Financial Planning & Forecasting Analyst

University at Buffalo; Buffalo (NY); On-site; USD 71,000 - 83,000; Full time

Job summary

The University at Buffalo, located in Buffalo, NY, is seeking a Financial Planning & Forecasting Analyst to serve as the analytical extension of the Unit Business Officer, providing advanced financial modeling, forecasting, and analytical support for strategic capital planning and financial sustainability.

Reporting to the Unit Business Officer, you will develop complex models, translate data into decision-support tools, and support a comprehensive capital financial-control and reporting

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, Data Analytics, or related field.
• Three years of progressively responsible experience in financial analysis, forecasting, budgeting, accounting, economics, or related analytics.
• Experience developing financial models and conducting quantitative analysis.
• Advanced proficiency with Microsoft Excel.
• Strong analytical, organizational, and problem-solving skills.
• Ability to work independently and manage multiple priorities.

Responsibilities

• Develop complex financial models, evaluate funding strategies, and assess risks for capital investments.
• Translate financial information into decision-support tools for divisional leadership and conduct ad hoc analyses.
• Support an integrated capital financial-control and reporting framework with budgets, funding sources, commitments, actual expenditures, and forecast data.
• Report to the Unit Business Officer as the division's capital planning, forecasting, and financial modeling resource.

Skills

Financial analysis

Forecasting

Independent work

Multitasking

Analytical thinking

Education

Bachelor's degree

Master's degree

Tools

Power BI

Job description

The Division of Student Life is accepting applications for The Financial Planning & Forecasting Analyst. In this role, you will serve as the analytical extension of the Unit Business Officer and provide advanced financial modeling, forecasting, and analytical support necessary to inform strategic capital planning, financial sustainability initiatives, and executive decision-making across the Division of Student Life.

In this role, your responsibilities include:

• Develop complex financial models, evaluate funding strategies, conduct scenario analyses, and assess financial risks and opportunities associated with capital investments and divisional operations.
• Translate complex financial information into meaningful decision-support tools for divisional leadership and conduct ad hoc financial, operational, and strategic analyses as assigned by the Unit Business Officer.
• Support an integrated capital financial-control and reporting framework that provides consistent visibility into approved project budgets, funding sources, commitments, actual expenditures, approved and pending changes, contingency utilization, forecast-to-complete, estimate at completion, and remaining available funding.

Reporting directly to the Unit Business Officer, you will serve as the division's primary resource for capital planning, forecasting, financial modeling, reserve analysis, occupancy and revenue forecasting, long-range financial sustainability analysis and capital financial controls & portfolio reporting.

About Student Life

Student Life is dedicated to creating a student-centered environment that fosters engagement, well-being, and success. Guided by four strategic priorities - student engagement, health and wellness, personalized support, and advancing diversity, equity, inclusion, and justice we provide transformative experiences that empower students to grow, lead, and thrive. As a member of Student Life, you'll join a team of passionate professionals united by shared values and a commitment to student success. We think big, act boldly, and pursue excellence with purpose. Together, we build inclusive communities, champion discovery, and celebrate the achievements that shape the UB experience.

Learn more:

• Our benefits, where we prioritize your well-being and success to enhance every aspect of your life.

The University at Buffalo is an equal opportunity employer (EOE) and welcomes all to apply including veterans and individuals with a disability.

Minimum Qualifications

• Bachelor's degree from an accredited institution in Finance, Accounting, Economics, Business Administration, Data Analytics, or related field.
• Three years of progressively responsible experience in financial analysis, forecasting, budgeting, accounting, economics, business administration, or related analytical work.
• Demonstrated experience developing financial models and conducting quantitative analysis.
• Advanced proficiency with Microsoft Excel.
• Strong analytical, organizational, and problem-solving skills.
• Demonstrated ability to work independently and manage multiple priorities.

Preferred Qualifications

• Master's degree in Finance, Business Administration, Economics, Public Administration, or related fields.
• Experience in higher education, finance, or administration.
• Experience with capital planning and reserve analysis.
• Experience with business intelligence, reporting, and data visualization tools.
• Experience working with SUNY, State, IFR, DIFR, Research Foundation, and University Foundation funding environments.
• Experience with financial planning systems and forecasting software.
• Experience with capital project financial controls, including commitments, actuals, contingency, estimate at completion (EAC), forecast-to-complete, cash-flow, and variance analysis.
• Experience reconciling financial data across ERP, procurement, project-management, facilities, and/or related enterprise systems.
• Advanced experience with Power BI or comparable business-intelligence and data-visualization platforms.
• Experience establishing reporting standards, data definitions, and controls for portfolios involving multiple restricted or designated funding sources.

Our University Community

Prodig+ No

Executive Position

Executive Position No

Physical Demands

Driving Requirements

Driving Requirements This position will never drive a university owned vehicle.

Salary Range

Salary Range $70,841 - $83,000

Additional Salary Information

Job Type

Job Type Full-Time

Campus

Campus North Campus

Posting Alerts

Special Instructions Summary

Additional Information

Is a background check required for this posting? Yes

Background Check Notification For non-internal applicants: a selected candidate will have to complete and pass a background check prior to appointment.

Contact Information

Contact's Name

Contact's Pronouns

Contact's Title

Contact's Title Unit Business Officer

Contact's Email

Contact's Phone

Contact's Phone [phone]

Supplemental Questions

Required fields are indicated with an asterisk (*).

• * What will be the highest level of education attained by the time of employment?
  • GED
  • High School Diploma
  • Associates Degree
  • Bachelors Degree
  • Masters Degree
  • PhD/Doctoral Degree
  • MD
  • JD
• * Please indicate your current employment affiliation with the University at Buffalo.
  • Faculty
  • Faculty Student Association (FSA)
  • Research Foundation Employee
  • State Classified
  • State Professional
  • UB Foundation
  • TA/GA
  • Student
  • No Current Employment Affiliation
• * How did you first hear about this employment opportunity?
  • AcademicKeys.com
  • CareerExposure.com
  • CareerWomen.com
  • Chronicle of Higher Education
  • DiversitySearch.com
  • GoogleJobs.com
  • HERCjobs.org
  • HigherEdJobs.com
  • IMDiversity.com
  • Indeed.com
  • LinkedIn.com
  • MBACareers.com
  • Conference
  • Personal Referral
  • UBJobs.buffalo.edu
  • Other
  • WNY Jobs
• * Are you a SUNY employee eligible for special consideration as a result of retrenchment?
  • Yes
  • No

UB is an AA/EOE and welcomes all to apply including veterans and individuals with disabilities. Arrangements will be made if an applicant has a disability in order to provide access to the application, interview and selection process upon request. Reasonable accommodation requests must be made in a timely manner by email at [e-mail] or by phone [phone].