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Financial Planning Analyst
3 months ago
The Financial Planning Analyst plays a crucial role in assisting the Budget Director with the formulation of the yearly financial plan. This position involves contributing to the training initiatives for budget supervisors and ensuring that all financial plans are adequately funded. The analyst will supervise all student and organizational budgets, providing support and guidance as necessary. Additionally, this role includes aiding the Budget Director in managing the institution's financial framework within the Workday system, overseeing adjunct budgets and contracts, and coordinating the preparation of summer adjunct contracts. The analyst will also be responsible for generating various mandatory reports.
Key Responsibilities:
- Act as the primary liaison for the budget office, offering departments guidance on their financial plans, Workday functionalities, and related inquiries.
- Assist in the creation of the annual financial plan.
- Track all notifications regarding insufficient funds and coordinate follow-ups with the relevant departments.
- Supervise all club, trust, and agency accounts, aiding them in budget monitoring.
- Manage various expense tracking and allocations, including adjunct tracking and summer instruction.
- Authorize part-time and temporary staffing as part of budget oversight and process budget transfers.
- Compile the Budget Data Book and distribute it to necessary stakeholders.
- Prepare the Annual Tuition and Fee Survey, Administrative Salary Survey, and other state-required reports.
- Compile, assess, and report on the financial survey for the Rocky Mountain Athletic Conference.
- Maintain the Budget Office website.
- Oversee the budget request submission process, ensuring proper formatting and distribution to the executive team.
- Evaluate all software system upgrades and conduct necessary testing.
- Review payroll transactions and reports to ensure accurate payment and accounting of salaries and benefits.
- Demonstrate the ability to collaborate effectively with diverse internal and external stakeholders. Additional duties may be assigned as needed.
- A Bachelor's degree in Business, Finance, Accounting, or a related discipline, with proven experience in budgeting and forecasting, preferably in the higher education sector.
- Ability to prioritize tasks and work efficiently.
- Strong written and verbal communication skills.
- Commitment to treating others with respect, civility, and courtesy, and to working collaboratively with employees, students, and the community. This includes employing appropriate conflict management skills to address disagreements or escalating issues to management when necessary.
Interested candidates are required to submit:
- a cover letter,
- a resume,
- at least three professional references,
- and transcripts (unofficial transcripts are acceptable) electronically through the designated careers page. Other formats of application materials will not be accepted.
The salary range for this position is $47,341-$53,850, commensurate with education and experience. Adams State offers a competitive benefits package.
Adams State University is dedicated to fostering a safe and secure environment for its students, faculty, staff, and visitors, as well as protecting its financial resources and assets. The university is committed to making informed hiring decisions, which includes a policy on background screening for prospective and returning employees. Offers of employment will be contingent upon the successful completion of a background check, with all information treated confidentially as permitted by law.
Adams State University is an Equal Opportunity/Affirmative Action employer, welcoming applications from all qualified individuals regardless of race, color, sex, disability, and, as legally protected, veteran status. The university also prohibits discrimination based on religion, national origin, ancestry, age, sexual orientation, marital status, and parental status.
Adams State University is committed to promoting Inclusive Excellence and encourages applications from women, people of color, members of the LGBTQ+ community, veterans, individuals with disabilities, and other historically underrepresented groups. The institution aims to enhance the diversity of its professional staff and is actively seeking qualified applicants who bring diverse experiences, skills, and perspectives to the faculty and staff. Further information about the university and its academic mission can be found online.