The Office of Planning and Budget (OPB) is seeking a dynamic individual to join our team. OPB serves as a steward of resources and trusted advisor to University leadership to support decision-making and enable strategy.
Reporting to the Principal Budget Planning Analyst, the Budget Planning Analyst will assist in the development and execution of policies, processes, and practices in the areas of budgeting, planning, and analysis. The Budget Planning Analyst uses a collaborative and consultative approach to working effectively across stakeholder groups to address financial opportunities and challenges for the University.
- Under administrative direction, serves a primary role in facilitating the development and implementation of annual all-funds budgets for assigned administrative and academic units.
- Performs work related to strategic planning, budget variance analysis, commitment analysis, revenue, and expense forecasting, what-if scenario analysis, program evaluation, performance management, and other efforts that support administration decision-making. Evaluates critical cost pools and works with assigned units to identify cost-saving measures, including utilities, employee benefits, debt service, and other general operating expenses.
- Builds, maintains and updates financial models and associated financial analysis. Performs financial account reconciliations, statement analysis, and transaction research. Participates in the development of less complex mid and long-range predictive enrollment, space, staffing, and financial models that support strategic planning efforts and executive decision-making.
- Supports preparation of strategic planning documents.
- Supports analysis of complex proposals led by senior departmental staff.
- Develops data-driven solutions and technical guidance to solve financial, operational, or strategic issues facing assigned units.
- Develops a strong understanding of the core functionality of Adaptive Planning, the University’s enterprise-wide budget and planning software; capable of providing technical guidance to assigned units to enhance their use of the software for budgeting, forecasting, and reporting needs.
- Ensures financial compliance with University/Board policies and procedures and applicable legal rules and regulations.
- Compares data from a variety of sources to ensure accuracy using judgment, and relying on knowledge of subject material.
- Gathers information; identifies analysis methodologies; and prepares develops, and submits written and graphic results of the evaluation of data under the supervision of senior staff.
- Represents the department with academic and administrative units. Performs other duties upon request.
Bachelor’s degree in a related field and two (2) years of experience in financial or budget analysis or strategic planning; OR, any equivalent combination of experience and/or education from which comparable knowledge, skills and abilities have been achieved.
Evidence of a Master’s degree in related field, such as Business Administration, Public Policy/Administration, Finance, Economics, or Higher Education Administration.
Three (3) or more years of relevant work experience, preferably in higher education.