Job Listings

Job Title: Analyst, Budget and Planning

Division: Fiscal Affairs

Evaluation Group: Staff

FLSA Status: Exempt

Reports To: Associate Vice President, Financial Planning and Financial Operations

Positions Supervised: N/A

The budget and planning analyst is responsible for performing professional-level work in preparing and analyzing the annual budget, a long-range financial plan and associated forecasting data. This role also reviews budgetary requests, prepares business cases for university initiatives, and works with senior managers on various financial data requests.

The intent of this job description is to provide a representation of the types of duties and level of responsibility that will be required of positions given this title. This job description shall not be construed as a declaration of the total of the specific duties and responsibilities of any particular position. Employees may be directed to perform job-related tasks other than those specifically presented in this description.

Job Responsibilities and Execution

• Maintains relationships with campus stakeholders to understand historical performance, key assumptions, and trends impacting future performance
• Aggregates data sets from various sources to inform financial planning processes
• Assists with policy and process documentation as well as the automation of processes within Workday including Adaptive Planning
• Develops and prepares long-term forecasts for financial planning
• Develops business cases showing financial costs and returns of initiatives and new programs
• Plans and carries out budget procedures for the university, including monthly monitoring of departmental expenditures and revenues
• Analyzes budget to actual costs
• Provides support for special studies that require data compilations
• Delivers clear interpretation of budget data via oral presentations and written analyses
• Assists in the preparation of departmental budgets and budget materials
• Researches and responds to budget surveys
• Assists in the fiscal evaluation of proposed process changes, such as academic or athletic program changes, technology adds, etc.
• Develops and maintains budget models and coordinates production of formal reporting
• Reviews and makes recommendations on departmental budget proposals and long-term plans

Service Excellence

• Builds rapport with customers, communicating in a concise, customer-focused manner
• Establishes and maintains effective relationships with faculty, staff, colleagues and students
• Provides thorough explanations of policies and procedures
• Supports the mission of the university and serves as an ambassador of the Q2 culture of service excellence
• Models, supports and holds others accountable to the university’s values – integrity, dedication, excellence, creativity and teamwork

Communication, Teamwork and Collaboration

• Assists in the preparation of organizational forecasts and maintains responsibility for accuracy of those approved
• Assists in the development of multi-year forecast estimates for departmental expenditures and revenues and maintains responsibility for accuracy of those approved 
• Assists departments in preparing proposals and contracts, agenda items and supporting information and maintains responsibility for accuracy of those approved

Job may require other duties as assigned.

Required Qualifications – An equivalent combination of education, training and experience will be considered. Additional requirements may be designated by position.

• Bachelor’s degree in economics, accounting or finance
• Minimum of three years of experience in financial planning or equivalent
• Experience in multiple financial roles including accounting, compliance, and cash management is preferred
• Master’s degree preferred

Knowledge, Skills and Abilities – May be representative, but not all inclusive, of the knowledge, skills and abilities necessary to perform this job competently.

• Demonstrated ability to work effectively with individuals from diverse communities and cultures
• Familiarity with Microsoft Office Suite, including advanced-level Excel skills
• Experience with Workday Finance or Adaptive Planning is desirable
• Ability to comprehend and automate complex processes
• General knowledge of accounting and ability to understand financial statements
• Strong interpersonal, planning, and organizational abilities
• Demonstrated analytical and problem-solving skills
• Excellent oral and written communication skills
• Ability to maintain confidentiality and exercise discretion
• Analytical skills to understand and apply research and statistics in report writing and decision making
• Ability to prioritize multiple goals with competing deadlines

Work Environment – Environmental or atmospheric conditions commonly associated with the performance of this job’s functions.

• General office setting

Physical Abilities – The physical demands described below are representative of those that must be met by an employee to successfully perform this job’s essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

• Ability to work effectively at a computer for up to eight hours daily
• Ability to sit for extended periods of time
• Regular attendance is a necessary and essential function