Budget Coordinator

Job Title: Budget Coordinator 

Reports To: Account Supervisor

FLSA Status: Full Time - Salaried, Exempt

Location: Atlanta, GA

 

Who is pep:

 

pep started with 7 employees, a borrowed conference room, and an idea to fill a void in the marketing services space.  Today, we’ve grown to over 200 people, and we are an industry leader in consumer activation, serving some of the top Fortune 500 companies.  We’ve managed over $5 billion in marketing spend for over 750 brands and pride ourselves on a client retention rate of 98%.

 

 Our company has evolved since we started 18 years ago, but there is one thing that has remained a constant.  At pep, we put people first.  Our core values of accountability, excellence, ingenuity, people, and tenacity guide our interactions and decisions and drive our culture.  We are committed to maintaining an inclusive environment where every member of our team feels seen, cared for, and has the support they need to thrive.  And our tremendous growth provides our people with many new career and development opportunities along with the flexibility to pursue their professional goals. 

 

We’re looking for teammates who are driven, eager to learn, agile, positive, and client-focused to join and contribute to our team. We enjoy a hybrid work model and competitive salary based on experience. If this sounds like you and you want to be a part of something special, then click below to apply.

 

At pep we value our team and offer:

Generous Time Off Robust Health and Wellness Plan Family Support Mentorship Program

401K Match Role Autonomy Certification Reimbursement and Ongoing Training Enrichment Events and Employee Resource Groups

 

Summary of Position:  

The Budget Coordinator position handles an investment management workload on top of developing their colleagues and assisting leadership with company initiatives. Your workload will include supporting the investment management process, analyzing financial data, and working to ensure accuracy across multiple client systems. The ideal candidate for this role is an independent worker with an enthusiastic team player mindset and an energetic approach. With strong attention to detail and budgeting expertise. The essential duties and responsibilities include the following. 

 

Key Responsibilities and Attributes:

 

• Budget Management:
  1. Input promotion and campaign spends into client systems, ensuring accuracy at all points of entry
  2. Collaborate with department heads to gather budget input and ensure alignment with organizational goals.
  3. Monitor and track budget performance, identifying variances and taking corrective actions when necessary.
  4. Assist with vendor management, including communication, invoicing, and troubleshooting.
  5. Manage data entry into client’s marketing planning and purchasing systems.
  6. Ensure compliance with financial regulations and reporting requirements.
  7. Assist with audits and respond to auditor inquiries.

 

• Financial Analysis:
  1. Prepare financial reports, forecasts, and presentations for senior management and stakeholders.
  2. Present complex financial information clearly and concisely to non-financial stakeholders.

 

• Process Improvement and Optimization:
  1. Identify areas for efficiency improvements, making recommendations for reallocation or reduction as appropriate.
  2. Continuously assess and enhance budgeting processes and standard operating procedures, implementing best practices and leveraging technology to streamline workflows.
  3. Identify opportunities to automate routine tasks, allowing the team to focus on higher-value analytical activities.

 

• Teamwork and Collaboration
  1. Promote a collaborative and results-oriented team environment, encouraging cross-functional cooperation. 

 

• Personal Development:
  1. Establish and nurture collaborative relationships with cross-functional departments, including Accounts Payable, Procurement, and Finance, fostering seamless communication and cooperation.
  2. Engage in team meetings and one-on-one sessions, actively contributing insights, and expertise to drive team objectives.
  3. Contribute your skills and expertise to support the successful execution of large-scale team initiatives, playing a crucial role in achieving project milestones.
  4. Thoroughly understand and familiarize yourself with existing operational processes and procedures, ensuring a comprehensive knowledge base.
  5. Step in as a dependable backup resource when team members are unavailable, ensuring continuity and reliability in our operations.

 

Knowledge/Skills Preferred:

 

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  The requirements below represent the required knowledge, skill, and/or ability.  Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.  A successful candidate will have the following skills:

 

• Preferred, but not required: Bachelor’s in business or communication, a 2.8+ GPA from a four-year college or university, or a minimum of 18 months of applicable business experience
• Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals, as well as use internal, online systems.
• Ability to write routine reports and correspondence.
• Ability to be client-facing.
• Ability to multi-task and successfully balance competing priorities.
• Ability to mentor, grow, and work harmoniously as part of a larger team.
• Ability to do intermediate-level math (calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages).
• Ability to apply common-sense understanding to carry out instructions furnished in written, oral, or diagram form.
• Ability to problem solve.
• Effectively utilizes staff, including delegating as appropriate.
• Ability to manage healthy business processes.
• To perform this job successfully, an individual should have experience in Microsoft Outlook, Word, PowerPoint, and Excel. Typing skills should be a minimum of 55 wpm.
• Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

*pep provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, pep complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

pep expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of pep’s employees to perform their job duties may result in discipline up to and including discharge.