Senior FP&A Analyst

City of Kansas City; Kansas City (MO); On-site; USD 85,000 - 115,000; Full time

Job summary

Kansas City University (KCU) seeks a Senior FP&A Analyst to join the Finance team. You will maintain forecasts, support budgeting, and evaluate new initiatives across departments.

The ideal candidate combines strong analytical skills with proficiency in financial software and the ability to collaborate across the University to drive accurate, timely reporting and strategic planning. Experience with Workday and Adaptive Planning is a plus, and a Bachelor's degree in Accounting or Finance is

Qualifications

• Bachelor's degree in Accounting, Finance or related field.
• 5+ years of relevant experience.
• Excellent analytical skills.
• Proficiency in analytical software (Excel, Alteryx, Tableau).
• Experience with Workday and Adaptive Planning a plus.
• Strong commitment to integrity, ethics, and confidentiality.
• Ability to work well in a team and develop strong collaborative relationships across the University.

Responsibilities

• Update and improve the University’s monthly and long-term financial forecast models.
• Assist with maintaining and enhancing the budget and planning system within Workday and Adaptive Planning.
• Lead budget discussions with departments to develop accurate, strategically aligned budgets.
• Analyze financial variances and trends throughout the year.
• Provide timely and accurate financial reports to leadership.
• Create and maintain pro-forma reports for new initiatives.
• Support departments with budget-related questions and amendments.
• Collaborate with the Finance team to ensure accurate financial reporting.
• Serve as the subject matter expert for Adaptive Planning software.

Skills

Analytical skills

Cross-department collaboration

Teamwork

Education

Bachelor's degree in Accounting or Finance

Tools

Excel

Alteryx

Tableau

Workday

Adaptive Planning

Job description

Job Type:

Staff

Job Description:

Kansas City University (KCU) is seeking a Senior Financial Planning and Analysis (FP&A) Analyst to join their Finance team. This role is crucial for maintaining and updating the University's financial forecasts, supporting the budget process, and evaluating new initiatives.
The ideal candidate will combine strong analytical skills with proficiency in financial software systems and the ability to collaborate effectively across departments.

Essential Duties and Responsibilities

• Update and improve the University’s monthly and long-term financial forecast models
• Assist with maintaining and enhancing the budget and planning system within Workday and Adaptive Planning
• Lead budget discussions with departments to develop accurate, strategically aligned budgets
• Analyze financial variances and trends throughout the year
• Provide timely and accurate financial reports to leadership
• Create and maintain pro-forma reports for new initiatives
• Support departments with budget-related questions and amendments
• Collaborate with the Finance team to ensure accurate financial reporting
• Serve as the subject matter expert for Adaptive Planning software

Qualifications

• Bachelor's degree in Accounting, Finance or related field
• 5 + years of relevant experience (or equivalent combination)
• Excellent analytical skills
• Proficiency in analytical software (eg Excel, Alteryx, Tableau)
• Experience with accounting and reporting software - experience with Workday and Adaptive Planning a plus
• Strong commitment to integrity, ethics, and confidentiality
• Ability to work well in a team and develop strong collaborative relationships across the University
• Strong work ethic and commitment to excellence
• Attention to detail and high degree of accuracy

Physical Requirements

• Physical dexterity sufficient to use hands, arms, and shoulders repetitively to operate a keyboard and other office equipment, use a telephone, access file cabinets and other items stored at various levels, including overhead
• Ability to speak and hear well enough to communicate clearly and understandably with sufficient volume to ensure an accurate exchange of information in normal conversational distance, over the telephone, and in a group setting
• Ability to continuously operate a personal computer for extended periods of time (4 or more hours)
• Mental acuity sufficient to collect and interpret data, evaluate, reason, define problems, establish facts, draw valid conclusions, make valid judgments and decisions

Equal Opportunity Employer

KCU is committed to promoting an equal employment opportunity workplace. Equal opportunity is and shall be provided for all employees and applicants for employment on the basis of their demonstrated ability and competence without discrimination on the basis of race, color, religion, sex, age, national origin, genetic information (GINA), physical or mental disability, pregnancy, sexual orientation, gender identity, marital status, familial status, ancestry, military and/or veteran status, and/or any other status protected by applicable Federal, state or local law.

Annual Security Report

KCU is committed to providing a safe campus for students, faculty, and staff. Our annual campus security report lists campus crimes and statistics for the campus and public areas around campus for the last three years, in accordance with the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act.

Thank you for your interest in a career at KCU!