Senior Budget & Financial Analyst

JOB TITLE: Senior Budget & Financial Analyst

DEPARTMENT: Accounting

LOCATION: Fully Remote

FSLA STATUS: Exempt, Full-Time

REPORTS TO: Director of Financial Planning & Analysis

COMPENSATION: $100,000 - $120,000 annually

GENERAL PURPOSE OF THE JOB

Reporting to the Director of Financial Planning and Analysis with a dotted line to the Executive Director of Finance, this position will have an active role in supporting preparation of financial reporting and analysis, leading the annual budget process, and administering the University's budgeting and planning software, as well as other special projects as assigned. The ability to perform and evaluate comprehensive analysis will be a key requirement for this position, as is a working knowledge of GAAP.

ESSENTIAL DUTIES AND RESPONSIBILITES

• Perform in-depth variance analyses, including key insights and actionable recommendations relating to revenue, compensation, expenses, etc. Gather data and create monthly and periodic financial reports.
• Responsible for all aspects of preparation of monthly business unit financial reporting process, including calculating, reconciling and maintaining month-end business unit and overhead allocations.
• Act as centralized point of contact for budget managers to lead preparation of annual budget, including the budget calendar, key assumptions, and consolidated budget presentations for leadership. Monitor budget-to-actual performance throughout the fiscal year, prepare periodic reforecasts, and process budget transfers and amendments. Manage budgets in Prophix software so users can review their variances and available budget as needed. Answer inquiries from budget managers regarding the Prophix software, reports, and their data. Assist departments in problem-solving.
• Maintain Prophix software including data integrations for financials, employees, and students; budget template design and distribution; allocation models; report building; cube maintenance and structure, etc. Ensure data integrity through regular reconciliation of Prophix to the ERP and source systems; manage user access and security; and coordinate system upgrades, testing, and documentation.
• Build dashboards for financial key performance indicators and trends. Develop financial models, multi-year forecasts, and scenario analyses to support enrollment, compensation, and resource-planning decisions.
• Prepare lead schedules, year-end adjustments, and other information for annual audit. Train budget managers in using various financial and budgeting software.
• Contribute to strategic decision-making by providing financial insights and recommendations.
• Identify cost reduction opportunities and recommend financial goals for each business unit.
• Propose and implement process improvements for the Finance Team.
• Perform other special projects as assigned by the Director of Financial Planning and Analysis.
• Assist the accounting department with special projects.

COMPETENCIES

• Analytical - Synthesizes complex or diverse information; collects and researches data; uses intuition and experience to complement data; designs workflows and procedures.
• Design - Demonstrates attention to detail.
• Problem Solving - Identifies and resolves problems promptly; gathers and analyzes information skillfully; develops alternative solutions; works well in group problem-solving situations.
• Project Management - Communicates changes and progress.
• Technical Skills - Assesses own strengths and weaknesses; pursues training and development opportunities; strives to continuously build knowledge and skills; shares expertise with others.
• Customer Service - Manages difficult or emotional customer situations; responds promptly to customer needs; solicits customer feedback to improve service; responds to requests for service and assistance; meets commitments.
• External Working Relationships – Develops and maintains courteous and effective working relationships with clients, vendors and/or any other representatives of external organizations.

ATTENDANCE

Must be punctual and timely in meeting all requirements of performance, including, but not limited to, attendance standards and work deadlines; beginning and ending assignments on time; and scheduled work breaks, where applicable.

ONSITE RESPONSIBILITIES

This position requires as needed onsite support and/or attendance to meet the essential functions of the job. Onsite activities may include but are not limited to the following: company events, leadership events, etc.

SUPERVISORY RESPONSIBILITIES

This position has no supervisory responsibilities.

EDUCATION AND/OR EXPERIENCE

• Bachelor's degree (B.A.) from four-year college or university.
• No certificates, licenses, or registrations required

COMPUTER SKILLS

• To perform this job successfully, an individual should have knowledge of: Accounting Software; ERP Systems; Internet Software; Payroll Systems; Microsoft Office Suite software (Excel, Word, PowerPoint, Teams); and Electronic Mail Software.
• Skill level with Excel must be considered advanced (XLOOKUP/INDEX-MATCH, pivot tables, Power Query, and financial modeling).
• Experience with Prophix software is preferred.
• Ability to write routine reports and correspondence.

OTHER SKILLS AND ABILITIES/QUALIFICATIONS

• Three to five years general accounting experience and financial analysis experience.

SCU Core Values

1. Integrative Health: We teach, learn, collaborate, and lead by creating an open environment for multiple disciplines and professionals to bring their shared and unique skills together for the benefit of patients and students.
2. Evidence-based Practice: We value a culture of inquiry, assessment, research, scholarship, and judicious use of current best evidence to inform our decisions and work.
3. Health Equity: We value people equally. We strive to educate graduates that are prepared to improve individual and community health.
4. Inclusivity: We welcome everyone regardless of age, race, ethnicity, class, religion, gender, gender expression, sexual orientation, disability, or any other similar or protected status. We believe inclusivity leads to more diversity in our reasoning, better representativeness in our conclusions, more ingenuity in our problem solving, and greater equity in our care.