FP&A Analyst: University Budgeting, Forecasting & Insights

Samford-University; Homewood (AL); On-site; USD 65,000 - 90,000; Full time

Job summary

Samford University in Homewood, AL is seeking an FP&A Analyst to transform financial data into actionable insights for budgeting, forecasting, and strategic decision-making. You will partner with campus stakeholders to create budgets, analyze variances, and prepare management reports to inform resource allocation.

The role supports the annual endowment draw calculation, maintains financial dashboards, and trains users on budgeting tools while monitoring financial results throughout the year.

Qualifications

• Bachelor's degree in Business, Finance, Accounting, or related field.
• Demonstrated experience in financial support (Accounting, budgeting or financial analysis).
• Experience with data visualization and financial management tools.
• Ability to lift 30 pounds and sit/stand for extended periods.
• Understanding and appreciation of Samford University's Christ-centered mission.
• Master's degree and data analytics skills are a plus.
• Experience with Power BI is preferred.

Responsibilities

• Support university-wide budgeting and forecasting processes.
• Partner with campus stakeholders to create budgets and forecasts.
• Analyze variances and prepare management reporting for resource allocation.
• Maintain financial management reporting/dashboards.
• Monitor financial results with budget managers throughout the year.
• Respond to budget/financial inquiries across campus.
• Train users on budgeting tools and perform accounting entries.
• Compute annual Endowment draw and manage endowed fund fiscal matters.
• Perform other duties as assigned.

Skills

Budgeting

Financial analysis

Data analytics

Data visualization

Education

Bachelor's degree in Business, Finance, Accounting, or related field

Master's degree

Tools

Power BI

Data Visualization tools

Job description

Samford University in Homewood, AL is seeking an FP&A Analyst to transform financial data into actionable insights for budgeting, forecasting, and strategic decision-making. You will partner with campus stakeholders to create budgets, analyze variances, and prepare management reports to inform resource allocation.

The role supports the annual endowment draw calculation, maintains financial dashboards, and trains users on budgeting tools while monitoring financial results throughout the year.