Financial Planning Analyst II

Colorado School of Mines•Colorado, CO

6d•$72,000 - $82,000•Hybrid

About The Position

Colorado School of Mines is hiring a Financial Planning Analyst II for its Budget and Financial Planning team within the Finance, Administration, and Operations Division. The office oversees campus units’ financial planning and collaborates with them to support the university’s financial health. The role is responsible for operational forecasting, reporting, and analysis for an assigned campus portfolio, as well as institutional projects. It also includes procedural documentation, implementation of the budgeting system, and communicating financial data through high-level summary reports. The analyst serves as a financial consultant to campus leaders, supports budget management and university budget processes, and develops models and analyses to inform operational and strategic decisions. This includes forecasting revenues and expenses, evaluating financial scenarios, analyzing variances, preparing reports and dashboards, and improving business processes and financial services. The role uses Workday’s Adaptive Planning and data visualization software such as Tableau, with an expectation of continuously developing proficiency in these tools. The position may be eligible for hybrid work in Colorado and requires at least two days per week on campus in Golden, Colorado. Visa sponsorship is not available. The anticipated annual salary is $72,000–$82,000. The successful candidate is expected to complete a background investigation.

Requirements

Bachelor’s degree in accounting, business, finance, or a related field.
At least 2 years of professional experience in budgeting, financial planning, or closely aligned work.
Advanced proficiency with Microsoft Office, especially Excel and PowerPoint.
Experience with enterprise resource planning systems, such as Workday and Adaptive Planning.
Experience using complex financial, human resources, student, or other information systems.
Experience working with large, complex datasets, such as detailed transactions, employee information, student academic characteristics, and other database fields.
Basic proficiency with data visualization platforms such as Tableau or similar systems.
Excellent interpersonal and communication skills.
Candidates must be currently authorized to work in the United States; visa sponsorship is unavailable.

Nice To Haves

Master’s degree in accounting, business, finance, or a related field.
Experience in higher education.
Experience with financial modeling systems such as Adaptive Planning or similar systems.
Experience with data visualization software such as Tableau or similar systems.
Experience with higher education budget modeling, financial reporting, and higher education fund and cost accounting.
Advanced foundational skills for mastering complex structures, algorithms, and problem-solving techniques.
Advanced communication skills, professional presence in meetings, and ability to summarize communications at the appropriate level for executive audiences.

Responsibilities

Analyze and summarize campus portfolio budget and fund variances and produce monthly and annual reports explaining results.
Develop scenario analyses evaluating the financial effects of enrollment changes, state appropriations, research growth, compensation adjustments, and strategic investments.
Support strategic initiatives and campus projects by preparing analyses and briefing materials, evaluating scenarios, and offering strategic or operational recommendations.
Develop understanding of financial data to measure benchmarks, explain outcomes, and provide metrics for evaluating financial performance against industry trends.
Manage an assigned campus portfolio and meet regularly with leaders as a financial consultant, supporting budget management and communicating models, reports, and analysis results.
Improve business processes by writing and revising documentation and recommending and supporting improvements to business and financial services for campus partners.
Support annual operating budget development, implementation, monitoring, and fiscal-year analysis.
Develop financial models to forecast department revenues and expenses and create annual and long-term financial funding models for portfolio units.
Help develop forecasting procedures and lead reporting initiatives involving multi-year projections, mandatory costs, auxiliary revenue, and labor expenses.
Develop accessible financial dashboards and reports from available data, and maintain and improve scheduled reports based on campus feedback and strategic needs.
Build proficiency in Workday Adaptive Planning and data visualization software such as Tableau to improve operations, modeling, decision-making reports, and analytics.

Benefits

Flexible health and dental care options.
Generous sick and vacation time.
11 paid holidays per year.
Retirement plan fully vested on the first day of employment, with an employer contribution.
Tuition benefits: 6 credits per year for employees and a 50 percent discount for dependents.
Free RTD Ecopass.
Access to State of Colorado discount programs.
Free tickets for Mines Athletics home games.
Access to the Recreation Center, including fitness classes, training, and a swimming pool.
Equipment rentals through the Outdoor Recreation Center.
Access to an on-campus daycare center.