Budget Analyst

$80,000 - $92,000/Yr

Unclassified - Claremont, CA

Full-time - Mid Level

Claremont, CA

About the position

The Budget Analyst at Pomona College will work closely with the Director of Financial Planning & Analysis to support the Academic and Staff departments in developing and managing their operating budgets. This role involves monitoring budget performance, analyzing variances, and preparing forecasts. The Budget Analyst will also be responsible for maintaining Workday report writing certification and managing budget reports effectively.

Responsibilities

• Assist and support the decentralized elements of the College's annual operating budget.
• Work with departments to develop and monitor their budgets and avoid shadow accounting systems.
• Serve as primary liaison with departments to respond to questions and requests.
• Provide ongoing support concerning the use of Workday reports and dashboards.
• Provide guidance concerning the effective use of restricted funds.
• Provide guidance on avoiding deficits in operating budgets.
• Assist in the development and management of annual operating budgets, including budget information on individual gifts and understanding endowment payouts.
• Review and approve supplier invoices, purchase requisitions, expense reports, and reimbursements to ensure adherence to donor restrictions.
• Reconcile complex accounts and resolve issues that span multiple areas.
• Maintain Workday report writing certification to edit, modify, and design new budget reports.
• Participate and lead efforts for Workday release testing involving new functionalities.
• Supervise and collaborate with staff in preparing, developing, testing, and deploying budget reports in Workday.
• Develop ad hoc reports to support management and department requests.
• Perform complex finance functions related to forecasting and analysis.
• Review and analyze financial data for cost centers for performance analysis and donor reporting.
• Assist in developing and maintaining financial dashboards and querying large complex data sets.
• Provide specialized analytical and quantitative analysis to synthesize findings and provide actionable recommendations.
• Coordinate and assist with special projects/tasks as assigned.

Requirements

• Bachelor's degree in accounting, financial analysis, finance, economics, mathematics, statistics, business administration, or related field.
• A minimum of 3 years of budget fund accounting experience is required.
• 3 years of experience at an academic institution and service on a management team is preferred.
• Exceptional active listening skills with a strong customer service orientation.
• Ability to prepare and explain complex financial analysis materials clearly and concisely.
• Proficiency in Microsoft Excel is required.
• Ability to handle confidential information with discretion and good judgment.
• Strong organizational, time management, and quantitative analytical skills.

Nice-to-haves

• Experience with Workday financial software.
• Familiarity with Tidemark and other menu-driven databases.

Benefits

• Competitive salary between $80,000 and $92,000.
• Comprehensive benefits package.