Analyst, Planning, Budgeting and Strategy

ASU Enterprise Partners; Tempe (AZ); Hybrid; USD 60,000 - 80,000; Full time

Job summary

ASU Enterprise Partners seeks an Analyst for Planning, Budgeting and Strategy to provide crucial financial analysis and support for strategic planning. This hybrid role involves close collaboration across business units, leveraging strong Excel skills and financial acumen. The successful candidate will engage in various analyses, contribute to financial planning tools, and assist with forecasting models. A passion for data-aligned decisions and team collaboration is essential.

Benefits

Hybrid work schedule

Comprehensive benefits package

401(k) plan with matching employer contribution

22 days of vacation time

Parental leave

Significant tuition reductions

$30 bi-weekly cell phone reimbursement

Qualifications

• 1+ years of experience as a financial planning analyst or comparable background.
• Strong initiative and ability to prioritize effectively.
• Ability to maintain confidentiality regarding sensitive information.

Responsibilities

• Provide analysis & support for financial management activities.
• Collaborate on projects for strategic planning.
• Support development & maintenance of forecasting models.

Skills

Analytical skills

Microsoft Excel

Financial information systems knowledge

Accounting principles knowledge

Interpersonal skills

Education

Bachelor’s degree in Economics, Finance, Data Analytics, or related field

Job description

Analyst - Planning, Budgeting and Strategy

The Analyst, Planning, Budgeting and Strategy is responsible for reporting and analytics and will assist in and contribute to the design, development, and implementation of strategic financial planning tools and solutions that support data-aligned business decisions. The Analyst, Planning, Budgeting and Strategy works closely with other members of the Business Planning team and partners with business units across the organization on projects relating to strategic planning.

What you’ll do

• Provides analysis and support for ongoing financial management and future business development activities

• Maintains data and executes adjustments in the planning system; ensures data integrity

• Liaises and collaborates with members of the Business Planning and Finance teams to ensure consistency between financial data, annual budget, forecast, and long-range financial planning

• Assists in the design, testing, and training related to ongoing enhancements of reports and analytics tools

• Assists, supports, and collaborates with team members in the development, maintenance, and enhancement of forecasting models, including the creation of new models and integration of new tools as per business requirements

• Assists in maintaining and updating the long-range planning system

• Engages in and supports ad-hoc analyses and special projects

• Other duties as assigned

What you'll need

• Strong Microsoft Excel skills (including tables, charts, pivot tables and complex modeling)

• Excellent analytical skills for interpretation of financial and related management information, along with attention to detail and a high degree of accuracy

• Knowledge and understanding of financial information systems including relational databases, enterprise planning technologies, and business analytics tools

• Knowledge of accounting and accounting principles sufficient to assist in the preparation of financial and budgetary analyses

• Ability to take initiative and set priorities, while being flexible

• Team-oriented strategist able to effectively manage complex situations involving numerous and sometimes competing constituencies

• Highly organized and able to juggle multiple projects and competing demands

• Strong and collegial interpersonal skills and an ability to communicate effectively in person, in writing, and by phone

• Ability to work both independently and as part of a team

• Ability to maintain a high degree of confidentiality and responsibility regarding information related to Enterprise Partners, its subsidiaries and University business and confidential prospect information

Relevant qualifications

• Bachelor’s degree in Economics, Finance, Data Analytics, or related field

• At least one (1) year of experience as a financial planning analyst or comparable background/experience

Preferred education and experience

• Two (2) to three (3) year s of experience as a financial planning analyst

Benefits

• Hybrid work schedule. We work from home two days a week!

• Comprehensive benefits package, including medical, dental, and vision insurance

• 401(k) plan with matching employer contribution

• 22 days of vacation time

• 11 holidays, including your birthday

• Parental leave

• Significant tuition reductions

• Professional development is highly valued at ASU Enterprise Partners, where employees are encouraged to look across the organization and nurture new areas of interest

• $30 bi-weekly cell phone reimbursement

About ASU Enterprise Partners

ASU Enterprise Partners is a nonprofit organization whose mission is to provide an ecosystem of services to create solutions and generate resources to extend Arizona State University’s reach and advance its charter. ASU Enterprise Partners supports ASU and several affiliates, including the ASU Foundation for a New American University, ASU Outreach Hub, ASURE, NEWSWELL, Skysong Innovations and University Realty.

ASU Enterprise Partners is home to several Centers of Excellence whose purpose is to provide professional services to its affiliates. The Centers of Excellence include Finance, General Counsel, Investments, Public Relations and Strategic Communications, Human Resources, Facilities and Operations, Data Analytics and Insights Planning, Budgeting and Strategy, and Technology and Solutions.

At ASU Enterprise Partners

We serve

ASU and one another with integrity, trust and compassion

We engage

step up, own it, collaborate

We innovate.

continuously, fearlessly, make decisions and take risks

We care

that everyone feels respected and valued for who they are

ASU Enterprise Partners is an Equal Opportunity Employer