Budget and Financial Analyst; education

Higher Education Budget & Financial Analyst

The Higher Education Budget & Financial Analyst serves as a key partner in institutional planning by providing data‑driven analysis at the intersection of enrollment, finance, and academic strategy. The position supports university leadership through enrollment forecasting, tuition revenue modeling, budget planning, retention analysis, and financial reporting that informs strategic decision making.

Working collaboratively with University Enrollment, Institutional Research, Finance, and academic leadership, the analyst develops and maintains enrollment‑based financial models, monitors enrollment and revenue performance, and provides actionable insights that support institutional sustainability and growth. The role serves as a critical resource for annual and multi‑year planning efforts by translating complex enrollment and financial data into meaningful recommendations for university leadership.

The successful candidate will possess strong analytical and financial modeling skills, a deep understanding of higher education enrollment dynamics, and the ability to communicate complex financial and enrollment information to diverse stakeholders across the institution.

• Build and maintain tuition revenue forecasting models based on enrollment trends, retention rates, student progression, tuition pricing, and financial aid assumptions.
• Analyze enrollment funnel metrics, including inquiry, application, admit, deposit, matriculation, and persistence activity.
• Analyze retention, yield, transfer, graduation, and student progression impacts on institutional revenue.
• Monitor enrollment trends and identify risks and opportunities that may impact budget assumptions and financial performance.
• Partner with Enrollment Management and Institutional Research to develop, validate, and maintain enrollment forecasting assumptions.
• Evaluate the financial impact of enrollment management initiatives, scholarship strategies, pricing changes, and student success programs.
• Support multi‑year financial planning tied to enrollment scenarios, institutional growth objectives, and strategic priorities.
• Prepare enrollment and tuition revenue forecasts to support annual budgeting, resource allocation, and strategic decision‑making.

• Support development of annual operating budgets and long‑range financial plans.
• Conduct variance analysis and prepare budget reforecasts throughout the fiscal year.
• Develop financial models to evaluate new academic programs, enrollment initiatives, strategic investments, and resource allocation decisions.
• Partner with schools, colleges, and administrative departments to support enrollment, revenue, and expense forecasting.
• Evaluate the financial impact of proposed policy changes, program launches, organizational initiatives, and strategic investments.
• Assist leadership in identifying financial risks and opportunities and developing recommendations to support institutional sustainability.

• Design, develop, and maintain dashboards that track enrollment KPIs, tuition revenue performance, retention outcomes, budget assumptions, and institutional financial metrics.
• Develop standardized reports and performance measures that support data‑informed decision‑making.
• Create visualizations and executive‑level reporting materials that communicate complex findings in a clear and actionable manner.
• Ensure data integrity through validation, reconciliation, and quality assurance processes.
• Identify trends, anomalies, and opportunities through ongoing analysis of enrollment and financial data.
• Support institutional reporting requirements, accreditation efforts, and strategic planning initiatives.

• Collaborate with academic and administrative leaders to align enrollment, financial, and strategic planning efforts.
• Serve as a resource to leadership on enrollment forecasting, tuition revenue planning, and financial analysis.
• Translate complex financial and enrollment information into actionable insights…