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Budget and Financial Planning Fellow

Clemson University
South Carolina, United States
Salary Not specified
Date posted
Nov 27, 2023
Clemson University

Job ID:108233

Location:Sikes 300/2

Full/Part Time:Full-Time



Develops, manages, and coordinates strategic financial planning initiatives driving business transformation across the University. Designs, develops, manages, updates, and improves upon financial reporting at the enterprise and unit-level. Develops complex models and connects those models to business processes to drive decision support and analytical insights. Supports budget operations and ad hoc projects as needed. Other duties as assigned


45% - Essential - Revenue Based Budgeting: Takes an active and leading role in implementing the University's new revenue based budgeting model. Includes the development and documentation of policies, procedures impacted by the model's design. Distills high-level implementation tasks into project level activities and executes those activities in a timely and project-oriented manner. Understands how a proposed policy and procedure connects to other enterprise level policies and procedures to ensure deliverables created make sense and align with the University's standards and expectations. Draws upon a broad skillset across different functional domains (e.g., procurement, leases, accounting, budget, financial aid, endowments) to be successful in this work.

20% - Essential - Financial Reporting & Forecasting: Designs, builds, tests, implements, documents, and maintains reporting packages that inform and provide insight into the financial health of the enterprise and its component units, including centralized and decentralized stakeholders. Designs, develops, prototypes, implements, and maintains University wide forecasting process to enhance decision support. Identifies the questions needing to be answered, curates the sources of data, and builds the necessary tools and processes to institutionalize the deliverables. Executes reporting and forecasting activities in accordance with established schedules. Synthesizes and communicates information in a timely, proactively and quality-driven manner.

20% - Essential - Modeling & Analytics: Conceptualizes, scopes, tests, implements, documents and maintains models and analyses that integrate data, other models, and business processes to enable the University to understand and project critical business activities and their financial impacts. Includes evaluating areas where technology solutions can be leveraged to bring automation to the deliverables and working with team members to execute those changes. Builds and maintains visualization reports, dashboards, and complex models. Partners with the Business Intelligence, Capital Planning, Budget and Financial Planning, Accounting Services, Procurement and Business Services, HR, and IT.

10% - Essential - Budget Operations:
Proactively develops, operationalizes, monitors, and appropriately stewards budgets, forecasts, and short and long-range financial plans. Translates budget and financial planning outputs into financial statement results. Identifies the interrelationships between business drivers and accounts for their effects on financial statements. Solicits, compiles, and analyzes inputs in support of the University budget. Collects, prepares, analyzes, reviews, and approves budget adjustments, fund transfers, and resource reallocations. Maintains budgets in enterprise financial systems.

5% - Essential - Continuous Improvement & Other Duties:
Effectively leverages the use of applicable and appropriate technologies to plan and execute work. Actively learns technology systems including back-end setup. Continuously explores opportunities for improvement, increased efficiency, and maximized effectiveness. Identifies, articulates, and implements requirements for technology solutions impacting budget, analytics, and finance. Performs other duties and projects as assigned.


Education - A bachelor's degree with multiple accounting courses and professional experience directing professional accounting, auditing, banking, or finance employees.


Education - 1st Master's Degree - Business, Finance, Accounting, or Related Field
Work Experience - Work Exp 8+ years

Preferred Licenses and Certifications- Certified Treasury Professional (CTP), Chartered Financial Analyst (CFA), Certified Public Accountant (CPA), or Certified Management Accountant (CMA)


Comprehensive Job Knowledge - Comprehensive knowledge of theories and practices and ability to use in complex, difficult and/or unprecedented situations

Acts as Lead - Acts as a Lead by guiding the work of others who perform essentially the same work.

No Budget Responsibilities - No fiscal responsibility for the department's budget.


Education - 1st Master's Degree - Business, Finance, Accounting, or Related Field
Work Experience - Work Exp 8+ years

Preferred Licenses and Certifications- Certified Treasury Professional (CTP), Chartered Financial Analyst (CFA), Certified Public Accountant (CPA), or Certified Management Accountant (CMA)


- No working conditions.


Standard Hrs: 37.5; Anticipated Salary Range ($ 66,892.00 - $ 110,000.00)


Clemson, SC


December 4, 2023


Clemson University is an AA/EEO employer and does not discriminate against any person or group on the basis of race, color, religion, sex, sexual orientation, gender, gender identity, pregnancy (including childbirth, or related medical condition), national origin, age, disability, veteran's status, genetic information, or any other personal characteristic protected under applicable federal or state law. Clemson University is building a culturally diverse faculty and staff committed to working in a multicultural environment and encourages applications from minorities and women.


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