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Sr Financial Analyst

Employer
Princeton University
Location
Princeton, New Jersey

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Job Details


Sr Financial Analyst

US-NJ-Princeton

Job ID: 2021-13371
Type: Full-Time
# of Openings: 1
Category: Financial Services and Procurement

Princeton University

Overview

The Capital Budget & Debt Group within Princeton University’s Office of Finance & Treasury is seeking a Senior Financial Analyst.

Working as an integral member of the Director’s team, the Senior Financial Analyst is responsible for supporting the University’s short and long-range capital and debt planning efforts. The Senior Financial Analyst is an advanced/expert excel user and has advanced knowledge of financial modeling and analytics to create and maintain proprietary models and analytical tools. The Senior Financial Analyst will also utilize the University’s enterprise financial system, Peoplesoft, and other systems to support the timely and accurate management of the capital project lifecycle, encompassing project opening, budgeting, reporting, and ultimately financial closeout. Currently within the existing and recently implemented Capital Plans there are several thousands of individual capital projects in some phase of the project lifecycle, which can span multiple fiscal years. Funding of capital projects is an especially complex challenge with the funding of each project requiring informed judgement and timely decision-making, often involving multiple funding sources. The University’s issuance and application of debt, both tax-exempt and taxable, as a financing tool for capital projects adds an additional layer of responsibility and complexity to this position.

The Senior Financial Analyst will work with colleagues within the Director’s group, the broader Treasury Services department, as well as various campus partners, to assist in the timely and accurate management of all activities related to the University’s capital programs, the Capital Plan, and funding/financing activities. All accounting activity undertaken and reviewed by this position ultimately is applied to the University’s General Ledger via Peoplesoft the University’s enterprise financial system.

This position is also required to undertake ad hoc analyses, relating to the funding of particular projects, forecasting and the allocation of debt and other funding sources. It is critical that the data used in the analyses be correct and that the financial implications are presented in a clear and consistent manner. This position will also involve dealing with multiple priorities at any given time. The Senior Financial Analyst, on a periodic basis, will have to work within aggressive timelines, particularly in preparation for University Trustee meetings, as well as other senior management meetings and debt issuances. This position will also support the ongoing integrated analytical and planning efforts, in partnership with colleagues in Treasury Services, the Budget Office, the Controller’s Office, and other Stakeholders.

The Senior Financial Analyst will perform their duties independently, in collaboration with other team members and as an important partner to University departments.

The Office of Finance & Treasury actively searches for staff members of exceptional ability and promise who share in Princeton University's commitment to excellence, and who present a diversity of viewpoints and cultures. We offer varied professional opportunities spanning all aspects of financial management, analysis, and processing in support of the teaching and research mission. As part of the University community, we respect the dignity and individuality of each member while trying to foster a sense of shared experience and common purpose. We are unwavering in our commitment to both diversity and community and embrace the variety of talents, backgrounds, and perspectives of all of our colleagues.



Responsibilities

Serve as an integral member in the ongoing implementation by analyzing and updating aspects of the University’s Thirteen-Year Capital Plan and Debt Issuances
  • Collect and analyze data to evaluate the financial impact of any changes on the Capital Plan.
  • Develop procedures to ensure consistent analysis and reporting from year to year.
  • Develop tailored financial models, as well as utilize proprietary models, capital budget systems and tools, as well as other relevant systems to analyze capital plan and project activity to support short-term and long-term forecasting and planning.
  • Assist in the preparation of capital plan/budget and debt-related presentations and reporting materials for the Board of Trustees and senior management.
  • Provide analyses and data for the purposes of debt sizing and tracking of debt applications to projects and any other applicable uses.
  • Participate in the University’s issuance of long-term or short-term debt.
  • Work with the Associate Vice President of Treasury Services and Director of Capital Budget & Debt to size short-term and long-term debt issuances.
  • Analyze University capital projects to determine appropriateness of debt financing and inclusion on regulatory documents (e.g. TEFRA notice) required of debt issuance.
Serve as an integral team member on the financial management of the University’s Capital Programs and Capital Plan(s)
  • These responsibilities include different types of capital projects, including new construction, renovations, major maintenance, annual programs, reserves, real estate, and others.
  • Lead the reconciliation of budgets, expenses, funding sources, as well as detail related to project attributes, such as depreciation, types of labor contract utilized, proper classification and categorization of project type for all capital projects and programs to ensure accuracy of information and analysis.
  • Prepare budget and funding analyses and journal entries for capital projects.
  • Spearhead the year-end reconciliations and true-up of budgets and funding process for the Capital Plans.
  • Establish and maintain projects utilizing the Peoplesoft Financials project-costing module and proprietary excel-based and other software-based databases and files and perform ongoing quality assurance of project-related data.
  • Perform program accounting, reconciliation of balances, monitoring of equity and departmental funding applied, and analysis of historical and actual data to support planning and forecasting efforts.
  • Participate in meetings with colleagues from the Provost’s Office, Facilities, and other campus departments.
Serve as a supporting resource to the Director, Capital Budget & Debt
  • Perform ad-hoc analyses and reports as requested.
  • Resolve capital budget and debt-related issues as they arise.


Qualifications

Essential Qualifications:

  • Bachelor's degree in Finance, Economics, Math, or other technical area of concentration(s) or six to ten years of related experience.
  • Advanced to expert knowledge of Microsoft Excel
  • Advanced knowledge of financial modeling and data analytics
  • Strong organizational skills with the ability to manage multiple priorities simultaneously
  • A keen sense of attention to detail
  • A collaborator with the ability to work as part of team in solving complex problems
  • Strong communication skills, both written and verbal
Preferred Qualifications:

  • Master’s degree or advance training in related field
  • Experience with debt issuance and operations a plus
  • Familiarity with PeopleSoft

Princeton University is an Equal Opportunity/Affirmative Action Employer and all qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability status, protected veteran status, or any other characteristic protected by law. EEO IS THE LAW

PI153832811

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