Budgeting Specialist and Accounting Specialist

Overview

The organization is seeking a detail-oriented Budgeting Specialist with a strong background in budgeting, cost control, and accounting principles. This role requires a minimum of three years of experience in budgeting, cost estimating, or project accounting, preferably within construction or the flooring industry.

This position involves collaborating with various departments to produce accurate budget forecasts and support effective cost management. No team management is required. The Budgeting Specialist supports financial planning by preparing budgets, monitoring expenses, and analyzing variances to help keep projects on track financially.

Responsibilities

• Develop detailed project budget forecasts based on project requirements, historical data, and market trends.
• Monitor and control project costs by tracking expenditures and identifying deviations from approved budgets.
• Prepare regular budget reports and financial summaries to support decision-making.
• Analyze cost variances and investigate discrepancies to recommend corrective actions.
• Collaborate with project managers, estimators, and accounting teams to ensure budget accuracy and alignment with organizational goals.
• Use budgeting software and spreadsheet tools to maintain and update financial data efficiently.
• Maintain thorough documentation of budgeting processes, adjustments, and approvals to support audits and compliance.
• Support integration of budgeting data with CRM systems such as Pipedrive to enhance project tracking and client management.
• Assist with cost estimates for new projects, factoring in industry-specific pricing models and operational workflows.
• Apply accounting principles to ensure proper allocation and recording of project-related expenses.
• Continuously improve budgeting processes by identifying opportunities for automation, standardization, and efficiency gains.
• Communicate budget updates, risks, and opportunities across relevant departments to promote transparency and proactive management.

Requirements

• Minimum three years of experience in budgeting, cost estimating, or project accounting (preferably in construction or flooring).
• Proficiency with budgeting software and tools such as Excel and/or QuickBooks.
• Strong attention to detail and problem-solving skills.
• Excellent communication and collaboration abilities.
• Experience using CRM software (e.g., Pipedrive).
• Degree in Finance, Construction Management, Accounting, or a related field.
• Familiarity with flooring industry pricing and workflows.

Preferred Qualifications

• Experience using PlanSwift.
• Experience in the flooring industry specifically, with demonstrated understanding of industry pricing and workflows.