

  • Reconcile all budget formulation files, spreadsheets, and internal reports.

  • Track all expenditures and transfers against the budget throughout the fiscal year.

  • Develops fiscal spreadsheets for tracking budgets and provides summaries for evaluation of spending patterns.

  • Update spreadsheets pertaining to procurement, budgets and awards.

  • Develop, update and maintain spreadsheets for tracking budgets.

  • Prepare spreadsheets to analyze information.

  • Maintain budget spreadsheets, track project expenditures and budget amendments.

  • Develop methods and procedures to enhance the financial monitoring and management of programs; assist in development of operating guidelines.

  • Assemble and analyze accurate financial data for presentation to senior management to make critical decisions.

  • Work with staff on the preparation of cost estimates for projects and activities.

  • Collaborate with Budget Team staff to estimate fiscal year and end-of-year budgets.

  • Gathers financial information and develops spreadsheets to support coordination of budgetary activities.

  • Monitor and analyze expenditures and organizational spending plans to assist with budgetary activities.

  • Populate and maintain budget formulation master files and spreadsheets for use in coordinating budget planning activities.

  • Develops fiscal spreadsheets for tracking budgets and provides summaries for evaluation of spending patterns, comparative projections and spending plans.

  • Develop and maintain budget presentation master files and spreadsheets.

  • Update spreadsheets pertaining to procurement, budgets and awards.

  • Develop, update and maintain spreadsheets for tracking budgets.

  • Prepare spreadsheets to analyze information.

  • Maintain budget spreadsheets, track project expenditures and budget amendments.

  • Develop methods and procedures to enhance the financial monitoring and management of programs; assist in development of operating guidelines.

  • Assemble and analyze accurate financial data for presentation to senior management to make critical decisions.

  • Work with staff on the preparation of cost estimates for projects and activities.

  • Collaborate with Budget Team staff to estimate fiscal year and end-of-year budgets.

  • Provide detailed, comparative projections of financial data and spending plans.

  • Organize results of analyses into coherent written or graphical reports, and presentations, for use by management.

  • Gathers financial information and develops spreadsheets; to support coordination of budgetary activities. Provide comparative projections of financial data and spending plans.

  • Gathers financial information and develops spreadsheets to support coordination of budgetary activities.

  • Monitor and analyze expenditures and organizational spending plans to assist with budgetary activities.

  • Populate and maintain budget formulation master files and spreadsheets for use in coordinating budget planning activities.

  • Process inter/intra agency agreements and direct funding citations in keeping with defined budget authority levels

  • Provides internal audits and annual site reviews of contracts.

  • Provide recommendations for corrective action as necessary based on conducting internal audits. Provides detailed, comparative projections of financial data and spending plans.

  • Provide detailed, comparative projections of financial data and spending plans.

  • Organize results of analyses into coherent written or graphical reports, and presentations, for use by management.

  • Prepare financial data summaries for inclusion in routine and special reports on budgetary issues.


1, 2, 3, 4, 5 represents priority rankings, where 1 is highest priority and 5 is lowest priority of those ranked



Minimum Education

Bachelor


Additional Qualifications:

Certifications & Licenses

  • Certified Financial Analyst

 

Field of Study

  • Accounting

  • Business Management and Administration

  • Finance

  • General Business

 

Software

  • Financial and/or accounting systems

  • SharePoint

  • MS Office

  • Excel

 

Skills

  • Allocation review and planning, knowledge of the Federal Acquisition Regulations (FAR)

  • Annual budget preparation and reconciliation, funds tracking and auditing

  • Invoice review and processing

  • Strategic financial planning

  • Accounts payable/receivable

  • Account reconciliation

  • Requisition management

  • Fiscal year closeout

  • Statistical analysis

  • Data analytics

  • Pivot tables

  • Auditing


Disclaimer:The above description is meant to illustrate the general nature of work and level of effort being performed by individuals assigned to this position or job description. This is not restricted as a complete list of all skills, responsibilities, duties, and/or assignments required. Individuals may be required to perform duties outside of their position, job description or responsibilities as needed.


The diversity of Axle’s employees is a tremendous asset. We are firmly committed to providing equal opportunity in all aspects of employment and will not tolerate any illegal discrimination or harassment based on age, race, gender, religion, national origin, disability, marital status, covered veteran status, sexual orientation, status with respect to public assistance, and other characteristics protected under state, federal, or local law and to deter those who aid, abet, or induce discrimination or coerce others to discriminate.


Accessibility: If you need an accommodation as part of the employment process please contact: careers@axleinfo.com


This role has a market-competitive salary with an anticipated base compensation range listed below. Actual salaries will vary depending on a candidate’s experience, qualifications, skills, and location.

Salary Range

$84,000 - $99,000 USD

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