Senior Financial Planning & Analysis Analyst

Job Summary The Senior Financial Planning & Analysis (FP&A) Analyst leads the University's financial planning, budgeting, and analytical functions. This role integrates budget administration, financial operations, and advanced FP&A responsibilities, including forecasting, financial modeling, variance analysis, and strategic decision support. Lead preparation and monitoring of operating and position budgets Monitoring expenditures and revenues Maintain financial data in Banner and budget tracking tools (position numbers, position budgets, all funds budgets, transfers, etc.) Process and approve budget transfers Assist with month-end and year-end closing and compliance Determine availability of funds and process student-related financial forms (wages, stipends, assistantships, scholarships) Assist in development and submission of University Budget Request to UL System Provide guidance to departments on budget transfers and corrections with both manual and system-based transactions Assist budget owners Prepare monthly/quarterly financial reports with operating results and provide quantitative analysis of key variances and trends Lead forecasting, financial modeling efforts, and projections utilizing Synario Forecast Modeling platform Provide insights to leadership for decision-making Execute a high-level of communication and collaboration with university divisions Assist Director of Budget and Financial Planning in preparation of PowerPoint presentations addressing senior management on current financial outlook and key performance metrics Assist in managing cash forecasting across university and functional teams Promote a positive work environment demonstrating respect for colleagues at all levels Job Duties & Responsibilities FP&A (forecasting, modeling, variance analysis) Budget operations and monitoring Budget development and institutional reporting Financial reporting and analytics Student and personnel budget processing University support and training Other duties as assigned

Qualifications Minimum:

Bachelor's degree in Finance, Accounting, Business, or related field 4-6 years of experience in budgeting, financial analysis, or accounting Advanced Excel skills Strong analytical and communication skills

Preferred:

Experience in higher education Banner financial experience MBA or Master's degree in Finance, Accounting, or related field degree Certification (CPA, CFA, other related designation)

Additional Qualifications:

Knowledge of financial principles and analyses Analytical problem-solving skills, ability to contextualize data effectively and efficiently Excellent written and oral communication skills Keen attention to detail Able to lead multiple priorities in a fast-paced environment Proactive self-starter and phenomenal teammate, ability to learn quickly, be flexible and adapt to change and organizational landscape Experience in a cross-functional, highly matrixed team environment are a plus P roficiency in Microsoft Excel; experience with Banner Supplemental Information Applications without the following will not be considered complete. Cover Letter Resume Transcript(s) if applicable Curriculum Vitae if applicable Review of applicants will begin June 9th, 2026 and will continue until position is filled. State As a Model Employer