- Interact proactively and collaboratively with leadership teams on a regular basis to understand and discuss operational needs and expectations.
- Act as primary responsibility for Workday and Adaptive Planning entries and account reporting including budgeted and actual.
- Monitor account expenditures, maintain and reconcile account budgets, evaluate against budget guidelines.
- Compile, maintain, analyze, and interpret data.
- Assist in the annual and quarterly budget process, and preparation of operational and budget worksheets.
- Participate in audits.
- Prepare reports and presentations for review.
- Perform detailed cost and financial analysis, forecasts, and projections.
- Analyze and interpret financial data for decision making and planning.
- Communicate with EdPlus and ASU staff on their financial plans and answer policy, budget, and procedure questions.
- Identify areas of concern and recommend appropriate corrective measures.
- Provide technical assistance in the design of management report and reporting systems and related forms and documents.
- May lead other staff in performing duties.
- Assume or coordinate other duties or projects as assigned or directed.
- Evidence in having analytical skills, critical thinking and problem-solving skills with ability to get to root cause.
- Evidence in having Excel skills and knowledge of Workday and Adaptive Planning.
- Experience in innate sense of urgency and the ability to make smart decisions under pressure.
- Demonstrated knowledge of understanding results and processes and passion to improve them.
- Experience in being self-directed and capable of strategically prioritizing multiple tasks in a proactive manner.
- Experience working collaboratively with all levels of employees, management, and outside parties to maximize performance, creativity, problem solving, and resolutions.
- Evidence of an effective communication style that is persuasive, motivating and supportive (verbal and written, as you will be preparing presentations).
- Passionate about collaboration and ensuring our organization is successful.
- Evidence in being flexible and hardworking.
- Ability to demonstrate and promote a culture committed to EdPlus' Core Values.
- Evidence in having an entrepreneurial mindset (i.e., self-motivated and displays strong initiative)
- Evidence of a bachelor's degree or higher in a related field.
- Healthcare
- Financial Security
- Retirement
- Family Resources
- Tuition Reduction (Eligible ASU Employee, their dependents and spouse.)
- Discounts
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Sr Financial Planning Analyst - Scottsdale, United States - Arizona State University
Description
Job DescriptionEdPlus at ASU is a dynamic unit of Arizona State University focused on the design and scalable delivery of digital teaching and learning models to increase student success and reduce barriers to achievement in higher education. We advance the economic, social, cultural, and overall health of the local, national, and international communities served by ASU.
Want to know more about working at EdPlus? Click here
We're seeking a Sr. Financial Analyst to be part of a growing Financial Planning & Analysis team of professionals responsible for the planning, assessing, and reporting of EdPlus budgets, including related workforce planning. This position supports functions including budgeting, financial reporting, account reconciliations, journal entries, internal control compliance, and other related financial and operations functions. This involves developing and managing financial planning and forecasting procedures, as well as identifying and prioritizing recommended actions. If you are an individual who is passionate about changing lives through higher education and would like to be part of a dynamic and supportive team, then join us
Essential Duties
Bachelor's degree in a related field, including but not limited to: Business Analytics, Data Science, Finance, Economics, Business Administration, Computer Science, Statistics, or Information Systems AND four (4) years of relevant work experience; OR, Any equivalent combination of experience, and/or education from which comparable knowledge, skills and abilities have been achieved.
Desired Qualifications
EdPlus at ASU is located at SkySong, the ASU Scottsdale Innovation Center. The center houses a diverse business community that links technology, research, education, and entrepreneurship to position ASU and Greater Phoenix as global leaders in the knowledge economy.
Activities are primarily performed in a regular, climate-controlled office setting subject to extended periods of sitting or standing. Daily use of desktop or laptop computer is required. Ability to clearly communicate verbally in English, read, write, see, and hear to perform essential duties. Regular review of completed tasks.
EdPlus at ASU supports flexible work options, ranging from alternate work schedules to hybrid remote work schedules, subject to approvals per ASU policy. (This is not a fully remote position.)
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.
Minimum Qualifications
Bachelor's degree in a related field, including but not limited to: Business Analytics, Data Science, Finance, Economics, Business Administration, Computer Science, Statistics, or Information Systems AND four (4) years of relevant work experience; OR, Any equivalent combination of experience, and/or education from which comparable knowledge, skills and abilities have been achieved.
Department Statement
EdPlus defines itself through a culture of curiosity, risk-taking and refusing to accept the status quo. As a central enterprise unit for ASU focused on the design and scalable delivery of digital teaching and learning models to increase student success and reduce barriers to achievement in higher education, our commitments support the university charter. ASU is a national service university and aspires to accelerate positive social outcomes through the seamless integration of cutting-edge technological innovation and scalability.
EdPlus employees are valued, respected, and encouraged to be their unique selves. We know that our ability to deliver high-quality services and educational experiences is strengthened by our culture of inclusion and through the diversity of our employees. Our innovative approach drives outcomes through serving learners, achieving milestones, striving for excellence, solving problems, embracing urgency, and being bold.
EdPlus at ASU
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
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 You may request a hard copy of the report by contacting the ASU Police Department at
Relocation Assistance - For information about schools, housing child resources, neighborhoods, hospitals, community events, and taxes, visit
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 and cover letter 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.
Applicant must be eligible to work in the United States; EdPlus at ASU will not be a sponsor 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.
