Consultant Budget Management

Job Purpose

To manage budget uploads, budget transfers, budget monitoring, and budget-related issue resolution in Microsoft Dynamics 365 (D365), ensuring compliance with approved budgets, Delegation of Authority (DoA), and organizational financial controls.

Key Responsibilities

1. Budget Upload & Validation

• Upload approved departmental budgets into Microsoft Dynamics 365 (D365).
• Map budget data with signed departmental budgets.
• Validate budget uploads and ensure total budgets uploaded match approved budget allocations.
• Coordinate with department stakeholders for any discrepancies.

2. Budget Transfers

• Process budget transfers between funds, departments, cost centers, or expense categories in D365.
• Ensure all budget transfers are supported by appropriate approvals as per the Delegation of Authority (DoA).
• Maintain proper documentation and audit trail for all budget movement requests.

3. Budget Error Resolution

• Support Procurement and Purchase Order (PO) teams in resolving budget-related system errors.
• Analyze root causes of budget issues and recommend corrective actions.
• Process necessary budget additions or transfers after obtaining required approvals.
• Coordinate with finance and business teams to ensure uninterrupted procurement activities.

4. Budget Tracking & Reporting

• Maintain comprehensive trackers for:
• Budget additions
• Budget transfers
• Approval records
• Budget utilization activities
• Generate periodic reports and dashboards for management review.
• Ensure records are audit-ready and easily traceable.

5. Compliance & Governance

• Adhere to internal financial controls and approval matrix.
• Ensure compliance with budgeting policies and DoA requirements.
• Support internal and external audits by providing necessary documentation and reports.