Financial Planning & Analysis Advisor

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

Job summary

The Ohio State University is seeking a Financial Planning & Analysis Advisor in Columbus. This hybrid role leads complex financial planning, analysis, and fiscal reporting for ERIK earnings operations under the Director of Budget Planning and Analysis.

The position oversees earnings funds, analyzes budgets, and presents multi-year forecasts to senior leadership. It also budgets in Workday Adaptive and collaborates with Sponsored Programs to align funding with strategic priorities.

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.
• Effective time management to meet deadlines.
• Proficiency in Microsoft Office, especially Excel.
• Self-directed and able to work independently in a cross-functional environment.
• Advanced degree in related field is desirable.
• Eight+ years of relevant work experience is desirable.
• Knowledge of Ohio State policies and regulations.
• Leadership and project management experience.

Responsibilities

• Oversees and monitors earnings operation funds, personnel, annual financial plans, budget-to-actual fiscal performance, and earnings analyses.
• Prepares, analyzes, and presents detailed financial reports and multi-year forecasts.
• Presents complex financial information routinely to ERIK unit and senior leadership.
• Prepares and enters assigned budgets in enterprise financial systems (e.g., Workday Adaptive).
• Resolves financial and operating problems with appropriate parties and coordinates with the Director.
• Develops comprehensive resource reports and presentations for units.
• Collaborates with Sponsored Programs Grants Compliance and ERIK offices to evaluate earnings operations.
• Partners with ERIK Financial Operations to improve efficiency and align expenditures with budgets.
• Develops and implements financial special projects.

Skills

Analytical skills

Computer skills

Organizational skills

Communication skills

Customer service skills

Time management

Independent work

Education

Bachelor's degree

Advanced degree (MBA/related)

Knowledge of OSU policies

Leadership & project mgmt experience

Tools

Microsoft Excel

Microsoft Office

Workday Adaptive

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.

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:RegularScheduled Hours:40Shift: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.

Thank you for your interest in positions at The Ohio State University and Wexner Medical Center. Once you have applied, the most updated information on the status of your application can be found by visiting the Candidate Home section of this site. Please view your submitted applications by logging in and reviewing your status. For answers to additional questions please review the frequently asked questions.

The university is an equal opportunity employer, including veterans and disability.