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Financial Planning Specialist

2 months ago

Knoxville, Tennessee, United States University of Tennessee Full time

Senior Financial Analyst, Office of Budget and Finance

Regular, Full-time, Market Range MR12

The University of Tennessee, Knoxville (UTK) is seeking applications for the role of Senior Financial Analyst within the Office of Budget and Finance. This position aims to attract candidates who can contribute significantly to the university's diversity and inclusion objectives.

Reporting directly to the Assistant Vice Chancellor for Budget, Planning, and Analysis, the Senior Financial Analyst is responsible for providing comprehensive analytical, budgeting, and accounting support for financial, budgeting, planning, and reporting functions for the Knoxville Campus and the UT Space Institute. This role involves delivering insightful analyses to inform management decisions, strategic initiatives, and the university's planning processes. Additionally, the analyst will design, develop, manage, and enhance financial reporting at both the university and unit levels, engaging with various leadership levels and stakeholders to establish trust and collaboration.

Key Responsibilities:

RCM Budgeting – 15%

· Actively participate in the management and operation of the university's Revenue Centered Management (RCM) budgeting model and annual budget cycle.

· Develop and document policies, change management processes, and update procedures influenced by the RCM model.

· Facilitate a collaborative approach to the creation, review, modification, and acceptance of the annual budget.

· Create, maintain, and communicate budgetary and financial policies, procedures, templates, and forms utilized by various units.

· Prepare and present training sessions and materials to units.

· Simplify complex financial concepts for units, ensuring clarity and understanding.

Budget Operations and Financial Planning – 30%

· Proactively develop, implement, monitor, and manage budgets, forecasts, and financial plans.

· Translate budgetary and financial planning outputs into actionable financial statements.

· Analyze the relationships between business drivers and their impacts on financial statements.

· Gather, compile, and assess inputs to support the university's RCM budget.

· Collect, prepare, analyze, review, and authorize budget adjustments, fund reallocations, and resource distributions.

· Maintain budgets within enterprise resource planning systems.

Financial Reporting & Forecasting – 30%

· Design, build, evaluate, implement, document, and maintain reporting packages that provide insights into the financial health of the university and its units.

· Develop and maintain a university-wide forecasting process to enhance decision-making support.

· Identify essential questions, curate data sources, and establish necessary tools and processes for deliverables.

· Execute reporting and forecasting tasks according to established timelines.

· Synthesize and communicate information promptly and with a focus on quality.

Modeling & Analytics – 15%

· Conceptualize and design analyses/models that effectively address inquiries.

· Develop, maintain, and document analytical models and templates.

· Evaluate and validate models while interpreting results accurately.

· Identify and analyze trends, determining root causes and drivers.

· Conduct variance analyses and reporting, identifying underlying causes and recommending corrective actions aligned with university policies.

· Provide decision support to leadership through effective modeling, analysis, and projections, developing alternatives as necessary.

Continuous Improvement & Other Duties – 10%

· Leverage applicable technologies to enhance work planning and execution.

· Continuously explore opportunities for improvement to increase efficiency and effectiveness.

· Identify, articulate, and implement requirements for technology solutions impacting budgeting, analytics, and finance.

· Prepare and present improvement proposals to supervisors or unit leadership.

· Undertake ad hoc projects and other responsibilities as assigned.

Required Knowledge, Skills, and Abilities (KSAs)

Intermediate knowledge of higher education budgeting, finance, and planning techniques; strong computer skills for generating financial reports, analyzing data, and converting it into actionable insights for executive decision-making; ability to interpret model-generated data and make recommendations; proficiency in Microsoft Excel, Power BI, Power Query, and other data transformation tools; capability to apply statistical and quantitative modeling techniques across various scenarios; strong organizational, oral, and written communication skills; ability to manage projects and lead teams effectively; collaborative team player with self-motivation and respect for colleagues.

Required Qualifications

Bachelor's degree in business, finance, analytics, accounting, or a related field 5 years of progressively responsible work experience, including 3 years in financial analysis, budgeting, or modeling Advanced experience with Microsoft Excel, Power BI, Power Query, and other data transformation tools Familiarity with large enterprise resource planning (ERP) systems.

Preferred Qualifications

Master's degree in business, finance, analytics, accounting, or a related field Experience in a Responsibility Center Management (RCM) budgeting environment. Familiarity with cloud-based budgeting, financial planning, and analysis software. Advanced proficiency in data transformation tools. Experience in higher education, governmental, or non-profit accounting or budgeting. Relevant professional certifications.