Senior Financial Analyst, Financial Strategy & Planning

Position Information

Posting Number SF01815 Job Title Senior Financial Analyst, Financial Strategy & Planning Position Number 108800 FTE 1.00 FLSA Exempt Position Type Professional Staff Union Non-Union Non-Classified Staff Pay Grade Level Grade Level: 14 Pay Grade Range Salary Range: $98,500 - $114,500 Status Calendar Year, Full-time, Permanent

Department Information

Department Office of Financial Strategy and Planning Contact(s)

Please note: Job applications must be submitted directly online only at: (https://jobs.uri.edu)

Contact Phone/Extension Contact Email Physical Demands Campus Location Kingston Grant Funded No Extension Contingency Notes Job Description Summary

The search will remain open until the position has been filled. First consideration will be given to applications received by July 24, 2024. Applications received after July 24, 2024, may be reviewed depending on search progress and needs, but are not guaranteed full consideration.

Please Note: THE OPPORTUNITY FOR A REMOTE/HYBRID WORK SCHEDULE IS POSSIBLE.

BASIC FUNCTION:

Drive and perform complex and comprehensive financial activities including forecasting, data gathering and synthesis, budget modeling, planning and analysis to support university decision making. Provide findings of complex analysis clearly and concisely while providing alternatives and suggestions for leadership decision making. Apply advanced analytical skills to resolve a wide range of highly complex financial issues.

Drive and participate in the creation, compilation, control, maintenance, and monitoring of the university's budget model. Consult and provide specialized advice for consideration by senior leadership and financial stakeholders. Provide guidance and direction for other staff for financial activities. Direct creation of, produce and communicate comprehensive financial information, analyses, and organized reports. Participate in the compilation, control, and monitoring of the University's budgets.

Review information and various submittals such as strategic investment proposals for completeness and conformance with guidance, regulations, and policies. Provide analytical counsel and support for special projects to senior leadership. Prepare and analyze reports on complex project components of the University's budget. Research, develop, evaluate, and formulate modifications and improvements to budgeting policies, budget modeling and financial procedures. Independently evaluate and review complex technical information and prepare comprehensive analyses, plans, and reports on components of the University's budget that will drive decision making and change. PS query management and report writing related to budget preparation & submission.

Duties and Responsibilities

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Working independently with both the departmental and university's strategic goals responsible to:

Drive, develop, and implement analytical approaches to impact university fiscal decision making.

Work with university data partners (e.g., enrollment, financial, etc.) leveraging collection systems and other strategies that optimize analyses for projecting, forecasting, and modeling.

Work with campus fiscal and/or knowledge partners for qualitative projections.

Apply advanced analytical techniques to complex data sets to produce polished deliverables.

Prepare, analyze, and summarize operational results for use by various key stakeholders, creating reports, and specifications.

Proactively research, create, prepare, and analyze ad-hoc reports to respond to data requests from the state executive branch, legislative branch, or university leadership.

Provide short and long-term forecasts or projections identifying areas of concern and recommending actions to remediate identified issues.

Drive the implementation of several key initiatives that have institution-wide impact, including budget model transition and all funds budget development.

Serve as a liaison and resource in the following capacities: 1) work as liaison and resource to campus community to assess and develop budget reporting needs; 2) as necessary, serve as liaison to various entities at the request departmental leadership.

Drive the development of budget policies, budget guidance, and training manuals.

Provide, as necessary, campus-wide training to the University's financial community about the University's budgeting process, procedures, and regulations.

Undertake a variety of technical tasks: drive and participate in upgrades and associated testing; direct and engage in the continuing review, definition, and analyses of functional needs, requirements, business rules and processes associated with office functions which might result in the need for system enhancements or modifications.

Lead or participate on various University committees and provide related budgetary, analytical, and technical support.

Drive methods of and perform post-audit and other reviews of financial data.

Assist with complex and confidential projects as assigned.

Develop and implement new University-wide reporting protocols and analytical tools.

Participate in the cross-organizational review, definition, and analysis of functional needs, data requirements and sharing procedures.

Represent the Director or Associate Director as required.

OTHER DUTIES AND RESPONSIBILITIES:

Perform additional duties as required, including the duties of other staff positions in the office.

Develop queries, train staff in report creation.

LICENSES, TOOLS, AND EQUIPMENT:

Personal computers and printers; mainframes; word processing, database management and spreadsheet software; enterprise resource planning systems. Excel, Access, Power BI.

Required Qualifications

REQUIRED:

1.Master's degree in finance, statistics (modeling), management, public administration, business analytics, data science or related field with a minimum six years demonstrated responsible financial experience in a complex organization in a higher education institution or equivalent organization/industry, OR Bachelor's degree with a major/focus in finance, statistics (modeling), management, public administration, business analytics, data science or related field with equivalent related quantitative knowledge and skills, with a minimum of eight years demonstrated responsible financial experience in a complex organization in a higher education institution or equivalent organization/industry.

2.Demonstrated analytical and problem-solving skills.

3.Demonstrated advanced knowledge of Microsoft Excel functions including but not limited to pivot tables, v-lookups, nested formulas.

4.Demonstrated experience with enterprise resource planning systems (e.g., Oracle, PeopleSoft, Banner).

5.Demonstrated technical ability to react to complex ad-hoc requests.

6.Demonstrated ability to design, build, and provide clear and concise reports on a timely basis.

7.Demonstrated strong interpersonal and verbal communication skills.

8.Demonstrated proficiency in written communication skills.

9.Demonstrated ability to be detail-oriented.

10. Demonstrated presentation skills.

11. Demonstrated ability to be flexible.

12. Demonstrated experience independently managing multiple projects, establishing priorities, and meeting deadlines in a fast-paced work setting.

13. Demonstrated ability to independently plan, oversee, and perform work on a variety of fiscal projects involving large, complex data sets.

14. Demonstrated experience making fiscal recommendations used in fiscal decision making.

15. Demonstrated experience independently summarizing complex data sets for reporting and presentations.

16. Demonstrated experience developing complex financial models.

17. Demonstrated experience using predictive modeling.

18. Demonstrated ability to work with diverse groups/populations.

Preferred Qualifications

PREFERRED:

1.Demonstrated programming experience in a Visual Basic environment.

2.Minimum one year demonstrated experience using the student, human resources, financial, and grant modules of enterprise resource planning systems (e.g., Oracle, PeopleSoft, Banner).

3.Demonstrated knowledge of economic forecasting and simulation methods, econometric and statistical modeling, and data interpretation and processing.

4.Demonstrated experience using business intelligence and data analytics platform like Power BI or similar application.

5.Demonstrated experience using statistical software (e.g., SAS, SPSS).

6.Demonstrated skills in Access.

7.Demonstrated skills in Oracle Budgeting System (PBCS).

8.Demonstrated knowledge of state government and higher education operations, policies, and procedures.

ALL REQUIREMENTS ARE SUBJECT TO POSSIBLE MODIFICATION TO REASONABLY ACCOMMODATE INDIVIDUALS WITH DISABILITIES.

Environmental Conditions

The incumbent is not substantially exposed to adverse environmental conditions.

Posting Date 07/03/2024 Closing Date Special Instructions to Applicants

Please attach the following 3 (PDF) documents to your online Employment Application:

(#1) Cover letter.

(#2) Resume.

(#3) "Other Document-References" - the names and contact information of three professional references. (Note: this document is required even though references may be listed on the application).

Quicklink for Posting https://jobs.uri.edu/postings/13603