Roles · Government and public sector

AI budget planning analyst

Examines budget estimates for accuracy and conformance with procedures. Analyses accounting reports to maintain expenditure controls and determine financial resources.

Elias Santos“I analyse accounting records and examine budget estimates for accuracy.”An example character, not a real person.
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Budget planning analyst · What it does

Three tasks it takes off your hands

  1. Analyse monthly department budgeting and accounting reports to maintain expenditure controls.
  2. Examine budget estimates for completeness, accuracy, and conformance with procedures and regulations.
  3. Compile and analyse accounting records and other data to determine the financial resources required.
Where these come from

The tasks of “Budget Analysts” (O*NET 13-2031.00), as O*NET lists them:

  • Analyze monthly department budgeting and accounting reports to maintain expenditure controls.
  • Examine budget estimates for completeness, accuracy, and conformance with procedures and regulations.
  • Compile and analyze accounting records and other data to determine the financial resources required to implement a program.

Budget planning analyst · Tools and industries

It works in the tools you already use

  • Microsoft Access
  • Microsoft Excel
  • Microsoft Office software
  • Microsoft Outlook
  • Microsoft Power BI
  • Microsoft PowerPoint

Industries it fits

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Role facts from O*NET 31.0 Database (U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), CC BY 4.0), written in our words. Sources and credits

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