What are the responsibilities and job description for the Capital Budget Analyst position at Port of Tacoma?
The Capital Budget Analyst (CBA) assists Port and NWSA staff in the development and management of the Capital Investment Plan (CIP) Budgets for the Port of Tacoma and the Northwest Seaport Alliance (NWSA) in both North and South harbors and the tracking and reporting of project actual expenses.
This position is responsible for accurate updates and reporting on the CIP, project budgets, and North Harbor actual costs within the project tracking software (Microsoft D365); providing information to internal stakeholders; and maintaining appropriate systems.
This position is responsible for conducting analysis and providing clear, concise, and accurate reporting of the CIP, actuals, forecasts, and period cash flow projections to ensure the CIP remains within the approved amount.
Minimum of four (4) years experience providing professional duties and support in the areas of business, project management, construction management, or similar functions is required. Experience creating, tracking and reporting on budgets, as well as high proficiency in Excel, Word and PowerPoint is also required.
Experience with accounting software, Microsoft D365, project management software and a familiarity with Power BI is preferred.
Knowledge:
This position is responsible for accurate updates and reporting on the CIP, project budgets, and North Harbor actual costs within the project tracking software (Microsoft D365); providing information to internal stakeholders; and maintaining appropriate systems.
This position is responsible for conducting analysis and providing clear, concise, and accurate reporting of the CIP, actuals, forecasts, and period cash flow projections to ensure the CIP remains within the approved amount.
- Manage development of the CIP budget, forecasts, and ad-hoc analysis for both organizations from all project sources including but not limited to Engineering, Environmental, Planning, Maintenance, Information Technology, and other departments.
- Manage and report the CIP and assign required attributes appropriately in the system. Work closely with accounting staff to assign the accounting attributes and project managers for project attributes.
- Enter CIP and funding data into the system and into project authorization requests. Assist in the preparation of documentation for spending authorization.
- Support accounting and project management by reviewing charges for accuracy in accounting treatment.
- Provide support for the Investment Development and Decision Process (IDDP) which identifies new projects to be entered into the CIP.
- Provide project administration support for Engineering department and Environmental and Planning department for both organizations.
Minimum of four (4) years experience providing professional duties and support in the areas of business, project management, construction management, or similar functions is required. Experience creating, tracking and reporting on budgets, as well as high proficiency in Excel, Word and PowerPoint is also required.
Experience with accounting software, Microsoft D365, project management software and a familiarity with Power BI is preferred.
Knowledge:
- Knowledge of how budgeting, forecasting, scheduling processes and procedures work together to create a budget.
- Understanding of how to prepare and analyze complex data and comprehensive reports
- Good understanding of data visualization and information design concepts
- Understanding of project planning and scheduling, and the effect these have on project budgets and forecasts.
- Understand types of projects and the accounting treatment for each.
- Attention to detail and accuracy in managing data.
- Problem solving and decision-making skills.
- Effective oral and written communication skills.
- Must possess excellent analytical thinking
- Strong interpersonal skills with the ability to interact with all levels of organization.
- Identify and interpret trends and patterns in datasets to locate influences.
- Strong command of Microsoft products, particularly Excel, and Word.
- Skilled with maintaining data in a systems environment.
- Analyze complex business problems using data to provide insight to decision-makers.
- High degree of initiative and technical ability to organize, clean, and analyze data and to present results.
- Ability to utilize critical and creative thinking, as well as analyze, problem solve, and recommend solutions.
- Ability to critically analyze information and data patterns and to question validity of information.
- Ability to establish and maintain effective working relationships with other department staff and management
- Ability to communicate with Project Managers and other staff with varying degrees of skill levels from a cost and project controls perspective.
- Ability to form a complete understanding of the Port’s financial structure.
Salary : $81,984 - $127,068
