Budget and Financial Analyst

Title Budget and Financial Analyst Posting Number S01605JP Department Treasurers Office Job Summary

The Budget and Financial Analyst is an integral part of the College's financial planning and budgeting team, working closely with the Vice President for Finance and Administration and Assistant Treasurer to support the institution's long-term financial health and strategic goals. The position leads key budgeting, forecasting, financial analysis, and reporting activities, using Workday Financial Management and Workday Adaptive Planning to help inform decision-making.

Serving as a valued partner to budget managers and departments, this individual provides guidance on budgeting, expenditures, and the effective use of operating, gift, and endowment funds. The role also assists with the annual budget process, and helps improve budget planning tools and processes. Success in this position requires strong analytical and problem-solving skills, attention to detail, and the ability to communicate financial information in a clear and approachable way.

If you enjoy collaborating with colleagues, translating data into meaningful insights, and helping an organization achieve its goals, this is an excellent opportunity to make a significant impact.

• Participates in all aspects of the budget process including draft budget presentations for senior officer discussions, preliminary Board budget presentations, drafting sections of the annual operating budget and other associated activities.
• Partner with the Controller's Office to ensure the accurate integration and reconciliation of budget data between Workday Financial Management and Workday Adaptive Planning.
• Planning for budget to actual variance analysis, year-to-year budget changes, budget forecasting, scenario analysis, and other ad hoc analyses as needed.
• Campus resource for majority of spending questions by campus community members, including the appropriate spending of operating budgets, gift funds, endowment funds, and all other types of spending.
• Reviewing and approving (with input of VP Finance and Administration and Assistant Treasurer as appropriate) all budget change requests and journal entries.

The hiring range for this position is expected to be: $95,000 – $105,000 annually.

• A variety of health insurance plans (Medical, Vision, Dental)
• Generous Retirement Plan – 401(a) and 403(b)
• Life and Disability Insurance
• Paid Time Off: 20 days of vacation per calendar year, 12 days of personal/sick time
• Paid Parental Leave (Available after one year of service)
• Household access to many of the College's facilities including the gym and pool

B.S. in Accounting, Business Administration or related field; MBA , Workday Adaptive Planning Certification and/or Workday Financials Reporting Certification strongly preferred.

• Provide comprehensive budget and financial analysis, including variance reporting, forecasting, scenario modeling
• Excellent organizational skills, including the ability to prioritize work, manage multiple tasks simultaneously, and meet deadlines.
• Strong written and verbal communication skills. Ability to produce clear and concise reports and correspondence.
• Excellent interpersonal skills with the ability to build and maintain relationships with staff, and other stakeholders.
• Act as a trusted resource for budget managers and College leadership, delivering analytical insights, financial reporting, and guidance.

A minimum of 5 years related experience in a college or large non-profit accounting/budgeting environment or 3+ years experience with a public accounting firm required.

• Proficient in using computer software including MS Office Suite (Word, Excel, PowerPoint) and financial systems (Workday Financial Management and Workday Adaptive Planning).
• Ability to identify issues, generate solutions and make sound decisions.
• High level of attention to detail to ensure accuracy of records, correspondence, and other documents.
• Ability to work in a dynamic environment, adapting to changes and managing multiple priorities.
• Work collaboratively within a team and…