Financial Analyst Senior

The University of Kansas; Lawrence (KS); On-site; USD 60,000 - 82,000; Full time

Job summary

The University of Kansas is seeking a Financial Analyst Senior to support the university’s annual budget process by administering Oracle PBCS, training schools and departments, and developing analyses and dashboards. This role requires proficiency with university financial and budget systems and the ability to create custom analyses and queries.

It also involves advising on fiscal impact of policy changes, preparing reports for the Board of Regents and legislature, and ensuring timely, accurate

Qualifications

• Bachelor's degree with 5 years of related experience OR HS diploma with 9 years.
• 5 years of experience with KU financial systems or similar systems.
• 2 years' experience with MS Office Suite; Excel (VLOOKUPs and pivots).
• Excellent analysis and problem-solving skills.

Responsibilities

• Administer the Oracle PBCS budget system and develop dashboards.
• Prepare budget documents and analyze fiscal data for boards and legislature.
• Forecast budgets and provide operational support and reports.
• Maintain cost centers and ensure updates follow procedures.
• Support policy, procedures, and fund transfers with informed guidance.
• Provide training and communication to departments on budget systems.

Skills

Excel / VLOOKUP / Pivot

Budget analysis

SQL / SAS basics

Analytical thinking

Education

Bachelor's degree + 5 years

High School diploma + 9 years

Tools

MS Office Suite

Oracle PBCS (preferred)

Job description

Position Overview

Financial Analyst Senior supports the university’s annual budget process by administering and providing training for Oracle PBCS, advising schools and departments on financial and budget matters, and developing analyses, queries, and dashboards. This role requires proficiency with university financial and budget systems, the ability to create custom analyses and queries, sound judgment, and the capacity to manage cyclical workload demands while supporting timely, accurate budget planning and reporting.

Job Description

35% – Serve as the Oracle administrator for the Oracle PBCS budget system used to develop, manage, and reconcile information for the university’s working budget. Utilize various client-server and web-based fiscal management systems to extract, analyze, and present data from university budget, accounting, human resources, and student records systems. Prepare ad-hoc Oracle Analytics Cloud analyses and dashboards Assist with maintaining and implementing system upgrades as needed, evaluating system functionality, and recommend improvements to strengthen business processes and reporting capabilities.

35% – Budget preparation, reporting, and analysis. Prepare budget documents throughout the annual budget cycle; organize financial data for budget requests and appeals to the Board of Regents, State Division of the Budget, and legislature; analyze legislative actions relevant to the university; and advise the Director on the fiscal impact of proposed policy implementation. Reports may include the September legislative request, working budget, percentage increase report, OIRP profile report, and payroll and human resources analytical reports.

10% – Budget forecasting and operational support. Work independently and collaboratively to identify and anticipate budget and financial operational needs, develop procedures to address those needs, prepare periodic budget forecasts and reports using budget, accounting, and payroll systems, and serve as an advisory resource to schools and departments.

10% – Cost center maintenance. Manage university cost center maintenance requests and ensure related updates are processed accurately and in accordance with established procedures.

5% – Policy, procedure, and fund-transfer support. Assist in establishing and implementing business policies and procedures. Consult with university personnel on budgeting, accounting, and management issues, using discretion and judgment to recommend and implement appropriate procedures. Assist with university fund transfers and related activities, including researching budgetary questions from departments.

5% – Training and communication. Provide guidance and training to the university community on effective use of established budget and financial systems. Communicate with university departments through training sessions, meetings, and email. Examples include workshops for departmental budget officers and mapping of business processes. Perform other duties as assigned by the Director.

Required Qualifications

1. Bachelor's degree in business, accounting, information technology, economics, math, or related field with 5 years of related experience OR High School diploma and 9 years of related experience.
2. Five (5) years of experience with KU financial systems or other similar systems.
3. 2 years' experience with MS Office Suite products, key skills in Excel (VLOOKUPs and pivots) as evidenced in application materials.
4. Excellent analysis and problem-solving skills, as demonstrated by application materials and work history.

Preferred Qualifications

1. Previous experience as Oracle System administrator.
2. Previous experience in writing SAS or SQL in SAS queries and coding programs for financial analysis, as evidenced in application materials.
3. Demonstrated knowledge of Oracle budget solutions, PeopleSoft human resources software, as evidenced in application materials.
4. Excellent written communication skills, as demonstrated in application materials.
5. Previous experience with the structure, policies, and procedures of the University of Kansas Lawrence campus, as demonstrated in application materials.
6. Master's degree in business administration or related field.

Advertised Salary Range$71,000