SR PLANNING & ACCOUNTING ANALYST

Sr Planning & Accounting Analyst

Arizona State University

The Polytechnic School (TPS) in the Ira A. Fulton Schools of Engineering

Campus: Polytechnic

104238BR

Job Description

The Polytechnic School (TPS) in the Ira A. Fulton Schools of Engineering is seeking a highly self-motivated and dynamic individual for the position of Senior Planning and Accounting Analyst to be responsible for financial strategic leadership in a fast-paced and complex School.

The successful applicant will maintain effective working relationships with the faculty, staff, and students, and the Dean’s Office, as well as using advanced software applications and systems as it applies to the position, be skilled in ASU policies and procedures, communicating and coordinating the work of the business team.

Salary Range

$56,880 - $79,000 per year; DOE

Close Date

13-September-2024

Essential Duties

The Senior Planning and Accounting Analyst is an administration position that develops and supervises the work activities of the business operations team.

Budget and Account Management

• Financial system (WorkDay) and budget planning system (Adaptive Planning) data entry and account reporting, included budgeted to actual analysis.
• Monitors account expenditures, maintains and reconciles account budgets.
• Advises and/or determines which expenditures are within guidelines, informs management of irregularities and proceed with corrective action.
• Manages the quarterly and yearend forecasting (budgets) for the School.
• Manages a wide variety of accounts from several funding sources – general operating, discretionary accounts, and gift accounts.
• Managers and controls the personnel services budget by allocating positions and budget to appropriate job classifications.
• Approves Foundation documents and is able to look up account information.

Administrative

• Prepares and tracs temporary commitments for the School.
• Reviews and approves travel claims and oversees unassigned travel card transactions.
• Works with research advancement team and HR team to maintain position accounting to ensure use of correct funding accounts.
• Supervises, hires, trains, and develops assigned staff.

Analysis and Reporting

• Analyzes and interprets statistical, financial, and management planning data for decision making and strategic planning.
• Analyzes revenue and spending trends and prepares budget projections and recommendations based on goal and priorities of the School.
• Utilizes data from a variety of sources to produce financial and administrative repots that reflect the health of the budget.
• Analyzes and plans for staffing, capital equipment/improvement, supplies and service requests.

Minimum Qualifications

Bachelor’s degree in Accounting, Finance, or related field AND three (3) years of experience in accounting and financial analysis including experience with financial management and budget planning systems; Or, any equivalent combination of experience or education from which comparable knowledge, skills, and abilities have been achieved.

Desired Qualifications

• Supervisory experience
• Demonstrated knowledge and experience of University fiscal policies and procedures and overall fiscal administration to include budgeting and account management.
• Experience with fiscal and human resources databases and software such as Workday, Adaptive Planning, PeopleSoft, Concur and Data Warehouse.
• Experience interpreting and applying ASU policies and procedures.
• Demonstrated knowledge of various accounts, such as general operating, discretionary, gifts, endowments, scholarships and sponsored research.
• Experience in performing detailed and complex repots, including creation, analysis, and evaluation of budgets.
• Experience in problem solving, critical thinking, and time management skills.
• Experience in coordinating activities and establishing priorities for self and others.

Working Environment

• Activities are performed in an environmentally controlled office setting subject to extended periods of sitting, keyboarding and manipulating a computer mouse 75 percent; required to stand for varying lengths of time and walk moderate distances to perform work 10 percent.
• Ability to clearly communicate to perform essential functions.
• Frequent bending, reaching, lifting, pushing and pulling up to 25 pounds 15 percent. 
• Regular activities require ability to quickly change priorities, which may include or are subject to resolution of conflicts.

Department Statement

The Ira A. Fulton Schools of Engineering is the largest producer of engineering and technical talent in the nation and seeks to deliver a world-class learning experience for our students and to advance research and innovation – all at scale. We value and emphasize inherently interdisciplinary endeavors that leverage the breadth and depth of expertise among our outstanding faculty, and have built a unique place for large-scale innovation characterized by foundational excellence and translational impacts. We are an engineering school on the rise at the most innovative university in the country and in the heart of the nation’s fifth largest metropolitan area. The scale of our faculty research interests and interdisciplinary mindset, combined with more than 48 graduate degree programs and 25 undergraduate degree programs, provide the foundation for knowledge generation and collaborative opportunities to advance new ideas.

The Fulton Schools of Engineering, located across ASU’s Tempe and Polytechnic campuses, is comprised of seven schools based on academic programs and research areas. Fulton Engineering has a nationally recognized faculty that conducts research, instructs and mentors students, provides service to engineering, computing and technology professions and creates lasting impacts across local and global communities.

The Fulton Schools of Engineering follows a framework of values designed to distinguish our practice and guide daily decisions in our academic, research, corporate engagement and entrepreneurial endeavors. These values influence how we recognize, reward and communicate our achievements. At the Fulton Schools of Engineering, we:

• Cultivate excellence. 
• Deliver innovation that matters. 
• Encourage bold thinking.
• Foster a community of learning and collaboration. 
• Build a foundation for all to be successful.

Working at ASU has outstanding benefits that include: health, dental and vision insurance plans; ASU/UA/NAU tuition reduction for the employee and qualified family members; life insurance and disability programs; sick leave and holidays; state and optional retirement plans; access to ASU recreation and cultural activities, and more. To estimate the value of your total compensation, please visit https://cfo.asu.edu/compensation-estimator.

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/relocation-services.

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.

Instructions to Apply

Application deadline is 3:00PM Arizona time on the date indicated.

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.

ASU does not pay for travel expenses associated with interviews, unless otherwise indicated.

Only electronic applications are accepted for this position.

IMPORTANT NOTE: What is the meaning of “equivalent combination” in the minimum qualifications? It means one year of higher education or 24 credit hours, is equal to one year of experience. For example, a four year Bachelor’s degree is equal to four years of experience.

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