Offer: Financial Analyst

Financial Analyst

Reporting to the Executive Director of Budget, this individual will need to utilize the University's Financial Information System to review budget reports and transactions as well as assist in creating the yearly university budget. The incumbent will assist in completing quarterly forecasts for units. The incumbent will assist in budget and forecast training for the university. As needed, the incumbent will document necessary changes and updates to the Financial Information System with regards to the budget and forecast. This is a full-time hybrid function with a minimum of two required days at Excelsior's home office of 7 Columbia Circle, Albany, NY, with the remainder of the days worked in the house.

tasks and Responsibilities

»Conduct a monthly review of budgets versus actuals via unit and account analyses including explanations of significant items and variances for Provost review and knowledge. Provide recommendations for preserving the unit budget.

»Identify and coordinate financial training needs for academic units within the Provost Office. Work with Executive Director of Budget to prepare training materials. Serve as a resource for staff relative to financial processes and systems.

»Establish working relationships with significant offices within the Provost Office. Acts as the Provost Office liaison to the Fiscal Office for matters of budgeting, forecasting, or spending.

»Assist Executive Director of Budget in designing and conducting budget and forecast training of the use of Business World Planner and review of process or system changes and enhancements.

»Assist Executive Director of Budget with a variety of special projects as needed; complete ad hoc analysis as requested.

»Using Budget Office documentation, lgain Business World Planner functionality to prepare for and support both annual budgets and quarterly forecasts in the system.

»As needed, customize, test, document and implement Planner configuration and functionality in Business World, sometimes involving collaboration with Technology and Facility Services.

»Retrieve and utilize data from Business World via the Desktop (backend query tool) to create analyses for Fiscal and university leadership abilities review and decision making in support of the Strategic Plan.

»Create complex, significant analyses across timeframes and planning cycles (forecasts, budgets) to demonstrate trends, disparities, etc. in guiding university leadership abilities decision making.

»Other tasks as assigned.

Qualifications required

»Bachelor’s degree in Business Administration or Accounting required.

»High level of proficiency utilizing computer-located applications including Microsoft Word and Excel.

»Proficiency in maintaining and using a budgeting module of a financial management system

»Excellent organizational expertise with capability to prioritize and handle multiple tasks simultaneously.

»Effective interpersonal and business communication expertise to provide quality staff/customer service.

»Strong problem-solving expertise.

»Strong attention to detail and high degree of accuracy required.

» capability and interest to lgain budget software.