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Financial Planning and Analysis Specialist

2 months ago

Amherst, Massachusetts, United States UMass Amherst Full time
About UMass Amherst

UMass Amherst, the Commonwealth's flagship campus, is a nationally ranked public research university offering a full range of undergraduate, graduate and professional degrees. The University sits on nearly 1,450-acres in the scenic Pioneer Valley of Western Massachusetts, and offers a rich cultural environment in a bucolic setting close to major urban centers. In addition, the University is part of the Five Colleges (including Amherst College, Hampshire College, Mount Holyoke College, and Smith College), which adds to the intellectual energy of the region.

Job Summary

The budget analyst provides in-depth analyses of current and projected financial activities for a wide-range of operations and funding sources within the university. The position supports the campus budget process through the use of the UMPlan budget model, culminating in financial presentations to university senior leadership. The analyst monitors and reports on variances to budgets and communicates with financial staff throughout the campus.

Key Responsibilities
  • Financial Analysis and Forecasting
    • Monitor and forecast budget activity for campus operations. Prepare reports and communications on actual balances and variances to managers and campus departments.
  • Budget Allocation and Management
    • Allocate department budgets for initial year budgets, carryover budget balances and additional budget requests during the year. Staff member would verify budgets to be allocated including calculation of appropriate amounts (as necessary), determine/recommend appropriate funding source(s) and departments to which transfers should be made. This task would also provide documentation, tracking and reporting on a periodic basis.
  • Financial Reporting and Data Analysis
    • Prepare complex reports including data retrieval via queries and dashboards as well as interpretation of data to forecast and verify results as well as answer department and senior management questions.
  • Accounting and Financial Principles
    • Understand accounting principles and evaluate the impact of transactions on the campus financial ratios.
  • Expenditure Monitoring and Compliance
    • Monitor appropriate expenditure of state and tuition funds (resident and non-resident) each fiscal year.
  • Budget Process Support
    • Assist with the campus annual budget process including campus use of the UM Plan budget system. This task involves training campus users, providing support for department users and validation of department plans.
  • Revenue Operation Budget Process
    • Assist with the revenue operation budget process including annual budget preparation and approval, periodic monitoring and reporting on budget status, as well as insuring appropriate allocation and use of funds.
  • Departmental Support and Collaboration
    • Provides support to department budget managers and Executive Financial Officers including:
      • Explain Budget Allocations
      • Explain Monthly, Mid-Year and Year-End Reports
      • Explain SUMMIT and People Soft Reports
      • Work with the Controller's Office and campus departments to resolve budget problems
      • Explain/clarify budget office policies and procedures
  • Additional Responsibilities
    • Performs related duties as assigned or required to meet Department, Executive Area/Division, and University goals and objectives.
Requirements
  • Education
    • Bachelor's degree in business, finance, accounting or like field
  • Experience
    • More than 3 years experience
  • Skills and Abilities
    • Excellent customer service skills.
    • Ability to communicate effectively orally and in writing
    • Proficient in microcomputer applications (spreadsheets, word processing, graphics, etc.)
    • Ability to create reports and queries from an enterprise management system like PeopleSoft
    • Knowledge of basic accounting and budgeting principles
    • Ability to work as part of a team
    • Exceptional organizational skills