Reporting to the Executive Director of Budget, this individual will need to utilize the University's Financial Information System to review budget reports and transactions as well as assist in creating the yearly university budget. The incumbent will assist in completing quarterly forecasts for units. The incumbent will assist in budget and forecast training for the university. As needed, the incumbent will document necessary changes and updates to the Financial Information System with regards to the budget and forecast. This is a full-time hybrid role with a minimum of two required days at Excelsior's home office of 7 Columbia Circle, Albany, NY, with the remainder of the days worked from home.

Duties and Responsibilities

• Conduct a monthly review of budgets versus actuals via unit and account analyses including explanations of significant items and variances for Provost review and understanding. Provide recommendations for preserving the unit budget.
• Identify and coordinate financial training needs for academic units within the Provost Office. Work with Executive Director of Budget to prepare training materials. Serve as a resource for staff relative to financial processes and systems.
• Establish working relationships with relevant offices within the Provost Office. Acts as the Provost Office liaison to the Fiscal Office for matters of budgeting, forecasting, or spending.
• Assist Executive Director of Budget in designing and conducting budget and forecast training of the use of Business World Planner and review of process or system changes and enhancements.
• Assist Executive Director of Budget with a variety of special projects as needed; complete ad hoc analysis as requested.
• Using Budget Office documentation, learn Business World Planner functionality to prepare for and support both annual budgets and quarterly forecasts in the system.
• As needed, customize, test, document and implement Planner configuration and functionality in Business World, sometimes involving collaboration with Technology and Facility Services.
• Retrieve and utilize data from Business World via the Desktop (backend query tool) to create analyses for Fiscal and university leadership review and decision making in support of the Strategic Plan.
• Create complex, meaningful analyses across timeframes and planning cycles (forecasts, budgets) to demonstrate trends, disparities, etc. in guiding university leadership decision making.
• Other duties as assigned.

Qualifications:

• Bachelor’s degree in Business Administration or Accounting required.
• High level of proficiency utilizing computer-based applications including Microsoft Word and Excel.
• Proficiency in maintaining and using a budgeting module of a financial management system
• Excellent organizational skills with ability to prioritize and handle multiple tasks simultaneously.
• Effective interpersonal and business communication skills to provide quality staff/customer service.
• Strong problem-solving skills.
• Strong attention to detail and high degree of accuracy required.
• Ability and interest to learn budget software.

Education

• Bachelors or better in Accounting or related field
• Bachelors or better in Business Administration or related field