Financial Analyst II
About The Position
This position is responsible for financial planning and budgeting, forecasting and variance analysis, reporting and dashboards, and decision support and strategic analysis. The role involves developing and maintaining budget models, supporting annual budget development, preparing financial forecasts, analyzing variances, identifying trends, and preparing financial reports and dashboards. The analyst will also conduct ad hoc financial analysis to support leadership decisions and translate complex financial data into actionable recommendations. Additional responsibilities include performing tasks as determined by departmental needs, assisting with special projects, training initiatives, and process improvement efforts, and providing backup support for other team members.
Requirements
- Bachelor's degree in an appropriate area
- Two years of relevant experience
Nice To Haves
- Advanced proficiency in Excel including pivot tables, VLOOKUP, and financial modeling
- Experience with financial planning software (Hyperion, Adaptive Insights, or similar)
- Knowledge of university accounting principles and budget processes
- Experience with data visualization tools (Tableau, Power BI, or similar)
- Strong analytical and quantitative skills with attention to detail
- 2+ years of experience in financial analysis, budgeting, or accounting.
- Appropriate college coursework or vocational/technical training may substitute at an equivalent rate for the required experience.
Responsibilities
- Develop and maintain budget models, including personnel, operating expenses, and projections
- Support annual budget development and consolidation processes
- Assist in evaluating incremental funding requests and new initiatives
- Prepare monthly and quarterly financial forecasts
- Analyze variances between actuals, budget, and forecast
- Identify trends, risks, and opportunities and communicate findings clearly
- Partner with leadership to adjust projections based on operational changes
- Develop and maintain recurring financial reports (FTE, PDA, HSCFCPA Expenses, etc.)
- Build dashboards to track key performance indicators and financial health
- Ensure reporting is accurate, timely, and actionable
- Automate reporting processes where possible
- Conduct ad hoc financial analysis to support leadership decisions
- Evaluate financial impact of new programs, staffing changes, and operational initiatives
- Provide scenario modeling and sensitivity analysis
- Translate complex financial data into clear actionable recommendations
- Performs additional responsibilities as determined by departmental needs and supervisor direction
- Assists with special projects, training initiatives, and process improvement efforts
- Provides backup support for other team members during absences or high-volume periods
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
