MINIMUM REQUIREMENTS:

Bachelor’s degree in Public Administration, Economics or a related field and eight (8) years of relevant experience or an equivalent combination of education and experience. Grade 9 (Salaried).

POSITION DESCRIPTION:

The Budget and Data Analyst V is a senior level position within the budget and planning office. This position is an integral part of the university budget office and helps craft, monitor, and analyze the annual operating budget. The position engages in high-level budget development activities, inclusive of the state budget submission for the university; prepares analyses that track budget-to-actual revenues and expenses; builds and maintains financial forecasting models; reviews and processes budget adjustments; serves on university committees as a representative of the budget office; develops and assists with mentoring junior staff, provide guidance and as needed training for other campus constituents on budget and financial systems, as well as completes various other financial reporting activities as needed. Reporting to the Director for Budget and Planning, this position also interacts with finance leaders across campus, including finance directors and other managers in academic and support units.

Essential Duties and Responsibilities

• Engages in activities to facilitate the accurate and timely completion of the University’s Annual Operating Budget to include analyzing and reviewing academic and support unit operating budget requests
• Completes the biennial state budget submission which includes compiling information from multiple areas across the university, entering submission into state required system and ensuring accuracy of the information
• Conducts sophisticated analysis and monitoring of the university’s annual budget, creates well-designed financial forecast models, and provides strategic budgetary recommendations and guidance to the Director for Budget and Planning and the Vice President for Budget and Finance
• Supports academic and support unit finance staff on various budget and fiscal matters, including the review and processing of budget adjustment requests
• Completes and prepares budget and financial reports, inclusive of modeling for internal and external customers (e.g., CPE, LRC, Moody’s, etc.)
• Mentors and trains junior staff within the Budget Office, as well as contributes to the training and educational needs of other university constituents about the university budget system, budget development, budget monitoring and other financial activities
• Represents the Office of Budget and Financial Planning on committees and subcommittees

Preferred Qualifications

• Bachelor’s degree in Finance, Accounting or related field and eight years of experience or a Master’s degree in Finance, Accounting or related field with two to four years of related experience. Additional experience may be used on a one-to-one basis to offset the educational requirements.
• Strong analytical skills and data analysis with the ability to provide guidance that is data driven
• Highly proficient in Excel with the manipulation of large data sets, as well as other Microsoft applications
• Experience with Workday Finance and/or Adaptive planning
• Familiarity with higher education, post-secondary education or public sector
• Able to prepare high-level and executive level reports
• Strong communication skills both written and verbal communication

• Engages in activities to facilitate the accurate and timely completion of the University’s Annual Operating Budget to include analyzing and reviewing academic and support unit operating budget requests
• Completes the biennial state budget submission which includes compiling information from multiple areas across the university, entering submission into state required system and ensuring accuracy of the information
• Conducts sophisticated analysis and monitoring of the university’s annual budget, creates well-designed financial forecast models, and provides strategic budgetary recommendations and guidance to the Director for Budget and Planning and the Vice President for Budget and Finance
• Supports academic and support unit finance staff on various budget and fiscal matters, including the review and processing of budget adjustment requests
• Completes and prepares budget and financial reports, inclusive of modeling for internal and external customers (e.g., CPE, LRC, Moody’s, etc.)
• Mentors and trains junior staff within the Budget Office, as well as contributes to the training and educational needs of other university constituents about the university budget system, budget development, budget monitoring and other financial activities
• Represents the Office of Budget and Financial Planning on committees and subcommittee