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    Financial Planning Analyst - Tempe, United States - Aztec

    Aztec
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    Description
    The Office of Planning and Budget (OPB) is seeking a dynamic individual to join our team.

    OPB serves as a steward of resources and trusted advisor to University leadership to support decision making and enable strategy.


    The Financial Planning Analyst ("Analyst") will contribute in a significant way to projects and initiatives designed to inform strategic and operational decisions by ASU leadership in the areas of resource planning, allocation, and management.

    The Analyst uses a collaborative and consultative approach to work across stakeholder groups to address financial opportunities and challenges for the University.

    The Analyst reports to the Director, Decision Support and Analysis.

    You will thrive in our environment if you:
    Are passionate about the mission, vision, and design aspirations of ASU.

    Enjoy a collaborative environment where the nature of the work is highly iterative and affords the opportunity for creativity and exploration.

    Are energized by a variety and changing portfolio of projects.
    Aspire to build on strengths and experience and expand skills and knowledge relevant to our work.
    Appreciate the benefits of a flexible work environment.

    Job Family
    Budget & Planning

    Department Name
    Office of Planning & Budget

    Full-Time/Part-Time
    Full-Time

    VP Code
    EVP BUSINESS & FINANCE

    Scope of Search
    Arizona Board of Regents

    Grant Funded Position
    This is not a grant funded position and is not contingent on future grant funding.

    Salary Range
    Depends on experience

    Close Date
    11-August-2023

    Category
    02

    Essential Duties

    Leverages ability to effectively synthesize large amounts of complex detailed material and data, and then develop insights and recommendations from that information.

    Serves as an OPB subject matter expert for data querying, transformation, visualization, and reporting from a variety of sources (financial, human capital personnel and payroll, enrollment, and space utilization) and using a variety of applications.

    Identifies appropriate data sources, extracting and manipulating data from multiple and diverse databases by designing, refining, and running complex data queries.

    Collaborates with other analysts and data owners to ensure congruency of reporting, minimize duplication of effort, and identify limitations in data sources and data delivery options.

    Often requires networking across areas outside OPB to ensure full understanding of the data.

    Collaborates with OPB team members on projects, bringing in team expertise and advice; leveraging data and information to broaden understanding and integration with other OPB processes.

    Applies knowledge of the principles, concepts, and practices in structuring data for analysis, forecasting, and reporting.

    Supports financial modeling by maintaining existing models and developing new models, requiring ability to develop reporting that integrates disparate statistical and financial information.

    Uses intermediate planning and organizational skills, including the ability to successfully support multiple, complex projects on deadline, often working with interruptions, a changing workfiow, and potentially competing priorities.

    Develops and prepares written and visual results facilitating evaluation of data by senior OBP team members.

    Creates, updates and enhances financial models, consistent with best and common practices of finance, higher education, and modeling standards for Excel.

    Explains, educates and advocates using effective interpersonal, oral, and written communication skills, including the ability to speak and write with clarity and precision to obtain and convey
    information.
    Demonstrates initiative, resourcefulness, and displays a sense of urgency in fulfilling commitments.
    Researches, analyzes, and applies policies, rules, and procedures appropriately; ability to determine compliance with existing policies and established guidelines.
    Uses cultural competency skills to effectively engage with individuals from diverse backgrounds.
    Requires intermediate knowledge of Microsoft Excel, PowerPoint, Word.
    Ability to work independently on routine tasks and with limited, but appropriate, direction on more complex matters.

    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.

    Desired Qualifications
    Two (2) or more years of relevant work experience.
    Proficiency in one or more of the following: Hyperion, Python, Alteryx, Tableau.
    Working Environment

    Activities are performed in an environmentally controlled office setting subject to extended periods of sitting, keyboarding, and manipulating a computer mouse.

    Required to stand for varying lengths of time and walk moderate distances to perform work.
    Frequent bending, reaching, lifting, pushing and pulling up to 25 pounds.
    Regular activities require ability to quickly change priorities which may include and/or are subject to resolution of conflicts.
    Required oral and written communication to perform essential functions.

    Regular use of standard office equipment including, but not limited to: computer work station laptop (keyboard, monitor, mouse), printer, fax, calculator, copier, telephone and associated computer/technology peripherals.

    Department Statement

    The Office of Planning and Budget (OPB) is responsible for facilitating the development and management of the University's annual planning and budgeting processes.

    This includes resource planning, modeling, allocations, tracking, forecasting, and reporting, as well as decision support analysis for unit and enterprise-wide leadership.

    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 PD at

    Relocation Assistance – For information about schools, housing child resources, neighborhoods, hospitals, community events, and taxes, visit
    Employment Verification Statement
    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.

    All applicants are to include a cover letter and resume.


    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.

    Applicant must be eligible to work in the United States.


    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.
    Financial Planning Analyst | Arizona State University
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