Financial Planning Analyst II
Core
Operational forecasting, reporting, and analysis for a select campus portfolio, including institutional projects and strategic initiatives.
Role type
Financial Planning Analyst
Builds
Financial models, dashboards, and high-level summary reports for campus units
Domain
Higher Education Finance
Deliverable
dashboards & analysis
Required skills
Financial modeling, budget management, data analysis, scenario planning, ERP systems (Workday/Adaptive), data visualization (Tableau), Microsoft Office Suite (Excel, PowerPoint)
Preferred skills
Higher education budget modeling, complex financial structures, executive communication
Technologies
Workday, Adaptive Planning, Tableau, Microsoft Excel, Microsoft PowerPoint
Responsibilities
Analyze and summarize budget and fund variances; develop scenario analyses for enrollment and strategic changes; support annual operating budget development; maintain and enhance financial models and dashboards; communicate financial data to campus partners
Seniority
Mid-level, hands-on IC