Senior Financial Planning & Analysis Analyst

Job Summary

The Senior Financial Planning & Analysis (FP&A) Analyst leads the University’s financial planning, budgeting, and analytical functions. This role integrates budget administration, financial operations, and advanced FP&A responsibilities, including forecasting, financial modeling, variance analysis, and strategic decision support.

• Lead preparation and monitoring of operating and position budgets

• Monitoring expenditures and revenues

• Maintain financial data in Banner and budget tracking tools (position numbers, position budgets, all funds budgets, transfers, etc.)

• Process and approve budget transfers

• Assist with month-end and year-end closing and compliance

• Determine availability of funds and process student-related financial forms (wages, stipends, assistantships, scholarships)

• Assist in development and submission of University Budget Request to UL System Provide guidance to departments on budget transfers and corrections with both manual and system-based transactions

• Assist budget owners

• Prepare monthly/quarterly financial reports with operating results and provide quantitative analysis of key variances and trends

• Lead forecasting, financial modeling efforts, and projections utilizing Synario Forecast Modeling platform

• Provide insights to leadership for decision-making

• Execute a high-level of communication and collaboration with university divisions

• Assist Director of Budget and Financial Planning in preparation of PowerPoint presentations addressing senior management on current financial outlook and key performance metrics

• Assist in managing cash forecasting across university and functional teams

• Promote a positive work environment demonstrating respect for colleagues at all levels

Job Duties & Responsibilities

• FP&A (forecasting, modeling, variance analysis)

• Budget operations and monitoring

• Budget development and institutional reporting

• Financial reporting and analytics

• Student and personnel budget processing

• University support and training

• Other duties as assigned

Qualifications

Minimum:

• Bachelor’s degree in Finance, Accounting, Business, or related field

• 4-6 years of experience in budgeting, financial analysis, or accounting

• Advanced Excel skills

• Strong analytical and communication skills

Preferred:

• Experience in higher education

• Banner financial experience

• MBA or Master’s degree in Finance, Accounting, or related field degree

• Certification (CPA, CFA, other related designation)

Additional Qualifications:

• Knowledge of financial principles and analyses

• Analytical problem-solving skills, ability to contextualize data effectively and efficiently

• Excellent written and oral communication skills

• Keen attention to detail Able to lead multiple priorities in a fast-paced environment

• Proactive self-starter and phenomenal teammate, ability to learn quickly, be flexible and adapt to change and organizational landscape

• Experience in a cross-functional, highly matrixed team environment are a plus

• Proficiency in Microsoft Excel; experience with Banner

Supplemental Information

Applications without the following will not be considered complete.

• Cover Letter
• Resume
• Transcript(s) if applicable
• Curriculum Vitae if applicable

Review of applicants will begin June 9th, 2026 and will continue until position is filled.

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