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About the Role

The Financial Analyst provides analytical, operational, and financial reporting support within the Office of the Provost, serving as a key liaison for academic unit financial operations, budget tracking, and analytics. This role supports data-driven decision-making across Academic Affairs by collecting, validating, analyzing, and interpreting complex financial and operational data. The position requires attention to detail, data integrity, sound judgment, and strong interpersonal skills for collaboration and problem-solving.

Responsibilities

Support monthly, quarterly, and rolling forecast updates by gathering unit inputs, verifying data integrity, and running baseline projections.
Perform monthly budget-to-actual (BvA) and period-over-period variance analysis; investigate underlying cost drivers and draft explanations for material discrepancies.
Maintain and update existing financial models, verifying formulas, operational assumptions, and data linkages.
Assist in developing driver-based financial models and scenario/sensitivity analyses.
Design, refine, and maintain operational dashboards and reporting templates (Power BI, Tableau, Excel).
Monitor departmental spending trends to identify potential budget overruns or cost-containment opportunities.
Assist in preparing executive presentation decks, briefing materials, and narrative summaries.
Serve as a primary point of contact for routine ad-hoc financial reporting and analysis requests.
Assist with Chart of Accounts (COA) governance, account maintenance, and institutional reporting alignment.
Support financial system enhancement initiatives, assisting with system updates that impact academic reporting structures.
Validate COA mapping accuracy and ensure transactional consistency across core reporting platforms.
Participate in user acceptance testing (UAT), data validation, and post-implementation reviews for new reporting tools or ERP upgrades.
Support data governance standards to maintain financial data integrity and consistency.
Provide routine financial and analytical support to unit administrators, department managers, and unit finance staff.
Collaborate with academic units to understand operational reporting requirements and translate them into functional dashboards or recurring reports.
Identify and recommend process improvements to streamline data collection, reduce report generation timelines, and strengthen internal controls.
Assist in creating user documentation, job aids, and reference materials related to financial reporting tools and processes.
Perform other duties or projects as assigned.

Requirements

Bachelor's degree (foreign equivalent or higher) in Accounting, Finance, Business Administration, Economics, Information Systems, Public Administration, or a related analytical field.
Three (3) years of full-time professional experience in financial analysis, accounting, financial operations, data analysis, or related administrative functions.
Experience working with financial systems, relational databases, and enterprise reporting tools.
Advanced proficiency in Microsoft Excel, including complex formulas, lookup functions, pivot tables, macros, data validation, and financial modeling.
Demonstrated experience analyzing large, complex data sets and compiling summary reports for management.
Strong written and verbal communication skills, with the ability to convey financial concepts to non-financial stakeholders.
Rigorous attention to detail.
Commitment to data integrity.
Sound judgment in managing confidential information.
Strong interpersonal skills to collaborate effectively across all organizational levels.
Ability to independently evaluate operational issues, propose strategic solutions, and ensure fiscal accountability.

Skills

Financial analysis
Accounting
Financial operations
Data analysis
Microsoft Excel (complex formulas, lookup functions, pivot tables, macros, data validation, financial modeling)
Financial modeling
Analyzing large, complex data sets
Compiling summary reports
Written communication
Verbal communication
Financial systems
Relational databases
Enterprise reporting tools
Business intelligence software (Power BI, Tableau)
Querying tools (SQL)
Business process analysis
Workflow optimization
Financial system implementations

Location

Stony Brook, NY

Work Type

Full-time
Onsite

Experience Level

Three (3) years of full-time professional experience
Four (4) or more years of full time experience in higher education finance, fund accounting, or a large, complex public institution (preferred)

Education Level

Bachelor's degree (foreign equivalent or higher) in Accounting, Finance, Business Administration, Economics, Information Systems, Public Administration, or a related analytical field.

Salary/Compensations

$4,150 UUP annual location pay

Benefits

Total rewards

About the Company

The Office of the Provost Academic Budget and Finance Team is a collaborative, high-performing group dedicated to supporting the university’s academic mission through strategic financial management, planning and analysis.
We foster a positive, fast-paced work environment where innovation, teamwork, and continuous learning are encouraged.
Team members benefit from meaningful project ownership, exposure to university leadership and strategic initiatives, and a strong commitment to professional development.
This is an excellent opportunity for individuals seeking to expand their expertise, build cross-campus relationships, and grow their careers while contributing to impactful institutional decisions.
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.