Budget Analyst

ABOUT WILLAMETTE UNIVERSITY:

Willamette University, founded in 1842, is a nationally-renowned private university enrolling 2800 students across five colleges. Our historic campus, adjacent to the Oregon State Capitol, hosts a distinguished undergraduate liberal arts college in Salem, Oregon. Our downtown Portland campus is home to the Pacific Northwest College of Art (PNCA). We offer a wide range of professional graduate programs, including Oregon's top-ranked MBA program, the Northwest's oldest law school, as well as MA/MFA programs at PNCA and master's degrees in data science and computer science.

Willamette University provides a high-value and comprehensive benefits package to eligible employees. Our Benefits Summary includes options for health, dental, life insurance, retirement, substantial paid time off, tuition and more. If you need assistance applying for a job or have any questions on recruitment at Willamette, please contact our HR Department, hr@willamette.edu or call us at 503-370-6210.

BUDGET ANALYST

The Financial Operations office provides leadership and support to the campus community around planning and allocation of campus resources. Financial Operations is committed to providing exceptional service to the campus community while maintaining sound financial decisions that support the University's strategic priorities and comply with appropriate regulations.

The Budget Analyst supports the preparation, implementation and monitoring of the organization's annual budget. This role performs varied administrative, technical and analytical duties in support of the Financial Operations office. This role requires analytical skills to perform research, assess financial data and prepare reports and support documentation for distribution. This position includes data entry, financial reporting, and collaboration with divisions across the university to ensure compliance with budgetary guidelines.

The incumbent must conduct themselves with the highest integrity and in a professional, positive, respectful, service-oriented manner at all times while serving in this position. Responsibilities involve coordination with and interactions with individuals at all levels within and outside the University, and will include routine handling of sensitive and confidential information.

Duties and Responsibilities

• Assists the Financial Operations office in the development and preparation of the annual budget by collecting and organizing financial data from various departments.

• Inputs budgetary data into financial and HR software systems accurately and in a timely manner.

• Supports completion of payment requests, journal entries, contract administration, and meeting scheduling as needed.

• Tracks and monitors expenditures against the budget, identifying discrepancies.

• Produces financial reports; develops and maintains ad hoc reports and metrics.

• Maintains organized records of budgetary documents, including forecasts and reports. Updates the Financial Operations website as needed.

• Maintains accurate budget documentation and ensures adherence to organizational policies and financial regulations.

• Utilizes software to input, track, and analyze budget data; generate reports for management review.

• Works with the Controller's office to review and monitor chart of accounts access requests and maintenance.

• Works with department heads to provide support with budgetary processes and assist with budget-related inquiries.

• Works with Grants office and Controller's office to monitor post award financial compliance, assisting with grants-related payments requests and journal entries where needed.

• Assists Accounting with responding to purchasing card requests and monitoring adherence to purchasing card policies.

• Ensures compliance with organizational policies and financial regulations.

• Advises, consults and trains university community members on budget policies and procedures. Responds to budget inquiries from the university community as needed.

• Perform other duties as assigned.

Minimum Qualifications

• An associate's degree in finance or accounting and a minimum three years of related financial, accounting, and planning experience.

• Equivalent education/experience will substitute for all minimum qualifications except where there are legal requirements such as license or certification.

• Proven ability to use spreadsheet and database software for financial work.

• Proficient in financial management software and Microsoft Office Suite with a strong proficiency in Excel.

• Strong analytical and problem-solving skills.

• Excellent attention to detail and organizational abilities.

• Effective communication and interpersonal skills.

Typical Work Schedule

• Monday through Friday, 9 am to 5 pm.

• Hybrid work schedule available.

Salary: $70,000 - $75,000, dependent on experience.

You will need to upload the following documents as part of your application materials in the "My Experience" section labeled Resume:

• Cover letter addressing the required/desired qualifications and presenting any other applicant characteristics which deserve emphasis

• Current Resume

Applications should be received by March 1, 2025 for full consideration.

Incomplete applications will not be considered.

WILLAMETTE UNIVERSITY VALUES DIVERSITY:

Believing that diversity contributes to academic excellence and to rich and rewarding communities, WU is committed to recruiting and retaining a diverse faculty, staff and student body. We seek candidates, particularly those from historically underrepresented groups, whose work furthers diversity and who bring to campus varied experiences, perspectives, and backgrounds.

BACKGROUND CHECK REQUIREMENT:

All University positions require that candidates submit to a criminal conviction record check prior to hire. Conviction does not automatically preclude candidates from being hired. Nature of conviction will be considered relative to the duties of the position.

REASONABLE ACCOMMODATIONS STATEMENT:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

INSTRUCTIONS FOR APPLICANTS:

Please read the following carefully before beginning the online application process. To be considered for employment at Willamette University, please complete our online employment application. Your application and all required attachments -- listed at the bottom of the page -- must be submitted for each individual job post that you are interested in applying. Once you submit your application you will not be able to edit your application.