• The Budget & Activity Planning role is responsible for supporting budgeting activities for the service desk and ensuring financial compliance.
• This role plays a crucial role in monitoring activity throughout the fiscal year, tracking deliverables, and ensuring adherence to proper systems and processes.
• By providing accurate reporting and key performance indicators (KPIs), this role positively impacts the business by enabling effective budget management and informed decision-making.

Role Overview:

• Support budgeting activities for the service desk and ensure financial compliance.
• Monitor all activity throughout the fiscal year, track deliverables, and ensure adherence to systems and processes.
• Provide periodic reporting and KPIs to stakeholders.

Core Responsibilities:

• Service Engagement: Support new fiscal year planning efforts, handle PO/IO requests, and act as a resource for the local region regarding contracts, tools, and processes.
• Budget, Forecasting & PO Management: Develop project plans, coordinate local execution, and ensure end-to-end tracking of marketing activities. Manage marketing service requests and coordinate with local privacy leads for compliance. Validate customer journey data flow and coordinate events.
• Data Quality, Hygiene & Compliance: Consult with budget owners, investigate spend discrepancies, and ensure adherence to local budget restrictions and PO compliance.
• Budget & Spend Reporting: Manage accurate spending reports, update budget forecasts, provide spend tracking updates against established KPIs, and identify actionable insights for budget owners.

Required Competencies/Skills:

• Proven skills in written and verbal communications.
• Working knowledge of accounting principles and budgeting.
• Basic business, systems, and process analysis.
• Demonstrated understanding of Excel with advanced skills.
• Ability to articulate and evangelize services with stakeholders.
• Relationship management, collaboration, and conflict resolution skills.

Required Experience:

• University degree preferred.
• 1-2 years of experience in accounting, business operations, or business consulting.
• Budgeting and forecasting experience.

Desired Characteristics:

• Self-starter: Proactive attitude and a desire to find creative solutions.
• Team player: Focus on winning as a team, being cooperative and collaborative.
• Open-minded: Ability to effectively work with different teams and personalities, being flexible and adaptable.
• Detail-oriented: Take ownership of the work and possess strong analytical skills.
• Cool-headed: Maintain patience and an even temperament.
• Drive for results: Be tough and persistent, knowing when to conduct research versus making quick decisions.
• Client service-oriented: Have a positive and optimistic attitude.