Plymouth State University · 1 day ago
Financial Planning & Analysis Specialist
Plymouth, NH
Full-time
Onsite
Entry, Mid Level
$46K/yr - $82K/yr
2+ years expPlymouth State University is committed to fostering an inclusive environment and is seeking a Financial Planning & Analysis Specialist. The role involves collaborating with financial leaders to develop and monitor budgets, provide strategic financial support, and ensure compliance with financial policies.
EducationHigher EducationUniversities
Responsibilities
Serves as a front-line business partner to unit and institutional financial leaders in the analysis of unit finances, development and execution of financial strategy, and forecasting, planning, monitoring, and adjusting of unit budgets
Cultivates an expert understanding of unit and institutional needs and context, regularly interacts with unit representatives, works closely with business leaders to coordinate financial activities, and provides a high level of tailored customer service, including specialized strategic support for academic units (including program creation) as needed
Reviews, approves, and advises on a variety of financial transactions, reconciling these when necessary, and liaises with the appropriate departments in the Financial Operations Center to ensure that business processes are completed promptly, correctly, and in accordance with established policies
Assists in the development of unit operating budgets, recommends cost savings and funding options in alignment with business units’ strategic initiatives, frequently reviews account expenditures to ensure conformity with budgetary guidelines, and prepares budgetary adjustments and amendments as necessary
Supports in the preparation of revenue and expense projections and other specialized financial reports and analyses and assists unit representatives in understanding and interpreting financial data
Fields questions from unit representatives regarding budget and financial planning processes, requirements, policies, and other relevant regulations
Supports System-wide financial planning as needed through data gathering and recommendations
Regularly reviews unit financial and budgetary data, identifies and investigates errors and discrepancies, and resolves these through appropriate actions and channels, liaising with other departments and the Financial Operations Center where necessary
Makes recommendations to financial leaders on internal controls and process improvements
As needed, prepares and maintains documentation required for internal and external audits, collaborating with the Financial Data Specialist and Policy & Risk Management Specialist, as well as other System and institutional financial leaders
Maintains knowledge of USNH systems, policies, and procedures related to budget operations and adheres to established standards and protocols
Performs related duties, as assigned
Qualification
Required
Associate's degree in a relevant field required
2 or more years professional experience in a field related to finance or accounting
Working knowledge of basic accounting principles, budget planning and monitoring, and financial analysis
Ability to interact with standard technology platforms (e.g., word processing, data entry, email, internet browsing, etc.)
Understanding of and proficiency in navigating computerized financial systems
Ability to interpret and work with financial data, perform calculations and statistical analyses, and draw conclusions
Ability to read and understand financial statements, written financial policies and regulations, and other relevant documentation
Excellent mathematical, organizational, and analytical skills
Attention to detail and accuracy
Ability to communicate clearly, concisely, and accurately, both verbal and in writing
Desire to work in a collaborative environment with System and institutional leaders, as well as colleagues in other financial affairs departments
Openness to 360-degree feedback and desire to learn and grow continuously
Preferred
Bachelor's degree or higher in a relevant field strongly preferred
Additional credentials related to accounting or finance strongly preferred
Experience operating in a shared service setting preferred
Experience working for a tax-exempt organization preferred
Knowledge of and/or direct experience with Ellucian Banner systems preferred
Additional credentials for finance (e.g., Certified Financial Analyst) preferred
Benefits
USNH Employee Benefits
Company
Plymouth State University
Plymouth State University is a school in Plymouth.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
$6.98MKey Investors
NASA
2024-09-20Grant· $4.67M
2023-01-17Grant· $2.1M
2021-10-07Grant· $0.21M
Leadership Team
Brianna Bouchard
CEO of Strategic Excellence
Alberto Ramos, M.A.
Chief Diversity Officer & Founding Director of Inclusion, Diversity, Equity, and Access
Recent News
NH Business Review
2025-10-21
NH Business Review
2025-04-24
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