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About the Role

This dynamic role in the Budget, Financial Planning & Analysis Office provides the opportunity to gain an understanding of all facets of higher education and state university finances and budgeting. It is a critical role supporting the reporting and strategic planning efforts at Stony Brook and provides university leadership with crucial decision support.

Responsibilities

• Perform specialized analytical duties in the Budget, Financial Planning & Analysis Office using multiple reporting tools.
• Provide financial insights, reporting, and analysis of financial data and performance measures.
• Monitor key financial and operating metrics.
• Assist in long-range strategic planning.
• Generate and execute reports.
• Partner with programmers to create canned reports and dashboards for campus financial leaders.
• Collect, analyze, and develop data relative to the BFP&A Office and the University.
• Make informed recommendations.
• Assist in the implementation of financial projects and systems.
• Organize, analyze, and compile financial data to create reports and dashboards that provide actionable information to campus financial leaders and managers.
• Understand implications of the financial data and offer knowledgeable recommendations based on data analytics performed.
• Analyze and collect data to produce budget metrics and key performance indicators (KPI) for senior leadership.
• Evaluate and understand the financial reporting requirements produced for SUNY and subsequently translate the data into internal management reporting needs.
• Partner with programmers to design and institutionalize accurate forecasting and financial planning tools; this includes modeling new algorithms, creating functional specifications, and testing and/or validating new financial planning tools.
• Collaborate with other members of the BFP&A team and other university departments to gather relevant data and provide financial insights.
• Reconcile and maintain the campus’ monthly “all-funds” financial plan (Central Funds); this includes reconciling each distribution of an initiative or commitment and tracking the out-year liability.
• Reconcile planned resources to the actuals and project the out-year figures in partnership with the related fund manager.
• Reconcile all transactions in the 70+ Central Funds accounts to the distribution Schedule.
• Adjust for accounts receivable and prepayments.
• Provide functional support for the development and implementation of new systems: Financial Planning module and Central Funds module; this includes participating with the creation of functional specifications and modeling functionalities as well as testing and troubleshooting.
• Develop and maintain the campus’ yearly and semester financial plans and revenue to be used for historical and out-year planning.
• Develop ad-hoc modeling reports for potential new campus initiatives, strategic investments, or dissolvements within the university.
• Utilize knowledge of state reporting systems and business financial knowledge while using data mining and reporting techniques to deliver actionable reports.
• Utilize strong knowledge of concepts such as data integrity, data relationships (primary key relationships, one-to-one, one-to-many, etc.) to create logical database/reporting designs while paying tremendous attention to details in order to guarantee data integrity and validation.
• Develop reporting systems for one-off or long-term use.
• Other duties or projects as assigned as appropriate to rank and departmental mission.

Requirements

• Bachelor’s degree (foreign equivalent or higher) in Accounting, Financial Analysis, Finance, or other related financial/analytical discipline.
• Three (3) years of full-time, professional experience in financial analysis, budgeting, or related roles.
• Experience gathering, analyzing, and summarizing complex data.
• Functional knowledge of and related work experience with databases such as Microsoft Access.
• Experience with Microsoft Office Suite, particularly Microsoft Excel.
• Highly motivated, detail-oriented, investigative thinker with a strong commitment to customer service.
• Superior communication skills.
• Ability to work well in a team environment.
• Ability to quickly adapt to changing priorities.
• Ability to maintain confidentiality and discretion.
• Excellent analytical skills.
• Ability to use inductive reasoning in complex situations.
• Ability to present financial information clearly to diverse audiences.
• Strong attention to detail and accuracy in data analysis and reporting.
• Ability to work independently and collaboratively in a fast-paced environment.

Skills

• Budgeting
• Financial Analysis
• Financial Planning
• Reporting Tools
• SUNY BI
• Tableau
• OBIEE
• Microsoft Excel
• Microsoft Access
• Microsoft Office Suite
• Macros
• Automation tools
• Reporting processes improvement
• Data mining
• Business intelligence software
• Power BI
• SAP
• Oracle
• Data integrity
• Data relationships

Location

• Stony Brook

Work Type

• Full-time
• Exempt

Experience Level

• Senior Analyst
• Three (3) years of full-time, professional experience

Education Level

• Bachelor’s degree (foreign equivalent or higher) in Accounting, Financial Analysis, Finance, or other related financial/analytical discipline.
• Advanced degree (foreign equivalent or higher) in Accounting, Financial Analysis, Finance, or other related financial/analytical discipline.

Salary/Compensations

• $4,000 UUP annual location pay

Benefits

• Total rewards

About the Company

• Stony Brook University is committed to excellence in diversity and the creation of an inclusive learning and working environment.

Equal Opportunity

• All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, pregnancy, familial status, sexual orientation, gender identity or expression, age, disability, genetic information, veteran status and all other protected classes under federal or state laws.
• If you need a disability-related accommodation, please call the university Office of Equity and Access (OEA) at (631) 632-6280 or visit OEA.
• In accordance with the Title II Crime Awareness and Security Act a copy of our crime statistics can be viewed here.