Budget & Forecasting Analyst (Hybrid)

University of Massachusetts Amherst; Amherst (MA); Hybrid; USD 60,000 - 80,000; Full time

Job summary

The University of Massachusetts Amherst is seeking a Junior Financial Analyst to organize and track the Isenberg School's financial operations, perform budget-to-actual analyses, and forecast resources to guide strategic decisions. This role ensures compliance with university policies and supports procurement and accounts payable processes.

Under the Isenberg School, you will prepare financial reports, update models, reconcile accounts in PeopleSoft, and collaborate with Procurement and

Qualifications

• Bachelor’s degree in accounting, finance, business administration, or related field.
• Knowledge of standard accounting principles and procedures with ability to maintain accurate financial records.
• Proficiency in computerized financial spreadsheets and comfort navigating different financial systems.
• Absolute discretion and integrity when handling sensitive financial information.
• Strong organizational and time-management skills to balance multiple tasks and meet deadlines.
• Excellent interpersonal and communication skills to collaborate across campus.

Responsibilities

• Maintains, monitors, and analyzes Isenberg financial accounts to ensure data accuracy and compliance with internal controls.
• Develops and prepares financial reports and conducts trend and variance analyses to drive decisions.
• Evaluates and processes purchase requisitions, invoices, disbursement vouchers, and recharges per university policies; monitors payment workflows.
• Reseaches and resolves financial inquiries from faculty and staff regarding budgets, funds, and policies.
• Reviews and prepares journal entries in PeopleSoft to allocate expenses and ensure audit trails.
• Acts as liaison with Procurement, Accounts Payable, and Controller’s Office to support timely financial processing.
• Performs other duties with accuracy, confidentiality, and compliance.

Skills

Accounting knowledge

Financial reporting

Spreadsheet proficiency

Communication skills

Education

Bachelor’s degree in accounting/finance or related field

Tools

Excel

PeopleSoft

Job description

The University of Massachusetts Amherst is seeking a Junior Financial Analyst to organize and track the Isenberg School's financial operations, perform budget-to-actual analyses, and forecast resources to guide strategic decisions. This role ensures compliance with university policies and supports procurement and accounts payable processes.

Under the Isenberg School, you will prepare financial reports, update models, reconcile accounts in PeopleSoft, and collaborate with Procurement and