Budget Analyst

Saint Martin's University and the Office of Finance is seeking a Budget Analyst

Reporting to the Controller, the Budget Analyst is responsible for supporting the University's budget reporting, analytics and general budgeting functions. This includes assisting with the development of the university's annual budget and preparing monthly and quarterly reports for departments and senior leadership. This position will assist with other financial reporting including financial statement preparation. And will provide backup to others in Finance.

Saint Martin's University

Established in 1895, Saint Martin's University serves as the educational mission of Saint Martin's Abbey. The Abbey is a Catholic Benedictine monastery, whose members pray, work, and live together on the University campus.

The physical beauty of Saint Martin's 300-acre campus reflects the rich intellectual and spiritual nature of its presence in the Pacific Northwest. As the mission is Catholic and Benedictine, one of our values is a spirit of hospitality welcoming all, regardless of an individual's faith, religion, or spirituality.

Ranked by Niche as the second (#2) most diverse private college in Washington State in 2020. Saint Martin's is extremely proud of our student diversity. Our university treasures persons of all abilities, ages, ethnicities, genders, nationalities, orientations, races, and religions.

In particular, we know that students educated in an ethnically diverse settings perform better academically and reap greater professional success than their peers from more homogeneous learning environments. We proudly celebrate that our student population is 51% undergraduate and 32% graduate students of color. We are committed to pursuing an employee community which reflects a similar, if not the same percentage. Saint Martin's University strongly values diversity, equity, and inclusion (DEI), especially as it guides the work of teaching and learning. The university is focused on faculty that can promote equity-focused teaching, mentoring, and community across the university. Successful candidates will be expected to contribute to the University's goals in these areas. Contributions might include working on school-community events, mentoring students, building equity-focused partnerships with others across the university, and supporting student communities centered on BIPOC and/or LGBTQ+ students.

Therefore, we intentionally encourage and request that members of historically underrepresented groups apply to join this community. All of us, from all backgrounds, are making a commitment to do and be better for our students.

ESSENTIAL FUNCTIONS & RESPONSIBILITIES

Essential Functions & Responsibilities - Essential functions, as defined under the Americans with Disabilities Act, may include any of the following representative duties, knowledge, and skills. This list is ILLUSTRATIVE ONLY, and is not a comprehensive listing of all functions and duties performed by incumbents of this position. Employees are required to be in attendance and prepared to begin work at their assigned work location on the specified days and hours. Factors such as regular attendance at the job are not routinely listed in job descriptions, but are an essential function. Essential duties and responsibilities may include, but are not limited to, the following.

Primary Duties

• Serve as the primary liaison to campus departments regarding routine budget matters including drafting budget proposals and determining remaining funds.

• Assist campus departments and key users with budget planning support relating to operational, staffing and strategic goals.

• Provide customer service and training to departmental users with budget matters.

• Develop and provide University budget training.

• Prepare and distribute monthly budget reports to campus departments.

• Prepare reports for quarterly budget meetings with senior leadership.

• Assist with the development of the university's annual budget.

• Coordinate the processing of budget transfers in accordance with the University's policies and procedures.

• Coordinate with Finance on general ledger reclassifications where needed to ensure actual results are properly recorded.

• Assist with developing and maintaining the monthly cashflow forecast.

• Manage the budgeting system to facilitate budget creation and/or operating projections.

• Work with campus departments and key stakeholders to determine the need for budget reports and develop related reports in conjunction with the Controller and Vice President of Business Affairs, CFO

• In conjunction with the Controller and VP of Business Affairs/CFO , assist the Facilities Director in creating and maintaining capital project budgets and building specific repairs and renovation budgets.

• Complete other financial analyses necessary for planning and monitoring.

Other:

• Provide backup to other finance office staff

• Complete other duties as assigned

COMPETENCIES

• Strong technical skills in grant compliance, accounting and business analytics including an understanding of GAAP and non-profit accounting.

• Requires clear understanding of the business rules, the data being extracted, and the gaps that need to be filled via new reporting.

• Maintains confidentiality and professionalism. Position routinely receives information that should remain confidential.

• Observes, compares, or monitors data to determine compliance with prescribed operating standards. Comprehends and makes inferences from written material.

• Ability to think critically and address accounting or budget related questions timely and accurately.

• Demonstrates strong ethics and integrity.

• Demonstrates effective written and verbal communication

• Ability to interact with all levels of employees and vendors in a professional manner.

• Ability to resolve differences with others and use problem solving skills.

• Excellent time management skills including ability to prioritize work and ensuring all internal and external deadlines are met

• Ensures precise and accurate data.

• Ability to perform mathematical computations such as percentages, fractions, addition, subtraction, multiplication and division quickly and accurately.

• Effective and efficient use of Microsoft Office tools, financial ERPs, financial reporting systems, and other relevant computer-based accounting programs.

• Strong customer service skills.

• Ability to manage multiple projects and tasks simultaneously

• Must be supportive of a Catholic, Benedictine philosophy of education.

REQUIREMENTS AND/OR CONDITIONS OF EMPLOYMENT

Minimum:

• Bachelor's degree in Accounting, Finance or related field and three years of accounting or financial experience or an equivalent combination of education and experience

• Intermediate to advanced skills in Excel (ability to create pivot tables, utilize vlookup, etc.)

• Experience using a financial ERP and/or financial reporting tools

• Successfully pass a background check

Preferred:

• Three years of budget analysis experience or five years of accounting or financial experience

• Experience using financial reporting and data visualization software.

PHYSICAL DEMANDS AND WORKING ENVIRONMENT

Work is performed in a standard office environment. Physical demands include:

• Moves objects (less than 20 pounds) long distances (more than 20 feet).

• Ability to be mobile campus wide for appropriate business needs.

• Operates a variety of standard office equipment requiring continuous or repetitive arm-hand movements.

• Reading, writing, speaking, hearing, standing, bending, sitting.

• Learning and comprehending.

• Requires visual concentration on detail.

• Manual dexterity and precision required for keyboarding

• Must be able to sit for long periods at a time at a computer

• Must be able to concentrate on details and process complex information while experiencing frequent interruptions.