Budget and Financial Reporting Analyst - School of Continuing Studies

$47,586 - $87,558/Yr

Georgetown University - Washington, DC

Full-time - Mid Level

Washington, DC

Educational Services

About the position

The Budget and Financial Reporting Analyst position at the School of Continuing Studies (SCS) is a pivotal role within the Finance Team, responsible for managing financial planning, budgeting, and actuals management to ensure compliance with both University and SCS policies. This position is designed for individuals who thrive in a collaborative environment and are committed to fostering a student-first culture that aligns with Georgetown's Jesuit heritage and values. The Analyst will work closely with the Deputy Senior Business Manager (SBM) and the Senior Director of Academic Finance & Planning, as well as cross-functionally with other financial analysts to guide functional activities related to planning. In this role, the Analyst will coordinate and support financial plan preparations, oversee data entry into systems of record for planning and budgeting, and support budget formulation and execution activities. This includes managing non-compensation expenses, non-tuition revenue planning, and chart of accounts management. The Analyst will also be involved in compensation planning activities for faculty, staff, and student employees, ensuring accurate reporting and analysis of compensation trends. Additionally, the Analyst will support inter-campus transactions and routine analysis of budget to actual reports, providing insights and recommendations to enhance financial performance. The position also entails preparing routine budget reports for expenditure analysis, engaging with department leaders for periodic reviews, and utilizing financial software tools to inform managers about fund availability. The Analyst will play a crucial role in enrollment planning and academic financial analysis, supporting budgeting and forecasting for undergraduate and graduate enrollment, tuition, and financial aid. Furthermore, the Analyst will assist with gift planning efforts and compile reports on research project performance, contributing to the overall financial health of the School of Continuing Studies.

Responsibilities

• Coordinate and support financial plan preparations, participating in planning meetings and compiling reports.
• Oversee data entry into systems of record for planning, budgeting, and year-end projections.
• Support budget formulation and execution activities, including non-compensation expenses and revenue planning.
• Assist in compensation planning activities for faculty, staff, and student employees, including reporting and analysis of compensation trends.
• Support planning and execution of inter-campus transactions for all fund types, including journal transfers and documentation.
• Conduct routine analysis of budget to actual reports in accordance with university schedules and policies.
• Prepare routine budget reports for expenditure analysis and control against approved budgets.
• Engage department leaders for periodic review and monitoring of organizational spending and budget forecasts.
• Utilize financial software to inform managers of fund availability and support inquiries regarding budgets and projections.
• Reconcile central cost centers and assist departments with cost center reconciliations.
• Support budgeting and forecasting for undergraduate and graduate enrollment, tuition, and financial aid.
• Coordinate with Enrollment Management for planning graduate applications and tuition revenue projections.
• Assist with gift planning efforts and compile reports on research project performance.
• Attend relevant trainings and support school-wide events.

Requirements

• Bachelor's Degree in Finance, Accounting, Business Administration, or a related field.
• Three to five years of relevant professional experience or a Master's degree in a relevant area of study.
• Experience in budgeting and forecasting, preferably in higher education financial administration.
• Ability to interpret strategic goals and plan for assigned units.
• Experience in enrollment and financial planning, along with revenue and expenditure analysis.
• Prior experience with complex financial and longitudinal planning and forecasting.
• Strong communication skills and ability to foster open communication.
• Interpersonal skills to build and maintain relationships with stakeholders.
• Adaptability and flexibility in engaging stakeholders.
• Attention to detail and problem-solving skills.
• Excellent customer service and communication skills.
• Proficiency in Microsoft Office, especially Excel, and experience with data analysis.
• Strong time management skills and ability to prioritize work.

Nice-to-haves

• Experience with Workday and Adaptive reports.
• Knowledge of financial regulations in higher education.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Disability insurance
• Life insurance
• Retirement savings
• Tuition assistance
• Work-life balance benefits
• Employee discounts
• Voluntary insurance options