University of Redlands · 12 hours ago
Financial Analyst III
Redlands, California, United States
Full-time
Onsite
Mid Level
$75K/yr - $85K/yr
3+ years expThe University of Redlands is seeking a Financial Analyst III to provide analysis and support for various Department Managers and other key stakeholders. The role involves financial planning, analysis, and decision support, including developing budget models, conducting variance analysis, and preparing financial reports.
Higher Education
Responsibilities
Developing and Maintaining complex Budget Models, including:
Works with the Enrollment Team and others to develop projected enrollments over a multi-year period
Gains an understanding of each program, including how students flow through the program and unique aspects of the program including special fees, financial aid, etc
Routinely updates models and reconciles to actual results
Program Expenditure Models for proposed, new and existing programs
Non-Personnel Expenditure monitoring and analysis
Provides Financial Analysis support to various divisions, departments and schools which include the following (subject to change depending upon changing needs):
Census Reconciliations (Includes reconciling all sources of net student revenue)
Housing, Food Service & Residence Life
Redlands Student Government
San Francisco Theological Seminary
Student Affairs
Athletics
Office of Career & Professional Development
Counseling Center
President’s Office
General Counsel
General Institutional
Budget Manager Training
Includes on-boarding new budget managers
Management of access to critical systems such as Colleague and Prophix
Monitors, analyzes and assists in the negotiation of leases and purchase agreements for services and equipment
Must have the ability to undertake new initiatives and develop an appropriate approach and ask appropriate questions to develop comprehensive budget models
Prepares materials for presentations to the President’s Cabinet, Board of Trustees and other audiences as needed
Evaluates the financial impact of proposed projects, strategic objectives, potential new programs, mergers, acquisitions, and assesses risks and opportunities
Updates Budget Models in systems (Prophix, the University’s Budget Software), develops and updates custom reports
Provides monthly budget monitoring reports for areas of responsibility
Meets regularly with Cabinet Members and other Budget Managers to identify cost savings, efficiencies and potential new sources of revenue
Gathers data from primary and secondary sources, maintaining databases and data systems
Provides assistance and training to budget managers/users and performs model maintenance tasks
Analyzes monthly/quarterly student revenue to properly accrue revenue by month in preparation of timely monthly and quarterly closes
Prepares other adjustments as needed for month and quarter-end closes
Performs other related duties as assigned
Qualification
Required
Bachelor's degree in finance, accounting or related field
Minimum of 3 years of financial management/analytical experience; higher education institution preferred
Advanced-level Microsoft Excel, including at least 2 years of experience in creating financial models and analyses, with demonstrable fluency in VLOOKUP, conditional formatting, macros, advanced charting, pivot tables, and pivot reporting
Advanced skills in Microsoft Office software including Word, PowerPoint and Outlook
Fluency and confidence in discourse with senior and executive leadership and other key constituents
The ability to convey financial information to those who may or may not have a financial background
Aptitude to learn new and evolving technology and recommend ways to improve position's efficiency
Excellent technical, analytical, and critical thinking skills
Excellent organizational skills
Ability to prioritize tasks and manage multiple projects and deadlines
Ability to adapt to changing priorities
The ability to multitask and work under pressure in a fast-paced, dynamic environment with tight deadlines
Self-motivated and able to work toward problem solutions
Ability to operate standard office equipment
Ability to recommend appropriate courses of action within established guidelines
Ability to foster strong, positive relationships and align both internal and external resources to achieve university objectives
Ability to exercise discretion and work with confidentiality
Ability to work independently under general direction
Must be able to competently interact with a culturally and ethnically diverse population of students, faculty, and staff
Preferred
Experience with Prophix Software
Experience with Business Objects
Experience with Data Warehouses
Experience with Ellucian Colleague
Company
University of Redlands
The University of Redlands is a private, nonprofit university that connects students to a world of opportunity, geared toward their passions and potential.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Peter Groff
Co-Founder and Co-Chair Master of Public Policy and Administration
Chris Kincaid
Chief Technology Officer
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