Budget & Financial Specialist, Budget and Financial Planning
Core
Provides administrative and financial management services to campus clients, handling budgeting, payables, and reporting.
Role type
Budget & Financial Specialist
Builds
Financial reports, five-year forecasts, and budget compliance for university units
Domain
Higher Education Finance
Deliverable
dashboards & analysis
Required skills
Budget development, fiscal management, payables processing, account reconciliations, financial reporting, policy creation, data analysis, Excel proficiency
Preferred skills
GAAP knowledge, Workday proficiency, higher education administration best practices
Responsibilities
Manage payables including P-Card reconciliations and procurement; coordinate financial procedures and analyze funding for salaries; prepare budget-to-actual reports and rolling five-year forecasts; process reimbursements and invoices; monitor and approve transactions; prepare customized monthly financial reports.
Seniority
Mid-level, individual contributor