Senior Financial Analyst

SUNY Oneonta; Town of Oneonta (NY); On-site; USD 65,000 - 75,000; Full time

Job summary

SUNY Oneonta seeks a Senior Financial Analyst to serve as a senior analytical resource within the Budget Office. The role supports financial operations, planning efforts, and process improvements through data-driven analysis and strategic decision support.

The analyst will monitor budget activity across all funds, develop reports and dashboards, and provide guidance to leadership on financial management and governance.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 4+ years of budgeting, forecasting, financial reporting, or related functions.
• Advanced proficiency with Microsoft Excel.
• Ability to communicate complex financial information to varied audiences.

Responsibilities

• Perform complex budget and financial analysis across all University funds and funding sources.
• Develop financial reports, dashboards, forecasts, projections, and decision-support tools for University leadership.
• Monitor budget activity, revenues, expenditures, allocations, and fund balances; identify trends, discrepancies, risks, and opportunities for improvement.
• Independently research and resolve budget and financial discrepancies and recommend corrective actions.
• Support annual budget development, resource allocation, financial planning, and forecasting activities.
• Lead continuous improvement initiatives focused on increasing efficiency and data integrity.

Skills

Excel proficiency

Analytical skills

Communication

Education

Bachelor's degree in Finance/Accounting/Economics/Business Admin/Public Admin

Master's degree (preferred)

Tools

Business intelligence platforms

Dashboards

Financial reporting tools

Data analytics systems

Job description

The Budget Office at the State University of New York (SUNY)Oneonta seeks a Senior Financial Analyst to serve as a senior analytical resource within the Budget Office. Reporting to the Director of University Budget & Financial Planning, the position plays a key role in supporting the University's financial operations, planning efforts, and process improvement initiatives through data-driven analysis and strategic decision support.

The successful candidate will provide advanced financial analysis and decision-support services to University leadership and will be responsible for monitoring and analyzing budget activity across all University funds. This position independently identifies financial trends, investigates discrepancies, develops recommendations, and supports institutional planning, resource allocation, and long-term fiscal sustainability. The incumbent will also lead and support process improvement initiatives, workflow enhancements, and reporting solutions that increase operational efficiency, strengthen internal controls, and reduce duplicate data entry.

The Budget Office provides leadership and support for the University's budget planning, monitoring, financial reporting, and resource allocation functions. The office develops and administers budgets across University funds, including the State Core Operating Budget (Revenue Offset), Dormitory Income Fund Reimbursable (DIFR), General Income Fund Reimbursable (IFR), Summer Session, and Tuition Overflow (SUTRA). The office works closely with SUNY System Administration, campus leadership, and affiliated organizations to support strategic planning, informed decision-making, and long-term fiscal sustainability.

To learn more about the University and the department, please visit https://suny.oneonta.edu/ or https://suny.oneonta.edu/about/university-offices/budget-office.

Duties may include:

• Perform complex budget and financial analysis across all University funds and funding sources.
• Develop financial reports, dashboards, forecasts, projections, and decision-support tools for University leadership.
• Monitor budget activity, revenues, expenditures, allocations, and fund balances; identifying trends, discrepancies, risks, and opportunities for improvement.
• Independently research and resolve budget and financial discrepancies and recommend corrective actions.
• Support annual budget development, resource allocation, financial planning, and forecasting activities.
• Manage and monitor Temporary Services (TS) budgets, including review, reconciliation, forecasting, and analysis.
• Coordinate fiscal year-end and fiscal year start-up activities, including allocation transfers, expenditure transfers, reporting, segregation balance monitoring, and Form 1 development.
• Lead continuous improvement initiatives focused on increasing efficiency, improving data integrity, strengthening internal controls, and reducing duplicate data entry.
• Develop and enhance budget reporting systems, dashboards, business intelligence tools, and automated workflows.
• Provide guidance and consultation to campus departments regarding budget policies, financial management practices, resource planning, and budget-related issues.
• Prepare and present financial analyses, recommendations, and reports to University leadership and campus stakeholders.
• Ensure compliance with University, SUNY, and New York State financial policies, procedures, and reporting requirements.

Salary: $65,000- $75,000 - commensurate with experience. SUNY Oneonta is a Public Service Loan Forgiveness (PSLF) qualifying employer. Information on SUNY's comprehensive benefits offerings can be found at https://www.suny.edu/benefits. Visa sponsorship is not available for this position.

Requirements:

Minimum Qualifications:

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, Public Administration, or a related field.
• Minimum of four (4) years of progressively responsible experience in budgeting, budget development, forecasting, financial reporting, budget control, financial modeling, analytical decision support, financial analysis, financial planning, accounting, or related financial administration functions.
• Advanced proficiency with Microsoft Excel.
• Demonstrated ability to analyze complex financial information and communicate findings effectively to both financial and non-financial audiences.

Additional:

• Demonstrated analytical, problem-solving, and critical-thinking skills.
• Ability to manage multiple priorities while maintaining a high degree of accuracy and attention to detail.
• Strong written, verbal, and interpersonal communication skills.
• Ability to collaborate effectively with stakeholders across multiple organizational levels.
• Demonstrated support of an inclusive and welcoming workplace environment.

Preferred:

• Master's degree in Finance, Accounting, Economics, Business Administration, Public Administration, or a related field.
• Experience in higher education, New York State government, or other public-sector organizations.
• Experience with business intelligence platforms, dashboards, financial reporting tools, and data analytics systems.
• Experience leading process improvement, workflow redesign, or automation initiatives.

Additional Information:

SUNY Oneonta enrolls about 5,500 students who pursue bachelor's or master's degrees or certificates in one of 70-plus academic programs. Known as an exemplary residential campus that values inclusion, service and sustainability, SUNY Oneonta is a nurturing community where students grow intellectually, thrive socially, and live purposefully.

The university is located in the City of Oneonta, nestled in the northern foothills of the Catskill Mountains about a four-hour drive from New York City, Boston, and Philadelphia. With a population just shy of 14,000, Oneonta is one of the 20 Most Picturesque Small Towns in America, according to Microsoft News. The natural beauty of the region is breathtaking year-round. Each season offers outdoor activities such as hiking, biking, boating, swimming, and skiing. Employees give SUNY Oneonta high marks for work/life balance, management, and culture. The university's indeed.com rating is 4.4, with one recent review noting that the people are what make SUNY Oneonta so special.

SUNY Oneonta values a diverse university community. Please visit our website on diversity at: https://suny.oneonta.edu/about/mission-values-vision/inclusivity. Moreover, the University is an Equal Opportunity/Affirmative Action employer. Women, persons of color, persons with disabilities, and protected veterans are encouraged to apply.

At SUNY Oneonta, we believe that diversity is an asset and a source of strength that energizes our collective growth and innovation. - President Alberto Cardelle.