Budget & Planning Analyst

Yeshiva University•New York, NY

6d•$85,000 - $95,000

About The Position

The Katz School is seeking a budget professional to serve as its Budget & Planning Analyst — a hands-on role building, maintaining, and analyzing the School’s budget while working shoulder-to-shoulder with the programs that drive it. The work spans the School’s budget across 16 programs and four campuses. This is a build-it-yourself, individual-contributor role. There is no team beneath this seat and no one to hand the detail work to. You will build the models, run the variance analysis, reconcile the personnel lines, track the requisitions, and sit down with faculty and program directors to walk them through their numbers. This role works within the structure set by the Director of Administrative Services and Operations within Katz, with a dotted-line relationship to the University’s Director of Budget and Planning in the Office of Business Affairs (Finance). Two things set this position apart from a typical budget analyst role: You work the revenue side. Preparing enrollment-driven net tuition projections is part of the job — scope most budget analysts never touch. Revenue is part of the picture here, not just expenses. You sit in the business, not the back office. This role lives among the program directors and unit managers, not heads-down in the finance function. It calls for someone who can run day-to-day analyses and recurring budget work independently and is comfortable engaging program staff directly rather than only staying behind a spreadsheet.

Requirements

Bachelor’s degree required, ideally in Finance, Accounting, Business, Economics, or a related quantitative field
Three or more years of experience in budgeting, budget analysis, forecasting, procurement analysis, or closely related financial analysis work
Strong analytical ability and demonstrated comfort building and working in detailed financial models
Advanced Excel — pivot tables, scenario modeling, lookup functions, budget dashboards
Strong reporting ability — can turn data into clear, decision-ready output
Budget-to-actual variance analysis and reporting
Comfort with multi-year and scenario-based modeling
Familiarity with procurement/purchasing systems and the requisition-to-payment approval workflow (requisitions, purchase orders, invoices)
Experience with enterprise financial/budget systems and reporting tools
Can run with assignments and recurring work without close supervision, escalating when needed
Comfortable working directly with program directors, unit managers, and faculty
Curiosity about how programs actually operate — wants to be in the business, not heads-down in the function
Clear written and verbal communication, with the ability to make budget information understandable for non-financial staff
High attention to detail, strong organization, and the ability to manage multiple priorities on deadline

Nice To Haves

Experience with the revenue side of a budget (enrollment, tuition, fee, or other volume-driven revenue). If you have not built revenue models before but have the analytical horsepower and appetite to learn, we want to hear from you
Advanced degree in Finance, Business Administration, or a related field
Prior higher education budgeting experience
Experience with process improvement or systems enhancement
Interest in using data tools to improve budgeting and reporting

Responsibilities

Help build and maintain the School’s annual budget across all 16 programs, covering both the revenue and expense sides
Prepare enrollment-driven net tuition revenue projections — translating enrollment, tuition, and scholarship assumptions into the revenue side of the budget
Support multi-year budget planning and update figures as enrollment and program conditions change
Prepare budget scenarios and clearly lay out the drivers, risks, and tradeoffs for the Director and program leaders
Support salary and fringe budgeting at the position level, including reconciliation of personnel expenses
Work directly with program directors, unit managers, and faculty as the School’s day-to-day budget contact
Help program staff understand and manage their budgets, stay within budget, and see the budget implications of operational decisions
Work independently — handle analyses and recurring budget work, escalating issues and decisions to the Director
Understand how the programs actually run, not just how they appear in budget reports
Communicate budget information clearly to non-financial program staff so they can act on it
Prepare budget forecasts and ongoing reforecasts as conditions change
Conduct budget-to-actual variance analysis that explains the “why” and flags issues
Monitor expenditures and help program directors and unit managers with budget management and compliance
Perform program- and unit-level cost analysis to support efficiency and budget planning
Contribute to quarterly budget reviews and long-range budget planning
Track requisitions, purchase orders, and invoices in the University’s financial system to confirm each is moving through its approval workflow and nothing is stuck
Watch spend against budget as purchases and payments flow through, flagging overages or issues to program staff and the Director
Process and monitor budget transactions (transfers, position adjustments, inter-fund activity) in line with University policy
Work with central Procurement on resolving vendor or payment issues