Senior Financial Planning & Analysis Analyst

Senior Financial Planning & Analysis Analyst

The Senior Financial Planning & Analysis (FP&A) Analyst leads the University's financial planning, budgeting, and analytical functions. This role integrates budget administration, financial operations, and advanced FP&A responsibilities, including forecasting, financial modeling, variance analysis, and strategic decision support.

Lead preparation and monitoring of operating and position budgets

Monitoring expenditures and revenues

Maintain financial data in Banner and budget tracking tools (position numbers, position budgets, all funds budgets, transfers, etc.)

Process and approve budget transfers

Assist with month-end and year-end closing and compliance

Determine availability of funds and process student-related financial forms (wages, stipends, assistantships, scholarships)

Assist in development and submission of University Budget Request to UL System Provide guidance to departments on budget transfers and corrections with both manual and system-based transactions

Assist budget owners

Prepare monthly/quarterly financial reports with operating results and provide quantitative analysis of key variances and trends

Lead forecasting, financial modeling efforts, and projections utilizing Synario Forecast Modeling platform

Provide insights to leadership for decision-making

Execute a high-level of communication and collaboration with university divisions

Assist Director of Budget and Financial Planning in preparation of PowerPoint presentations addressing senior management on current financial outlook and key performance metrics

Assist in managing cash forecasting across university and functional teams

Promote a positive work environment demonstrating respect for colleagues at all levels

FP&A (forecasting, modeling, variance analysis)

Budget operations and monitoring

Budget development and institutional reporting

Financial reporting and analytics

Student and personnel budget processing

University support and training

Other duties as assigned

Minimum:

Bachelor's degree in Finance, Accounting, Business, or related field

4-6 years of experience in budgeting, financial analysis, or accounting

Advanced Excel skills

Strong analytical and communication skills

Preferred:

Experience in higher education

Banner financial experience

MBA or Master's degree in Finance, Accounting, or related field degree

Certification (CPA, CFA, other related designation)

Additional Qualifications:

Knowledge of financial principles and analyses

Analytical problem-solving skills, ability to contextualize data effectively and efficiently

Excellent written and oral communication skills

Keen attention to detail Able to lead multiple priorities in a fast-paced environment

Proactive self-starter and phenomenal teammate, ability to learn quickly, be flexible and adapt to change and organizational landscape

Experience in a cross-functional, highly matrixed team environment are a plus

Proficiency in Microsoft Excel; experience with Banner

Applications without the following will not be considered complete.

Cover Letter

Resume

Transcript(s) if applicable

Curriculum Vitae if applicable

Review of applicants will begin June 9th, 2026 and will continue until position is filled.

Benefits

We offer a complete benefits package to eligible employees including health care, dental, vision, retirement, flexible spending accounts, life insurance, long-term disability, short-term disablity, holidays, annual, and sick leave.