Financial Planning Budget Analyst

Position Summary

This position plays a critical role to the University in supporting the Financial Planning & Budget office in managing auxiliary budgets of $100 million. Position is expected to manage, plan and record the unrestricted gifts and investment income (UGII) budgets $1 million; manipulate data from Banner HR and Banner Finance, including assisting with the salary increase process and support of Anaplan Budget and Forecasting system.

Other duties include back up duties for other budget analysts that may include managing the operations and maintenance of facilities new funding (as needed) and assisting with upgrades and testing to the various automated systems.

This position requires the following skills: analytical thinking, decision-making, problem solving, and ability to compile a wide variety of financial data. Position must be familiar with Auxiliary and UGII budget workbooks, will be required to list appropriate financial notes and review auxiliary statements for irregularities or inaccuracies.

• Mid-career with Masters and 1-2 yrs experience; or Bachelors and 2-4 yrs experience.

• Degree in Public Administration, Business Administration, Accounting.
• Three years of relevant experience.
• Experience with Anaplan.
• In depth understanding of Federal, State, and University policies.

$66,968 – $71,968

Percentage Of Time: 20%

• Management of auxiliary budgets around $100 million.
• Prepare the Auxiliary/Trust budget workbooks which are the basis of the budget preparation process. Send the workbook to the Directors of each Auxiliary/Trust Entity with established due dates.
• Review submitted budgets for reasonableness and to identify irregularities based on current and historic financial measures. This includes all estimates and projections of rates, revenues, expenses, etc.
• Compile all financial data from multiple workbooks, reports and system data into prepared Auxiliary Budget Book with appropriate financial notes.
• Review monthly auxiliary statements for inaccuracies or irregularities. Work with Accounting Services and department to correct any errors.

Percentage Of Time: 10%

• Manage, plan and record unrestricted gifts and investment income budget ~ $1-2 million.
• Once requests for Unrestricted Gifts and Investment Income (UGII) allocations have been approved by the Chancellor, record the necessary information in the General Ledger, prepare the UGII Budget Book.
• Control and execute the Budgetary Portion of Overhead Funds.

Percentage Of Time: 10%

• Upload data files on timely basis.
• Verify data after uploads.
• Update users and security settings
• Adjust and change business models as needed.
• Research and respond to any questions from campus users.
• Assist in creating training materials.
• Work with vendors on creating new models as needed.

Percentage Of Time: 10%

• Other duties and tasks may include cross training duties across budget office such as:
  • Reconciling Bank Statements monthly, managing the operations and maintenance of facilities new funding (as needed), assist with upgrades to the various automated systems, reporting quarterly vacancies and quarterly salary increases.
  • Cross train with State Funds Analyst duties such as updating control worksheets.
  • Prepare a budget revision which allocates the appropriation by line item, taking into consideration all the changes that have been made.
  • Submit information for review to the divisions and verify the information received for accuracy. After review by appropriate management, submit information to UNC System Office with a copy to management.
  • Use available software and reporting tools to gather pertinent information for the required project efficiently. Ensure that the integrity of the data is not compromised during any of the processes that are utilized to manipulate the data. Prepare any reports that are required for the project. Analyze the project after completion.
• Other duties and tasks as directed by supervisor and/or Director of Financial Planning & Budgets.

Finger Dexterity - F, Reading - F, Writing - O, Hearing - F, Talking - F, Hand Movement-Repetitive Motions - F, Hand Movement-Grasping - O, Eye-hand coordination - O, Vision-Color Distinction - F, Vision-Preparing/Analyzing figures - F, Vision-Visual inspection - F, Sitting - F, Reaching - O

Inside - F, Overtime - O