Senior Financial Analyst, Financial Strategy & Planning (2 Positions)
University of Rhode Island
Posting Details Position Information Posting Number SF01993 Job Title Senior Financial Analyst, Financial Strategy & Planning (2 Positions) Position Number 108800 and 108144 FTE 1.00 FLSA Exempt Position Type Professional Staff Union Non-Union Non-Classified Staff Pay Grade Level Grade Level: 14 Pay Grade Range Anticipated Hiring Salary Range: $98,500 - $114,500 Status Calendar Year, Full-time, Permanent Department Information Department Office of Financial Strategy and Planning Contact(s) Please note: Job applications must be submitted directly online only at: (https://jobs.uri.edu)
Contact Phone/Extension Contact Email Physical Demands Campus Location Kingston Grant Funded No Extension Contingency Notes Job Description Summary The search will remain open until the position has been filled. First consideration will be given to applications received by April 30, 2025. Applications received after April 30, 2025 may be reviewed depending on search progress and needs but are not guaranteed full consideration.
_______________________________________________________________________________________________________
About URI:
The University of Rhode Island enrolls approximately 17,000 students across its graduate and undergraduate programs and is the State’s flagship public research university, as well as the land grant and sea grant university, for the state of Rhode Island. The main campus is located in the historic village of Kingston, and the Bay Campus is located in Narragansett. Both campuses are near major beaches in a beautiful coastal community. URI is just 30 minutes from Providence, RI and within easy reach of Newport, Boston, and New York City.
_________________________________________________________________________________________________
BASIC FUNCTION:
Lead and execute complex financial operations to support university decision-making, including forecasting, data collection, budget modeling, and strategic planning. Analyze financial data thoroughly and present findings in a clear, concise manner, offering actionable recommendations for leadership. Apply advanced analytical skills to solve complex financial challenges and improve institutional financial strategies.
Contribute to the development, management and oversight of the university’s budget model. Provide expert consultation and financial guidance to senior leadership and key stakeholders. Provide direction and support to staff on financial activities while overseeing the creation, analysis and communication of comprehensive financial reports. Assist in the compilation, control, and monitoring of the university budgets to facilitate informed decision making.
Evaluate strategic investment proposals and financial submissions to ensure completeness, accuracy and compliance with institutional guidelines, regulations and policies. Provide analytical counsel and support for special projects, advising senior leadership on financial strategies and decision-making.
Prepare and analyze reports on complex university budget components. Conduct research to improve budgeting policies, financial modeling, and procedures, developing and evaluating modifications as needed. Independently review and assess complex technical financial data, producing detailed analyses, strategic plans, and reports that support decision-making and institutional change. Manage PS queries and report writing related to budget preparation and submission.
Duties and Responsibilities ESSENTIAL DUTIES AND RESPONSIBILITIES:
Working independently with both the departmental and university’s strategic goals responsible to:
Drive, develop, and implement analytical approaches to impact university fiscal decision making.
Collaborate with university data stewards (e.g., enrollment, financial, etc.) leveraging collection systems and other strategies that optimize analyses for projecting, forecasting, and modeling.
Work with campus fiscal and knowledge partners to refine qualitative projections.
Apply advanced analytical techniques to complex data sets to produce high-quality insights and reports.
Prepare, analyze, and summarize operational results for key stakeholders, through reports and specifications.
Proactively research and generate ad-hoc reports in response to data requests from state (executive or legislative branches) or university leadership.
Provide short- and long-term financial forecasts identifying areas of concern and recommending corrective actions.
Drive the implementation of institution-wide initiatives, including budget model transition and all funds budget development.
Serve as a liaison and key resource in multiple capacities: 1) collaborate with the campus community to evaluate and enhance budget reporting needs; 2) provide liaison support to various entities as needed, in alignment with departmental leadership requests.
Drive the development of budget policies, guidance, and training manuals.
Provide university-wide training on budgeting processes, procedures, and regulations.
Perform a range of technical responsibilities, including leading and participating in system upgrades and related testing. Oversee ongoing evaluations of functional requirements, business rules, and office processes to identify system enhancements or modifications.
Lead or participate in university committees providing budgetary, analytical, and technical support.
Conduct post-audit reviews and assessments of financial data integrity.
Assist with complex and confidential projects as assigned.
Develop and implement new University-wide reporting protocols and analytical tools.
Participate in the cross-organizational review, definition, and analysis of functional needs, data requirements, and sharing procedures.
Represent the Director or Associate Vice President as required.
OTHER DUTIES AND RESPONSIBILITIES:
Perform additional duties as required, including the duties of other staff positions in the office.
Develop queries, train staff in report creation.
LICENSES, TOOLS, AND EQUIPMENT:
Personal computers and printers; mainframes; word processing, database management and spreadsheet software; enterprise resource planning (ERP) systems. Specialized software; Excel, and Power BI for data analysis, visualization, and reporting.
Required Qualifications REQUIRED:
1. Master’s degree in finance, statistics (modeling), management, public administration, business analytics, data science or related field with a minimum six years demonstrated responsible financial experience in a complex organization in a higher education institution or equivalent organization/industry, OR, Bachelor’s degree with a major/focus in finance, statistics (modeling), management, public administration, business analytics, data science or related field with equivalent related quantitative knowledge and skills, with a minimum of eight years demonstrated responsible financial experience in a complex organization in a higher education institution or equivalent organization/industry.
2. Demonstrated analytical and problem-solving skills.
3. Demonstrated advanced knowledge of Microsoft Excel.
4. Demonstrated experience with enterprise resource planning systems (e.g., Oracle, PeopleSoft, Banner, Workday).
5. Demonstrated technical ability to react to complex ad-hoc requests.
6. Demonstrated ability to efficiently create, structure, and present clear, concise reports in a timely manner.
7. Demonstrated strong interpersonal and verbal communication skills.
8. Demonstrated proficiency in written communication skills.
9. Demonstrated ability to be detail-oriented.
10. Demonstrated presentation skills with the ability to convey complex information clearly and effectively to diverse audiences.
11. Demonstrated ability to be flexible while independently managing multiple projects, establishing priorities, and meeting deadlines in a fast-paced work environment.
12. Demonstrated experience in independent project planning, oversight, and execution, including summarizing complex data sets for reporting and presentations.
13. Demonstrated experience making fiscal recommendations for strategic decision-making.
14. Demonstrated ability to work with diverse groups/populations.
Preferred Qualifications PREFERRED:
1. Demonstrated experience developing complex financial models and applying predictive modeling techniques.
2. Demonstrated programming experience in a Visual Basic environment.
3. Demonstrated knowledge of economic forecasting and simulation methods, econometric and statistical modeling, and data interpretation and processing.
4. Demonstrated experience using business intelligence and data analytics platform such as Power BI or similar application.
5. Minimum one year demonstrated experience using enterprise resource planning systems (e.g., Oracle, PeopleSoft, Workday) across student, human resources, financial and grant modules.
6. Demonstrated experience using statistical software (e.g., SAS, SPSS).
7. Demonstrated skills in Oracle Budgeting System (PBCS).
8. Demonstrated knowledge of state government and higher education operations, policies, and procedures.
_______________________________________________________________________________________________________
The University of Rhode Island is an equal-opportunity employer committed to the principles of affirmative action. It is the policy of the University of Rhode Island to provide reasonable accommodation when requested by a qualified applicant or employee with a disability.
Environmental Conditions The incumbent is not substantially exposed to adverse environmental conditions. Posting Date 04/17/2025 Closing Date Special Instructions to Applicants Please attach the following 2 (PDF) documents to your online Employment Application:
(#1) Cover letter.
(#2) Resume.
__________________________________________________________________
NOTE: References are not required at this time.
Quicklink for Posting https://jobs.uri.edu/postings/15046 Applicant Documents Required Documents Cover Letter/Letter of Application Resume Optional Documents Supplemental Questions
Contact Phone/Extension Contact Email Physical Demands Campus Location Kingston Grant Funded No Extension Contingency Notes Job Description Summary The search will remain open until the position has been filled. First consideration will be given to applications received by April 30, 2025. Applications received after April 30, 2025 may be reviewed depending on search progress and needs but are not guaranteed full consideration.
_______________________________________________________________________________________________________
About URI:
The University of Rhode Island enrolls approximately 17,000 students across its graduate and undergraduate programs and is the State’s flagship public research university, as well as the land grant and sea grant university, for the state of Rhode Island. The main campus is located in the historic village of Kingston, and the Bay Campus is located in Narragansett. Both campuses are near major beaches in a beautiful coastal community. URI is just 30 minutes from Providence, RI and within easy reach of Newport, Boston, and New York City.
_________________________________________________________________________________________________
BASIC FUNCTION:
Lead and execute complex financial operations to support university decision-making, including forecasting, data collection, budget modeling, and strategic planning. Analyze financial data thoroughly and present findings in a clear, concise manner, offering actionable recommendations for leadership. Apply advanced analytical skills to solve complex financial challenges and improve institutional financial strategies.
Contribute to the development, management and oversight of the university’s budget model. Provide expert consultation and financial guidance to senior leadership and key stakeholders. Provide direction and support to staff on financial activities while overseeing the creation, analysis and communication of comprehensive financial reports. Assist in the compilation, control, and monitoring of the university budgets to facilitate informed decision making.
Evaluate strategic investment proposals and financial submissions to ensure completeness, accuracy and compliance with institutional guidelines, regulations and policies. Provide analytical counsel and support for special projects, advising senior leadership on financial strategies and decision-making.
Prepare and analyze reports on complex university budget components. Conduct research to improve budgeting policies, financial modeling, and procedures, developing and evaluating modifications as needed. Independently review and assess complex technical financial data, producing detailed analyses, strategic plans, and reports that support decision-making and institutional change. Manage PS queries and report writing related to budget preparation and submission.
Duties and Responsibilities ESSENTIAL DUTIES AND RESPONSIBILITIES:
Working independently with both the departmental and university’s strategic goals responsible to:
Drive, develop, and implement analytical approaches to impact university fiscal decision making.
Collaborate with university data stewards (e.g., enrollment, financial, etc.) leveraging collection systems and other strategies that optimize analyses for projecting, forecasting, and modeling.
Work with campus fiscal and knowledge partners to refine qualitative projections.
Apply advanced analytical techniques to complex data sets to produce high-quality insights and reports.
Prepare, analyze, and summarize operational results for key stakeholders, through reports and specifications.
Proactively research and generate ad-hoc reports in response to data requests from state (executive or legislative branches) or university leadership.
Provide short- and long-term financial forecasts identifying areas of concern and recommending corrective actions.
Drive the implementation of institution-wide initiatives, including budget model transition and all funds budget development.
Serve as a liaison and key resource in multiple capacities: 1) collaborate with the campus community to evaluate and enhance budget reporting needs; 2) provide liaison support to various entities as needed, in alignment with departmental leadership requests.
Drive the development of budget policies, guidance, and training manuals.
Provide university-wide training on budgeting processes, procedures, and regulations.
Perform a range of technical responsibilities, including leading and participating in system upgrades and related testing. Oversee ongoing evaluations of functional requirements, business rules, and office processes to identify system enhancements or modifications.
Lead or participate in university committees providing budgetary, analytical, and technical support.
Conduct post-audit reviews and assessments of financial data integrity.
Assist with complex and confidential projects as assigned.
Develop and implement new University-wide reporting protocols and analytical tools.
Participate in the cross-organizational review, definition, and analysis of functional needs, data requirements, and sharing procedures.
Represent the Director or Associate Vice President as required.
OTHER DUTIES AND RESPONSIBILITIES:
Perform additional duties as required, including the duties of other staff positions in the office.
Develop queries, train staff in report creation.
LICENSES, TOOLS, AND EQUIPMENT:
Personal computers and printers; mainframes; word processing, database management and spreadsheet software; enterprise resource planning (ERP) systems. Specialized software; Excel, and Power BI for data analysis, visualization, and reporting.
Required Qualifications REQUIRED:
1. Master’s degree in finance, statistics (modeling), management, public administration, business analytics, data science or related field with a minimum six years demonstrated responsible financial experience in a complex organization in a higher education institution or equivalent organization/industry, OR, Bachelor’s degree with a major/focus in finance, statistics (modeling), management, public administration, business analytics, data science or related field with equivalent related quantitative knowledge and skills, with a minimum of eight years demonstrated responsible financial experience in a complex organization in a higher education institution or equivalent organization/industry.
2. Demonstrated analytical and problem-solving skills.
3. Demonstrated advanced knowledge of Microsoft Excel.
4. Demonstrated experience with enterprise resource planning systems (e.g., Oracle, PeopleSoft, Banner, Workday).
5. Demonstrated technical ability to react to complex ad-hoc requests.
6. Demonstrated ability to efficiently create, structure, and present clear, concise reports in a timely manner.
7. Demonstrated strong interpersonal and verbal communication skills.
8. Demonstrated proficiency in written communication skills.
9. Demonstrated ability to be detail-oriented.
10. Demonstrated presentation skills with the ability to convey complex information clearly and effectively to diverse audiences.
11. Demonstrated ability to be flexible while independently managing multiple projects, establishing priorities, and meeting deadlines in a fast-paced work environment.
12. Demonstrated experience in independent project planning, oversight, and execution, including summarizing complex data sets for reporting and presentations.
13. Demonstrated experience making fiscal recommendations for strategic decision-making.
14. Demonstrated ability to work with diverse groups/populations.
Preferred Qualifications PREFERRED:
1. Demonstrated experience developing complex financial models and applying predictive modeling techniques.
2. Demonstrated programming experience in a Visual Basic environment.
3. Demonstrated knowledge of economic forecasting and simulation methods, econometric and statistical modeling, and data interpretation and processing.
4. Demonstrated experience using business intelligence and data analytics platform such as Power BI or similar application.
5. Minimum one year demonstrated experience using enterprise resource planning systems (e.g., Oracle, PeopleSoft, Workday) across student, human resources, financial and grant modules.
6. Demonstrated experience using statistical software (e.g., SAS, SPSS).
7. Demonstrated skills in Oracle Budgeting System (PBCS).
8. Demonstrated knowledge of state government and higher education operations, policies, and procedures.
_______________________________________________________________________________________________________
The University of Rhode Island is an equal-opportunity employer committed to the principles of affirmative action. It is the policy of the University of Rhode Island to provide reasonable accommodation when requested by a qualified applicant or employee with a disability.
Environmental Conditions The incumbent is not substantially exposed to adverse environmental conditions. Posting Date 04/17/2025 Closing Date Special Instructions to Applicants Please attach the following 2 (PDF) documents to your online Employment Application:
(#1) Cover letter.
(#2) Resume.
__________________________________________________________________
NOTE: References are not required at this time.
Quicklink for Posting https://jobs.uri.edu/postings/15046 Applicant Documents Required Documents Cover Letter/Letter of Application Resume Optional Documents Supplemental Questions
Required fields are indicated with an asterisk (*).
* Do you have a Master’s degree in finance, statistics (modeling), management, public administration, business analytics, data science or related field with a minimum six years demonstrated responsible financial experience in a complex organization in a higher education institution or equivalent organization/industry, OR, Bachelor’s degree with a major/focus in finance, statistics (modeling), management, public administration, business analytics, data science or related field with equivalent related quantitative knowledge and skills, with a minimum of eight years demonstrated responsible financial experience in a complex organization in a higher education institution or equivalent organization/industry? Yes No * Do you have demonstrated analytical and problem-solving skills? Yes No * Do you have demonstrated advanced knowledge of Microsoft Excel? Yes No * Do you have demonstrated experience with enterprise resource planning systems (e.g., Oracle, PeopleSoft, Banner, Workday)? Yes No * Do you have demonstrated technical ability to react to complex ad-hoc requests? Yes No * Do you have demonstrated ability to efficiently create, structure, and present clear, concise reports in a timely manner? Yes No * Do you have demonstrated experience in independent project planning, oversight, and execution, including summarizing complex data sets for reporting and presentations? Yes No * Do you have demonstrated experience making fiscal recommendations for strategic decision-making? Yes No * Do you have demonstrated ability to work with diverse groups/populations? Yes No How did you hear about this employment opportunity? Public Job Posting Internal Job Posting Agency Referral Advertisement/Publication Personal Referral Website Other
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