Financial Analyst

• Provide data analysis, forecasting, and projections to the CFO to inform decision-making, assess institutional performance, and guide strategic direction
• Works as part of a Financial Analyst team to monitor and evaluate operating budget performance across departments; proactively identifies risks, recommends corrective actions, and ensures fiscal accountability.Works as a team to serve as subject-matter experts for departments on budget inquiries; provides data-driven insights, develops financial models, and recommends sustainable solutions
• Partners with both finance team members and budget managers to develop the budget for approval by the CFO and Cabinet for presentation to the board of trustees for approval at the May meeting
• Assists divisions with budget analysis and reporting
• Works collaboratively with the Controller to follow up with divisions to support the monthly close timeline, identifies bottlenecks and solutions in conjunction with the Controller to ensure a timely and accurate month-end close process.
• Under the guidance of the CFO, examines and interprets financial activity; performs variance analysis, root-cause investigations, and presents recommendations to University leadership
• Assists in the preparation of Board-related communications and meetings

• Assists with projects as assigned.
• Assists with year-end audit reconciliations and analysis as needed.
• Other duties as assigned.
• Supports and assists in creating intersections for faculty, staff and students that will assist in transforming people’s lives
• Supports and assists in creating an evolving culture of mentoring and rich engagement opportunities for faculty, staff, and students
• Maintains a commitment to mentorship, intersections and belonging with a high degree of cultural competence and respect for a wide range of identities and experiences, therefore welcoming and supporting all faculty, staff and students and expanding access to the AU experience
• Maintains a safe working environment within and around their facilities and associated equipment and supplies including, but not limited to, obtaining Safety Data Sheet (SDS) information pertaining to any hazards associated with their work environment
• Participates in all required assigned training, including safety training and will comply with safety rules, regulations, and protocols
• Effective written and oral communication skills
• Contributes to the overall success of the University by performing other duties as assigned
• Confidentially & Accuracy:
  • This position has access to all account balances and student record information. Therefore, confidentiality is of the utmost importance in these areas. This information is handled on a daily basis. Student information is confidential because it contains the student’s social security number and other personal information. This information should not be shared without appropriate authorization.  This information can only be released to external people that the student has authorized. Only the authorized individual can release account information to the person, or persons listed in the chart of accounts. Accuracy and attention to detail is at the heart of every task. This position is subject to continuous interruptions and requires the ability to maintain concentration and focus along with a pleasing disposition
  • Safety: Participate in safety training and comply with safety rules, regulations, and protocols
  • Perform additional duties and assist with special projects as assigned

• Formal Education:
  • Master of Business Administration (MBA) degree required.
• Experience:
  • 5 years of budgeting, modeling and projecting experience required
• Knowledge:
  • A working functional knowledge of Accounting and ERP Systems such as STC Banner
  • Demonstrated knowledge of Accounting Principles (GAAP) and Procedures
  • Understanding of financial analysis, forecasting, and reporting, with the ability to translate complex data into actionable insights for leadership
  • Substantial working knowledge (education or work-related experience) of Project Management methodology and/or Business Process Analysis is essential
  • A working functional knowledge of Project Management Software such as Asana and AchieveIt
  • Demonstrated knowledge of strategic planning best practices
  • Understanding of higher education administration operations and best practices
  • Advanced Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint)
• Additional Knowledge/Skills:
  • Work/school records would confirm the existence of superior skills or attributes in the following areas: sound judgment, discretion, dependability, organizational and interpersonal skills, professional work output, energy and enthusiasm, ability to interact with all levels of the AU community and constituents, diplomacy, initiative, function independently with only occasional review and direction. Candidate must possess the ability to multi-task in a fast-paced, open office environment and prioritize. Position requires the strictest level of confidentiality. 
  • Machines: Fax, Copier, and Calculator
• Essential Functions:
  • ​​​​​​​Essential Functions: With or without reasonable accommodations the incumbent must be able to read and write and speak the English language at a college level, be capable of performing sometimes complex mathematical calculations, statistical calculations and other higher mathematical operations, must be able to communicate with all levels of the institution in written and spoken form. The individual must be able to work independently. The ability to maintain regular and prompt attendance is essential to the successful performance of this position. 

Alfred University actively subscribes to a policy of equal employment opportunity, and will not discriminate against any employee, student or applicant because of race, age, sex, color, sexual orientation, gender identification or expression, physical or mental disability, religion, ancestry or national origin, marital status, genetic information, military or veteran status, domestic violence victim status, criminal conviction status, political affiliation or any other characteristic protected by applicable law.