Senior University Financial Planning Analyst
Senior University Financial Planning Analyst
Posted on :
30-05-2025
Employer Active
1 Vacancy
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Yearly Salary
$ 86642 - 119094
Vacancy
1 Vacancy
Posted on :
30-05-2025
Job Description
Primary Purpose
Reporting the University Budget Director and Associate Director the Senior University Financial Planning Analyst will be responsible for both strategic and tactical efforts to support the Universitys mission and financial strategy. They play a crucial role in helping leadership at various levels of the University make informed decisions about their financial operations by assessing budget proposals building Proformas calculating and interpreting financial ratios identifying spending trends through data analysis and forecasting future financial needs and opportunities. Long-term planning efforts include building and maintaining a dynamic financial model (use model to identify ways to improve financial health of university); construct and delivery of effective reports and tools; identifying and implementing new systems and upgrading functionality; and maintaining currency of systems applications to provide greater insights and enhance efficiencies. Current year efforts involve data integrity Chart of Account and Rule code modifications; and pursuing improvements in both Inter- and Intra-Divisional policies procedures and practices to ensure that data is provided to decision-makers in both an informative and actionable manner. Their expertise supports fiscal responsibility and efficiency making them indispensable in the stewardship of the organizations financial health.
Essential Functions
Leads development of financial statistical and cost models for use by the Board of Regents (BoR) President Cabinet and the Institutional Budget Committee ( IBC ) in both annual budget formulation and critical decision-making including return on investment. This requires deep understanding of interdependencies in all aspects of the University and using judgement to create formulaic assumptions and relationships. This effort includes determination of how to optimally convey information through the creation of charts tables summaries and other presentation materials including dynamic and interactive materials. Drives fiscal year end forecasting multiple times during the fiscal year both university wide and encompassing all fund types. Directs Division/School Budget Directors on approach; enforces timeline; gathers validates and consolidates information into university wide view; performs variance analysis; and provides to CFO and BoR with written narratives which include impact of variances on the overall financial ratios and plans. Guides informs and trains all the Division/School Budget Directors on policy procedures and bestpractices to ensure that units are operating within uniform standards in support of the UniversitysStrategic goals. Senior University Financial Planning Analyst works with them to identify and understandkey drivers to enhance financial modeling and forecast accuracy for all funds (including designated giftsendowed etc.) while partnering to improve efficiency and reduce costs and teaching them best Businesspractices. Takes the lead on ad hoc analyses and research projects as requested by the Board of Regents thePresident the Cabinet VP of Business and Finance or University Budget Director as include the identification of relevant and usable data sources selecting appropriatemethods of data collection and data analysis manipulating dataset in excel or other tool reconciling andreporting on conclusions implications and recommendations. Works directly with stakeholders asappropriate with little or no direction. Creates maintains and distributes tools that provide historical data and actively monitors financialperformances against approved budget to ensure that the current fiscal year and multi-year forecasts areon track. Responsible for investigating and promptly reporting on any deviations from expected results tothe University Budget Director. Reporting to include both the cause and recommended actions whichmay be a series of short term and long-term fixes. This requires constant and effective two-waycommunication with Division/School Budget Directors to make sure changes in activity in their separateareas are captured in the university wide Budget revisions on a regular basis. Champions data integrity through constant monitoring reconciliation and analysis of data elements both within the ERP (Enterprise Resource Planning) system and the calibration of reports and other tools used to extract data from it. Requires constant communication and collaboration with other parties responsible for input of varies data elements into the system to ensure that they fully understand the potential impact of any adjustments made to the input process timing elements data source etc. Continually strives improve departmental interdepartmental (within the Budget and Finance Division) and intra-divisional financial practices processes procedures systems and models for both efficiency and effectiveness. This includes understanding testing and implementing upgrades in the ERP in conjunction with the Information Technology (IT) counterparts and a willingness to think outside of the box. Serves on committees to represent University Budget perspective including various search committee for financial related positions in other departments employee recognition committees University-wide committees and efforts supporting Diversity Equity and Inclusion in addition to other similar efforts. University of the Pacific recognizes that diversity equity and inclusion is foundational to the success of ourvalued students and employees. We prioritize policy and decision-making that demonstrates awareness of andresponsiveness to the ways socio-cultural forces related to race gender ability sexuality socio-economicstatus etc. impede or propel students faculty and staff.
Minimum Qualifications
Bachelors degree in finance accounting business or related discipline. Seven (7) years of experience with accounting and accounting principles relevant budget fiscal or cost analysis.
Preferred Qualifications
Masters Degree in Finance or related area or experience in non-profit or higher education setting. Excellent financial analytical skills. Advanced skills in MS Excel Access or other relational database systems. Experience and sensitivity in working with people of diverse backgrounds and cultures. Demonstrated experience in advancing social justice equity and inclusion in a university setting. Ability to engage and integrate culturally responsive practices and knowledge in their work.
Work Schedule
Standard business hours
Reporting the University Budget Director and Associate Director the Senior University Financial Planning Analyst will be responsible for both strategic and tactical efforts to support the Universitys mission and financial strategy. They play a crucial role in helping leadership at various levels of the University make informed decisions about their financial operations by assessing budget proposals building Proformas calculating and interpreting financial ratios identifying spending trends through data analysis and forecasting future financial needs and opportunities. Long-term planning efforts include building and maintaining a dynamic financial model (use model to identify ways to improve financial health of university); construct and delivery of effective reports and tools; identifying and implementing new systems and upgrading functionality; and maintaining currency of systems applications to provide greater insights and enhance efficiencies. Current year efforts involve data integrity Chart of Account and Rule code modifications; and pursuing improvements in both Inter- and Intra-Divisional policies procedures and practices to ensure that data is provided to decision-makers in both an informative and actionable manner. Their expertise supports fiscal responsibility and efficiency making them indispensable in the stewardship of the organizations financial health.
Essential Functions
Leads development of financial statistical and cost models for use by the Board of Regents (BoR) President Cabinet and the Institutional Budget Committee ( IBC ) in both annual budget formulation and critical decision-making including return on investment. This requires deep understanding of interdependencies in all aspects of the University and using judgement to create formulaic assumptions and relationships. This effort includes determination of how to optimally convey information through the creation of charts tables summaries and other presentation materials including dynamic and interactive materials. Drives fiscal year end forecasting multiple times during the fiscal year both university wide and encompassing all fund types. Directs Division/School Budget Directors on approach; enforces timeline; gathers validates and consolidates information into university wide view; performs variance analysis; and provides to CFO and BoR with written narratives which include impact of variances on the overall financial ratios and plans. Guides informs and trains all the Division/School Budget Directors on policy procedures and bestpractices to ensure that units are operating within uniform standards in support of the UniversitysStrategic goals. Senior University Financial Planning Analyst works with them to identify and understandkey drivers to enhance financial modeling and forecast accuracy for all funds (including designated giftsendowed etc.) while partnering to improve efficiency and reduce costs and teaching them best Businesspractices. Takes the lead on ad hoc analyses and research projects as requested by the Board of Regents thePresident the Cabinet VP of Business and Finance or University Budget Director as include the identification of relevant and usable data sources selecting appropriatemethods of data collection and data analysis manipulating dataset in excel or other tool reconciling andreporting on conclusions implications and recommendations. Works directly with stakeholders asappropriate with little or no direction. Creates maintains and distributes tools that provide historical data and actively monitors financialperformances against approved budget to ensure that the current fiscal year and multi-year forecasts areon track. Responsible for investigating and promptly reporting on any deviations from expected results tothe University Budget Director. Reporting to include both the cause and recommended actions whichmay be a series of short term and long-term fixes. This requires constant and effective two-waycommunication with Division/School Budget Directors to make sure changes in activity in their separateareas are captured in the university wide Budget revisions on a regular basis. Champions data integrity through constant monitoring reconciliation and analysis of data elements both within the ERP (Enterprise Resource Planning) system and the calibration of reports and other tools used to extract data from it. Requires constant communication and collaboration with other parties responsible for input of varies data elements into the system to ensure that they fully understand the potential impact of any adjustments made to the input process timing elements data source etc. Continually strives improve departmental interdepartmental (within the Budget and Finance Division) and intra-divisional financial practices processes procedures systems and models for both efficiency and effectiveness. This includes understanding testing and implementing upgrades in the ERP in conjunction with the Information Technology (IT) counterparts and a willingness to think outside of the box. Serves on committees to represent University Budget perspective including various search committee for financial related positions in other departments employee recognition committees University-wide committees and efforts supporting Diversity Equity and Inclusion in addition to other similar efforts. University of the Pacific recognizes that diversity equity and inclusion is foundational to the success of ourvalued students and employees. We prioritize policy and decision-making that demonstrates awareness of andresponsiveness to the ways socio-cultural forces related to race gender ability sexuality socio-economicstatus etc. impede or propel students faculty and staff.
Minimum Qualifications
Bachelors degree in finance accounting business or related discipline. Seven (7) years of experience with accounting and accounting principles relevant budget fiscal or cost analysis.
Preferred Qualifications
Masters Degree in Finance or related area or experience in non-profit or higher education setting. Excellent financial analytical skills. Advanced skills in MS Excel Access or other relational database systems. Experience and sensitivity in working with people of diverse backgrounds and cultures. Demonstrated experience in advancing social justice equity and inclusion in a university setting. Ability to engage and integrate culturally responsive practices and knowledge in their work.
Work Schedule
Standard business hours
Required Experience:
Senior IC
Employment Type
Full-Time
Key Skills
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