Financial Analyst III

POSITION CODE: 7801

DEPARTMENT/ADMINISTRATION:Office of Business and Finance

POSITION:Administrative Exempt Full-time (40 Hours)

SALARY RANGE:$75000-$85000

HIRING RANGE:Anticipated hiring range is near or at the minimum of the classification

commensurate with candidates education experience skills and training.

INTRODUCTORY PERIOD:Twelves (12) Months

AVAILABLE:Immediately

BENEFITS OVERVIEW:BROCHURE

POSTING DATE: January 22 2026

APPLICATION DEADLINE:Open Until Filled Apply Immediately

Definition of Classification:

Under general direction this position is responsible for providing analysis and support for various Department Managers Deans Cabinet members Board Committees and the Institution. Reports to and receives direction from the Senior Budget Officer and Director of Financial Planning & Analysis. May also receive direction from the Budget Division Managers/Senior Financial Analysts.

This position plays a key role in financial planning analysis and decision support to management. This position involves analyzing financial data preparing forecasts and budgets conducting variance analysis assisting with timely month end closes and providing actionable recommendations.

This position requires flexibility to occasionally work evening and weekend hours as well as the ability to travel as required. Travel is expected to be infrequent but may involve trips to other campuses; reporting location will be the Redlands campus.

Duties and Responsibilities:

The duties and responsibilities include but are not limited to the following:

• Developing and Maintaining complex Budget Models including:
• Student Revenue Models
• Works with the Enrollment Team and others to develop projected enrollments over a multi-year period.
• Gains an understanding of each program including how students flow through the program and unique aspects of the program including special fees financial aid etc.
• Routinely updates models and reconciles to actual results.
• Expenditure Models
• Program Expenditure Models for proposed new and existing programs
• Non-Personnel Expenditure monitoring and analysis
• Provides Financial Analysis support to various divisions departments and schools which include the following (subject to change depending upon changing needs):

• College of Arts & Sciences:
• Census Reconciliations (Includes reconciling all sources of net student revenue)
• Housing Food Service & Residence Life
• Redlands Student Government
• San Francisco Theological Seminary
• Student Affairs
• Athletics
• Office of Career & Professional Development
• Counseling Center
• Presidents Office
• General Counsel
• General Institutional
• Budget Manager Training
• Includes on-boarding new budget managers
• Management of access to critical systems such as Colleague and Prophix

• Monitors analyzes and assists in the negotiation of leases and purchase agreements for services and equipment.
• Must have the ability to undertake new initiatives and develop an appropriate approach and ask appropriate questions to develop comprehensive budget models.
• Prepares materials for presentations to the Presidents Cabinet Board of Trustees and other audiences as needed.
• Evaluates the financial impact of proposed projects strategic objectives potential new programs mergers acquisitions and assesses risks and opportunities. May include pro-forma financial reports for reporting to accreditors auditors and other internal and external audiences.
• Updates Budget Models in systems (Prophix the Universitys Budget Software) develops and updates custom reports.
• Provides monthly budget monitoring reports for areas of responsibility.
• Meets regularly with Cabinet Members and other Budget Managers to identify cost savings efficiencies and potential new sources of revenue.
• Gathers data from primary and secondary sources maintaining databases and data systems.
• Provides assistance and training to budget managers/users and performs model maintenance tasks.
• Analyzes monthly/quarterly student revenue to properly accrue revenue by month in preparation of timely monthly and quarterly closes. Prepares other adjustments as needed for month and quarter-end closes. Performs other related duties as assigned.

Qualification Guidelines

Any combination equivalent to but not limited to the following:

Experience/Training/Education:

Required:

• Bachelors degree in finance accounting or related field. Master in Business Administration or Certified Public Accountant or relevant financial certifications preferred.
• Minimum of 3 years of financial management/analytical experience; higher education institution preferred.
• Advanced-level Microsoft Excel including at least 2 years of experience in creating financial models and analyses with demonstrable fluency in VLOOKUP conditional formatting macros advanced charting pivot tables and pivot reporting.
• Advanced skills in Microsoft Office software including Word PowerPoint and Outlook.

Preferred

• Experience with Prophix Software
• Experience with Business Objects
• Experience with Data Warehouses
• Experience with Ellucian Colleague

Knowledge and Skills:

• Fluency and confidence in discourse with senior and executive leadership and other key constituents.
• The ability to convey financial information to those who may or may not have a financial background.
• Aptitude to learn new and evolving technology and recommend ways to improve positions efficiency.
• Excellent technical analytical and critical thinking skills.
• Excellent organizational skills.
• Ability to prioritize tasks and manage multiple projects and deadlines.
• Ability to adapt to changing priorities.
• The ability to multitask and work under pressure in a fast-paced dynamic environment with tight deadlines.
• Self-motivated and able to work toward problem solutions.
• Ability to operate standard office equipment.
• Ability to recommend appropriate courses of action within established guidelines.
• Ability to foster strong positive relationships and align both internal and external resources to achieve university objectives.
• Ability to exercise discretion and work with confidentiality.
• Ability to work independently under general direction.
• Must be able to competently interact with a culturally and ethnically diverse population of students faculty and staff.

Physical Requirements/Working Conditions:

Working Conditions:

Standard office setting. Duties performed are primarily in an office environment while sitting at a desk or computer workstation or in meetings. At least minimal environmental controls to assure health and comfort.

Physical Demands:

Incumbents regularly sit for long periods; walk on a regular basis; travel to various locations to attend meetings and conduct work; use hands and fingers to operate an electronic keyboard or other office machines; reach with hands and arms; stoop or kneel or crouch to file; climb stairs; speak clearly and distinctly to answer telephones and to provide information; see to read fine print and operate computer; hear and understand voices over telephone and in person; and lift carry and/or move objects weighing up to 20 pounds.

TO APPLY:A resume/CV and cover letter are compliance with The Americans with Disabilities Act if selected for the interview process and accommodations are needed please call .If you are unable to complete an application due to a disability contact us at to ask for accommodation or an alternative application process.

HIRING RANGE:Anticipated hiring range is near or at the minimum of the classification commensurate with candidates education experience skills and training. The University of Redlands is required to provide a reasonable estimate of the compensation range for this role. This range considers the wide range of factors that are considered in making compensation decisions including but not limited to experience skills knowledge abilities education licensure and certifications and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience. The full salary range for this position is defined as the Full Pay Range. The budgeted salary or hourly range that the University reasonably expects to pay for this position is defined as theHiring Range. Placement within the Hiring Range is determined by internal equity and relevant qualifications.

BACKGROUND CHECK:Satisfactory completion of a background check (including a criminal records check) is required for employment. The University will make a conditional offer of employment which may be rescinded if the background check reveals disqualifying information and/or it is discovered that the candidate knowingly withheld or falsified information. Failure to satisfactorily complete the background check may affect the continued employment of a current employee who was conditionally offered the position.

DRIVERS LICENSE CHECK:Possession of a valid Drivers License is required for certain positions. Employees in positions that require a valid Drivers License will be enrolled in the Department of Motor Vehicles (DMV) Government Employer Pull Notice Program which confirms possession of a valid drivers license and reflects driving record.

PHYSICAL AND PSYCHOLOGICAL EXAMS:For certain positions typically in Public Safety Facilities Athletics and Information Technology Services departments employment is contingent upon a candidate passing a pre-employment physical exam with the ability to lift in excess of 50 Safety Officers in addition to a pre-employment physical exam will also be required to pass a psychological evaluation.

FOR MORE INFORMATION VISIT

Human Resources ()

SUBMISSION OF A RESUME OR APPLICATION INDICATES AGREEMENT THAT THE UNIVERSITY MAY VERIFY ANY AND ALL INFORMATION CONTAINED THEREIN.

MEMBERS OF UNDERREPRESENTED GROUPS ARE ENCOURAGED TO APPLY.

AN EQUAL OPPORTUNITY EMPLOYER

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information please review theKnow Your Rightsnotice from the Department of Labor.