POSITION: Sr. Budget and Financial Analyst
DEPARTMENT: Business Office
REPORTS TO: Director of Finance
QUALIFICATIONS: Bachelor’s degree in accounting is required. Three or more years’ experience preferred. Higher Ed or Non Profit Audit experience preferred. General Higher Education industry experience a plus. Experience in forecasting, budgeting, financial statement preparation-audits. Thorough knowledge with computer accounting systems, including report writing software such as Crystal Reports. Intermediate to Advanced spreadsheet (Excel) and word processing experience required. Candidate must possess excellent organization, analytical, oral and written communication skills. Also, ability to interact professionally within the University community.

PRIMARY FUNCTION: The Sr. Budget and Financial Analyst will be responsible for these primary functions:

• Forecasting/Budgeting
• Financial Analysis
• Management report preparation
• Monthly close process
• Audit work papers and financial statements
• Academic Project Costing
• Policies and Procedures compliance
• Backup for key areas in Business Office

DUTIES:

• Provide data, analysis and metrics for the annual budget process. Develop revenue and expenditure assumptions and conduct predictive budget modeling. Ensure budget amounts are updated and reconciled from the budget models to the ERP system.
• Accumulate information, and coordinate preparation of internal management reports.
• Provide analysis, data and metrics to support ongoing forecast reporting. Prepare reports to present to AVP Finance. Coordinate with operating departments to obtain information pertaining to expense projections.
• Monthly bank reconciliations.
• Determine budgetary impacts and perform analysis resulting from the implementation of various university programs, goals, and policies.
• Record/generate monthly journal entries.
• Review and monitor policies and procedures regarding budgets and expenditure controls. Ensure Budget officers are following policies.
• Prepare work paper requests and coordinate data accumulation for annual external financial statement audit. Prepare and draft financial statement footnotes and financial statements.
• Submit annual external financial statements with government agencies, for auditor and executive approval.
• Accumulate data and prepare schedules for cost segregation analysis/project.
• Preparation of cost/benefit analysis of miscellaneous projects
• Perform other duties as assigned.

PRIMARY FUNCTION: The Sr. Budget and Financial Analyst will be responsible for these primary functions:

• Forecasting/Budgeting
• Financial Analysis
• Management report preparation
• Monthly close process
• Audit work papers and financial statements
• Academic Project Costing
• Policies and Procedures compliance
• Backup for key areas in Business Offic