Budget and Finance Analyst

Details

Posted: 05-Feb-24

Location: Claremont, California

Type: Full-time

Salary: $80,000-$90,000

Categories:

Financial
Staff/Administrative

Employment Type:

Full-time

Organization Type:

Higher Education Institution

Required Education:

Bachelor’s

 

Location:

Claremont, CA

 

Job Posting Title:

Budget and Finance Analyst

 

Job Details and Requirement:

Position Title:  Budget and Finance Analyst

 

Department :  Treasurers Office                    

 

GENERAL DESCRIPTION 

As a member of the Finance team/Treasurer’s office, the Budget and Finance Analyst ensures appropriate use of the college resources in accordance with policies and procedure, College policies, and IRS compliance.  

 

This position involves a variety of fiscal management, accounting and budget planning activities including monitoring and coordination of the annual budget process, fiscal year end closing, financial projections, leads the financial analysis and monthly monitoring of expenditures throughout the fiscal year, reconciling fund balances, and interpreting fund requirements and deadlines. Additionally, the Budget and Finance Analyst will support the Director of Budget and Finance and AVP of Finance for quarterly and year-end board reporting and materials as assigned.  

                                                                       

ESSENTIAL FUNCTIONS

• Responsible for taking minutes for Board of Trustee Committee Meetings led by the Treasurer Office Leadership Staff
• Assists in monitoring financials to ensure compliance with established policies and procedures, College policies, and IRS compliance.
• Lead finance training within the community for how to access budgets, process journal entries, and all other finance functionality in Workday.
• Works collaboratively with the Director of Budget and Finance on community budget processing. Assists in gathering, compiles, and reviews data for appropriateness prior to budget model input. Applies applicable cost allocation formulas and assumptions into Adaptive Planning
• Has an integral role in the production, review, and discussion of monthly Budget to Actual reports for Pitzer’s departments and help prepare reports for senior management.
• Assesses the budget process and evaluates steps for value addition and recommends improvements and modifications as warranted.
• Regularly produces reports for management and college committees, accurately and on-time, using preferred format structures.
• Produces ad hoc reports and financial analysis for senior management on an array of topics as requested.
• Serves as a “superuser” for financial system and uses expertise to develop meaningful reports and provide training to the internal departments in the Pitzer Community.
• Addresses ad hoc reporting needs in a responsive and clear manner and educates Pitzer Directors in self-service reporting where appropriate.
• Assists Director of Budget and Finance and management team in developing and maintaining financial forecasts for both operating budgets and reserve funds.
• Provides customer service by assisting departments with accounting and budget questions. Reviews transactions for accurate accounting classification and supporting documentation in accordance with Pitzer policies.  Possesses strong knowledge of generally accepted accounting principles and can offer sound direction to organization leaders regarding accounting policies.
• Back up administrator for Company Purchase Card Program.
• Assists management with development and maintenance of organization-wide metrics.
• Maintains the Position Control spreadsheets and reviews and approves Pitzer job requisitions in line with department budgets.
• Partners with the TCCS Office of Financial Services to ensure close collaboration on accounting activities, as well as the audit process.
• Back up support for the Finance Coordinator in preparing weekly, monthly, and quarterly journal entries and is responsible for reviewing journal entries and Supplier Invoices in Workday for accuracy.
• Develops and implements policies and procedures to streamline, clarify and simplify workflow throughout the Organization.
• Advanced ability to navigate trial balance, general ledger detail, financial statements, and other accounting reports to reconcile balances and provide accurate information to department staff.
• Works collaboratively in preparation of the annual budget, including setup and data collection, provides support for the Director of Budget and Finance as budgets are developed, and follows up as needed to ensure timeliness and efficacy of process. Collaborates in the preparation of budget reports for approval by the annual deadlines.
• Provides support to the Director of Budget and Finance and AVP of Finance for quarterly and year-end board reporting and materials as assigned.
• Help with year-end and audit deliverables as assigned by supervisor.
• Lead annual WD FIN regression testing aggregation.
• Create/improve on current process of College financial analysis.
• Performs various duties as needed to successfully fulfill the function of the position.

 

Basic Qualification :  A bachelor’s degree in accounting, Finance, or a related discipline or equivalent additional experience relevant budget field beyond the minimum required. Four (4) or more years of experience in budget, accounting, and operational analysis. Some experience working in higher education, government, and/or nonprofit accounting is a plus.

 

Preferred Qualification :  Experience with Workday or another type of Enterprise Resource Planning (ERP) software, Master’s degree, Experience with Adaptive Planning

 

REQUIRED KNOWLEDGE, SKILLS AND ABILITIES

The individual must possess knowledge, skills and ability to be able to successfully perform the essential functions of the position or be able to explain or demonstrate how the essential functions will be performed, with or without reasonable accommodation, using some other combination of skills and abilities.

 

• Excellent interpersonal skills
• Ability to work independently and as a team player.
• Ability to complete tasks in an efficient and timely manner.
• Must be detail oriented for accuracy of data and information. 
• Ability to multitask, be organized, and self-motivated.  
• Ability to work in a fast paced, dynamic environment.
• Understanding and ability to apply technical accounting skills and budget concepts.
• Demonstrated communication skills, including ability to prepare materials for and clearly and effectively communicate information to internal audiences and client groups.
• Highly organized and able to consistently handle and prioritize multiple tasks and deadlines while accurately attending to detail and accuracy of data and information.
• Ability to effectively interact with stakeholders at all levels of the College – both internal and external
• Ability to effectively and professionally communicate with strong oral, written, and interpersonal communication skills.
• Able to work with interdepartmental teams and initiatives.
• Demonstrated decision-making skills.
• Self-motivated and able to work towards problem solutions.
• Flexibility and ability to adapt to changing situations; must be able to exercise discretion and independent judgment.
• Proficiency in communicating clearly in writing and orally in English.
• Demonstrates an ability to work effectively and congenially with others.
• Demonstrates openness and responsiveness to new ideas and change, and an ability to positively influence others likewise.
• Ability to work collaboratively with a variety of internal and external departments, including handling sensitive and confidential information with discretion.
• Ability to meet deadlines in a fast-paced environment.
• Strong attention to detail and accuracy.
• Strong customer service orientation.
• Advanced Proficiency in MS Excel, Word, PowerPoint, and Adobe PDF, and advanced Microsoft Excel knowledge.
• Project and establish a standard reflecting a professional image through dress, demeanor, and office environment.
• Communicate relevant information clearly and concisely in a timely manner in written and verbal form.
• Demonstrate initiative through early identification of problems and resourcefulness in timely resolution.
• Demonstrate ability to follow through and implement plans and changes.
• Foster respect from others
• Must have access to reliable and secure computer and internet connection. Must maintain password protection for work files and records and ensure that no one else has access to password and login credentials at remote work site.
• Must have access to a dedicated and suitable workstation at remote location, including desk or table and supporting, upright chair. Must ensure workstation is safe and free from hazards.

 

Supervisory Responsibility : None.

 

Time Type: Full-time 40 hours per week

 

Annual Pay Schedule: 12

 

Work Schedule : The regular hours for this position will be scheduled between 8:00 am to 5:00 pm, Monday through Frida y.  These hours may vary due to needs of the College or department.

 

Work Model :  Hybrid

 

Budgeted Salary Range :  $80,000-$90,000 per year

 

Pitzer College is committed to providing comprehensive benefits to eligible employees and their eligible dependents. Our benefits package includes competitive compensation, health, dental, and vision insurance, retirement savings plans, generous paid time off (vacation, holidays, sick time, parental leave, bereavement, etc.), tuition reimbursement, tuition exchange program participation and more. 

 

Physical Requirements : This is generally a sedentary position. Must be able to:

• Sit for prolonged periods of time;
• Operate a computer for prolonged periods of time;
• Communicate with others by email, in person and over the telephone;
• Read printed materials and a computer screen;
• Have the mobility to work in a standard office setting and use standard office equipment;
• Lift 15 pounds from the ground to waist level unassisted; and

• Have the stamina to manage a high-volume workload in a fast-paced work environment.

 

Instructions:  Only qualified applicants please.

 

Application Materials: Upload the following materials to complete your application:

• Cover Letter :  Indicate your reason for interest in this position, describe how your qualifications make you an ideal candidate, and explain which of Pitzer’s core values best relates to your own. 
• Resume : List relevant qualifications and dates of experience.
• Professional References : References will be contacted for select applicants and advance notice will be provided. Provide the names of at least three (3) individuals who can speak to your professional qualifications. Include their business titles, contact information and an indication of how you are acquainted with them (e.g., former supervisor, coworker, etc.).

Basic Qualification :  A bachelor’s degree in accounting, Finance, or a related discipline or equivalent additional experience relevant budget field beyond the minimum required. Four (4) or more years of experience in budget, accounting, and operational analysis. Some experience working in higher education, government, and/or nonprofit accounting is a plus.

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About Pitzer College
The Claremont Colleges, a consortium of five undergraduate liberal arts colleges, two graduate institutions, and Claremont University Consortium, which provides shared institutional support services, is reminiscent of the Oxford-Cambridge model. The undergraduate colleges include Pomona College, Scripps College, Claremont McKenna College, Harvey Mudd College, and Pitzer College. The two graduate institutions include Claremont Graduate University and Keck Graduate Institute.
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