Senior Financial Planning & Analysis Specialist jobs in United States
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University of New Hampshire · 4 hours ago

Senior Financial Planning & Analysis Specialist

The University of New Hampshire is seeking a Senior Financial Planning Analyst (Sr. FPA) to join a collaborative finance team supporting UNH Advancement, the UNH Foundation, UNH Athletics, and UNH Police. This role partners with campus leaders to support budgeting, financial planning, and analysis that drive informed decision‑making and long‑term financial sustainability.

Professional ServicesTraining
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H1B Sponsor Likelynote

Responsibilities

Support institutional and unit leaders in developing financial strategy, planning, and monitoring
Lead annual fiscal year budget development with a focus on long‑term financial sustainability
Conduct complex financial modeling and analysis using advanced Excel, PowerBI and Office Connect
Translate financial results into operational recommendations that improve business performance
Prepare specialized financial reports, including variance analyses, multi‑year projections, allocation models, and budget‑vs‑actual monitoring
Review, approve, and advise on financial transactions, ensuring proper classification and budget allocation
Prepare and reconcile budget adjustments and reclassification journal entries
Monitor expenditures for compliance with budgetary guidelines and recommend cost‑saving strategies
Ensure adherence to System‑wide financial standards, definitions, and procedural requirements
Identify process efficiencies and document procedural improvements
Support the development of unit operating budgets and recommend funding options aligned with strategic initiatives
Collaborate with senior administrative and academic leadership to design effective financial systems and processes
Develop a deep understanding of unit needs and provide tailored financial support
Coordinate financial activities with business leaders and maintain strong working relationships across units
Deliver high‑quality customer service, including specialized strategic support as needed
Communicate financial information clearly and effectively to diverse audiences
Provide financial reporting support, including ad hoc and standard reports
Navigate and utilize computerized financial systems effectively (e.g., Banner)
Recommend internal control enhancements and process improvements
Support continuous learning, feedback, and professional development within the finance function
Perform related duties as assigned

Qualification

Financial modelingAdvanced ExcelBudget developmentERP systemsFinancial reportingProcess improvementData analysisAttention to detailClear communicationConfidentiality

Required

Bachelor's degree
Higher‑education financial structures and funding models
Maintain accuracy and attention to detail in complex analytical work
Budget development processes, expenditure monitoring, and cost‑control practices
System‑wide financial policies, definitions, and compliance requirements
Preparing budget adjustments, journal entries, and reconciliations
Managing multiple deadlines and maintaining organized financial records
Clear, concise communication tailored to diverse audiences
ERP and financial systems (e.g., Workday)
Reviewing, classifying, and validating financial transactions
Creating ad hoc and standard financial reports
Using financial systems to extract, analyze, and validate data
Documenting procedures and recommending system/process enhancements
Learning new systems and tools quickly
Maintaining confidentiality and handling sensitive financial information
Adapting to evolving processes, technologies, and organizational needs
Advanced Excel modeling and data analysis

Preferred

Experience working for a Higher Ed environment or a tax-exempt organization preferred
Additional credentials for finance (e.g., Certified Financial Analyst) preferred
Experience with Workday financial, budgeting, or reporting modules preferred
Familiarity with the financial operations, compliance requirements, or budgeting practices of NCAA Division I programs preferred
Experience supporting or managing financial processes related to philanthropic gifts or donations in a higher‑education environment preferred

Company

University of New Hampshire

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The University of New Hampshire is the state’s public research university, providing comprehensive, high-quality undergraduate programs and graduate programs of distinction.

H1B Sponsorship

University of New Hampshire has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (34)
2024 (34)
2023 (21)
2022 (26)
2021 (18)
2020 (13)

Funding

Current Stage
Late Stage
Total Funding
$0.12M
Key Investors
U.S. Small Business Administration
2024-01-02Grant
2022-11-04Grant
2021-08-23Grant

Leadership Team

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Adrianna Lamparelli
Program Manager for Campus Partnerships
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Andrew Stockman
Chief Information Security Officer
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Company data provided by crunchbase