Financial Planning

University at Buffalo

Town of Amherst (NY)

On-site

USD 71,000 - 83,000

Full time

4 days ago

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Job summary

University at Buffalo seeks a Financial Planning & Forecasting Analyst to join the VPSL Finance division. The role focuses on advanced financial modeling, forecasting, and analytical support to inform capital planning and long-term sustainability in Student Life.

Reporting to the Unit Business Officer, you will develop scenarios, translate data into leadership-ready insights, and ensure rigorous financial control across projects and funding sources.

Qualifications

Bachelor's degree in Finance, Accounting, Economics, Business Administration, Data Analytics, or related field.
Three years of progressively responsible experience in financial analysis, forecasting, budgeting, accounting, economics, business administration, or related analytical work.
Demonstrated experience developing financial models and conducting quantitative analysis.
Advanced proficiency with Microsoft Excel.
Strong analytical, organizational, and problem-solving skills.
Demonstrated ability to work independently and manage multiple priorities.

Responsibilities

Develop complex financial models, evaluate funding strategies, conduct scenario analyses, and assess financial risks and opportunities associated with capital investments and divisional operations.
Translate complex financial information into meaningful decision-support tools for divisional leadership and conduct ad hoc financial, operational, and strategic analyses as assigned by the Unit Business Officer.
Support an integrated capital financial-control and reporting framework that provides visibility into approved project budgets, funding sources, commitments, actual expenditures, approved and pending changes, contingency utilization, forecast-to-complete, estimate at completion, and remaining funding.

Skills

Financial analysis

Forecasting

Excel

Analytical thinking

Independent work

Prioritization

Power BI

Education

Bachelor's degree in Finance, Accounting, Economics, Business Administration, Data Analytics, or related field

Tools

Power BI

Job description

Financial Planning & Forecasting Analyst

Position Information

Position Title: Financial Planning & ForecastingAnalyst

Department: VPSL Finance

Posting Link: https://apptrkr.com/9914823 https://www.ubjobs.buffalo.edu/postings/65452

Job Type: Full-Time

Posting Detail Information

Position Summary

The Division ofStudent Life is accepting applications for the Financial Planning & Forecasting Analyst. Inthis role, you will serve as the analytical extension of the UnitBusiness Officer and provide advanced financial modeling,forecasting, and analytical support necessary to inform strategiccapital planning, financial sustainability initiatives, andexecutive decision-making across the Division of StudentLife.

In this role, your responsibilities include:

Develop complex financial models, evaluate funding strategies,conduct scenario analyses, and assess financial risks andopportunities associated with capital investments and divisionaloperations.
Translate complex financial information into meaningfuldecision-support tools for divisional leadership and conduct ad hocfinancial, operational, and strategic analyses as assigned by theUnit Business Officer.
Support an integrated capital financial-control and reportingframework that provides consistent visibility into approved projectbudgets, funding sources, commitments, actual expenditures,approved and pending changes, contingency utilization,forecast-to-complete, estimate at completion, and remainingavailable funding.

Reporting directly to the Unit Business Officer, you will serve asthe division's primary resource for capital planning, forecasting,financial modeling, reserve analysis, occupancy and revenueforecasting, long-range financial sustainability analysis andcapital financial controls & portfolio reporting.

About Student Life

StudentLife is dedicated to creating a student-centeredenvironment that fosters engagement, well-being, and success.Guided by four strategic priorities—student engagement, health andwellness, personalized support, and advancing diversity, equity,inclusion, and justice,we provide transformative experiences thatempower students to grow, lead, and thrive. As a member of StudentLife, you'll join a team of passionate professionals united byshared values and a commitment to student success. We think big,act boldly, and pursue excellence with purpose. Together, we buildinclusive communities, champion discovery, and celebrate theachievements that shape the UB experience.

Learn more:

Our benefits, where we prioritize your well-beingand success to enhance every aspect of your life.
Being a part of the University at Buffalocommunity.

The University at Buffalo is an equal opportunity employer (EOE)and welcomes all to apply including veterans and individuals with adisability.

Minimum Qualifications

Bachelor's degree from an accredited institution in Finance,Accounting, Economics, Business Administration, Data Analytics, orrelated field.
Three years of progressively responsible experience infinancial analysis, forecasting, budgeting, accounting, economics,business administration, or related analytical work.
Demonstrated experience developing financial models andconducting quantitative analysis.
Advanced proficiency with Microsoft Excel.
Strong analytical, organizational, and problem-solvingskills.
Demonstrated ability to work independently and manage multiplepriorities.

Preferred Qualifications

Master's degree in Finance, Business Administration, Economics,Public Administration, or related fields.
Experience in higher education, finance, oradministration.
Experience with capital planning and reserve analysis.
Experience developing long-range financial forecasts.
Experience with business intelligence, reporting, and datavisualization tools.
Experience working with SUNY, State, IFR, DIFR, ResearchFoundation, and University Foundation funding environments.
Experience with financial planning systems and forecastingsoftware.
Experience developing capital portfolio dashboards,project-control reporting, and executive financial reporting.
Experience with capital project financial controls, includingcommitments, actuals, contingency, estimate at completion (EAC),forecast-to-complete, cash-flow, and variance analysis.
Experience reconciling financial data across ERP, procurement,project-management, facilities, and/or related enterprisesystems.
Advanced experience with Power BI or comparablebusiness-intelligence and data-visualization platforms.
Experience establishing reporting standards, data definitions,and controls for portfolios involving multiple restricted ordesignated funding sources.