Essential Duties

• 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.

Minimum Qualifications

Bachelor's Degree in a related field and five(5) years of experience in financial or budget analysis or strategic planning: OR, Master's degree in a related field and three(3) 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.

Desired Qualifications

• Evidence of a Master's degree in a related field, such as Business Administration, Public Policy/Administration, Finance, Economics, or Higher Education Administration.
• Five (5) or more years of relevant work experience, preferably in higher education. 

Knowledge, Skills, and Abilities

• Demonstrated knowledge of the principles, concepts, and practices in government and university governance involving fiscal control, budgeting, strategic planning, information analysis, forecasting, reporting, and assessment.
• Demonstrated knowledge of strategic and financial planning/modeling principles, methods, and practices.
• Experience in developing forecast and tracking models that integrate disparate statistical and financial information.
• Experience in performing analysis of financial forecasts, budgets, and econometric trends and of the factors/items therein.
• Experience in evaluating a variety of fiscal policy, economic, or political factors affecting strategic planning and budgeting needs, problems, and plans.
• Experience in effectively synthesizing large amounts of complex detailed materials for presentation and review to varying audiences.
• Experience in identifying appropriate data sources, extract and manipulate data from multiple and diverse database sources by designing, refining, and running complex data queries.
• Experience in using effective interpersonal, oral, and written communication skills, including the ability to speak and write with clarity and precision to obtain and convey information related to job responsibilities; comfortable in regular interactions with mid-level administrators of the university.
• Demonstrated knowledge of Microsoft Excel, PowerPoint, and Word. Cultural competency skills to effectively engage with individuals from diverse backgrounds.
• Experience in planning and organizational skills, including the ability to successfully manage multiple, complex projects on deadline, often working with interruptions, a changing workflow, and potentially competing priorities.
• Demonstrated knowledge of decision tools for budgetary analysis, such as weighted score tables, decision trees, cost-benefit analysis, activity-based costing, and sensitivity analysis. Ability to work independently on routine tasks and with limited, but appropriate, direction on more complex matters.
• Experience in researching, analyzing, interpreting, explaining, and applying policies, rules, and procedures appropriately; experience in determining compliance with existing policies and established guidelines.
• Experience in taking initiative, and demonstrating resourcefulness, and displaying a sense of urgency in fulfilling commitments.
• Experience in taking personal accountability for achieving results.
• Experience in promoting innovative thinking by bringing different perspectives and approaches together, combining them in creative ways to solve problems.
• Experience in delivering a high-quality work product, free of material error, by showing concern for all aspects of the job with high attention to detail.
• Experience in building effective working relationships and building trust by communicating in an open manner, and following through on commitments.
• Experience in handling conflict and difficult situations in a professional way, working toward consensus.
• Ability to accept new ways of doing things.
• Experience in accurately following established procedures for completing work tasks. Ability to offer customer service by actively listening, and validating others’ viewpoints. Ability to respect the confidentiality of others.