Strategic Budget & Financial Planning Analyst

The Claremont Colleges Services; Claremont (CA); Hybrid; USD 80,000 - 95,000; Full time

Benefits offered by this job

Hybrid work model

Benefits package

Tuition reimbursement

Job summary

The Claremont Colleges Services is seeking a Budget and Finance Analyst in Claremont, CA. This role partners with campus departments to develop budgets, monitor financial performance, and support executive decision-making.

You will lead planning, forecasting, and reporting, and serve as the functional lead for Workday Financial Management and Adaptive Planning. Ideal candidates will have five or more years of budgeting/financial analysis experience, a Bachelor’s in Accounting or Finance, and

Qualifications

• Advanced knowledge of budgeting, financial planning, financial reporting, internal controls, and GAAP with applied accounting concepts.
• Ability to independently identify problems, gather information, and develop analytical approaches for practical solutions.
• Ability to research complex financial issues via trial balances, general ledger, reconciliations, and supporting docs.
• Exceptional written communication skills for executive reports, board narratives, and presentations.
• Prepare polished presentations using PowerPoint/Canva for executive audiences.
• Strong Excel proficiency and comfort with financial systems and reporting tools.
• Ability to organize work, prioritize responsibilities, and meet deadlines in a fast-paced environment.
• Commitment to continuous learning, collaboration, and service excellence.

Responsibilities

• Coordinate significant components of the annual operating budget process including development, data collection, validation, and communication.
• Serve as primary budget liaison for departments, guiding budget development and policies.
• Maintain budget and forecasting models in Adaptive Planning and ensure data integrity.
• Develop financial forecasts, scenario analyses, and reserve projections for decision-making.
• Lead recurring financial reporting for departments, leadership, and committees.
• Prepare executive-quality Board schedules, analyses, and narratives.
• Provide training on Workday and reporting tools and improve financial processes.
• Act as trusted financial consultant to departments and partner with the Office of Financial Services.
• Record minutes for Board meetings and provide backup for critical Finance tasks.

Skills

Budgeting

Financial planning

Financial reporting

Internal controls

GAAP

Education

Bachelor's degree in Accounting or Finance

Tools

Workday Financial Management

Adaptive Planning

Microsoft Excel

Job description

The Claremont Colleges Services is seeking a Budget and Finance Analyst in Claremont, CA. This role partners with campus departments to develop budgets, monitor financial performance, and support executive decision-making.

You will lead planning, forecasting, and reporting, and serve as the functional lead for Workday Financial Management and Adaptive Planning. Ideal candidates will have five or more years of budgeting/financial analysis experience, a Bachelor’s in Accounting or Finance, and