Financial Planning & Budgeting Partner

JOB TITLE

LOCATION

DEPARTMENT NAME

DIVISION NAME

JOB DESCRIPTION SUMMARY

JOB DESCRIPTION

Budgeting Forecasting & Financial Reporting

• Support annual budget development and quarterly forecasting through data collection validation and system entry (e.g. Adaptive Workday).
• Prepare and analyze routine financial reports including budget-to-actuals variance analysis and non-operating fund tracking; identify trends and escalate key insights.
• Process and support operating and capital budget adjustments ensuring accuracy and proper documentation.

Financial Systems Data Integrity & Controls

• Maintain accuracy and integrity of financial data across systems including operating capital and position budgets.
• Monitor and reconcile financial data including vacancy savings and fixed-term position tracking.
• Generate standard and ad hoc reports to support departmental and institutional needs.
• Troubleshoot data discrepancies and collaborate with stakeholders to resolve issues.

Analysis & Decision Support

• Perform recurring financial analysis to identify variances trends and risks and provide preliminary recommendations.
• Support scenario planning and forecasting by preparing and validating data and assumptions.
• Assist in developing materials for presentations reports and planning discussions.

Divisional Support & Financial Partnership

• Serve as a primary financial contact for assigned departments providing guidance on budget performance and financial processes.
• Respond to financial inquiries and support departments in understanding reports and budgets.
• Partner with departments to gather financial information and support planning and reporting needs.
• Provide basic training on financial systems reports and budget processes.

Process Improvement & Systems Support

• Identify and recommend improvements to reporting data integrity and financial processes.
• Assist in documenting procedures to promote consistency and transparency.
• Support implementation of process improvements automation and system enhancements.

Additional Responsibilities

• Contribute to special projects and ad hoc analyses.
• Perform other duties as assigned.

FLSA STATUS

WPI is an Equal Opportunity Employer. All qualified candidates will receive consideration for employment without regard to race color age religion sex sexual orientation gender identity national origin veteran statusor disability. It seeks individuals from all backgrounds and experiences who will contribute to a culture of creativity collaboration inclusion problem solving innovation high performance and change is committed to maintaining a campus environment free of harassment and discrimination.