Job Description

Job Summary
This position will work within the campus central budget office at the university. This role is essential for maintaining the technical backbone of the university’s financial operations, ensuring that the budget system is reliable, efficient, and capable of supporting the institution’s financial planning and analysis needs. The position is focused on supporting the university budget system and plays a critical technical role in maintaining, enhancing, and optimizing the financial management system software and infrastructure used for budgeting, forecasting, and financial reporting. This position bridges finance and IT, ensuring the budget system operates efficiently and aligns with the university’s financial needs. Understanding university fund accounting is integral to the success of this position. This position also supports the objectives of the budget office, providing ongoing financial reporting, analysis, and support.

A Master’s degree in a related field is preferred.
Responsibilities
Key Responsibilities:

System Maintenance & Administration: Act as a subject matter expert for the university’s budget system (Anaplan). Oversee system configuration, manage user permissions, assist in maintaining data hierarchies, and ensure that system updates are properly applied.

Data Integrity & Validation: Ensure the accuracy and integrity of financial data within the budget system. This includes troubleshooting data discrepancies, performing audits, and implementing controls to prevent errors. Conduct regular system reconciliations to align with the general ledger and other financial databases.

System Enhancements & Optimization: Work with IT teams and financial stakeholders to identify areas for system improvement. Develop, test, and deploy new features, modules, or reports that enhance the system’s functionality. This may involve writing SQL queries, managing APIs, or collaborating on system integrations with other university platforms.

User Support & Training: Provide technical support and training to end users, including budget officers and department administrators. Create training materials, host workshops, and develop user guides to ensure users can effectively navigate the budget system. Troubleshoot and resolve user issues or questions in a timely manner.

Automation & Process Improvement: Identify opportunities to automate financial processes within the budget system. Design workflows, scripts, or macros that improve the efficiency of data entry, reporting, and reconciliation processes. Streamline the budgeting process by implementing solutions that reduce manual work and improve accuracy.

Reporting & Data Extraction: Design and generate complex financial reports and dashboards by leveraging system data. Use reporting tools to extract relevant data, build custom reports, and deliver insights to senior leadership for decision-making. Ensure that reports are aligned with institutional reporting standards.

System Testing & Quality Assurance: Lead system testing for any updates, patches, or new functionality. Develop test scripts, run simulations, and document test results to ensure system reliability and performance. Collaborate with IT to troubleshoot and resolve any issues encountered during testing.

Collaboration with IT & Finance: Serve as the liaison between the key teams. Ensure that system development aligns with financial policy and requirements. Provide technical input on system-related financial processes and collaborate on projects involving data architecture or financial modeling.

This job description is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to the job.

This job description is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to the job.
Work Environment and Level of Frequency typically required
Nearly Continuously: Office environment.

Physical Requirements and Level of Frequency that may be required
Nearly Continuously: Sitting, hearing, listening, talking.
Often: Repetitive hand motion (such as typing), walking.
Seldom: Bending, reaching overhead.
Minimum Qualifications
Bachelor’s Degree in Business Administration, Health Care Administration, Accounting, Finance or related field, or equivalency (one year of education can be substituted for two years of related work experience) and four years of progressively more responsible management analyst experience; and demonstrated human relations and effective communication skills required.

Applicants must demonstrate the potential ability to perform the essential functions of the job as outlined in the position description.
Preferences
Skills & Qualifications:

Knowledge of systems (e.g., PeopleSoft, Oracle, Anaplan) and financial management software.
Knowledge of SQL, database management, and reporting tools (e.g., Power BI, Tableau).
Knowledge of financial data structures, GL hierarchies, and budget formulation processes.
Analytical and problem-solving skills with the ability to troubleshoot system-related issues.
Ability to translate user needs into technical requirements and system functionality.
Strong communication skills for collaboration between key teams and parties throughout the university.