Job Description

Reporting to the Associate Director of FPB&A, the Manager of FPB&A is responsible for budget strategy, budget planning, providing reporting and analyses on financial activities, forecasting/projections, and providing operational support for the Workday Adaptive Planning system. The Manager of FPB&A will collaborate closely with colleagues across the institution to understand their business processes and reporting needs, define key performance metrics, interpret analytics results, and identify trends and develop narratives from the data. They will track operational data that measures these divisional activities, efficiency, and progress toward strategic objectives. Additionally, the Manager of FPB&A will also be responsible for developing original reports, dashboards, and other means of sharing data-driven insights with stakeholders across Stevens. 

Position Summary:

1)      Support the University’s annual budget construction process and contribute to budget and long-range financial plan development and analysis in support of the University’s mission.

2)      Assist the CFO, AVP, and Associate Director in preparing for regular meetings of the Budget Advisory Committee and the Board of Trustees Finance Committee by developing ad-hoc analyses, reports, presentations, and data analytics to support the annual operating and capital budget processes, multi-year financial plan, in-year budget monitoring and forecasting, and other financial endeavors.

3)      Provide guidance to divisional budget coordinators, University leadership, and other staff across campus to develop and implement the University’s annual operating budget. Design and deliver end-user training on financial systems, processes, and policies. 

4)      Perform research on industry best practices and benchmarks to support the budget process and senior leadership decision-making.

5)      Leverage technology to improve efficiency and effectiveness to enable fact-based, timely, and collaborative decisions that enhance the mission of Stevens and its respective departments.

6)      Develop, assess, and continuously improve systems and processes to achieve greater efficiencies and improve internal controls.

7)      Coordinate with University budget coordinators to preview monthly results vs. Budget/Forecast and lead associated financial analysis and reporting.

8)      Directly supervise and develop 1-2 Analysts and/or Senior Analysts.

9)      Lead the administration and operational support for the Workday Adaptive Planning system.  Key responsibilities include:

• Collaborate with the Workday Community and area user groups to research and resolve issues and to proactively remain informed about ERP changes, alerts, and enhancements.
• Ensure all milestones and deliverables for assigned tasks are completed on time (e.g., monthly upload of data from the Kuali Financial System [KFS]).
• Build ERP reports, dashboards, and scorecards including proficient use of calculated fields, charts, and graphs.
• Research integration failures, perform root cause analyses, and report back to management.
• Perform ongoing reconciliations and audits of data to ensure data integrity.
• Communicate with cross-functional teams, with the ability to explain complex concepts, bring business insights, and drive process improvements.
• Make recommendations to mitigate and avoid future system problems.
• Serve as system administrator to set up security, add dimensions, and create HTML and Office Connect reports.
• Create and/or oversee creation of customized end-user training materials and job aids.
• Facilitate resolutions of issues /problems that can affect the completion of the budget/forecast.

10)  Other duties determined necessary by the Associate Director, AVP, or CFO, in support of the overall responsibilities of the Office of FPB&A.

Required Education:

• Bachelor’s degree in accounting, finance, or other relevant field.

Required Experience:

• 5-7 years of progressive financial/budget management experience.
• Highly collaborative working style with excellent consultative, problem-solving, communication, and customer service skills.
• Highly proficient at creating efficient and visually compelling financial models, budgets, and reports and enthusiastic approach to training others to do the same. 
• Excellent analytical, research, and problem-solving skills with attention to detail and ability to manage competing deadlines.
• Strong organizational skills and ability to use them in a fast-paced, highly productive environment.
• A commitment to quality, innovation, and process improvement with an emphasis on collaborative teamwork and high customer service standards.
• Ability to plan and direct projects and to lead innovative, strategic initiatives.
• Experience with data analysis and data visualization suites, such as Power BI, Power Query or Tableau.
• Advanced knowledge of MS Excel with the ability to:
• design complex spreadsheets and pivot tables utilizing advanced formulas (macros, v-lookups, index match, conditional formatting, named ranges, slicers, Power Query, etc.)
• construct interactive dashboards using a variety of visual elements and functions including charts, graphs, summary tables, linked shapes, filters, slicers, and customized buttons. 
• Personal maturity and the ability to work with and maintain confidential information are essential.

Preferred Education:

• Master's Degree in Business, Finance, Accounting, or related area

Preferred Experience:

• 7-10 years of demonstrated success in previous relevant position(s)
• Experience in a college or university or other not-for-profit institution
• Certified Public Accountant (CPA) credential or other certification in financial or budgetary management
• Knowledge of RCM budget models
• Experience with Adaptive Planning software, Workday HCM, and/or Workday Financials

This is a predominantly remote position

Department

Budget Office

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