Senior Financial Analyst

Description

The Senior Financial Analyst is a member of the Budget Office team and is responsible for the College’s capital project portfolio. This position has primary responsibility for developing the capital budget in conjunction with the College’s collaborative budget and forecasting processes. The Senior Financial Analyst interfaces with multiple departments throughout the College as well as external project managers. The position reports to the Assistant Vice President of Budget and Analytics.

PRIMARY RESPONSIBILITIES

Capital Budget and Financial Planning

• Coordinate capital budget submissions across campus and prepare annual and multi-year capital budgets, long-term financial planning, trends, and analyses

• Monitor all capital projects, coordinate multiple funding sources, and address project balances

• Review and report on budget performance and complete financial projections at an established frequency

• Meet with key stakeholders and project managers, both internal and external, to discuss project status and cost

• Analyze capital funding sources, including operating budget transfers, gifts, grants, and endowment funding to support the capital projects, as well as funding options for emergent capital issues

• Prepare the forecast and budget for debt service fund(s) and drawdown requisitions for projects financed by bond issues

Other

• Assist with creation and assembly of board and senior leadership meeting materials

• Provide financial planning and analysis support to Information Technology Services

• Review and analyze budget transfers and requests

• Work with accounting team to ensure proper fixed asset accounting, capitalization of costs, account reconciliations, grant or gift compliance, and physical inventory count

• Establish and maintain relationships with capital project stakeholders

• Provide direction or training to employees pertaining to policy, procedures or financial system use

• Assist in the day-to-day business operations to ensure compliance of college policies and procedures, internal controls and capital requests

• Perform other duties as assigned

 

 

 

Qualifications

 

EXPERIENCE REQUIRED

• Self-starter with ability to work independently and to exercise confidentiality and discretion

• Strong attention to detail with excellent written and verbal communication skills

• Ability to analyze financial data and prepare financial reports, statements and projections

• Demonstrated experience in improving processes or developing recommendations to improve processes, efficiency, and internal control

• Strong technical accounting skills and the ability to research and formalize accounting treatment of significant transactions in collaboration with accounting

• Prioritization and multi-tasking skills in fast-paced environment

• Individual contributor and works well in a team environment

EDUCATION/SKILLS REQUIRED

• Bachelor’s Degree in Accounting or Finance

• Five years relevant accounting or finance experience; higher education preferred

• Demonstrated understanding of financial and budgeting processes including generally accepted accounting principles

• Proficient in property, plant and fixed asset accounting and budgeting

• Financial reporting experience with strong spreadsheet, data-management, and presentation skills

• Excellent communication and interpersonal skills

• Proficient in Microsoft Office with advanced skills in Excel and PowerPoint

• Banner, Cognos, and Anaplan system knowledge a plus

 

Application Instructions

Please provide a cover letter, resume, and contact information for three references.

Equal Employment Opportunity Statement

Lafayette College does not discriminate, or permit discrimination, on the basis of race, color, national or ethnic origin, disability, religion, age, military or veteran status, sex, sexual orientation, gender identity or expression, marital or familial status, pregnancy, genetic information, or any other characteristic protected by law in any educational programs and activities it operates, including admissions or employment, as required by Title IX of the Educational Amendments of 1972 (which requires that the College not discriminate on the basis of sex); the Americans with Disabilities Act of 1990 and Section 504 of the Rehabilitation Act of 1973 (which requir