Financial Planning & Analysis Advisor

Ohio State University; United States; Hybrid; USD 77,000 - 99,000; Full time

Benefits offered by this job

Medical, Dental and Vision coverage

Paid time off + 11 holidays

State retirement plan

Job summary

Ohio State University is seeking a Financial Planning & Analysis Advisor to lead and support complex financial planning, analysis, and reporting for ERIK earnings operations. You will partner with unit leaders, ERIK IT, and executive leadership to ensure funding strategies align with university priorities.

The role requires six years of relevant experience, strong analytical skills, and proficiency in Excel. The position is hybrid, with 2–3 days on campus, and offers comprehensive benefits.

Qualifications

• Bachelor’s degree or related field required.
• Six years of relevant work experience.
• Experience with earnings operations and financial reporting.
• Strong analytical, organizational and communication skills.
• Proficiency in Microsoft Excel and Office tools.

Responsibilities

• Oversights and monitors earnings operation funds, budgets, and analyses.
• Prepares and presents detailed financial reports and forecasts.
• Delivers complex financial information to leadership.
• Acts as advisor in meetings with fiscal representatives.
• Enters budgets in Workday Adaptive and related systems.
• Resolves financial issues with appropriate parties and director alignment.
• Develops resource reports and presentations for units.
• Collaborates with Sponsored Programs and ERIK offices on governance.
• Works with ERIK Financial Operations to improve efficiency and procurement alignment.

Skills

Analytical skills

MS Excel

Communication

Time management

Self-directed

Customer service

Education

Bachelor’s degree or related field

Advanced degree in related field

Tools

Workday Adaptive

Job description

Job Title

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.
• Present 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.

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.

Visa: 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

Background Checks

Final candidates are subject to successful completion of a background check. A drug screen or physical may be required during the post offer process.

Equal Opportunity Statement

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

Benefits

• Medical, dental and vision coverage, with Ohio State paying a significant portion of the cost.
• Paid time off, including sick and vacation time and 11 holidays.
• State retirement plan or an alternative retirement plan, both with generous employer contributions.

Company Culture & Opportunities

We offer roles and growth opportunities in countless fields and specialties - including a job that’s right for you.

As Buckeyes, we accomplish more together. No matter your role, you’ll be part of creating what people need now: pathways to education, research and health care.

Working at Ohio State means you’re part of a team with a strong sense of community and an unwavering commitment to excellence - and, of course, incomparable Buckeye spirit.

We bring out the best in people, help each other succeed and learn together.

By joining Ohio State, you become part of a top-20 public university with one of America’s leading academic health centers.

We're a team of dedicated colleagues with access to boundless resources that support you.