Financial Analyst

Pepperdine University•Calabasas, CA

2d•Onsite

About The Position

In pursuit of excellence and alignment with the University’s mission and strategic plan, this position supports institutional decision-making through extensive financial planning, forecasting, analytics, and reporting, which helps steward University resources and inform decisions that impact students, academic programs, and the University’s long-term financial position.

Requirements

Bachelor’s degree with an emphasis in a business related field (accounting, finance, economics, business, statistics, etc.) plus 1 or more years of professional experience in financial analysis or budget management.
Experience with analytical tools.
Excellent critical thinking skills.
Good written and oral communication skills.
Ability to work both independently and as part of a team.
Strong PC skills.
Proficient in Microsoft Office Suite (Excel, Word, PowerPoint) and Google Docs/Sheets.

Nice To Haves

1 year of experience working in a higher education environment.
Strong PC skills.
Proficient in Microsoft Office Suite (Excel, Word, PowerPoint) and Google Docs/Sheets.
Experience working with an EPM or ERP system, such as Oracle's PBCS or PeopleSoft.

Responsibilities

Assist the Director of Financial Planning and Analysis in managing sophisticated financial models used by University leadership for organization-wide decision making.
Create financial reports, charts, presentations, and executive reporting materials.
Conduct detailed month-end variance analysis.
As part of the forecast process, analyze key drivers and causes of material budget variances and communicate findings through written, verbal, and presentation-based reporting.
Conduct ad-hoc analysis as needed, such as budget and financial reports for various modalities of instruction.
In coordination with the FP&A team and University-wide budget managers, manage budget adjustment entries and assist with maintaining the commitment control process by utilizing the University's ERP system, Oracle PeopleSoft.
Serve as the primary administrator of the FP&A central support services system, including intake management, prioritization, assignment tracking, and performance monitoring.
Collaborate and partner with University and Finance leadership, in addition to academic and operational areas to support the development of the University's annual budget.
Assist University-wide budget managers with the University's planning and budgeting system (Oracle PBCS), budget development, financial reporting, and ad-hoc requests.
Manage and coordinate departmental projects, timelines, and task tracking for the FP&A team.
Support the implementation and continuous improvement of planning, reporting, and operational processes while assisting with the administration of FP&A systems and tools.
Other duties as assigned.
Uphold University mission through work performed.