Lead Budget & Forecast Analyst

The University of Texas at Arlington; Arlington (TX); Hybrid; USD 85,000 - 125,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

The University of Texas at Arlington seeks a Lead Financial Analyst to support the Director in advanced financial insight and analytical leadership within the Office of Budgets, Planning, and Analysis.

The role will lead the team in the Director’s absence, develop forecasts, analyze trends, and create reporting tools to strengthen budget processes and operations. The position requires independent work, strong communication, and the ability to train staff and departments.

Qualifications

• Bachelor's degree in finance, accounting, or a related field.
• Six (6) years of progressively responsible experience in financial analysis, budgeting, or accounting, or ten (10) years of equivalent combination of education and experience.
• Experience with PeopleSoft Finance and Oracle Enterprise Management (EPM).
• Demonstrated ability to work independently and lead projects.

Responsibilities

• Supports budget and financial analysis activities within the Office of Budgets, Planning, and Analysis by applying advanced analytical judgment and ensuring consistency, accuracy, and adherence to established budget procedures.
• Serves as team lead in the Director’s absence, assisting with routine decision making to maintain continuity of operations
• Assists the Director in preparing the University’s annual operating budget through strategic analysis, development of financial forecasts, and preparation of executive level reports and required documentation.
• Analyzes position funding, expenditures, variances, and revenue trends to inform departmental business decisions.
• Reviews financial transactions against plans and forecasts, and communicates significant budget or position variances to departments.
• Coordinates and delivers training on budget processes, software updates, and reporting tools.
• Develops financial reports that support forecasting, trend analysis, and results focused analytics using PeopleSoft (UT Share) and Oracle EPM.

Skills

Financial analysis

Budgeting

Leadership

Communication

Training

Problem solving

Education

Bachelor's degree in finance or accounting

Tools

PeopleSoft Finance

Oracle EPM

Job description

The University of Texas at Arlington seeks a Lead Financial Analyst to support the Director in advanced financial insight and analytical leadership within the Office of Budgets, Planning, and Analysis.

The role will lead the team in the Director’s absence, develop forecasts, analyze trends, and create reporting tools to strengthen budget processes and operations. The position requires independent work, strong communication, and the ability to train staff and departments.