Strategic Budget & Forecasting Analyst

The University of Kansas Health System; Kansas City (MO); On-site; USD 93,000 - 139,000; Full time

Job summary

The University of Kansas Health System seeks a Senior Finance Analyst to lead robust budgeting, forecasting and planning analyses to support both short- and long-term financial strategies across the institution. You will manage complex budget reporting, build models, collaborate with departments and stakeholders, and drive continuous improvement of budgeting processes.

A CPA or Master’s in accounting and 5+ years of relevant experience are preferred; Workday and Adaptive systems experience is

Qualifications

• Bachelor’s degree in accounting, economics, business, or related field.
• This position requires advanced knowledge and analytical skills.
• Five years’ experience in financial budget, planning, analysis and/or accounting.
• Five years’ experience in reporting to internal and external stakeholders.
• Experience using Budgeting and ERP systems.
• Experience with large, complex organizational settings.
• Experience building models and reports within a complex accounting system.
• Three years’ experience in variation analysis and reconciliation.
• Eight years of relevant work experience (preferred in some postings).
• Experience using Workday and Adaptive financial and budgeting systems.
• ERP implementation experience.
• Experience adhering to state or legal compliance requirements.
• Experience with GAAP and planning/forecasting.

Responsibilities

• Identify, strategize, develop and implement best practices within the financial planning system.
• Departmental analysis, detail reviews, forecasting.
• Compile and analyze monthly and quarterly area reports.
• Assist areas with multi-year planning and commitments process.
• Set goals and best practices with university-wide groups and estimate research revenue.
• Budgeting, evaluation and reporting of funding usage.
• Evaluate funding requests using budget analysis and communication with requestor.
• Perform risk-based reviews of projections and recommendations.
• Support continuous improvement of policies, procedures and processes.
• Identify opportunities to streamline planning and forecasting processes.

Skills

Budgeting

Forecasting

Financial analysis

Reporting

Modeling

GAAP

Communication

Presentation

Problem solving

Education

Bachelor’s degree in accounting/economics/business

Master’s degree in accounting

Tools

Workday

Adaptive

ERP systems

Job description

The University of Kansas Health System seeks a Senior Finance Analyst to lead robust budgeting, forecasting and planning analyses to support both short- and long-term financial strategies across the institution. You will manage complex budget reporting, build models, collaborate with departments and stakeholders, and drive continuous improvement of budgeting processes.

A CPA or Master’s in accounting and 5+ years of relevant experience are preferred; Workday and Adaptive systems experience is