Budget AnalystÛFinance

Title: Budget Analyst–Finance (WORD version ) (Customer Diagram)

Industry: Beverage Industry

Function: Accounting & Finance

Value-Added Results/Weights Performance Standards

Information supporting business decisions (35%)
• ROI analysis

• Cost information/analysis
• Operations, Engineering, Planning and Finance say that:
• All cost impacts surrounding the decision have been identified and evaluated.

• The numbers are accurate and do not require second-guessing or rework.

• Reports/analyses logically state the issues and reach conclusions that are supported by the data and analyses.

• The analysis is useful and answers the question asked.

• The analysis/information was provided by the agreed-upon deadline.

Reductions in cost and revenue enhancements (35%)
• Alternative ways of doing business

• Cost saving/revenue enhancement ideas and projects

• Business process evaluation and analysis
• Customers say that:
• The idea or project fits the strategic direction of the department/company.

• The evaluation of the idea/project addresses all issues and cost impacts.

• Reports/analyses logically state the issues and reach conclusions that are supported by the data and analyses.

• Initiates at least 1 idea/year that results in cost savings, efficiency improvement or flexibility improvement.

• Exceeds = Several ideas, or large dollar impact, or makes a dramatic change in efficiency or flexibility.

Financial advice/solutions to strategic problems (15%)
• Cost knowledge/analysis

• Performance capabilities

• Team participation
• Customers say that:
• All cost impacts surrounding the decision have been identified and evaluated.

• Reports/analyses logically state the issues and reach conclusions that are supported by the data and analyses.

• They can use the information.

• The Analyst made meaningful contributions without dominating.

Improved financial systems (15%)
• Designs

• Development

• Implementation
• Manager and customers in Finance and Operations are satisfied that:
• The system change is within the scope of control.

• The change provides information in a more efficient, accurate and useful manner than previously.

• The time required to implement the change meets the customer’s needs and deadlines.

• The value of the improvements exceeds the cost of the implementation.

Business Analyst—Finance

Value-Added Results/Weights	Performance Standards
Information supporting business decisions (35%) • ROI analysis • Cost information/analysis	• Operations, Engineering, Planning and Finance say that: • All cost impacts surrounding the decision have been identified and evaluated. • The numbers are accurate and do not require second-guessing or rework. • Reports/analyses logically state the issues and reach conclusions that are supported by the data and analyses. • The analysis is useful and answers the question asked. • The analysis/information was provided by the agreed-upon deadline.
Reductions in cost and revenue enhancements (35%) • Alternative ways of doing business • Cost saving/revenue enhancement ideas and projects • Business process evaluation and analysis	• Customers say that: • The idea or project fits the strategic direction of the department/company. • The evaluation of the idea/project addresses all issues and cost impacts. • Reports/analyses logically state the issues and reach conclusions that are supported by the data and analyses. • Initiates at least 1 idea/year that results in cost savings, efficiency improvement or flexibility improvement. • Exceeds = Several ideas, or large dollar impact, or makes a dramatic change in efficiency or flexibility.
Financial advice/solutions to strategic problems (15%) • Cost knowledge/analysis • Performance capabilities • Team participation	• Customers say that: • All cost impacts surrounding the decision have been identified and evaluated. • Reports/analyses logically state the issues and reach conclusions that are supported by the data and analyses. • They can use the information. • The Analyst made meaningful contributions without dominating.
Improved financial systems (15%) • Designs • Development • Implementation	• Manager and customers in Finance and Operations are satisfied that: • The system change is within the scope of control. • The change provides information in a more efficient, accurate and useful manner than previously. • The time required to implement the change meets the customer’s needs and deadlines. • The value of the improvements exceeds the cost of the implementation.