Financial Planning & Analysis Specialist

Role Overview

The Financial Planning & Analysis Specialist functions as a fully experienced financial professional responsible for independently supporting financial planning, budgeting, forecasting, and reporting activities for assigned Enterprise for Research, Innovation, and Knowledge (ERIK) units under the direction of the Director of Budget Planning & Analysis.

What You Will Do

Prepares detailed internal financial reports and multi-year forecasts. Presents financial information routinely to ERIK unit leadership to support informed decision-making. Prepares and enters assigned budgets in enterprise financial management systems (e.g., Workday Adaptive) and report templates ensuring accuracy and adherence to established guidelines and funding allocations.

Why It Might Be a Fit

The role applies advanced knowledge of financial principles to successfully monitor assigned cost center funds, personnel, annual financial plans, and budget-to-actual fiscal performance. Provides consultation and guidance to unit fiscal representatives and implements financial compliance policies and procedures as appropriate according to university and internal policy, escalating complex requests beyond established authority to supervisor.

Requirements

• Bachelor’s Level Degree or equivalent combination of education and experience
• Four years of relevant work experience
• Considerable business experience in an administrative capacity
• Knowledge of accounting principles and applications
• Considerable experience in understanding human resource administration and financial alignment
• Knowledge of university policies, rules and regulations
• Excellent written and verbal communication skills

Benefits

• Dental insurance
• Vision insurance
• Paid holidays
• Paid time off
• Retirement plan
• Health insurance

Tagged as: Financial Modeling