Financial Planning Analyst

5 days ago

Tempe, Arizona, United States Arizona State University Full time
Job Description

The Office of Planning and Budget (OPB) is seeking a dynamic individual to join our team. OPB serves as a steward of resources and trusted advisor to University leadership to support decision-making and enable strategy. The Financial Planning Analyst will contribute in a significant way to projects and initiatives designed to inform strategic and operational decisions by ASU leadership in the areas of resource planning, allocation, and management. The Analyst uses a collaborative and consultative approach to work across stakeholder groups to address financial opportunities and challenges for the University. The Analyst reports to the Senior Director, Financial Planning & Analytics.

Working Environment
  • Activities are performed in an environmentally controlled office setting subject to extended periods of sitting, keyboarding, and manipulating a computer mouse.
  • Required to stand for varying lengths of time and walk moderate distances to perform work.
  • Regular activities require ability to quickly change priorities which may include and/or are subject to resolution of conflicts.
  • Required oral and written communication to perform essential functions.
  • Regular use of standard office equipment including, but not limited to: computer workstation/laptop (keyboard, monitor, mouse), printer, copier, and associated computer/technology peripherals.
Minimum Qualifications

Bachelor's degree in a related field, including but not limited to: Business Analytics, Data Science, Finance, Economics, Business Administration, Computer Science, Statistics, or Information Systems.

Department Statement

The Office of Planning and Budget (OPB) is responsible for facilitating the development and management of the University's annual planning and budgeting processes. This includes resource planning, modeling, allocations, tracking, forecasting, and reporting, as well as decision support analysis for unit and enterprise-wide leadership. In addition, OPB handles external reporting requirements and information requests from the State's Joint Legislative Budget Committee (JLBC) and its Office of Strategic Planning and Budgeting (OSPB), and the Arizona Board of Regents.

Desired Qualifications
  • Two (2) or more years of relevant work experience.
  • Proficiency in one or more of the following: Hyperion, Python, Alteryx.
  • Knowledge of the principles, concepts, and practices in data management, financial analysis, forecasting, reporting, and evaluation.
  • Ability to effectively synthesize a large volume of complex and sometimes disparate data, and then develop insights and recommendations from that information.
  • Ability to develop reporting and analysis that integrates statistical and financial information.
  • Experience building and working directly with partners from initial ideation through to a completed product.
  • Experience delivering oral and written material, including the ability to speak and write with clarity and precision to obtain and convey information.
  • Experience in identifying appropriate data sources, extracting and manipulating data from multiple database sources by designing, refining, and running data queries.
  • Knowledge of Microsoft Excel, Word, and Outlook;.
  • Experience with coding in SQL and effectively using Cloud-based reporting tools (Amazon Workspaces, Alteryx, preferred).
  • Experience in using planning and organizational skills, including the ability to successfully support multiple, complex projects on deadline.
  • Ability to work in an environment with interruptions, multiple projects underway concurrently, and potentially competing priorities.
  • Ability to work independently on routine tasks and with limited, but appropriate, direction on more complex matters.
  • Ability to solicit and effectively act on team members and stakeholders input at all stages throughout the process of developing and enhancing analysis and crafting a final product.
  • Ability to determine compliance with existing policies and established guidelines and support a strong internal controls.
  • Ability to take initiative, demonstrate resourcefulness, display a sense of urgency in fulfilling commitments, and take personal accountability for achieving results.
  • Experience in promoting innovative thinking by bringing different perspectives and approaches together, combining them in creative ways to identify options and solve problems; proven experience in challenging the status quo to enhance efficiency and transparency.
  • Experience in delivering a high-quality work product, free of material error, by showing concern for all aspects of the job with a high attention to detail.
  • Ability to build effective working relationships and trust by communicating in an open manner, and following through on commitments.
  • Experience in adhering to established procedures and conventions.
  • Ability to offer customer service by actively listening, and validating others viewpoints and to respect the confidentiality of others.
  • Cultural competency skills to effectively engage with individuals from diverse backgrounds.
ASU Statement

Arizona State University is a new model for American higher education, an unprecedented combination of academic excellence, entrepreneurial energy and broad access. This New American University is a single, unified institution comprising four differentiated campuses positively impacting the economic, social, cultural and environmental health of the communities it serves. Its research is inspired by real world application blurring the boundaries that traditionally separate academic disciplines. ASU serves more than 100,000 students in metropolitan Phoenix, Arizona, the nation's fifth largest city. ASU champions intellectual and cultural diversity, and welcomes students from all fifty states and more than one hundred nations across the globe.

ASU is a tobacco-free university. For details visit

Arizona State University is a VEVRAA Federal Contractor and an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other basis protected by law.

Notice of Availability of the ASU Annual Security and Fire Safety Report
In compliance with federal law, ASU prepares an annual report on campus security and fire safety programs and resources. ASU's Annual Security and Fire Safety Report is available online at You may request a hard copy of the report by contacting the ASU PD at [redacted].

Relocation Assistance - For information about schools, housing child resources, neighborhoods, hospitals, community events, and taxes, visit

Essential Duties
  • Leverages ability to effectively synthesize large amounts of detailed material and data, and then develop insights and recommendations from that information.
  • Serves as an OPB subject matter expert for data querying, transformation, visualization, and reporting from a variety of sources (financial, human capital personnel and payroll, enrollment, and space utilization) and using a variety of applications.
  • Identifies appropriate data sources, extracting and manipulating data from multiple and diverse databases by designing, refining, and running complex data queries.
  • Collaborates with other analysts and data owners to ensure congruency of reporting, minimize duplication of effort, and identify limitations in data sources and data delivery options.
  • Often requires networking across areas outside OPB to ensure full understanding of the data.
  • Collaborates with OPB team members on projects, bringing in team expertise and advice; leveraging data and information to broaden understanding and integration with other OPB processes.
  • Applies knowledge of the principles, concepts, and practices in structuring data for analysis, forecasting, and reporting.
  • Supports financial modeling by maintaining existing models and developing new models, requiring ability to develop reporting that integrates disparate statistical and financial information.
  • Uses intermediate planning and organizational skills, including the ability to successfully support multiple, complex projects on deadline, often working with interruptions, a changing workflow, and potentially competing priorities.
  • Develops and prepares written and visual results facilitating evaluation of data by senior OBP team members.
  • Creates, updates and enhances financial models, consistent with best and common practices of finance, higher education, and modeling standards for Excel.
  • Explains, educates and advocates using effective interpersonal, oral, and written communication skills, including the ability to speak and write with clarity and precision to obtain and convey information.
  • Demonstrates initiative, resourcefulness, and displays a sense of urgency in fulfilling commitments.
  • Researches, analyzes, and applies policies, rules, and procedures appropriately; ability to determine compliance with existing policies and established guidelines.
  • Uses cultural competency skills to effectively engage with individuals from diverse backgrounds.
  • Requires intermediate knowledge of Microsoft Excel, PowerPoint, Word. Ability to work independently on routine tasks and with limited, but appropriate, direction on more complex matters.
Fingerprint Check Statement

This position is considered safety/security sensitive and will include a fingerprint check. Employment is contingent upon successful passing of the fingerprint check.

Instructions to Apply

Application deadline is 3:00PM Arizona time on the date indicated.

Applicant must be eligible to work in the United States; ASU will not be a sponsor for this position.

Please include all employment information in month/year format (e.g., 6/88 to 8/94), job title, job duties and name of employer for each position.

Resume should clearly illustrate how prior knowledge and experience meets the Minimum and Desired qualifications of this position.

ASU does not pay for travel expenses associated with interviews, unless otherwise indicated.

Only electronic applications are accepted for this position.

IMPORTANT NOTE: What is the meaning of "equivalent combination" in the minimum qualifications? It means one year of higher education or 24 credit hours, is equal to one year of experience. For example, a four year Bachelor's degree is equal to four years of experience.

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