Hybrid FP&A Specialist: Forecasting & Budgeting

The Ohio State University; Columbus (OH); Hybrid; USD 66,000 - 85,000; Full time

Job summary

The Ohio State University in Columbus, OH, is seeking a Financial Planning & Analysis Specialist to support budgeting, forecasting, and reporting for the ERIK units under the Director of Budget Planning & Analysis.

You will prepare detailed internal financial reports and multi-year forecasts, enter budgets in Workday Adaptive, and provide guidance to unit fiscal representatives while ensuring compliance with university policies and funding allocations. Hybrid schedule 2-3 days on campus.

Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• Four years of relevant work experience.
• Considerable business experience in an administrative capacity.
• Knowledge of accounting principles and applications.
• Considerable experience in understanding human resource administration and financial alignment.
• Knowledge of university policies, rules and regulations.
• Excellent written and verbal communication skills.

Responsibilities

• Prepares detailed internal financial reports and multi-year forecasts.
• Presents financial information routinely to ERIK unit leadership to support informed decision-making.
• Prepares and enters assigned budgets in enterprise financial management systems (e.g., Workday Adaptive) and report templates ensuring accuracy and adherence to established guidelines and funding allocations.
• Provides consultation and guidance to unit fiscal representatives and implements financial compliance policies and procedures as appropriate according to university and internal policy, escalating complex requests beyond established authority to supervisor.
• With the director, participates in meetings with unit level fiscal representatives and leadership. Works to build consensus with all stakeholders.
• Resolves financial and operating problems with appropriate party, escalating complex issues to the Director.
• Supports ERIK-wide budget projects under direction of Director of Budget Planning and Analysis.
• Provides recommendations for process enhancements and supports implementation of initiatives that improve financial and operational outcomes.
• Works closely with the financial operations team to ensure procurement and personnel expenditures align approved budget plans.

Skills

Communication skills

Education

Bachelor's Degree or equivalent

Advanced degree preferred

Tools

Workday Adaptive

Spreadsheet

Word processing

Database

Presentation software

Job description

The Ohio State University in Columbus, OH, is seeking a Financial Planning & Analysis Specialist to support budgeting, forecasting, and reporting for the ERIK units under the Director of Budget Planning & Analysis.

You will prepare detailed internal financial reports and multi-year forecasts, enter budgets in Workday Adaptive, and provide guidance to unit fiscal representatives while ensuring compliance with university policies and funding allocations. Hybrid schedule 2-3 days on campus.