Financial Planning Analyst II

Mines; Golden (CO); Hybride; USD 72 000 - 82 000; Plein temps

Avantages offerts par ce poste

Flexible health and dental care

Tuition benefits

Retirement plan

RTD Ecopass

On-campus daycare

Résumé du poste

Colorado School of Mines invites applications for a Financial Planning Analyst II to join our Budget and Financial Planning team in Golden, CO. You’ll analyze portfolio budgets, produce monthly and annual reports, and develop scenario analyses for enrollment, state appropriations, and investments.

You’ll support strategic initiatives, document processes, and refine forecasting models using Workday Adaptive Planning and Tableau to deliver clear, executive-ready insights for campus partners.

Qualifications

• Bachelor’s degree in accounting, business, finance, or related field.
• 2+ years of budgeting, financial planning, or closely aligned work.
• Advanced Excel and PowerPoint skills.
• Experience with ERP systems (Workday & Adaptive Planning).
• Experience with large datasets and data visualization tools.

Responsabilités

• Analyze and summarize campus portfolio budget and fund variances, with monthly and annual reports.
• Develop scenario analyses for enrollment, state appropriations, research growth and investments.
• Support campus projects with analyses and briefing materials for portfolio partners.
• Develop financial models to forecast revenues and expenses and dashboards.

Connaissances

Attention to Detail

Curiosity

Customer Focus

Innovation/Problem Solving

Collaboration

Formation

Bachelor’s degree in accounting, business, finance, or related field

Outils

Workday

Adaptive Planning

Tableau

Description du poste

## Financial Planning Analyst IIApply: Colorado: Full time: Posted Yesterday: End Date: November 12, 2026 (11 days left to apply): JR110134**Engineering a world of possibilities**Colorado School of Mines is pleased to announce an opportunity for a Financial Planning Analyst II to join our Budget and Financial Planning team. At Mines, the Budget and Financial Planning Office sits within our Finance, Administration, and Operations (FA&O) Division and provides oversite for campus units’ financial planning and collaborates with various campus units to manage the university’s financial health. The Budget and Financial Planning team works to enhance financial and budget forecasting, reporting, and analysis by being a resource and partner to the Mines community. Broadly, FA&O provides critical support to the mission and forward-thinking strategic initiatives while managing $325 million in operating activity, stewarding $1 billion in assets, and supporting approximately 1400 full-time faculty and staff. In this role, you’ll be responsible for operational forecasting, reporting, and analysis for a select portfolio along with institutional projects as assigned. Additional responsibilities include procedural documentation, implementing the budgeting system, and communicating financial data into high-level summary reports. For success in this position, you’ll need: Attention to Detail – The ability to not only be accurate in producing analyses, but also notice quirks in the information that may warrant further exploration Curiosity – A drive to dig deeper into analyses to determine why things look or function the way they do Customer Focus – An understanding of constituent needs that allows for the tailoring of information to most effectively serve that specific audience Innovation/Problem Solving – A focus on leveraging available resources to develop new solutions to long-time or newly identified challenges Collaboration – Awareness of how the individual’s work may impact or be supported by other members of the team Sound like you? Apply today. Application period ends November 11, 2026 at 11:59 p.m. *This position may be eligible for hybrid work in Colorado and requires two or more days per week on campus in Golden, Colorado. Visa sponsorship is not available for this position now nor in the future.* **Primary Responsibilities****Financial Analysis*** Analyze and summarize campus portfolio budget and fund variances, along with producing monthly and annual reports explaining those results.* Develop scenario analyses that evaluate financial impacts of enrollment changes, state appropriations, research growth, compensation adjustments, and strategic investments on campus portfolio partners.* Support current strategic initiatives and campus projects, including preparing analyses and briefing materials for campus portfolio partners, including scenario evaluations and strategic or operational recommendations.* Develop a deep understanding of the financial data to measure benchmarks, explain the outcomes, and provide metrics to measure financial performance against industry trends.**Financial Operations and Systems*** Manage a campus portfolio by meeting regularly and serving as a financial consultant for those leaders by supporting budget management, effectively communicating models, reports, and analysis results in writing, presentations, and other methods.* Work on continuous business process improvement, including writing and revising documentation along with recommending and supporting ways to improve business and financial services to campus partners.* Support the university budget processes, including annual operating budget development, implementation, monitoring, and fiscal year analysis.* Continuously enhance skills and abilities in Workday’s Adaptive Planning tool to implement efficient operations/business processes and refine modeling accuracy and efficiency.**Reporting and Forecasting*** Develop financial models to forecast future department revenues and expenses, along with annual and long-term financial funding models for units in their reporting portfolio.* Aid in the development of forecasting procedures and lead reporting initiatives related to multi-year projections, which include mandatory costs, auxiliary revenue, and labor expenses.* Draw from available data to develop digestible financial dashboards and reporting while maintaining and enhancing scheduled reports based on campus feedback and strategic needs.* Continuously enhance skills and abilities in data visualization software, such as Tableau.* Continuously enhance skills and abilities in Workday’s Adaptive Planning tool to support effective decision-making reports and analytics In the first 3-6 months, the successful candidate will have developed and implemented:* Working knowledge of Mines financial and organizational structures, Workday/Adaptive systems, and standard business processes* Positive rapport with campus partners, including both operational partners (e.g. HR) and financial partners (i.e. portfolio)* Ownership of their learning process with constant leveraging of available resources* Maintenance of existing models, reports, and dashboards, with an improving ability to make additions or refinements that increase accuracy or accessibility* Production of clear and accurate ad-hoc reports, even if those reports don’t yet fully utilize all available resources/information**Minimum Qualifications** * Bachelor’s degree in accounting, business, finance, or related field.* 2 or more years of professional experience in budgeting, financial planning, or closely aligned work* Advanced skill using the Microsoft Office Suite, specifically advanced abilities in Excel and PowerPoint* Experience in enterprise resource planning (ERP) systems, such as Workday and Adaptive Planning* Experience using complex financial, human resources, student, and/or other information systems* Experience working with large complex data sets, such as detailed transactions, employee information, student academic characteristics, and other database fields* Basic proficiency in data visualization platforms (e.g., Tableau or similar systems).* Excellent interpersonal and communication skills**Preferred Qualifications*** Master’s degree in accounting, business, finance, or related field.* Experience in higher education.* Experience in financial modeling systems like Adaptive Planning, or similar systems* Experience in data visualization software like Tableau, or similar systems* Experience with higher education budget modeling and financial reportingand higher education fund and cost accounting* Advanced foundational skills to master more complex structures, algorithms, and problem-solving techniques* Advanced communication skills, display professional presence in meetings and summarize communications at the appropriate level for executive audiences**Salary and Benefits**$72,000 - $82,000 anticipated annual salary rate Mines takes into consideration a combination of candidate’s education, training and experience as well as the position’s scope and complexity, the discretion and latitude required in the role, work location, and external market and internal value when determining a salary level for potential new employees.Colorado School of Mines offers a robust portfolio of benefits for all employees. For this role, that includes:* Flexible health and dental care options* Generous sick/vacation time: 11 paid holidays per year* Fully vested retirement plan on first day of employment, with generous employer contribution* Tuition benefits (6 credits per year for employees, 50 percent discount for dependents)* Free RTD EcopassAll Mines employees also have access to discount programs through the State of Colorado and free tickets for Mines Athletics home games, as well as access to the state of the art Recreation Center (fitness classes and training, swimming pool and more) and equipment rentals through the Outdoor Rec Center. We are proud to have recently opened an on campus daycare center. For more details about benefits at Mines, visit mines.edu/human-resources/benefits.**How to Apply*** Complete an online application (personal information, demographic information, veteran status)* Upload a resume or CV* Upload a cover letter. In your cover letter, please address the following prompt: ***Please tell us about a time you identified and addressed an existing problem at work. How did you discover the issue, who did you involve in the solution, and what was the ultimate outcome?***Candidates must be currently authorized to work in the United States. Visa sponsorship is not available for this position now nor in the future.This posting may be used to fill more than one vacancy based on business needs.References will not be contacted until later in the selection process and you will be informed before that contact is made.Application review will begin November 12, 2026. This posting will remain open until filled and may close without notice. For best consideration, apply by November 11, 2026 at 11:59 p.m. as applications received after that date may not be reviewed.Successful completion of a background investigation is required for this position. **Additional Information and Reasonable Accommodation Requests** It is the intent of Mines to comply with the applicable requirements of the Americans with Disabilities Act and the Americans with Disabilities Act Amendments Act of 2008, and their implementation rules and regulations, in support of equal opportunities for qualified applicants with disabilities. To meet this goal, Mines will make reasonable accommodations during the employment selection process and within our working environment. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to access job openings or apply for a job on our site as a result of your disability. You can request a reasonable accommodation by contacting our Human Resources team at [e-mail] or 303.273.3250 for assistance.Successful completion of a background investigation may be required for this position. **Equal Opportunity**Colorado School of Mines is committed to equal opportunity for all persons. Mines does not discriminate on the basis of age, sex, gender (including gender identity and gender expression), ancestry, creed, marital status, race, ethnicity, religion, national origin, disability, sexual orientation, genetic information, veteran status or current military service. Further, Mines does not retaliate against community members for filing complaints regarding or implicating any of these protected statuses.Mines’ commitment to nondiscrimination, equal opportunity and equal access is reflected in the administration of its policies, procedures, programs and activities and in its efforts to achieve a talented student body and workforce.Through its policies, procedures and resources, Mines complies with federal law, Colorado state law, administrative regulations, executive orders and other legal requirements to prevent discrimination (including harassment or retaliation) within the Mines campus community and to address potential allegations of inequality or concerns for safety.