Financial Planning & Analysis Specialist

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• Job Title: Financial Planning & Analysis Specialist
• Department: ERIK | Administration
• Position Overview

The Financial Planning & Analysis Specialist functions as a fully experienced financial professional responsible for independently supporting financial planning, budgeting, forecasting, and reporting activities for assigned Enterprise for Research, Innovation, and Knowledge (ERIK) units under the direction of the Director of Budget Planning & Analysis.

The role applies advanced knowledge of financial principles to successfully monitor assigned cost center funds, personnel, annual financial plans, and budget-to-actual fiscal performance.

Key Responsibilities

• Prepares detailed internal financial reports and multi-year forecasts.
• Presents financial information routinely to ERIK unit leadership to support informed decision-making.
• Prepares and enters assigned budgets in enterprise financial management systems (e.g., Workday Adaptive) and report templates ensuring accuracy and adherence to established guidelines and funding allocations.
• Provides consultation and guidance to unit fiscal representatives and implements financial compliance policies and procedures as appropriate according to university and internal policy, escalating complex requests beyond established authority to supervisor.
• With the director, participates in meetings with unit level fiscal representatives and leadership. Works to build consensus with all stakeholders.
• Resolves financial and operating problems with appropriate party, escalating complex issues to the Director.
• Supports ERIK-wide budget projects under direction of Director of Budget Planning and Analysis.
• Provides recommendations for process enhancements and supports implementation of initiatives that improve financial and operational outcomes.
• Works closely with the financial operations team to ensure procurement and personnel expenditures align approved budget plans.
• Required Qualifications
• Bachelor's Level Degree or equivalent combination of education and experience.
• Four years of relevant work experience.
• Considerable business experience in an administrative capacity.
• Knowledge of accounting principles and applications
• Considerable experience in understanding human resource administration and financial alignment
• Knowledge of university policies, rules and regulations
• Excellent written and verbal communication skills.
• Desired Qualifications
• Advanced degree preferred.
• Five or more years of relevant working experience.
• Considerable experience in budget control and fund accounting.
• Considerable experience with University HR and Financial systems.
• Considerable experience with spreadsheet, word processing, database, and presentation software.
• Leadership and project management experience.
• Application Materials
• A resume and cover letter are required to be submitted at the time of application to be considered for this position.

Additional Information:

Location:

University Square South (1032)

Position Type:

Regular

Scheduled Hours:

40

Shift:

First Shift

Final candidates are subject to successful completion of a background check.  A drug screen or physical may be required during the post offer process.

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