Project Manager IV for IS Budget

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES 

• Lead monthly IS financial reporting, including budget-to-actual analysis, forecasting, trend reporting, and project financial status.
• Analyze financial performance, identify variances and risks, and provide recommendations to IS leadership.
• Develop and maintain operating, personnel, contract, and software expense forecasts.
• Reconcile financial and project data across multiple systems and resolve discrepancies.
• Manage the annual and multi-year IS budget planning process from preparation through final submission.
• Create and improve budget models, planning tools, reports, procedures, and documentation.
• Support IS Directors throughout budget planning by providing tools, guidance, analysis, and submission reviews.
• Consolidate budget submissions and prepare executive summaries for IS leadership and Finance.
• Produce financial reports highlighting spending trends, forecasts, risks, funding gaps, and cost drivers.
• Maintain budget data in Anaplan and ensure alignment with supporting documentation.
• Facilitate budget planning meetings, training sessions, and status updates.
• Review requisitions and project requests for budget compliance, accuracy, and alignment with approved plans.
• Automate reporting and data preparation processes using Excel, VBA, Microsoft 365, and related tools.
• Provide ad hoc financial analysis, scenario modeling, and decision support for IS leadership.

SUPERVISORY RESPONSIBILITIES    

Project Manager I – 0 

Project Manager II – 0 

Project Manager III – May supervise 0-5 people 

Project Manager IV – May supervise 5+ people 

Project Manager V – May supervise 7+ people 

QUALIFICATIONS AND CREDENTIALS 

Education and Experience  

• Bachelor's degree in Business, Finance, Accounting, Information Technology, Data Analytics, or a related field required.
• Experience in financial analysis, budgeting, forecasting, reporting, or related analytical functions.
• Strong knowledge of financial systems, budget management, data reconciliation, reporting, and process improvement.
• Advanced Excel skills, including financial modeling, complex formulas, data consolidation, and VBA macros.
• Experience with Banner Finance, Anaplan, Argos, Tableau, Jaggaer, ServiceNow, or similar ERP systems preferred.
• Experience developing financial analyses and executive-level reports for diverse audiences preferred.
• 5-6 + years of project management or related professional experience is required.

ABILITIES AND COMPETENCIES ESSENTIAL TO THE FUNCTION OF THE JOB 

Communication and Comprehension 

• Advanced financial and analytical skills with the ability to translate complex data into actionable insights.
• Exceptional attention to detail and consistent delivery of accurate work under deadlines.
• Skilled in financial data reconciliation, issue resolution, and root-cause analysis.
• Proficient in developing financial models, dashboards, reports, and automated solutions.
• Strong organizational skills with the ability to manage multiple priorities and deadlines.
• Ability to work independently, exercise sound judgment, and maintain confidentiality.
• Effective verbal and written communication skills for both technical and non-technical audiences.
• Strong interpersonal and presentation skills with the ability to build productive relationships.
• Proficient in Microsoft 365 and quick to learn new systems, tools, and technologies.

WORKING CONDITIONS 

Work Environment

Remote or Hybrid Work Environment 

Driving Requirements

If the employee is required to travel in performing the duties and responsibilities of the position, the use of one’s personal vehicle (or LU vehicles) may be required for travel.  Proof of a valid driver’s license, an acceptable DMV record, LU Driving Approval, and liability insurance is required when driving in the performance of the employee’s position

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