Lead Financial 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

Purpose of Position

The Lead Financial Analyst supports the Director by contributing advanced financial insight and analytical leadership within the Office of Budgets, Planning, and Analysis. The position will serve as team lead in the Director’s absence, assisting with routine decision making and ensuring continuity of budget operations. The Lead Financial Analyst will strengthen institutional budget processes through comprehensive analysis, communication of budget expectations, development of reporting tools, and delivery of training. The role also will support strategic planning efforts by preparing forecasts, evaluating financial trends, and identifying opportunities to enhance the effectiveness of budget systems and operations.

Essential Functions

• 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.


• Communicates budget processes and expectations to departments and provides problem solving assistance.


• Researches budget exceptions, supports resolution efforts, and ensures department budget tables remain accurate.


• Develops financial reports that support forecasting, trend analysis, and results focused analytics using PeopleSoft (UT Share) and Oracle EPM.


• Creates and maintain standard templates and reporting formats to promote consistency and informed decision making.


• Coordinates and delivers training on budget processes, software updates, and reporting tools.


• Collaborates with Knowledge Services to maintain effective training materials.


• Identifys opportunities for process improvement and assist in implementing innovative procedures that enhance the efficiency and effectiveness of budget systems and operations.


• Performs other duties as assigned.

Required 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.

Preferred Qualifications

• Master’s degree in finance, accounting, or management.


• Experience in university finance, accounting, or budgeting, including fund accounting.


• Experience with Oracle EPM Budgeting and Planning.


• Supervisory experience.

Knowledge, Skills & Abilities

• Ability to apply advanced analytical judgment to support financial decision making and guide budget processes.


• Strong financial analysis skills with the ability to interpret complex data and develop meaningful insights.


• Excellent written and verbal communication skills, including the ability to explain financial concepts to diverse audiences.


• Ability to independently research and resolve complex issues while ensuring accuracy and consistency in financial processes.


• Excellent attention to detail and strong organizational skills.


• Ability to develop and deliver training on financial processes, reporting tools, and system updates.


• Ability to work unsupervised, prioritize workload, and meet deadlines while maintaining continuity of operations in the Director’s absence.

Work Schedule

• Monday through Friday; 8:00am through 5:00pm


• Remote work options may be available with leadership approval. Employees must reside in the Texas region, have access to a computer and internet, and be able to work independently.


• Extended hours may be required during peak project periods and annual budget preparation.


• Travel may be required for professional development and conferences as needed.

Benefits Information

Position is benefit eligible: Yes

We are proud to offer a comprehensive benefits package to our employees at the University.

https://www.uta.edu/hr/employee-benefits