Senior Financial Analyst, Financial Strategy & Planning

Duties and Responsibilities

ESSENTIAL DUTIES AND RESPONSIBILITIES :

Working independently with both the departmental and university’s strategic goals responsible to :

Drive, develop, and implement analytical approaches to impact university fiscal decision making.

Work with university data partners (e.g., enrollment, financial, etc.) leveraging collection systems and other strategies that optimize analyses for projecting, forecasting, and modeling.

Work with campus fiscal and / or knowledge partners for qualitative projections.

Apply advanced analytical techniques to complex data sets to produce polished deliverables.

Prepare, analyze, and summarize operational results for use by various key stakeholders, creating reports, and specifications.

Proactively research, create, prepare, and analyze ad-hoc reports to respond to data requests from the state executive branch, legislative branch, or university leadership.

Provide short and long-term forecasts or projections identifying areas of concern and recommending actions to remediate identified issues.

Drive the implementation of several key initiatives that have institution-wide impact, including budget model transition and all funds budget development.

Serve as a liaison and resource in the following capacities : 1) work as liaison and resource to campus community to assess and develop budget reporting needs;

2) as necessary, serve as liaison to various entities at the request departmental leadership.

Drive the development of budget policies, budget guidance, and training manuals.

Provide, as necessary, campus-wide training to the University’s financial community about the University’s budgeting process, procedures, and regulations.

Undertake a variety of technical tasks : drive and participate in upgrades and associated testing; direct and engage in the continuing review, definition, and analyses of functional needs, requirements, business rules and processes associated with office functions which might result in the need for system enhancements or modifications.

Lead or participate on various University committees and provide related budgetary, analytical, and technical support.

Drive methods of and perform post-audit and other reviews of financial data.

Assist with complex and confidential projects as assigned.

Develop and implement new University-wide reporting protocols and analytical tools.

Participate in the cross-organizational review, definition, and analysis of functional needs, data requirements and sharing procedures.

Represent the Director or Associate Director as required.

OTHER DUTIES AND RESPONSIBILITIES :

Perform additional duties as required, including the duties of other staff positions in the office.

Develop queries, train staff in report creation.

LICENSES, TOOLS, AND EQUIPMENT :

Personal computers and printers; mainframes; word processing, database management and spreadsheet software; enterprise resource planning systems. Excel, Access, Power BI.

Required Qualifications REQUIRED :

1. Master’s degree in finance, statistics (modeling), management, public administration, business analytics, data science or related field with a minimum six years demonstrated responsible financial experience in a complex organization in a higher education institution or equivalent organization / industry, OR Bachelor’s degree with a major / focus in finance, statistics (modeling), management, public administration, business analytics, data science or related field with equivalent related quantitative knowledge and skills, with a minimum of eight years demonstrated responsible financial experience in a complex organization in a higher education institution or equivalent organization / industry.

2. Demonstrated analytical and problem-solving skills.

3. Demonstrated advanced knowledge of Microsoft Excel functions including but not limited to pivot tables, v-lookups, nested formulas.

4. Demonstrated experience with enterprise resource planning systems (e.g., Oracle, PeopleSoft, Banner).

5. Demonstrated technical ability to react to complex ad-hoc requests.

6. Demonstrated ability to design, build, and provide clear and concise reports on a timely basis.

7. Demonstrated strong interpersonal and verbal communication skills.

8. Demonstrated proficiency in written communication skills.

9. Demonstrated ability to be detail-oriented.

10. Demonstrated presentation skills.

11. Demonstrated ability to be flexible.

12. Demonstrated experience independently managing multiple projects, establishing priorities, and meeting deadlines in a fast-paced work setting.

13. Demonstrated ability to independently plan, oversee, and perform work on a variety of fiscal projects involving large, complex data sets.

14. Demonstrated experience making fiscal recommendations used in fiscal decision making.

15. Demonstrated experience independently summarizing complex data sets for reporting and presentations.

16. Demonstrated experience developing complex financial models.

17. Demonstrated experience using predictive modeling.

18. Demonstrated ability to work with diverse groups / populations.

Preferred Qualifications PREFERRED :

1. Demonstrated programming experience in a Visual Basic environment.

2. Minimum one year demonstrated experience using the student, human resources, financial, and grant modules of enterprise resource planning systems (e.

g., Oracle, PeopleSoft, Banner).

3. Demonstrated knowledge of economic forecasting and simulation methods, econometric and statistical modeling, and data interpretation and processing.

4. Demonstrated experience using business intelligence and data analytics platform like Power BI or similar application.

5. Demonstrated experience using statistical software (e.g., SAS, SPSS).

6. Demonstrated skills in Access.

7. Demonstrated skills in Oracle Budgeting System (PBCS).

8. Demonstrated knowledge of state government and higher education operations, policies, and procedures.

ALL REQUIREMENTS ARE SUBJECT TO POSSIBLE MODIFICATION TO REASONABLY ACCOMMODATE INDIVIDUALS WITH DISABILITIES.