Budget Planning & Expense Management
Provided budgeting and financial planning support by monitoring expenses, tracking spending, and preparing budget reports to support business and property operations.
Responsibilities included:
• Preparing and maintaining operational and project budgets
• Tracking actual expenses against budget allocations
• Monitoring cash flow and spending trends
• Assisting with monthly budget forecasting and planning
• Identifying cost-saving opportunities and budget variances
• Preparing financial summaries and budget reports
• Supporting expense categorization and allocation
• Coordinating with management regarding budget adjustments
• Maintaining accurate financial records and supporting documentation
• Assisting with financial decision-making through reporting and analysis
Tools Used:
Microsoft Excel, Google Sheets, QuickBooks Online, Xero, Buildium
This project demonstrates my experience in budgeting, expense tracking, financial reporting, bookkeeping support, and business operations management.