Financial Planning Budget Analyst
4 weeks ago
000075
Functional Title:Financial Planning Budget Analyst
Position Type:Administration - Staff
Position Eclass:EP - EHRA 12 mo leave earning
University Information:Located in North Carolina’s third largest city, UNC Greensboro is among the most diverse, learner-centered public research universities in the state, with nearly 18,000 students in eight colleges and schools pursuing more than 150 areas of undergraduate and over 200 areas of graduate study. UNCG continues to be recognized nationally for academic excellence, access, and affordability. UNCG is ranked No. 1 most affordable institution in North Carolina for net cost by the N.Y. Times and No. 1 in North Carolina for social mobility by The Wall Street Journal — helping first-generation and lower-income students find paths to prosperity. Designated an Innovation and Economic Prosperity University by the Association of Public and Land-grant Universities, UNCG is a community-engaged research institution with a portfolio of more than $67M in research and creative activity. The University’s 1,100 faculty and 1,700 staff help create an annual economic impact for the Piedmont Triad region in excess of $1B.
Primary Purpose of the Organizational Unit:Financial Planning & Budgets provides basic information and guidance to all departments/schools and offices of the University concerning the establishment, revision, reporting, administration and control of budgets as directed by the Chancellor, Board of Governors, State Budget Director and North Carolina General Statutes.
Financial Planning & Budgets coordinates the preparation of the biennial budget request and administers those budgets when approved. The office also administers budgets for auxiliary operations, the Chancellor’s allocation of unrestricted gifts and investment income, student fees and overhead receipts. The office plays an integral role in the issuance of bonds to finance self supporting construction projects and prepares financial projections for auxiliary operations and student fees.
The budgetary administration of state and trust accounts are administered under state budget policy. The nature of each account type determines whether formal budgetary controls are required. Ultimate responsibility for accountability, administration and control of all budgets has been delegated by the Chancellor to the Vice Chancellor for Finance and Administration.
This position plays a critical role to the University in supporting the Financial Planning & Budget office in managing auxiliary budgets of $100 million. Position is expected to manage, plan, and record the unrestricted gifts and investment income (UGII) budgets of $1 million; manipulate data from Banner HR and Banner Finance, including assisting with the salary increase process; manage year-end roll process for Position Control; and support of Anaplan Budget and Forecasting system.
Other duties include backup duties for other budget analysts that may include, managing the operations and maintenance of facilities’ new funding (as needed), assisting with upgrades and testing to the various automated systems, reporting quarterly vacancies and quarterly salary increases.
This position requires the following skills: analytical thinking, decision-making, problem solving, and ability to compile a wide variety of financial data. Position must be familiar with Auxiliary and UGII budget workbooks, will be required to list appropriate financial notes, and review auxiliary statements for irregularities or inaccuracies.
- Bachelor’s Degree in Public Administration, Business Administration, Accounting, or related discipline; or equivalent combination of training and experience.
- All degrees must be received from appropriately accredited institutions.
- Three years of relevant experience.
- Experience with Anaplan.
- In-depth understanding of Federal, State, and University policies
$68,400
Org #-Department:Fin Planning and Budgets - 56203
Job Open Date:04/17/2024
For Best Consideration Date:04/24/2024
Open Until Filled:Yes
FTE:1.000
Type of Appointment:Permanent
Number of Months per Year:12
FLSA:Exempt
Percentage Of Time:30
Key Responsibility:Establish and Control Auxiliary Budgets
Essential Tasks:- Management of auxiliary budgets around $100 million.
- Prepare the Auxiliary/Trust budget workbooks which are the basis of the budget preparation process.
- Send the workbook to the Directors of each Auxiliary/Trust Entity with established due dates. Review submitted budgets for reasonableness and to identify irregularities based on current and historic financial measures. This includes all estimates and projections of rates, revenues, expenses, etc.
- Compile all financial data from multiple workbooks, reports and system data into prepared Auxiliary Budget Book with appropriate financial notes.
- Review monthly auxiliary statements for inaccuracies or irregularities. Work with Accounting Services and department to correct any errors.
10
Key Responsibility:Establishment and Control of Other Trust Budgets
Essential Tasks:- Manage, plan, and record unrestricted gifts and investment income budget ~ $1-2 million.
- Once requests for Unrestricted Gifts and Investment Income (UGII) allocations have been approved by the Chancellor, record the necessary information in the General Ledger, and prepare the UGII Budget Book.
- Control and execute the Budgetary Portion of Overhead Funds.
30
Key Responsibility:Maintain and Monitor Anaplan
Essential Tasks:- Upload data files on a timely basis.
- Verify data after uploads.
- Update users and security settings.
- Adjust and change business models as needed.
- Research and respond to any questions from campus users.
- Assist in creating training materials.
- Work with vendors on creating new models as needed.
30
Key Responsibility:Cross Training with other Budget Analysts
Essential Tasks:- Manage Year End Roll Processes for Position Control.
- Manage Fiscal Year End Closure of positions in both test and production environments. This includes removing all the old year encumbrances and turning off the report chains at appropriate times. Once the new year is opened, it includes turning the appropriate chains back on and ensuring that all positions are rolled properly.
- Other duties and tasks may include cross-training duties across the budget office such as Reconciling Bank Statements monthly, managing the operations and maintenance of facilities’ new funding (as needed), assisting with upgrades to the various automated systems, reporting quarterly vacancies, and quarterly salary increases.
- Cross-train with State Funds Analyst duties such as updating control worksheets.
- Prepare a budget revision that allocates the appropriation by line item, taking into consideration all the changes that have been made.
- Submit information for review to the divisions and verify the information received for accuracy. After review by appropriate management, submit information to the UNC System Office with a copy to management.
- Use available software and reporting tools to gather pertinent information for the required project efficiently. Ensure that the integrity of the data is not compromised during any of the processes that are utilized to manipulate the data. Prepare any reports that are required for the project. Analyze the project after completion.
- Other duties and tasks as directed by supervisor and/or Director of Financial Planning & Budgets.
Finger Dexterity, Reading, Writing, Hearing, Talking
Work Environment:Inside
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