Financial Planning Analyst

Arizona State University

Financial Planning Analyst

Campus: Tempe

JR102165

End Date: February 24, 2025 (19 days left to apply)

Apply before midnight Arizona time

Department Statement:

The Office of Planning and Budget (OPB) is responsible for facilitating the development and management of the University’s annual planning and budgeting processes. This includes resource planning, modeling, allocations, tracking, forecasting, and reporting, as well as decision support analysis for unit and enterprise-wide leadership. In addition, OPB handles external reporting requirements and information requests from the State’s Joint Legislative Budget Committee (JLBC) and its Office of Strategic Planning and Budgeting (OSPB), and the Arizona Board of Regents.

Job Description:

Salary Range: $54,600 - $85,760 per year; depending on experience.

The Office of Planning and Budget (OPB) is seeking a dynamic individual to join our team. OPB serves as a steward of resources and trusted advisor to University leadership to support decision-making and understanding of financial issues.

The Financial Planning Analyst (“Analyst”) will contribute to projects and initiatives designed to inform strategic and operational decisions by ASU leadership in the areas of resource planning, budget allocations, and financial management. Using visualization, metrics, reports and memos, the Analyst combines and consolidates data from various sources to create effective reporting and analysis to broaden understanding and inform decision-making. The Analyst reports to the Senior Director, Financial Planning & Analytics.

You will thrive in our environment if you: 

• Are passionate about the mission, vision, and design aspirations of ASU
• Enjoy a collaborative environment where the nature of the work is highly iterative and affords the opportunity for creativity and exploration
• Are energized by a variety and changing portfolio of projects
• Aspire to build on strengths and experience and expand skills and knowledge relevant to our work
• Appreciate the benefits of a flexible work environment

Essential Duties:

• Use story-telling and data visualization skills to deliver insights that are concise and informative; creates, updates and enhances written material to foster understanding and evaluation of data by senior OPB team members and other stakeholders.
• Prepares reporting and analysis to fulfill external reporting requirements from the Arizona Board of Regents, the Joint Legislative Budget Committee, and the Governor’s Office of Strategic Planning and Budgeting. Reporting requirements include employment, enrollment, cost of education, and other financial and performance metric data.
• Identifies source data and consolidates information needed for annual external surveys, including financial benchmarking initiatives.
• Creates, updates and enhances financial models, consistent with best and common practices of finance, higher education, and modeling standards for Excel. This includes the multi-year financial planning model of the University.
• Collaborates with OPB team members on special projects, bringing in team expertise and advice; leveraging data and information to broaden understanding and integration with other OPB processes.
• Works with partners to interpret analysis results; compares data from a variety of sources to ensure accuracy using judgment, and relying on available subject matter expertise.
• Serves as an OPB subject matter expert on the availability of existing ASU data and available reporting (Workday, Adaptive Planning); often requires networking across areas outside OPB to ensure full understanding of the data. Collaborates with other analysts and data owners to ensure congruency of reporting, minimize duplication of effort, and identify/rectify limitations in data sources and data delivery options.
• Serves as an OPB resource for data querying, transformation, and reporting from a variety of sources. Examples of data sources include: ASU’s student information system; human resource and payroll data; space utilization data, and general ledger financial data.
• Defines and contributes to effective project management protocols and documentation standards. The FP&A team uses Notion for project status and planning purposes.
• Performs other duties upon request.

Desired Qualifications:

Relevant work experience in higher education, public sector administration/finance or consulting.

Knowledge, Skills and Abilities:

• Knowledge of the principles, concepts, and practices in budgeting, strategic planning, information analysis, forecasting, reporting, and evaluation.
• Ability to effectively synthesize a large volume of complex and sometimes disparate data, and then develop insights and recommendations from that information.
• Ability to develop reporting and analysis that integrates statistical and financial information; demonstrated experience building and working directly with partners from initial ideation through to a completed product.
• Demonstrated experience delivering oral and written material, including the ability to speak and write with clarity and precision to obtain and convey information.
• Demonstrated experience in identifying appropriate data sources, extracting and manipulating data from multiple database sources by designing, refining, and running data queries.
• Intermediate knowledge of Microsoft Excel, PowerPoint, Word, and Outlook; experience with using Cloud-based reporting tools (Amazon Workspaces, Alteryx, preferred).
• Intermediate planning and organizational skills, including the ability to successfully support multiple, complex projects on deadline. Nature of the environment is that there are often interruptions, multiple projects underway concurrently, and potentially competing priorities.
• Ability to work independently on routine tasks and with limited, but appropriate, direction on more complex matters. 
• Ability to solicit and effectively act on team members and stakeholders input at all stages throughout the process of developing and enhancing analysis and crafting a final product.
• Ability to determine compliance with existing policies and established guidelines and support a strong internal controls.
• Ability to take initiative, demonstrate resourcefulness, display a sense of urgency in fulfilling commitments, and take personal accountability for achieving results.
• Experience in promoting innovative thinking by bringing different perspectives and approaches together, combining them in creative ways to identify options and solve problems; proven experience in challenging the status quo to enhance efficiency and transparency. 
• Experience in delivering a high-quality work product, free of material error, by showing concern for all aspects of the job with a high attention to detail.
• Ability to build effective working relationships and trust by communicating in an open manner, and following through on commitments.
• Demonstrated experience in adhering to established procedures and conventions.
• Ability to offer customer service by actively listening, and validating others’ viewpoints and to respect the confidentiality of others. 
• Cultural competency skills to effectively engage with individuals from diverse backgrounds.

Working Environment:

• Activities are performed in an environmentally controlled office setting subject to extended periods of sitting, keyboarding, and manipulating a computer mouse.
• Required to stand for varying lengths of time and walk moderate distances to perform work.
• Frequent bending, reaching, lifting, pushing and pulling up to 25 pounds.
• Regular activities require ability to quickly change priorities which may include and/or are subject to resolution of conflicts.
• Required oral and written communication to perform essential functions.
• Regular use of standard office equipment including, but not limited to: computer workstation/laptop (keyboard, monitor, mouse), printer, copier, and associated computer/technology peripherals.
• Applicant must be eligible to work in the United States; ASU Office of Planning and Budget will not be a sponsor for this position.

Minimum Qualifications:

Bachelor's degree and three (3) years of experience appropriate to the area of assignment/field; OR, Any equivalent combination of experience and/or training from which comparable knowledge, skills and abilities have been achieved.

Instructions to Apply

Current Employees and Students should apply directly within Workday using the Jobs Hub. Use this link and log in using SSO:

https://www.myworkday.com/asu/d/inst/1$9925/9925$2299.htmld

To be considered, your application must include all of the following attachments: 

• Cover letter
• Resume/CV

Note: Multiple documents can be submitted into the attachment box. Alternatively, merge all documents into one PDF for submission.

Please include all employment information in month/year format (e.g., 6/88 to 8/94), job title, job duties and name of employer for each position. Resume should clearly illustrate how prior knowledge and experience meets the Minimum and Desired qualifications of this position. NOTE: GA and Intern positions are counted as .5 for job experience (ie. 1 year equals 6 months experience equivalency). Only electronic applications are accepted for this position.

ASU Statement 

Arizona State University is a new model for American higher education, an unprecedented combination of academic excellence, entrepreneurial energy and broad access. This New American University is a single, unified institution comprising four differentiated campuses positively impacting the economic, social, cultural and environmental health of the communities it serves. Its research is inspired by real world application blurring the boundaries that traditionally separate academic disciplines. ASU serves more than 100,000 students in metropolitan Phoenix, Arizona, the nation's fifth largest city. ASU champions intellectual and cultural diversity, and welcomes students from all fifty states and more than one hundred nations across the globe. 

ASU is a tobacco-free university. For details visit https://wellness.asu.edu/explore-wellness/body/alcohol-and-drugs/tobacco 

Arizona State University is a VEVRAA Federal Contractor and an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other basis protected by law.  

Notice of Availability of the ASU Annual Security and Fire Safety Report 

In compliance with federal law, ASU prepares an annual report on campus security and fire safety programs and resources. ASU’s Annual Security and Fire Safety Report is available online at https://www.asu.edu/police/PDFs/ASU-Clery-Report.pdf. You may request a hard copy of the report by contacting the ASU Police Department at 480-965-3456. 

Relocation Assistance – For information about schools, housing child resources, neighborhoods, hospitals, community events, and taxes, visit https://cfo.asu.edu/az-resources.

Employment Verification Statement 

ASU conducts pre-employment screening which may include verification of work history, academic credentials, licenses, and certifications.

Background Check Statement 

ASU conducts pre-employment screening for all positions which includes a criminal background check, verification of work history, academic credentials, licenses, and certifications. Employment is contingent upon successful passing of the background check.

Fingerprint Check Statement

This position is considered safety/security sensitive and will include a fingerprint check. Employment is contingent upon successful passing of the fingerprint check.

About Us

Notice: If you are a Current Employee or Contingent Worker, please log into Workday to search for and apply to jobs using the Jobs Hub. Your application, if submitted using this portal, cannot be moved forward. 

About Arizona State University

Recognized by U.S. News & World Report as the country’s most innovative school, Arizona State University is where students and faculty work with NASA to develop, advance and lead innovations in space exploration.

To view full description or to apply please click this link:

https://asu.wd1.myworkdayjobs.com/en-US/ASUStaffCareers/details/Financial-Planning-Analyst_JR102165?q=jr102165