Budget and Reporting Analyst, Office of Budget and Financial Planning
The Budget and Reporting Analyst will support the financial management of the University and planning and resource allocation discussions and decisions of senior University administrators and business area finance officers. Primary activities include: designing and executing the University's annual operating budget and multi-year revenue and expense forecasts; analyzing financial data and related metrics for the organization, peer institutions, and higher education trends to inform decision-making; preparing concise and effective management reporting; and serving as a subject matter expert in performance and financial management, administrative policies and practices.
The Budget and Reporting Analyst will prepare analysis, presentations and financial studies of key revenue and expense variables, along with integrating peer and best practice information for comparative purposes. The incumbent is responsible for independently conducting research and analysis; supporting best practices in identifying appropriate resource allocations; and effectively communicating recommendations to stakeholders at all levels of the organization. The successful incumbent will be comfortable with ambiguity and working in a fast-paced, fluid, iterative and relationship-based environment.
Duties include, but are not limited to:
- Partner with managers and finance staff in assigned business areas to be an advocate for needed resources, disseminate and model best practices, and promote a culture of continuous improvement and institutional effectiveness;
- Monitor the annual operating budget and one-time investments, linking funding to goals and financial metrics;
- Determine the financial consequences of changes in policy, programs, or activities affecting University finances and functional area resources;
- Plan, facilitate, and execute projects and initiatives within a highly collaborative, shared-governance environment; the individual in this position will be a key contributor in teams, providing financial and administrative policy expertise and occasionally be called upon to lead special project workgroups;
- Develop and present complex analysis, working collaboratively with colleagues, stakeholders and senior leadership;
- Recommend enhancements to planning and resource allocation processes to support values of transparency and accountability, and effective senior management decision-making;
- Provide subject matter expertise, support, guidance and training to area financial and business staff and financial and performance activities and effectively engage people not directly under his/her control to enact solutions;
- Design and deliver presentations and analysis the educate stakeholders on key financial issues and opportunities, facilitating informal or formal dialogue toward strengthening financial management, reporting and planning;
- Synthesize analysis, findings and best practices into actionable recommendations, supported by solid evidence;
- Assist in the development of financial management reports and analysis in support of decision making with regard to campus strategic initiatives;
- Respond to requests for information and generates management reports to assist campus fund and department managers;
- Perform other duties as assigned.
Master's Degree in management or public policy discipline and a minimum of three-five (3-5) years of relevant work experience required; OR a Bachelor's Degree in Finance, Business Administration, Accounting , Economics or a closely related field and a minimum of five-seven (5-7) years of related experience is required. Examples of relevant work experience are:
- reviewing and consolidating annual budget requests in support of multiple business areas;
- regular monitoring of spending as compared to budget across multiple departments;
- contributing to the preparation of a consolidated annual financial statement (CAFR);
- reviewing requests for new hires and staffing compensation forecasts;
- providing input in support of multi-year revenue and expense projections;
- identifying and consolidating data from external resources and databases;
- preparing annual flux analysis for external auditors of major revenue and expense accounts; and
- preparing cost analysis for changes in policies and business practices.
Experience in a large organization, public agency, non-profit organization, or higher education institution preferred. Demonstrated initiative, comfortable working in an environment where flexibility and problem-solving are required
- Demonstrated expertise in Microsoft Office (Excel, Word, PowerPoint);
- Demonstrated ability to explain complex and technical financial concepts to non-financial audience, both in small- and large-group settings;
- High level of attention to detail and accuracy, but able to meet milestones and deadlines;
- Excellent communication skills, both oral and written, and ability to effectively facilitate communication across diverse constituencies and functional areas;
- Strong analytical reasoning and quantitative analysis skills;
- Strong organizational skills and ability to develop and bring to completion multiple assignments concurrently;
- Strong commitment to customer service.
The University of Massachusetts Boston is committed to providing a safe and secure environment that is supported by qualified employees for all of its students, faculty and staff to carry out the University's teaching, research and public service missions. As a condition of employment, the University will conduct appropriate background check reviews. For more information, please see the University of Massachusetts Boston campus policy and procedures for employee background reviews:
Please apply online with your resume, cover letter, and list of three professional work references.
- Professional Non-Union.
- Full time. Benefited.
- Unrestricted funding.
- Hiring salary range: $62,500.00-$67,500.00.
Review of candidates will begin following the application closing date.
Closing date for applications: August 25, 2017.
The University of Massachusetts Boston provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, gender identity or expression, age, sexual orientation, national origin, ancestry, disability, military status, or genetic information. In addition to federal law requirements, the University of Massachusetts Boston complies with applicable state and local laws governing nondiscrimination in employment in every location in which the university operates. This policy applies to all terms and conditions of employment. Among the procedures which may be used to select personnel to fill vacant positions are review of work experience, reference checks, and interviews. All appointments and promotions will be effective on a Sunday.