Strategic Financial Partner & Forecasting Leader

Software Engineering Institute | Carnegie Mellon University; Pittsburgh (Allegheny County); On-site; USD 90,000 - 120,000; Full time

Job summary

Carnegie Mellon University\'s Software Engineering Institute (SEI) in Pittsburgh seeks a Senior Financial Analyst who enjoys turning numbers into insights and partnering with leadership. You will own budgeting, forecasting, and financial analysis for research and operations, build dashboards, and present actionable recommendations to drive resource decisions.

This role requires 3–5 years of experience, a finance-related degree, strong Excel modeling, and the ability to translate complex data for

Qualifications

• Bachelor's degree in Finance, Accounting, Business Administration, Economics, or related field.
• 3–5 years of relevant experience in financial analysis, budgeting, forecasting, or financial management.
• Strong financial modeling, analytical, and problem-solving capabilities, including advanced Excel skills.
• Experience with financial systems, reporting platforms, or business intelligence tools.
• Ability to interpret complex financial information, exercise sound judgment, and communicate recommendations.
• Strong organizational skills and ability to manage multiple priorities independently.

Responsibilities

• Partner with leadership and drive financial insight for assigned directorates.
• Analyze financial performance, identify trends and risks, and translate data into actionable recommendations.
• Evaluate funding, staffing, and workload decisions to help leaders plan resources.
• Develop financial reports, dashboards, and presentations communicating meaningful insights.
• Take ownership of budgeting, forecasting, and financial analysis for assigned areas.
• Facilitate monthly financial reviews with budget leads and managers.
• Support long-range planning, scenario analysis, and resource allocation decisions.
• Monitor financial performance and mitigate funding, execution, and financial risks.

Skills

Advanced Excel / Financial modeling

Analytical thinking

Stakeholder communication

Budgeting and forecasting

SAS/SQL or BI experience

Education

Bachelor's degree in Finance, Accounting, Business Administration, Economics

Tools

Oracle

Enterprise Performance Management (EPM) systems

Financial reporting tools / BI software

Job description

Carnegie Mellon University\'s Software Engineering Institute (SEI) in Pittsburgh seeks a Senior Financial Analyst who enjoys turning numbers into insights and partnering with leadership. You will own budgeting, forecasting, and financial analysis for research and operations, build dashboards, and present actionable recommendations to drive resource decisions.

This role requires 3–5 years of experience, a finance-related degree, strong Excel modeling, and the ability to translate complex data for