LYDIA DUARTE

BUDGET ANALYST/PROGRAMMER

McMaster University

Hamilton

01.1991 - 01.1995

Advise Budget Unit Managers and provide guidance on a variety of budget/financial issues In-depth knowledge and understanding of the areas supported
Extract, interpret and integrate information from multiple sources for financial analysis and preparation of analytical documents
Develop and present materials for workshops and training sessions to a diverse group of individuals
This requires the discussion and explanation of complex financial and procedural information
Evaluate the potential budget impact of decisions made within areas of responsibility and respond with recommendations
Coordinate semi-annual budget reviews for areas of responsibility in a format that facilitates easy roll-up corporately
Analyze and challenge budget managers on the reasonableness of information provided in the submitted documents
Support the Budget Envelopes in the development of the annual budget and review budget submissions by creating and evaluating appropriate indicators and analysis
Demonstrate an understanding of the applicability of all policies and procedures that may impact their portfolio of Budget Envelopes
Lead and participate in committees and projects that have a direct impact on data reliability, integrity and consistency
Assist in the preparation of various internal and external reports
Support year-end functions as required including appropriations and accruals
Provide task supervision to part-time staff and provide input into performance appraisals in connection with their work performance
Consider effectiveness of policies and procedures in budget, financial and other areas of expertise and recommend appropriate changes
Develop recommendations and solutions to financial and budgetary issues by identifying relevant information and completing the appropriate analysis
Lead person with SAS FM (Financial Management System) – including creating forms and reports, train new users, add users to the system, maintain security and complete monthly updates
Chair of the Subcode Committee
Member of the TMG Total Rewards Committee
Member of the DTC Joint Heath & Safety Committee.