Budget and Financial Analyst

Budget and Financial Analyst Print Apply  Budget and Financial Analyst Location Georgetown, Texas 78626 Job Type Staff - Full Time, Exempt, Regular Job Number 202600041 Division Finance & Administration Department Finance and Administration Opening Date 04/13/2026 Description Benefits

ABOUT US

Located in Georgetown, Texas, Southwestern University is an independent, four-year undergraduate institution offers a top-ranked integrated arts and sciences curriculum that incorporates the humanities, fine arts, social sciences, and natural sciences. At Southwestern University, we are committed to fostering an environment where every individual feels respected, valued, and empowered. We believe that a thriving community is built on the strength of varying perspectives and experiences, and we strive to create an atmosphere of mutual respect and understanding. Our actions are guided by a commitment to fairness, openness, and the belief that our differences are what make us stronger as a whole.

POSITION OVERVIEW

Reporting to the Associate Vice President (AVP) for Budget, Planning, and Reporting, t he Budget and Financial Analyst supports effective financial planning and oversight by managing budgets, monitoring expenditures, and providing insights to guide decision-making. This role ensures compliance with institutional policies, evaluates financial performance, and identifies trends, risks, and opportunities through reporting and data analysis. The analyst collaborates with departments and finance teams to maintain accurate financial information, support purchasing and funding decisions, and deliver clear, actionable reports and presentations. DUTIES Review departmental budget proposals for accuracy, completeness, and compliance with higher education guidelines, organizational objectives and university's mission. Track budget-to-actual performance, analyze variances and evaluate funding requests. Track spending throughout the fiscal year to ensure departments stay within their authorized limits. Manage capital expenditures and major projects identifying variances and optimizing cash management. Review and approve purchase requests. Create monthly reports explaining the difference between planned spending and actual results. Track Key Performance Indicators (KPIs) to identify trends, opportunities, and risks. Prepare presentations, dashboards, and reports for stakeholders. In partnership with the business office/accounting, review, approve and update information to the financial system. Generate custom, on-demand dashboards, management reports and analytical reports to support decision-making.

ADDITIONAL DUTIES

Assist with special financial projects. Perform other duties as assigned.

QUALIFICATIONS

Minimum education, experience, licenses, certifications, and competencies (knowledge, skills, and behaviors) which are necessary for performing the listed duties. List first those which can be objectively measured. Bachelor's degree in Finance, Accounting, Business Administration, or a related field. Minimum of two (2) years of experience in budgeting, financial analysis, or accounting Strong analytical and problem-solving skills with the ability to interpret financial data and identify trends and variances. Proficiency in financial systems and advanced skills in Microsoft Excel (e.g., pivot tables, formulas, data analysis). Experience with reporting tools, dashboards, and data visualization. Knowledge of budgeting principles, financial forecasting, and internal controls. Ability to communicate complex financial information clearly to non-financial stakeholders. Strong attention to detail, organization, and ability to manage multiple priorities and deadlines. Ability to work independently and collaboratively in a team environment. Further preferred qualifications which are also desirable for performing the listed duties. Master's degree in Finance, Accounting, Business Administration, or a related field, or professional certification (e.g., CPA, CMA). Experience in higher education or a similarly complex, multi-departmental environment. Hands-on experience with Ellucian Colleague and reporting tools such as Informer. Advanced skills in financial modeling, forecasting, and data visualization (e.g., Power BI, Tableau). Experience with audits, compliance, or process improvement initiatives.

ADDITIONAL INFORMATION

Starting annual salary: $70,000. The final offer for the successful candidate will be commensurate with experience and may exceed the starting annual salary. Southwestern University is an E-Verify employer. Southwestern University is an equal-opportunity employer and prohibits discrimination and harassment of any kind. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected status under applicable law. We do not discriminate in hiring on the basis of sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected veteran status, or any other characteristic protected by federal, state, or local law. If you need reasonable accommodation for any part of the employment process, please contact us by email at hr@southwestern.edu.

Jeanne Clery Statement:

Notice of Availability of Annual Security and Fire Safety Report— Southwestern University Annual Safety and Fire Report is available online at https://www.southwestern.edu/life-at-southwestern/safety-security/annual-security-reports/ containing mandated information about current campus policies concerning safety and security issues, required statistics, and other related information for the past three calendar years. To obtain a paper copy of the report, please call 512-863-1435. Southwestern University offers a comprehensive benefits package, which includes health and welfare insurance (medical, dental, and vision), life and AD&D insurance, long-term disability coverage, generous contributions to a 403(b) retirement account, an Employee Assistance Program (EAP), various paid time-off programs (for staff positions), undergraduate tuition assistance for you and your dependents, access to athletic facilities, free parking, and discounted meal rates, along with other benefits designed to support your well-being and work-life balance. Employer Southwestern University Address 1001 E University Ave Georgetown, Texas, 78626 Phone 5128631435 Apply