Financial Planning & Analysis Advisor

Ohio State University; Columbus (OH); Hybrid; USD 77,000 - 99,000; Full time

Job summary

Ohio State University seeks a Financial Planning & Analysis Advisor to lead and support complex FP&A for ERIK earnings operations. You will partner with unit leaders and ERIK IT to review billing systems, develop multi-year forecasts, and present analyses to senior leadership.

The role requires a bachelor’s degree, 6+ years of experience in earnings operations, and strong Excel and communication skills. This is a hybrid on-campus position with pay range $76,500–$99,300.

Qualifications

• Bachelor’s degree or related field.
• Six years of relevant work experience.
• Experience with earnings operations.
• Strong analytical, computer, organizational, communication, and customer service skills.
• Proficiency in Microsoft Excel.
• Ability to work independently in a cross-functional environment.

Responsibilities

• Oversees earnings operation cost center funds and analyses.
• Prepares, analyzes, and presents detailed financial reports and multi-year forecasts.
• Presents complex financial information to ERIK unit and senior leadership.
• Prepares budgets in enterprise financial management systems (e.g., Workday Adaptive).
• Resolves financial problems and coordinates with the Director on resolution.
• Develops resource reports and presentations for units.
• Supports sponsored programs compliance and governance reviews.
• Partners with ERIK Financial Operations to improve efficiency.

Skills

Financial analysis

Excel proficiency

Communication skills

Cross-functional collaboration

Education

Bachelor's degree

Advanced degree preferred

Tools

Workday Adaptive

Microsoft Office

Job description

Financial Planning & Analysis Advisor## Department:ERIK | Administration**Position Overview**The Financial Planning & Analysis Advisor functions as an advanced financial professional responsible for leading and supporting complex financial planning, analysis, and fiscal reporting and management of Enterprise for Research, Innovation and Knowledge (ERIK) earnings operations under the direction of the Director of Budget Planning and Analysis. This includes applying extension knowledge in financial and earnings policy and procedure oversight, reviewing internal billing management procedures/best practices, and conducting leading annual rate reviews/audits of assigned operations. Partners with unit leaders and ERIK IT in supporting and evaluating various billing systems and processes.**Key Responsibilities*** Oversees and monitors earnings operation cost center funds, personnel, annual financial plans, budget-to-actual fiscal performance, and earnings rate cost analyses.* Prepares, analyzes, and presents detailed financial reports and multi-year forecasts.* Presents complex financial information routinely to ERIK unit and senior leadership. The position may serve as a key advisor in meetings with unit level fiscal representatives and leadership.* Prepares and enters assigned budgets in enterprise financial management systems (e.g., Workday Adaptive) and report templates applying financial analysis and judgment to ensure funding strategies and organizational priorities are aligned.* Resolves financial and operating problems with appropriate party, managing highly complex issues and coordinating with the Director on resolution.* Develops comprehensive resource reports and presentations for units.* Works closely with the Office of Sponsored Programs Grants Compliance, appropriate ERIK sponsored accounting office leaders, and the Office of Business and Finance to support the evaluation of university earnings operations that charge sponsored research and provides recommendations that influence strategic and fiscal decisions.* Partners with ERIK Financial Operations and Operational Excellence to provide recommendations for new strategies and initiatives to improve efficiency as well as ensure procurement and personnel expenditures align with approved budget plans.* Develops and implements financial special projects. **Required Qualifications*** Bachelor’s degree or related field.* Six years of relevant work experience.* Considerable experience working with earnings operations.* Strong analytical, computer, organizational, communication, and customer service skills.* Effective time management skills to complete multiple tasks with competing deadlines.* Proficiency in Microsoft Office, especially Microsoft Excel.* Self-directed individual with the ability to work independently in a cross-functional environment.**Desired Education and Experience*** Advanced degree in related field, including, but not limited to, Business Administration, Accounting, Public Administration or Finance.* Eight or more years of relevant work experience.* Knowledge of Ohio State policies and regulations.* Leadership and project management experience.**Application Materials*** A resume and cover letter are required to be submitted at the time of application to be considered for this position.## Additional Information:**Salary**The pay range for this job profile is $76,500 - $99,300. The offer for this position will fall within this range based on multiple factors including internal equity, unit’s available budget, and the candidate’s qualifications. **Work Location**This is a hybrid position, working 2-3 days per week on campus. **Additional Information**Ohio State will not sponsor applicants for a work visa for this position. **ERIK Overview**Join the Enterprise for Research, Innovation and Knowledge (ERIK) at The Ohio State University and become a part of a dynamic, forward-thinking team dedicated to pushing the boundaries of discovery and innovation. ERIK positions Ohio State to expand curiosity-driven research and creative expression, further develop our research community of faculty, staff, and students, and grow the innovation ecosystem to address big challenges and improve communities locally and globally. We are seeking passionate individuals who are committed to making a meaningful impact through collaboration, innovation, and excellence. To learn more about our mission and work, please visit https://erik.osu.edu/.**Position Mapping*** Function: Finance* Subfunction: Financial Operations* Career Level: S4## Location:University Square South (1032)## Position Type:Regular## Scheduled Hours:40## **Shift:**First Shift***Final candidates are subject to successful completion of a background check. A drug screen or physical may be required during the post offer process.***