IT Planning Analyst

IT Financial Analyst

Responsible for analyzing, modeling, and reporting on IT service-based cost allocation, chargeback, and cost recovery to support transparent, consistent, and compliant IT financial planning within University Information Technology Services (UITS). Serves as the steward of IT Financial Management (ITFM) data, models, and methodologies, ensuring that IT cost information is accurate, well-documented, and decision-ready, to enable leadership, service owners, and research partners to understand how IT costs are incurred, allocated, and recovered. Focuses on IT financial analysis, cost modeling, data governance, and reporting. Delivers data-driven insights and decision support that enable division leadership to set priorities, allocate resources, and improve performance.

KEY RESPONSIBILITIES: 1. Analyzes and supports IT cost recovery and chargeback models, including costs allocated to research programs, sponsored projects, and externally funded activities, using clearly defined and repeatable allocation methodologies 2. Produces recurring and ad hoc reports supporting grant proposals, post award analysis, and ongoing IT cost recovery tracking, ensuring accuracy, traceability, and appropriate documentation 3. Documents cost drivers, allocation methodologies, assumptions, and calculation logic used in ITFM cost models, maintaining well organized and audit ready supporting materials 4. Analyzes IT operating and capital expenditures to identify cost trends, drivers, and recovery opportunities across services and platforms 5. Performs variance analysis comparing budgeted and actual costs at the service, platform, and cost pool level, and summarize findings for non financial stakeholders 6. Builds, maintains, and enhances department cost models allocating costs across services, infrastructure components, and funding sources, ensuring models are transparent, explainable, and repeatable 7. Develops dashboards and reports presenting IT service costs, allocation outcomes, and recovery metrics for leadership and stakeholders, using business intelligence tools to support data driven decision making 8. Integrates and reconciles data from ITSM, asset management, HR, and financial systems to support accurate and traceable analysis, resolving data gaps, inconsistencies, or alignment issues as needed 9. Translates complex cost data into clear, non technical insights to support decision making related to service pricing, optimization, and resource planning 10. Supports audit readiness through well documented, consistent, and repeatable cost modeling and reporting methodologies, including adherence to established governance and documentation standards

Educational Requirements Bachelor's degree from an accredited institution of higher education. Required Experience Four (4) years of experience in financial management, cost analysis, or service based costing within a technology, higher education, or service oriented organization, including responsibility for developing cost models, performing analysis, and preparing reports to support operational and strategic decision making.

Additional Preferred Qualifications Relevant certifications such as ITIL, Certified Technology Business Management (TBM), Certified Management Accountant (CMA), CompTIA ITF+, or Microsoft Power BI certifications, or comparable certifications aligned with IT financial analysis and reporting Preferred Educational Qualifications A degree in Finance, Accounting, Information Systems, Business Analytics, or a related field is preferred An advanced degree from an accredited institution of higher learning in a related field, such as finance, accounting, information systems, business analytics, or a closely related discipline Preferred Experience Previous experience in IT financial management, IT cost analysis, or service based costing within an IT organization, with demonstrated responsibility for cost modeling, analysis, or reporting in complex IT service environments Experience with service based costing, cost allocation methodologies, or IT chargeback/showback models, particularly in higher education, research, or other multi funded IT environments Experience working in higher education, research environments, or public sector IT organizations Exposure to research, grant funded, or externally sponsored cost recovery activities

ABILITIES Able to analyze complex datasets and build transparent, explainable financial and cost allocation models, including variance analysis, trend analysis and multi-dimensional cost modeling across services, platforms, and funding sources Demonstrated ability to support internal stakeholders in a consultative and service oriented manner Able to collaborate effectively with IT leaders, service owners, research partners, and finance stakeholders, and to translate complex technical or financial information into clear, non technical insights to support decision making Able to handle multiple tasks or projects at one time meeting assigned deadlines, while managing competing priorities and maintaining analytical accuracy KNOWLEDGE Knowledge of IT Financial Management (ITFM), service based costing, chargeback, showback, and cost recovery practices, including the use of well-documented and auditable cost allocation methods across multiple IT funding sources Familiarity with IT service management concepts, asset management data, and workforce or labor cost attribution, including integration and reconciliation of data from ITSM, assets, HR, and financial systems SKILLS Excellent interpersonal, initiative, teamwork, problem solving, independent judgment, organization, communication (verbal and written), time management, project management and presentation skills, including the ability to document assumptions, methodologies, and processes clearly Proficient with computer applications and programs associated with the position (i.e., Microsoft Office suite, collaborative productivity tools) Proficiency with advanced Excel functions and experience using BI tools such as Power BI or Tableau for reporting and analytics, including data modeling, dashboard development, and automated or repeatable reporting solutions Strong attention to detail and follow up skills Strong customer service skills and phone and e-mail etiquette

The University System of Georgia is comprised of our 25 institutions of higher education and learning as well as the System Office. Our USG Statement of Core Values are Integrity, Excellence, Accountability, and Respect. These values serve as the foundation for all that we do as an organization, and each USG community member is responsible for demonstrating and upholding these standards.

Kennesaw State University is an Equal Employment Opportunity Employer. The University is committed to maintaining a fair and respectful environment for living, work and study. To that end, and in accordance with federal and state law, Board of Regents policy, and University policy, the University prohibits harassment of or discrimination against any person because of race, color, sex (including sexual harassment, pregnancy, and medical conditions related to pregnancy), sexual orientation, gender identity, gender expression, ethnicity or national origin, religion, age, genetic information, disability, or veteran or military status by any member of the KSU Community on campus, in connection with a University program or activity, or in a manner that creates a hostile environment for members of the KSU community.

This is not a supervisory position. This position does not have any financial responsibilities. This position will not be required to drive. This role is considered a position of trust. This position does not require a purchasing card (P-Card). This position may travel 1% - 24% of the time This position does not require security clearance.

Standard Enhanced Education Per the University System of Georgia background check policy, all final candidates will be required to consent to a criminal background investigation. Final candidates may be asked to disclose criminal record history during the initial screening process and prior to a conditional offer of employment. Applicants for positions of trust with screening results which confirm a disqualifying criminal history will be immediately disqualified from employment eligibility. All applicants are required to include professional references as part of their application process. Some positions may require additional job-based screenings such as motor vehicle report, credit check, pre-employment drug screening and/or verification of academic credentials.

University of North Georgia