Senior Analyst

Assistant for University Financial Analysis

Senior Analyst Required Qualifications (as evidenced by an attached resume): Bachelor's degree (foreign equivalent or higher) in Accounting, Financial Analysis, Finance, or other related financial/analytical discipline. Three (3) years of full-time, professional experience in financial analysis, budgeting, or related roles. Experience gathering, analyzing, and summarizing complex data. Possess functional knowledge of and related work experience with databases such as Microsoft Access. Experience with Microsoft Office Suite, particularly Microsoft Excel.

Preferred Qualifications: Advanced degree (foreign equivalent or higher) in Accounting, Financial Analysis, Finance, or other related financial/analytical discipline. Experience with Oracle. Experience using macros and other automation tools. Experience with improving reporting processes. Experience with data mining (querying, reporting, etc.) or comparable business intelligence software such as Power BI, SAP, or Tableau.

Brief Description of Duties: The Senior Analyst is responsible for performing specialized analytical duties in the Budget, Financial Planning & Analysis Office using multiple reporting tools including SUNY BI, Tableau, OBIEE, and Microsoft Excel and Access. This is a dynamic role that will provide the candidate the opportunity to gain an understanding of all facets of higher education and state university finances and budgeting. It is a critical role supporting the reporting and strategic planning efforts at Stony Brook and provides university leadership with crucial decision support. The successful candidate must be a highly motivated, detail-oriented, investigative thinker with a strong commitment to customer service. The incumbent will possess superior communication skills, work well in a team environment, and have the ability to quickly adapt to changing priorities all while maintaining confidentiality and discretion. The Senior Analyst will provide financial insights, reporting, and analysis of financial data and performance measures, monitor key financial and operating metrics, and assist in long-range strategic planning. The incumbent will be responsible for performing specialized analytical duties in the Budget, Financial Planning, & Analysis Office and will include generating and executing reports as well as partnering with programmers to create canned reports and dashboards for the campus' financial leaders. The incumbent will be expected to collect, analyze, and develop data relative to the BFP&A Office and the University, make informed recommendations, and assist in the implementation of financial projects and systems. For success, the Senior Analyst must have excellent analytical skills that will assist in the identification of key issues and use of inductive reasoning in complex situations. The incumbent should possess excellent communication skills with the ability to present financial information clearly to diverse audiences as well as strong attention to detail and accuracy in data analysis and reporting. Ability to work independently and collaboratively in a fast-paced environment is also crucial to be successful in this role.

Financial Reporting & Analysis: Organize, analyze, and compile financial data to create reports and dashboards that provide actionable information to campus financial leaders and managers. Understand implications of the financial data and offer knowledgeable recommendations based on data analytics performed. Analyze and collect data to produce budget metrics and key performance indicators (KPI) for senior leadership. Understand implications of the financial data and offer well-informed recommendations based on data analytics performed. Evaluate and understand the financial reporting requirements produced for SUNY and subsequently translate the data into internal management reporting needs. Partner with programmers to design and institutionalize accurate forecasting and financial planning tools; this includes modeling new algorithms, creating functional specifications, and testing and/or validating new financial planning tools. Collaborate with other members of the BFP&A team and other university departments to gather relevant data and provide financial insights.

Back up for Central Funds Campus Financials: Reconcile and maintain the campus' monthly "all-funds" financial plan (Central Funds); this includes reconciling each distribution of an initiative or commitment and tracking the out-year liability. Reconcile planned resources to the actuals and project the out-year figures in partnership with the related fund manager. Reconcile all transactions in the 70+ Central Funds accounts to the distribution Schedule. Adjust for accounts receivable and prepayments.

Budget Office Systems Support: Provide functional support for the development and implementation of the following new systems: Financial Planning module and Central Funds module; this includes participating with the creation of functional specifications and modeling functionalities as well as testing and troubleshooting. Develop and maintain the campus' yearly and semester financial plans and revenue to be used for historical and out-year planning.

Ad-Hoc Modeling & Reporting: Develop ad-hoc modeling reports for potential new campus initiatives, strategic investments, or dissolvements within the university. Utilize knowledge of state reporting systems and business financial knowledge while using data mining and reporting techniques to deliver actionable reports. Utilize strong knowledge of concepts such as data integrity, data relationships (primary key relationships, one-to-one, one-to-many, etc.) to create logical database/reporting designs while paying tremendous attention to details in order to guarantee data integrity and validation. Develop reporting systems for one-off or long-term use.

Other duties or projects as assigned as appropriate to rank and departmental mission.