Job Title: Budget & Financial Planning Analyst (Hybrid)

Location: Hybrid (Onsite Wednesdays & Thursdays; Remote on other weekdays)

Position Summary

The Budget & Financial Planning Analyst supports senior leadership within the Office of Budget Planning by providing financial analysis, budgeting support, forecasting, and reporting. This role partners with various university departments to monitor budgets, reconcile financial data, develop forecasting models, and provide insights that support strategic financial decision-making.

Key Responsibilities

Budget & Financial Management

• Reconcile position budget data between SAP HCM and SAP Funds Management (FM).
• Review and approve position funding requests and worklist items.
• Assist with the University's annual operating budget development and quarterly budget confirmation process.
• Support the distribution of approved operating budgets across departments.

Financial Analysis & Reporting

• Generate financial, budgeting, HR, and operational reports using various university systems.
• Analyze recurring and non-recurring budgets to identify trends, discrepancies, and budget amendments.
• Prepare executive-level financial reports, presentations, and ad hoc analyses.
• Develop metrics and dashboards to support financial decision-making.

Forecasting & Planning

• Maintain and update short-term and long-range financial forecasting models.
• Develop financial models to predict future budget performance.
• Recommend opportunities for cost savings, operational efficiencies, and margin improvements.

Collaboration & Leadership

• Partner with senior university leadership, including:
  • President
  • Provost
  • Executive Vice President
• Identify short- and long-term funding challenges.
• Collaborate with Finance, HR, General Accounting, Sourcing, and other departments to resolve financial issues.
• Lead or support special financial projects and mentor junior analysts when needed.

Required Qualifications

Education

• Bachelor's degree in:
  • Accounting
  • Finance
  • Business Management
  • Related field

Experience

• 4 8 years (or 5 8 years) of experience in:
  • Budgeting
  • Financial Planning & Analysis (FP&A)
  • Accounting
  • Financial Analysis

Required Skills

• Strong financial analysis and forecasting skills
• Budget planning and management
• Advanced Microsoft Office skills (especially Excel)
• Strong analytical and problem-solving abilities
• Excellent written and verbal communication
• Experience working with executive leadership
• Ability to manage multiple priorities in a deadline-driven environment

Preferred Skills

• Experience with SAP (preferred but not required)
• Knowledge of:
  • SAP HCM
  • SAP Funds Management (FM)
  • Budgeting systems
  • Financial reporting tools

Work Environment

• Hybrid schedule
  • Onsite: Wednesday & Thursday
  • Remote: Monday, Tuesday & Friday