Budget Planner II
Core
Provides budget and policy analysis for complex unit or organizational budgets containing a variety of funding sources of multiple programs.
Role type
Budget Planner
Builds
Short- and long-term budgetary projections, annual operating budgets, and program cost analyses
Domain
Higher Education Finance
Deliverable
dashboards & analysis
Required skills
Budgeting, Financial analysis, Financial reporting, Cost savings analysis, Policy analysis, Data analysis
Preferred skills
Accounting principles, Financial regulations, Budgeting practices, Workday ERP, Adaptive budget system, Higher education funding regulations
Technologies
Workday ERP, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
Responsibilities
Develops and monitors complex budgets and short and long-term budgetary projections, Conducts program and budget research, analyzes data, and prepares complex financial reports, Makes recommendations for compensation and staff planning, Provides guidance and direction to other analysts on budgetary analysis and reporting activities, Analyzes, identifies, and makes recommendations for cost savings and funding options, Assists in the development of operating policies and procedures to comply with regulations, institutional policies, and unit objectives
Seniority
Mid-level IC