Senior Analyst

Stony Brook University • Town of Brookhaven, NY

3d

About The Position

The Senior Analyst performs specialized analytical duties in Stony Brook University's Budget, Financial Planning & Analysis Office. The role uses multiple reporting tools, including SUNY BI, Tableau, OBIEE, Microsoft Excel, and Microsoft Access, to support university reporting, financial analysis, and strategic planning. It provides financial insights and decision support to university leadership, monitors key financial and operating metrics, and contributes to long-range planning.

The Senior Analyst gathers, analyzes, and develops data for the office and university, makes informed recommendations, and assists with financial projects and systems. The role includes producing reports and dashboards, partnering with programmers to develop forecasting and financial-planning tools, reconciling Central Funds, supporting new budget-office systems, maintaining financial plans, and creating ad hoc models and reporting systems. The successful candidate is detail-oriented, investigative, service-minded, discreet, adaptable, and able to communicate financial information clearly to varied audiences while working independently and collaboratively.

This is a full-time, FLSA-exempt appointment and is not eligible for FLSA overtime provisions. The position is eligible for $4,000 in annual UUP location pay, paid biweekly. The university is unable to sponsor candidates for work visas.

Requirements

• Bachelor's degree or foreign equivalent in Accounting, Financial Analysis, Finance, or another related financial or analytical discipline.
• Three years of full-time professional experience in financial analysis, budgeting, or related roles.
• Experience gathering, analyzing, and summarizing complex data.
• Functional knowledge of and related work experience with databases such as Microsoft Access.
• Experience with Microsoft Office Suite, particularly Microsoft Excel.
• Strong analytical skills, including the ability to identify key issues and use inductive reasoning in complex situations.
• Excellent communication skills and the ability to present financial information clearly to diverse audiences.
• Strong attention to detail and accuracy in data analysis and reporting.
• Ability to work independently and collaboratively in a fast-paced environment.
• Commitment to customer service, discretion, confidentiality, and adapting to changing priorities.

Nice To Haves

• Advanced degree or foreign equivalent in Accounting, Financial Analysis, Finance, or another related financial or analytical discipline.
• Experience with Oracle.
• Experience using macros and other automation tools.
• Experience improving reporting processes.
• Experience with data mining, including querying and reporting, or comparable business intelligence software such as Power BI, SAP, or Tableau.

Responsibilities

• Organize, analyze, and compile financial data to create reports and dashboards for campus financial leaders and managers.
• Interpret financial data and provide well-informed recommendations based on analysis.
• Analyze data to produce budget metrics and key performance indicators for senior leadership.
• Evaluate SUNY financial reporting requirements and translate the data into internal management reporting needs.
• Partner with programmers to design forecasting and financial-planning tools, including modeling algorithms, developing functional specifications, and testing or validating tools.
• Collaborate with the Budget, Financial Planning & Analysis team and university departments to gather data and provide financial insights.
• Reconcile and maintain the monthly all-funds Central Funds financial plan, including distributions for initiatives and commitments and tracking out-year liabilities.
• Reconcile planned resources to actuals and project out-year figures in partnership with fund managers.
• Reconcile transactions in more than 70 Central Funds accounts to the distribution schedule and adjust for accounts receivable and prepayments.
• Provide functional support for development and implementation of the Financial Planning and Central Funds modules, including specifications, functionality modeling, testing, and troubleshooting.
• Develop and maintain yearly and semester financial plans and revenue information for historical and out-year planning.
• Create ad hoc models and reports for potential campus initiatives, strategic investments, or dissolvements.
• Use state reporting systems, financial knowledge, data mining, and reporting techniques to deliver actionable reports.
• Design logical database and reporting structures using data integrity and data-relationship concepts, and validate data accuracy.
• Develop reporting systems for one-off or ongoing use.
• Perform other duties or projects as assigned, consistent with the position's rank and departmental mission.

Benefits

• $4,000 UUP annual location pay, paid biweekly.
• The university refers applicants to its WHY WORK HERE page for information about total rewards; specific benefits are not detailed in the posting.

What This Job Offers

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