Financial Planning Analyst - Remote Budgeting & Forecasts

The Pennsylvania State University; University Park (TX); Hybrid; USD 66,000 - 108,000; Full time

Benefits offered by this job

75% tuition discount

Competitive benefits package

Retirement plans

Paid time off (holidays, vacation, and

Job summary

The Pennsylvania State University is seeking a Financial Planning Analyst to support the Eberly College of Science with budget oversight, financial analysis, forecasting, and long-range planning. The role emphasizes collaboration with unit leaders to ensure resource alignment with strategic goals.

The successful candidate will perform data analysis, develop financial models, monitor performance against budget, and contribute to dashboards and reporting for leadership.

Qualifications

• Bachelor's Degree and 6+ years of relevant experience.
• Bachelor's Degree and 3+ years of relevant experience; or an equivalent combination of education and experience accepted.

Responsibilities

• Collaborate in budget and resource data analysis to provide insights.
• gather, compile, and manipulate data
• Develop, maintain, and refine financial models to support long-range planning and scenario analysis
• Oversee assigned components of budget activities
• participate in the conceptual development of the various budget processes and specifications for projects
• Review financial reports to understand variances between budget and actuals
• analyze trends in revenues, expenditures, enrollments, and funding sources
• ensure appropriate spending and billing practices are being followed
• Monitor financial performance against budget and forecast, identifying areas of concern or opportunity
• Participate in the development of financial dashboards and reporting tools for internal stakeholders and senior leadership
• Provide financial analyses for new initiatives, program reviews, and business plans, including ROI and cost-benefit assessments
• Assist in the preparation of the annual operating budgets, ensuring alignment with unit and institutional priorities
• Manage workforce planning and labor distribution for assigned business area(s)
• assist with annual salary increase program execution
• Support compliance with internal policies, external regulations, and audit requirements
• oversee audits as required
• Partner with other university offices to ensure consistent data sources and accurate financial projections
• May supervise staff members, including hiring, development, and performance management

Education

Bachelor's Degree

Job description

The Pennsylvania State University is seeking a Financial Planning Analyst to support the Eberly College of Science with budget oversight, financial analysis, forecasting, and long-range planning. The role emphasizes collaboration with unit leaders to ensure resource alignment with strategic goals.

The successful candidate will perform data analysis, develop financial models, monitor performance against budget, and contribute to dashboards and reporting for leadership.