Hybrid Budget & Forecasting Analyst II (Higher Ed)

State of Colorado; Denver (CO); Hybrid; USD 72,000 - 82,000; Full time

Benefits offered by this job

Flexible health and dental care

11 paid holidays per year

Fully vested retirement plan on first?

Tuition benefits

Free RTD Ecopass

Job summary

Colorado School of Mines is seeking a Financial Planning Analyst II to join the Budget and Financial Planning team. The role focuses on operational forecasting, reporting, and analysis for a campus portfolio, plus involvement in institutional projects and budgeting system implementation.

Ideal candidates will have 2+ years in budgeting/financial planning, strong Excel skills, ERP experience (Workday/Adaptive Planning), and data visualization proficiency.

Qualifications

• Bachelor’s degree in accounting, business, finance, or related field.
• 2+ 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

Responsibilities

• 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.
• 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.
• 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

Skills

Attention to Detail

Curiosity

Customer Focus

Innovation/Problem Solving

Collaboration

Education

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

Tools

Workday

Adaptive Planning

Tableau

Job description

Colorado School of Mines is seeking a Financial Planning Analyst II to join the Budget and Financial Planning team. The role focuses on operational forecasting, reporting, and analysis for a campus portfolio, plus involvement in institutional projects and budgeting system implementation.

Ideal candidates will have 2+ years in budgeting/financial planning, strong Excel skills, ERP experience (Workday/Adaptive Planning), and data visualization proficiency.