Financial Planning & Analysis Advisor

The Ohio State University • Columbus, OH

2d • $76,500 - $99,300 • Hybrid

About The Position

The Financial Planning & Analysis Advisor functions as an advanced financial professional responsible for leading and supporting complex financial planning, analysis, and fiscal reporting and management of Enterprise for Research, Innovation and Knowledge (ERIK) earnings operations under the direction of the Director of Budget Planning and Analysis. This includes applying extension knowledge in financial and earnings policy and procedure oversight, reviewing internal billing management procedures/best practices, and conducting leading annual rate reviews/audits of assigned operations. Partners with unit leaders and ERIK IT in supporting and evaluating various billing systems and processes.

Requirements

• Bachelor’s degree or related field.
• Six years of relevant work experience.
• Considerable experience working with earnings operations.
• Strong analytical, computer, organizational, communication, and customer service skills.
• Effective time management skills to complete multiple tasks with competing deadlines.
• Proficiency in Microsoft Office, especially Microsoft Excel.
• Self-directed individual with the ability to work independently in a cross-functional environment.

Nice To Haves

• Advanced degree in related field, including, but not limited to, Business Administration, Accounting, Public Administration or Finance.
• Eight or more years of relevant work experience.
• Knowledge of Ohio State policies and regulations.
• Leadership and project management experience.

Responsibilities

• Oversees and monitors earnings operation cost center funds, personnel, annual financial plans, budget-to-actual fiscal performance, and earnings rate cost analyses.
• Prepares, analyzes, and presents detailed financial reports and multi-year forecasts.
• Presents complex financial information routinely to ERIK unit and senior leadership. The position may serve as a key advisor in meetings with unit level fiscal representatives and leadership.
• Prepares and enters assigned budgets in enterprise financial management systems (e.g., Workday Adaptive) and report templates applying financial analysis and judgment to ensure funding strategies and organizational priorities are aligned.
• Resolves financial and operating problems with appropriate party, managing highly complex issues and coordinating with the Director on resolution.
• Develops comprehensive resource reports and presentations for units.
• Works closely with the Office of Sponsored Programs Grants Compliance, appropriate ERIK sponsored accounting office leaders, and the Office of Business and Finance to support the evaluation of university earnings operations that charge sponsored research and provides recommendations that influence strategic and fiscal decisions.
• Partners with ERIK Financial Operations and Operational Excellence to provide recommendations for new strategies and initiatives to improve efficiency as well as ensure procurement and personnel expenditures align with approved budget plans.
• Develops and implements financial special projects.

Benefits

• The pay range for this job profile is $76,500 - $99,300. The offer for this position will fall within this range based on multiple factors including internal equity, unit’s available budget, and the candidate’s qualifications.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior