Budget Analyst

Syracuse University•Syracuse, NY

50d

About The Position

This position is responsible for the monthly reconciliation, analysis and projection of spending for assigned General Operating, Restricted, and Financial Aid accounts in the Dean's Office and throughout the Maxwell School. In addition, this position will assist with components of estimated finals, year-end projections, and report creation and maintenance, working in close collaboration with the Sr. Director of Budget & Administration and Budget Manager. The Budget Analyst serves as the initial, central point of contact for all staff and faculty within Maxwell for undergraduate and graduate financial aid awards and graduate fellowships and assistantships. This position will liaise with the Maxwell Graduate Directors, the Graduate School, Maxwell Graduate Enrollment, College of Arts and Sciences Undergraduate Advising, and coordinate closely with the Sr. Director and Budget Manager for the Maxwell School Dean's Office. This position serves as a back-up to the Budget Manager position with priority cross-training areas including the Part-Time Instructor Process and Faculty Summer Pay Process.

Requirements

Bachelors Degree required.
Three (3) plus years of budget or financial analysis, preferably in a higher education setting.
Experience and working knowledge of Microsoft Office suite including proficiency in excel.
Experience with budget and financial analysis including personnel, straight-line, trend and other projection methods.
Ability to learn organization wide budget development and implementation policies as well as relevant organization-wide policies.
Attention to detail, high organizational skills, and systems level thinking.
Demonstrated experience managing centralized processes, developing systems for review and reconciliation, and process improvement.
Ability to work with, clean, and summarize large data sets.
Excellent customer service and the ability to build rapport with faculty, staff and colleagues from within the School and throughout the University.

Nice To Haves

Demonstrated experience with financial systems, PeopleSoft and Hyperion planning are preferred.

Responsibilities

Reconcile, analyze and project spending for general operating Dean's Office accounts and Most Fund 15 and Fund 16 Restricted Accounts. This includes preparing year-end projections each month, reviewing expenditures submitted by faculty for various awards and submitting progress updates to the faculty and associated staff member tracking the funds, and identifying areas for improved utilization.
Prepare and send monthly financial reports to units and provide updates of outstanding or unreconciled credit cards.
Review capital project expenditures for accuracy.
Develop knowledge to build ad-hoc reports to aid in ongoing and one-time analysis.
Serve as the central point of contact for all Maxwell financial aid including graduate assistantships, graduate fellowships, graduate and undergraduate grant authorizations, graduate and undergraduate stipends, and graduate credit reallocations. This requires strong working relationships Graduate Directors and staff in academic units within Maxwell, the Director of Graduate Enrollment in Maxwell and the College of Arts and Sciences advising team.
This role will lead the process for reviewing all graduate and fellowship assistant letters, work with unit staff to maintain various spreadsheets with student information, and reconcile Graduate Assistant, Fellowship and Financial Aid accounts on the General and Restricted account on a monthly basis.
The Budget Analyst will work in collaboration with the Sr. Budget Director on year-end projections and modeling scenarios as identified throughout the year as well as the swap-out of restricted financial aid journal entries that occur three times a year.
This position will serve as the back up to the Budget Manager. These functions, which will be learned over time, include weekly payroll processing, expenditure authorization and approvals, part-time instructor hiring, and faculty summer pay processing.
Identify and manage some school-wide functions on a regular basis including reviewing copier contracts, billings and reconciliations.
Prepare and execute journal entries for cross unit and cross school transactional with College of Arts & Sciences, College of Professional Studies, and various sponsorships.
This position will prepare budget transfers for ad-hoc and annual commitments offered and approved by the Dean's Office leadership.
Other duties and ad-hoc projects and analyses as assigned.