BUDGET PLANNING ANALYST

Budget Planning Analyst

Arizona State University

Req ID# 87789BR

Campus: Tempe

Job Description

Under administrative direction, performs work to support campus-wide strategic planning, budget, financial forecasting, and analysis processes. Prepares cost and budget unit variance analyses, develops budget forecasts, analyzes trends, and compiles commitment analyses. Supports preparation of required Strategic Planning Documents. Supports analysis of complex proposals led by senior staff. Supports annual development of budget and state budget operating documents. This position may report to the Director of the office or a senior subordinate to the Director as functionally required.

Full-Time/Part-Time: Full-Time

Salary Range: Depends on experience

Close Date: 15-March-2023

Essential Duties

• Under administrative direction, serves a primary role in facilitating the development and implementation of annual all-funds budgets for assigned administrative and academic units.
• Performs work related to budget variance analysis, commitment analysis, revenue and expense forecasting, what-if scenario analysis, program evaluation, and other efforts that support administration decision-making.
• Evaluates critical cost pools and works with assigned units to identify cost saving measures, including utilities, employee benefits, debt service, and other general operating expenses.
• Builds, maintains, and updates financial models and associated financial analysis. Performs financial account reconciliations, statement analysis, and transaction research. Participates in the development of less complex mid and long-range predictive enrollment, space, staffing, and financial models that support strategic planning efforts and executive decision-making.
• Supports analysis of complex proposals led by senior departmental staff.
• Develops data-driven solutions and technical guidance to solve financial, operational, or strategic issues facing assigned units.
• Develops a strong understanding of the core functionality of Adaptive Planning, the University’s enterprise-wide budget and planning software; capable of providing technical guidance to assigned units to enhance their use of the software for budgeting, forecasting, and reporting needs.
• Ensures financial compliance with University/Board policies and procedures and applicable legal rules and regulations.
• Compares data from a variety of sources to ensure accuracy using judgment, and relying on knowledge of subject material.
• Gathers information; identifies analysis methodologies; and prepares, develops, and submits written and graphic results of the evaluation of data under the supervision of senior staff.
• Performs other duties upon request.

Minimum Qualifications

Bachelor’s degree in a related field, such as Business Administration, Public Policy/Administration, Finance, Economics, or Higher Education Administration and one year of experience in budgeting, financial analysis, or strategic planning; OR, any equivalent combination of experience and/or education from which comparable knowledge, skills and abilities have been achieved.

Desired Qualifications

• Evidence of Master's degree in related field, such as Business Administration, Public Policy/Administration, Finance, Economics, or Higher Education Administration.
• Relevant work experience, in budgeting, financial analysis, or strategic planning, preferably in higher education.(2 years)
• Experience in using effective interpersonal, oral, and written communication skills, including the ability to speak and write with clarity and precision to obtain and convey information related to job responsibilities; comfortable in regular interactions with mid and senior- level administrators of the university.
• Experience in working independently on routine tasks and with limited, but appropriate, direction on more complex matters.
• Demonstrated knowledge of strategic and financial planning/modeling principles, methods, and practices.
• Demonstrated knowledge of the principles, concepts, and practices in government and university governance involving fiscal control, budgeting, strategic planning, information analysis, forecasting, reporting, and assessment.
• Demonstrated knowledge of Microsoft Excel, PowerPoint, and Word.
• Demonstrated knowledge with Workday Financial Management System and/or Workday Adaptive Planning.
• Cultural competency skills to effectively engage with individuals from diverse backgrounds.
• Experience in promoting innovative thinking by bringing different perspectives and approaches together, combining them in creative ways to solve problems.
• Experience in offering customer service by actively listening, and validating others’ viewpoints.
• Experience in respecting the confidentiality of others.
• Experience in developing forecast and tracking models that integrate disparate statistical and financial information.
• Experience in performing analysis of financial forecasts, budgets, and econometric trends and of the factors/items therein.
• Ability to effectively synthesize large amounts of complex detailed materials for presentation and review to varying audiences.
• Ability to identify appropriate data sources, extract and manipulate data from multiple and diverse database sources by designing, refining, and running complex data queries.
• Experience in planning and organizational skills, including the ability to successfully manage multiple, complex projects on deadline, often working with interruptions, a changing workflow, and potentially competing priorities.
• Demonstrated knowledge of decision tools for budgetary analysis, such as weighted score tables, decision trees, cost-benefit analysis, activity-based costing, and sensitivity analysis.
• Experience in researching, analyzing, interpreting, explaining, and applying policies, rules, and procedures appropriately; ability to determine compliance with existing policies and established guidelines.
• Ability to take initiative, demonstrate resourcefulness, and display a sense of urgency in fulfilling commitments.
• Experience in delivering a high-quality work product, free of material error, by showing concern for all aspects of the job with a high attention to detail.
• Experience in building effective working relationships and build trust by communicating in an open manner, and following through on commitments.
• Experience in handling conflict and difficult situations in a professional way, working toward consensus.

Working Environment

• Activities are performed in an environmentally controlled office setting subject to extended periods of sitting, keyboarding, and manipulating a computer mouse.
• Hybrid work expectations, currently set at 60% in office, 40% at home. Subject to change.
• Required to stand for varying lengths of time and walk moderate distances to perform work.
• Frequent bending, reaching, lifting, pushing and pulling up to 25 pounds.
• Regular activities require ability to quickly change priorities which may include and/or are subject to resolution of conflicts.
• Communicate to perform essential functions.
• Regular use of standard office equipment including, but not limited to: computer workstation/laptop (keyboard, monitor, mouse), printer, fax, calculator, copier, telephone and associated computer/technology peripherals.

Department Statement

The Office of Planning and Budget (OPB) is responsible for facilitating the development and management of the University’s annual planning and budgeting processes. This includes resource planning, modeling, allocations, tracking, forecasting, and reporting, as well as decision support analysis for unit and enterprise-wide leadership. In addition, OPB handles external reporting requirements and information requests from the State’s Joint Legislative Budget Committee (JLBC) and its Office of Strategic Planning and Budgeting (OSPB), and the Arizona Board of Regents.

ASU Statement

Arizona State University is a new model for American higher education, an unprecedented combination of academic excellence, entrepreneurial energy and broad access. This New American University is a single, unified institution comprising four differentiated campuses positively impacting the economic, social, cultural and environmental health of the communities it serves. Its research is inspired by real world application blurring the boundaries that traditionally separate academic disciplines. ASU serves more than 100,000 students in metropolitan Phoenix, Arizona, the nation's fifth largest city. ASU champions intellectual and cultural diversity, and welcomes students from all fifty states and more than one hundred nations across the globe.

Arizona State University is a VEVRAA Federal Contractor and an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other basis protected by law.

Employment Verification Statement

ASU conducts pre-employment screening which may include verification of work history, academic credentials, licenses, and certifications.

Background Check Statement

ASU conducts pre-employment screening for all positions which includes a criminal background check, verification of work history, academic credentials, licenses, and certifications. Employment is contingent upon successful passing of the background check.

Fingerprint Check Statement

This position is considered safety/security sensitive and will include a fingerprint check. Employment is contingent upon successful passing of the fingerprint check.

Instructions to Apply

Application deadline is 3:00PM Arizona time on the date indicated.

Only electronic applications are accepted for this position.

To view the full position description and to apply online, please visit the following: Budget Planning Analyst | Arizona State University (brassring.com)