Analyst, Financial Planning & Analysis

Position Summary
Reporting to the Senior Director of Planning, Analytics, and Risk, the Analyst, Financial Planning & Analysis, supports the University’s financial operations and strategy by assisting in developing and maintaining routine financial reports that enable leaders to make data-informed decisions. This position supports budget development and entries, manages data in university financial systems (Banner, TM1), and assists with treasury cash management and wire transactions.

Essential Functions
Supports the development of short- and long-range financial models, including the annual operating budget and monthly forecasts.

Assists with budget operations, including budget modifications, journal entries, budget transfers, and variance analyses.

Assists with cash management and treasury operations, such as completing wires and payment systems.

Builds pro forma financial models to analyze the financial impact of strategic scenarios.

Ensures the accuracy of financial data across reports.

Recommends enhancements to forecasting, treasury, and reporting tools.

Contributes to special projects and ad hoc financial analyses.

Management Responsibilities: Not responsible for supervision or oversight of others.

Required Qualifications: Education and Experience
Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.

Minimum of 3 years of experience in budget planning, financial analysis, accounting, or a related area, preferably in higher education or a similarly complex organization.

Required Qualifications: Knowledge and Skills
Demonstrated experience with financial reporting.

Demonstrated experience with financial systems and data query tools.

Ability to support the preparation of recurring and ad hoc financial reports.

Experience in building and analyzing models that project financial impacts of strategic actions to support leadership decision-making.

Knowledge of cash management processes, liquidity management, and cash flow forecasting.

Strong written and verbal communication skills to effectively present complex financial data to both financial and non-financial stakeholders.

High level of accuracy and attention to detail in financial analysis, reporting, and compliance.

Ability to work effectively with finance, legal, and operations teams to achieve organizational financial goals.

Proficiency in financial software tools and moderate to advanced Excel (pivot tables, VLOOKUPs, formulas). Experience with enterprise systems such as Banner, PeopleSoft, TM1, or SAP preferred.

Preferred Qualifications
MBA or relevant advanced degree preferred.

Experience in budget planning, financial analysis, accounting, or a related area, preferably in higher education or a similarly complex organization.

Experience with enterprise systems such as Banner, PeopleSoft, TM1, or SAP preferred.

Minimum Starting Salary $80,000
Maximum Starting Salary $90,000
Note: Salary is commensurate with qualifications, experience, and skills.