Senior Analyst

Stony Brook Eastern Long Island Hospital

Stony Brook (NY)

On-site

USD 70,000 - 95,000

Full time

14 days+

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Benefits offered by this job

Location pay

Job summary

Stony Brook Eastern Long Island Hospital is seeking a Senior Analyst to perform specialized analytical duties in the Budget, Financial Planning & Analysis Office using SUNY BI, Tableau, OBIEE, and Excel/Access. This role provides crucial decision support for university leadership and budgeting across the campus.

The successful candidate will be highly motivated, detail-oriented, and able to translate complex data into actionable reports, dashboards, and strategic recommendations while

Qualifications

Bachelor’s degree in accounting, finance, or related field.
Three years of full-time, professional financial analysis experience.
Experience gathering, analyzing and summarizing complex data.
Familiarity with Access and Microsoft Excel.

Responsibilities

Organize, analyze, and compile financial data to create reports and dashboards.
Develop and maintain financial reports for campus leadership.
Partner with programmers to design forecasting and planning tools.
Reconcile campus Central Funds and manage out-year liability.
Create ad-hoc modeling reports for campus initiatives.
Provide support for Financial Planning and Central Funds systems.

Skills

Financial analysis

Budgeting

Data analysis

Communication

Education

Bachelor’s degree in Accounting/Finance

Tools

Microsoft Access

Microsoft Excel

Tableau

Power BI

Oracle

Macros (VBA)

Job description

Job Description - Senior Analyst (2601519)

Senior Analyst

Required Qualifications (as evidenced by an attached resume):

Bachelor’s degree (foreign equivalent or higher) in Accounting, Financial Analysis, Finance, or other related financial/analytical discipline.
Three (3) years of full-time, professional experience in financial analysis, budgeting, or related roles.
Experience gathering, analyzing, and summarizing complex data.
Possess functional knowledge of and related work experience with databases such as Microsoft Access.
Experience with Microsoft Office Suite, particularly Microsoft Excel.

Preferred Qualifications:

Advanced degree (foreign equivalent or higher) in Accounting, Financial Analysis, Finance, or other related financial/analytical discipline.
Experience with Oracle.
Experience using macros and other automation tools.
Experience with improving reporting processes.
Experience with data mining (querying, reporting, etc.) or comparable business intelligence software such as Power BI, SAP, or Tableau.

Brief Description of Duties:

The Senior Analyst is responsible for performing specialized analytical duties in the Budget, Financial Planning & Analysis Office using multiple reporting tools including SUNY BI, Tableau, OBIEE, and Microsoft Excel and Access. This is a dynamic role that will provide the candidate the opportunity to gain an understanding of all facets of higher education and state university finances and budgeting. It is a critical role supporting the reporting and strategic planning efforts at Stony Brook and provides university leadership with crucial decision support.

The successful candidate must be a highly motivated, detail-oriented, investigative thinker with a strong commitment to customer service. The incumbent will possess superior communication skills, work well in a team environment, and have the ability to quickly adapt to changing priorities all while maintaining confidentiality and discretion.

The incumbent will be expected to perform specialized analytical duties in the Budget, Financial Planning, & Analysis Office and will include generating and executing reports as well as partnering with programmers to create canned reports and dashboards for the campus’ financial leaders. The incumbent will be expected to collect, analyze, and develop data relative to the BFP&A Office and the University, make informed recommendations, and assist in the implementation of financial projects and systems. For success, the Senior Analyst must have excellent analytical skills that will assist in the identification of key issues and use of inductive reasoning in complex situations. The incumbent should possess excellent communication skills with the ability to present financial information clearly to diverse audiences as well as strong attention to detail and accuracy in data analysis and reporting. Ability to work independently and collaboratively in a fast-paced environment is also crucial to be successful in this role.

Organize, analyze, and compile financial data to create reports and dashboards that provide actionable information to campus financial leaders and managers.
Understand implications of the financial data and offer knowledgeable recommendations based on data analytics performed.
Analyze and collect data to produce budget metrics and key performance indicators (KPI) for senior leadership.
Understand implications of the financial data and offer well-informed recommendations based on data analytics performed.
Evaluate and understand the financial reporting requirements produced for
SUNY and subsequently translate the data into internal management reporting needs.
Partner with programmers to design and institutionalize accurate forecasting and
financial planning tools; this includes modeling new algorithms, creating functional
specifications, and testing and/or validating new financial planning tools.
Collaborate with other members of the BFP&A team and other university departments
to gather relevant data and provide financial insights.
Back up for Central Funds Campus Financials:
- Reconcile and maintain the campus’ monthly “all-funds” financial plan (Central Funds); this includes reconciling each distribution of an initiative or commitment and tracking the out-year liability.
- Reconcile planned resources to the actuals and project the out-year figures in partnership with the related fund manager.
- Reconcile all transactions in the 70+ Central Funds accounts to the distribution Schedule.
- Adjust for accounts receivable and prepayments.
Budget Office Systems Support:
- Provide functional support for the development and implementation of the following new systems: Financial Planning module and Central Funds module; this includes participating with the creation of functional specifications and modeling functionalities as well as testing and troubleshooting.
- Develop and maintain the campus’ yearly and semester financial plans and revenue to be used for historical and out-year planning.
Ad-Hoc Modeling & Reporting:
- Develop ad-hoc modeling reports for potential new campus initiatives, strategic investments, or dissolvements within the university.
- Utilize knowledge of state reporting systems and business financial knowledge while using data mining and reporting techniques to deliver actionable reports.
- Utilize strong knowledge of concepts such as data integrity, data relationships (primary key relationships, one-to-one, one-to-many, etc.) to create logical database/reporting designs while paying tremendous attention to details in order to guarantee data integrity and validation.
- Develop reporting systems for one-off or long-term use.
Other duties or projects as assigned as appropriate to rank and departmental mission.

Senior Reporting Analyst Duties:

Organize, analyze, and compile financial data to create reports and dashboards that provide actionable information to campus financial leaders and managers.
Understand implications of the financial data and offer knowledgeable recommendations based on data analytics performed.
Partner with programmers to design and institutionalize accurate forecasting and financial planning tools; this includes modeling new algorithms, creating functional specifications, and testing and/or validating new financial planning tools.
Reconcile and maintain the campus’ monthly “all-funds” financial plan (Central Funds); this includes reconciling each distribution of an initiative or commitment and tracking the out-year liability.
Reconcile planned resources to the actuals and project the out-year figures in partnership with the related fund manager.
Reconcile all transactions in the 70+ Central Funds accounts to the distribution Schedule.
Adjust for accounts receivable and pre-payments.
Provide functional support for the development and implementation of the following new systems: Financial Planning module and Central Funds module; this includes participating with the creation of functional specifications and modeling functionalities as well as testing and troubleshooting.
Organize, analyze, and compile financial data to create reports and dashboards that provide actionable information to campus financial leaders and managers.
Understand implications of the financial data and offer knowledgeable recommendations based on data analytics performed.
Partner with programmers to design and institutionalize accurate forecasting and financial planning tools; this includes modeling new algorithms, creating functional specifications, and testing and/or validating new financial planning tools.
Create ad-hoc modeling reports for potential new campus initiatives, strategic investments, or dissolvements within the university.
Utilize knowledge of state reporting systems and business financial knowledge while using data mining and reporting techniques to deliver actionable reports.
Utilize strong knowledge of concepts such as data integrity, data relationships (primary key relationships, one-to-one, one-to-many, etc.) to create logical database/reporting designs while paying tremendous attention to details in order to guarantee data integrity and validation.
Build reporting systems for one-off or long-term use.
Create and maintain the campus’ yearly and semester financial plans and revenue to be used for historical and out-year planning.
Other duties or projects as assigned as appropriate to rank and departmental mission.

Special Notes:

This is a full-time appointment. FLSA Exempt position, not eligible for the overtime provisions of the FLSA. Minimum salary threshold must be met to maintain FLSA exemption.

In addition to the employee's base salary, this position is eligible for $4,000 UUP annual location pay, paid biweekly.

For this position, we are unable to sponsor candidates for work visas.

Resume/CV and cover letter should be included with the online application.

Stony Brook University is committed to excellence in diversity and the creation of an inclusive learning and working environment. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, pregnancy, familial status, sexual orientation, gender identity or expression, age, disability, genetic information, veteran status and all other protected classes under federal or state laws.

If you need a disability-related accommodation, please call the university Office of Equity and Access (OEA) at (631) 632-6280 or visit OEA .

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Job Number:

2601519

Official Job Title : Assistant for University Financial Analysis

Job Field

Administrative & Professional (non-Clinical)

Primary Location

Department/Hiring Area : Budget, Financial Planning and Analysis

Schedule

Full-time