Enterprise EFP&A Financial Analyst Senior

University of Michigan; Ann Arbor (MI); Hybrid; USD 90,000 - 120,000; Full time

Job summary

The University of Michigan seeks a Senior Business Analyst for the Enterprise Financial Planning & Analysis (EFP&A) team. You will apply advanced financial planning, reporting, and analytical skills across university-wide budgeting, forecasting, and consolidation efforts.

You will independently manage assignments and partner with diverse units to deliver actionable financial insights. You will translate complex data into clear recommendations, develop budgets and forecasts, and support executive

Qualifications

• Bachelor's degree in Accounting, Finance, Business Administration, or a related field.
• 2-5 years of progressively responsible experience in financial planning and analysis, budgeting, forecasting, financial reporting, accounting, or a related financial discipline.
• Demonstrated experience developing, analyzing, or supporting budgets, forecasts, financial reports, and related financial analysis.
• Strong ability to interpret financial results, identify trends and variances, evaluate assumptions, and apply sound financial judgment to assess reasonableness and support decision-making.
• Ability to analyze complex financial information and translate findings into clear, meaningful insights and recommendations.
• Demonstrated ability to work with large and complex data sets, including advanced Microsoft Excel skills.
• Strong written and verbal communication skills, with the ability to communicate financial information clearly to both financial and non-financial audiences and across multiple levels of an organization.
• Demonstrated ability to independently manage assigned responsibilities, exercise initiative, and follow work through to completion.
• Strong organizational skills and attention to detail, with the ability to maintain accuracy while working with complex financial information.
• Ability to manage multiple priorities and deadlines in a dynamic environment while adapting to changing business needs.

Responsibilities

• Partner with Business & Finance units to develop, review, and analyze budgets, forecasts, financial performance, and budget-to-actual results.
• Support enterprise-wide budget and forecast consolidation, financial reporting, and analysis.
• Develop financial reports, analyses, and presentation materials that provide meaningful insights to senior leadership.
• Review and analyze university internal recharge rates to ensure compliance with university policy and applicable federal requirements.
• Support capital planning activities for Business & Finance units.
• Develop and reconcile monthly FTE reports, as assigned.
• Analyze complex financial data to identify trends, risks, opportunities, and other insights that support decision-making.
• Support the annual university budget process, Budget Book, auxiliary fund reporting and analysis, and other enterprise financial initiatives.
• Collaborate across EFP&A and with university partners to improve financial models, reporting, systems, and processes through standardization, automation, and continuous improvement.

Skills

Strong communication

Financial analysis

Data interpretation

Problem solving

Time management

Cross-functional collaboration

Attention to detail

Presentation skills

Education

Bachelor's degree in Accounting, Finance, or related field

Master's degree in Accounting, Finance, or related field

Tools

Microsoft Excel

Financial planning systems

Job description

Enterprise EFP&A Financial Analyst Senior

A cover letter is required for consideration for this position and should be attached as the first page of your resume. The cover letter should address your specific interest in the position and outline skills and experience that relate to this position.

Who We Are

Enterprise Financial Planning & Analysis (EFP&A) brings an enterprise perspective to the university's financial planning and analysis activities. We serve as a strategic financial partner to the Business & Finance enterprise while carrying key university-wide financial responsibilities. Our team connects financial data, operational context, and institutional priorities to provide meaningful financial insight and support effective stewardship of university resources. Our work is grounded in partnership, accuracy, transparency, consistency, and continuous improvement.

What We Do

Enterprise Budget & Forecast Consolidation

• Lead the university-wide consolidation, analysis, and reporting of more than $16 billion in annual budgeted revenue, providing a comprehensive view of the university's financial plan, performance, and outlook.

Business & Finance Financial Planning & Analysis

• Support the over $800 million Business & Finance portfolio through budget development, forecasting, financial analysis, reporting, and decision support for B&F leadership and units.
• Administer the review and approval of university-wide internal recharge rates, promoting consistent rate development and compliance with university policies and federal requirements.

Financial Analysis & Decision Support

• Provide financial expertise through data modeling and analytics, scenario analysis, cost allocation, and financial and budget reporting to identify trends, risks, opportunities, and financial implications.

Executive & Board Reporting

• Analyze financial information and develop presentation materials for senior leadership, including financial materials presented to the University of Michigan Board of Regents.
• Strengthen and streamline financial processes, develop standardized approaches and journal entries, and provide financial services and support based on institutional and B&F needs.

Job Summary

The Enterprise Financial Planning & Analysis (EFP&A) team is seeking a Business Analyst Senior to support the Business & Finance (B&F) enterprise and key university-wide financial activities. In this role, you will apply strong financial planning, reporting, and analytical capabilities across EFP&'s core responsibilities, including B&F financial planning and analysis; university-wide financial consolidation, forecasting, and reporting; and the review and approval of university recharge rates. Specific assignments will vary based on team priorities and business needs, with the expectation that you will independently manage and execute assigned work.

You will analyze complex financial information, develop budgets and forecasts, evaluate performance and trends, perform variance and scenario analysis, and translate financial results into meaningful insights and recommendations. The successful candidate will bring strong analytical and financial judgment, effective communication skills, attention to detail, and a continuous improvement mindset while collaborating with stakeholders across B&F and the university.

Responsibilities*

• Partner with Business & Finance units to develop, review, and analyze budgets, forecasts, financial performance, and budget-to-actual results.
• Support enterprise-wide budget and forecast consolidation, financial reporting, and analysis.
• Develop financial reports, analyses, and presentation materials that provide meaningful insights to senior leadership.
• Review and analyze university internal recharge rates to ensure compliance with university policy and applicable federal requirements.
• Support capital planning activities for Business & Finance units.
• Develop and reconcile monthly FTE reports, as assigned.
• Analyze complex financial data to identify trends, risks, opportunities, and other insights that support decision-making.
• Support the annual university budget process, Budget Book, auxiliary fund reporting and analysis, and other enterprise financial initiatives.
• Collaborate across EFP&A and with university partners to improve financial models, reporting, systems, and processes through standardization, automation, and continuous improvement.

Required Qualifications*

• Bachelor's degree in Accounting, Finance, Business Administration, or a related field.
• 2-5 years of progressively responsible experience in financial planning and analysis, budgeting, forecasting, financial reporting, accounting, or a related financial discipline.
• Demonstrated experience developing, analyzing, or supporting budgets, forecasts, financial reports, and related financial analysis.
• Strong ability to interpret financial results, identify trends and variances, evaluate assumptions, and apply sound financial judgment to assess reasonableness and support decision-making.
• Ability to analyze complex financial information and translate findings into clear, meaningful insights and recommendations.
• Demonstrated ability to work with large and complex data sets, including advanced Microsoft Excel skills.
• Strong written and verbal communication skills, with the ability to communicate financial information clearly to both financial and non-financial audiences and across multiple levels of an organization.
• Demonstrated ability to build effective working relationships and collaborate across functions to gather information, understand business needs, resolve issues, and move work forward.
• Ability to prepare and present financial information in a clear, concise, and decision-useful manner.
• Demonstrated ability to independently manage assigned responsibilities, exercise initiative, and follow work through to completion.
• Strong organizational skills and attention to detail, with the ability to maintain accuracy while working with complex financial information.
• Ability to manage multiple priorities and deadlines in a dynamic environment while adapting to changing business needs.

Desired Qualifications*

• Master's degree in Accounting, Finance, Business Administration, or a related field.
• Experience working in a large, complex, decentralized organization, particularly in a financial planning, budgeting, reporting, or analytical capacity.
• Experience supporting enterprise-level financial planning, consolidation, reporting, or analysis involving multiple business units, departments, or stakeholder groups.
• Demonstrated ability to identify and implement process improvements that enhance the accuracy, efficiency, consistency, or transparency of financial planning and reporting.
• Experience developing financial analyses, reports, and presentations for senior leadership, including the ability to synthesize complex information into clear key messages and insights.
• Knowledge of financial statement analysis and GAAP concepts, with the ability to understand relationships among financial results, underlying assumptions, and operational drivers.
• Experience applying financial policies, guidelines, or established methodologies to review financial information, assess reasonableness, and support consistent financial practices.
• Experience with enterprise planning, budgeting, reporting, or financial management systems and an interest in leveraging technology to improve financial processes and analysis.
• Project management, financial systems implementation, or other experience coordinating work across multiple stakeholders and functional areas.
• Experience in higher education or familiarity with university financial operations, policies, systems, and regulatory requirements.

Modes of Work

Positions that are eligible for hybrid or mobile/remote work mode are at the discretion of the hiring department. Work agreements are reviewed annually at a minimum and are subject to change at any time, and for any reason, throughout the course of employment. Learn more about the work modes .

Application Deadline

Job openings are posted for a minimum of seven calendar days. This opening may be removed from posting boards and filled any time after the minimum posting period has ended.

U-M EEO Statement

The University of Michigan is an Equal Opportunity Employer. We are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants, including protected veterans and individuals with disabilities.

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