Business Planning Analyst

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The University of Miami IT Department has an opportunity for a full-time Business Planning Analyst to work in Coral Gables, Florida.

The Business Planning Analyst supports the business planning process of the organization by collecting, monitoring, and analyzing data, and developing projections, reports, and presentations to assist senior management in their business planning decision-making process, while ensuring adherence to departmental policies and procedures.

Core Responsibilities:                                                                                  

• Assists the department/leadership to develop business plans including market research, market assessments and projections, needs assessments, and financial projections.

• Identifies trends and developments and presents findings to management.

• Develops reports and monitors trends.

• Uses strategic planning tools and internal analytic tools.

• Assists the department’s leadership to fulfil strategic plan objectives.

• Assists the department in developing analysis to support business decisions.

• Assists in the development and organization of department and project budgets.

• Acts as liaison to other departments, vendors, and other external parties to complete assignments.

• Adheres to University and unit-level policies and procedures and safeguards University assets.

Department Specific Functions:

• Prepares monthly revenue and expenditure projections for the Enterprise Network Services (ENS) business unit.  Monitor, analyze and identify any adjustments/corrections as necessary.

• Utilize the ENS billing system (ServiceNow) to project and capture revenue through open and closed workorders for one-time charges, tech time worked and inventory items.

• Prepare monthly journal entries for billing errors, Cost of Goods Sold (COGS), Expendable Minor Equipment and Common Equipment use, GAAP, and other adjustments/expense reclassifications.

• GAAP – prepares monthly schedule of prepaid expenses and submit Workday journals to book the entries; reconcile prepaid expense on the balance sheet.

• Prepares journal entries with supporting documentation, reconciles general ledger and subsidiary accounts, and analyzes and reconciles expenditure and revenue accounts.

• Provides the ENS staff with account and object code usage, budget guidance, open encumbrances list for purchase orders that need closing and/or payment processing, etc.

• Prepares quarterly variance and projection reporting for the Office of Financial Planning and Analysis, including analysis, explanations, and input into Anaplan.

• Fiscal Year-End Closing – work closely with the Business Operations team to ensure invoices are paid on-time and prepare accrual journals if necessary.  Provide timely reports and adjusting journals to calculate non-compensation year-end balance.  Prepare final ENS P&L for the department.

• Fiscal Year-End Inventory – performs inventory count and verification of Telecommunications inventory in all locations (Coral Gables and Medical campuses and off-site storage).  Prepare year-end journals for inventory adjustments.

• Annual budget preparation – Project revenue and expenses for the budget year for non-compensation expenses, working with the ENS team on major categories such as licenses, support/maintenance, and outside services.  Input into Anaplan all non-compensation categories.

This list of duties and responsibilities is not intended to be all-inclusive and may be expanded to include other duties or responsibilities as necessary.

CORE QUALIFICATIONS:                                                                                         

• Bachelor’s degree in relevant field

• Minimum of 5 years of experience in financial analysis, budgeting, and forecasting, preferably within an IT or technology environment.

• Skill in collecting, organizing, and analyzing data.

• Ability to recognize, analyze, and solve