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Another Source · 15 hours ago

Senior Financial Planning Analyst - Arizona State University

Tempe, AZ

Full-time

Hybrid

Mid, Senior Level

$68K/yr - $90K/yr

4+ years exp

Another Source’s client, Arizona State University, is recruiting for a Senior Financial Planning Analyst to join their team in Tempe, AZ. The Analyst will contribute to financial planning projects, build complex financial models, and provide insights to support strategic decision-making across the university.

ConsultingHuman ResourcesStaffing Agency

Hiring Manager

Jessica Kingery, MBA

Responsibilities

Maintain the university’s central budget planning model — a complex, Excel-based forecasting model used to project central revenue and allocate funds to colleges and budget units — to support strategic and operational decision making

Prepares reporting and analysis to fulfill external reporting requirements from the Arizona Board of Regents, the Joint Legislative Budget Committee, and the Governor’s Office of Strategic Planning and Budgeting. Reporting requirements include employment, enrollment, cost of education, and other financial and performance metric data

Develop, refine, and validate financial assumptions; perform scenario and sensitivity analyses to support annual and multi-year financial planning

Present analytical findings and recommendations to OPB leadership, senior leadership, and other university stakeholders

Conduct ad-hoc analyses to assess funding needs, evaluate financial impacts, and support decision making on emerging issues or initiatives

Create high-quality data visualizations using Excel, PowerPoint, Word, Canva, and other visualization tools to communicate trends, risks, and insights

Creates, updates and enhances financial models, consistent with best and common practices of finance, higher education, and modeling standards for Excel. This includes the multi-year financial planning model of the University

Collaborates with OPB team members on special projects, bringing in team expertise and advice; leveraging data and information to broaden understanding and integration with other OPB processes

Demonstrates initiative, resourcefulness, and displays a sense of urgency in fulfilling commitments and meeting deadlines

Researches, analyzes, and applies policies, rules, and procedures appropriately; ability to determine compliance with existing policies and established guidelines

Works with partners to interpret analysis results; compares data from a variety of sources to ensure accuracy using judgment, and relying on available subject matter expertise

Defines and contributes to effective project management protocols and documentation standards

Qualification

Financial modelingBudget analysisData visualizationStrategic planningAnalytical skillsMicrosoft ExcelCultural competencyCollaborationProblem-solvingCommunication skillsOrganizational skills

Required

Bachelor's degree in a quantitative, analytical or public policy field; examples include, but are limited to, Business Administration, Business Analytics, Finance, Economics, Public Policy/Administration, or Higher Education Administration

Two (2) years of experience in financial or budget analysis, strategic planning, or institutional research; OR, any equivalent combination of experience and education from which comparable knowledge, skills, and abilities have been achieved

Knowledge of the principles, concepts, and practices in budgeting, strategic planning, information analysis, forecasting, reporting, and evaluation

Demonstrated experience delivering oral and written material, including the ability to speak and write with clarity and precision to obtain and convey information

Strong analytical and problem-solving skills, with the ability to identify trends, evaluate risks, and formulate actionable recommendations

Strong organizational skills and the ability to balance multiple projects, deadlines, and shifting priorities

High level of accountability, accuracy, and integrity; ability to maintain confidentiality of sensitive information

Ability to translate quantitative analyses into meaningful strategic insights and recommendations

Demonstrated ability to collaborate effectively across departments and build strong relationships with diverse stakeholders

Intellectual curiosity and willingness to adopt new tools, learn new concepts, and improve processes

Ability to develop reporting and analysis that integrates statistical and financial information; demonstrated experience building and working directly with partners from initial ideation through to a completed product

Demonstrated experience in identifying appropriate data sources, extracting and manipulating data from multiple database sources by designing, refining, and running data queries

Intermediate knowledge of Microsoft Excel, PowerPoint, Word, and Outlook; experience with using Cloud-based reporting tools (Amazon Workspaces, Alteryx, preferred)

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 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

Willingness to challenge 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

Cultural competency skills to effectively engage with individuals from diverse backgrounds

Preferred

Relevant work experience in higher education, corporate finance, public sector administration/finance or consulting

Four (4) years of experience in financial or budget analysis, strategic planning, or institutional research; OR, any equivalent combination of experience and education from which comparable knowledge, skills, and abilities have been achieved