Strategic Budgeting and Forecasting Analyst

ROBERT MORRIS UNIVERSITY; Moon (VA); On-site; USD 60,000 - 80,000; Full time

Job summary

Robert Morris University seeks a Financial Analyst to support budgeting, forecasting, and financial planning. You will analyze performance, build budgets and forecasts, and translate complex data into actionable insights for decision-makers across the university.

Key responsibilities include developing models, monitoring variance, presenting results, and maintaining dashboards. Strong Excel skills and the ability to work with diverse stakeholders are essential in this fast-paced role.

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field.
• 1–2 years of FP&A, accounting, or financial reporting experience.
• Strong budgeting, forecasting, and financial analysis knowledge.
• Excel: complex formulas, pivot tables, lookups, and financial modeling.

Responsibilities

• Support the development, maintenance, and analysis of the University’s personnel and operating budgets.
• Prepare annual budgets (revenue and expense), quarterly forecasts, and long-term financial projections for assigned departments and business areas.
• Monitor financial performance through variance analysis, identifying key drivers, risks, opportunities, and emerging trends.
• Develop financial models, business cases, and scenario analyses to evaluate new initiatives, investments, and strategic opportunities.
• Conduct profitability, cost, and operational analyses to identify efficiencies, optimize resource allocation, and support cost containment efforts.
• Serve as the primary financial liaison for assigned University departments, providing guidance on budget management and financial decision‑making.
• Present financial results, forecasts, and recommendations to stakeholders with varying levels of financial expertise.
• Design, maintain, and enhance management reporting tools, dashboards, and standardized financial reports to support operational and strategic decision making.
• Collaborate closely with the Controller’s Office during month‑end close process to ensure accurate, timely, and reliable financial results.
• Identify opportunities to streamline processes, improve data quality, and eliminate non‑value‑added activities through continuous improvement initiatives.
• Support ad‑hoc financial analyses, special projects, and leadership reporting requests.
• Perform other duties as assigned.

Skills

Advanced Excel

Analytical thinking

Communication skills

Time management

Storytelling with data

Education

Bachelor's degree in Finance/Accounting/Business

Tools

ERP systems

BI platforms

Financial reporting tools

Job description

Robert Morris University seeks a Financial Analyst to support budgeting, forecasting, and financial planning. You will analyze performance, build budgets and forecasts, and translate complex data into actionable insights for decision-makers across the university.

Key responsibilities include developing models, monitoring variance, presenting results, and maintaining dashboards. Strong Excel skills and the ability to work with diverse stakeholders are essential in this fast-paced role.