LEAD ANALYST, BUDGET PLANNING & OPERATIONS
Apply NowCompany: University of Washington
Location: Seattle, WA 98115
Description:
As a UW employee, you have a unique opportunity to change lives on our campuses, in our state, and around the world. UW employees bring their energy, creative problem-solving skills to their work and are dedicated to building stronger minds and a healthier world. UW is Committed to attracting and retaining a diverse staff, your experiences, perspectives, and unique identities will be honored at the University of Washington. Together, our community strives to create and maintain working and learning environments that are inclusive, equitable, and welcoming.
Finance, Planning, and Budgeting (FPB) encompasses the major central financial, planning, and budgeting functions for the University of Washington, including:
Finance & Budget Strategy
Institutional Analytics & Data Support
Policy, Planning & State Operations
University Business Services
The Lead Analyst will supervise two professional staff analysts in performing the day to day duties of the Budget Planning and Operations team, including managing internal distributions of centrally managed funds, performing budget research, analysis, and reporting, and supporting UW leadership in the annual budgeting and planning processes.
Duties & Responsibilities:
Leadership and Team Management
Provide leadership and manage the Budget Planning & Operations Analysts. Also, provide leadership to the Finance and Budget Strategy team within FPB in collaboration with the Director of Budget Planning & Operations.
Manage the day-to-day operations of the Budget Planning & Operations analyst team
Work with a diverse group of individuals to create an inclusive environment and culture
Manage a team of professionals who will manage internal allocations and distributions of centrally managed funds, perform budget research, analysis and reporting, and support UW leadership in the annual budget and planning processes.
Lead improvement projects for Budget & Planning Operations analysis tools and processes, including guidance and oversight of projects and workflow and general project timelines
Responsible for management, staff development, career enrichment, and training
Provide direct supervision to a team of professional analysts, including reviewing their work products, offering coaching and assistance, and managing workload allocation to ensure balance
Program Development and Management
Monitor, analyze, and report on budget activity for university operations, including conducting regular budget vs. actual variance analysis and performing ad-hoc tasks that involve complex reporting, retrieval, and aggregation of large data sets.
Provide concise interpretation and summarization to support specific leadership decisions
Facilitate the university's annual operating budget process in Workday Adaptive Planning, including training users, providing support for unit users, troubleshooting issues, reviewing and assessing plan entries, and performing enterprise planning and forecasting entries
Administration
Oversee the allocation and distribution of centrally managed funds including performing complex allocation calculations, transacting in Workday Financials to distribute allocations, providing explanation, training, documentation, tracking and reporting on allocations and distributions, and supporting the university in understanding and budget policies and procedures
Ensure training and cross training across on business processes and systems
Other duties as assigned
Supervisory Responsibilities:
Oversee 2 FTEs
Requirements:
Bachelor's degree in business, accounting, finance or related field and 4 years of cumulative experience as an analyst, lead or senior analyst or other analyst related role. or related field.
Equivalent combination of education and experience from which comparable knowledge and skills have been acquired may substitute for degree.
1 year of progressively responsible leadership/management experience; demonstrated commitment to developing others to become leaders. Create a culture of inclusion and equity throughout the team while supporting the overall culture of FPB.
Proficient in using advanced Microsoft Excel features such as macros, embedded queries, and pivot tables
Familiarity with accounting principles, budget management, and financial statement analysis
Demonstrated experience in working on diverse groups and teams; respects, values, and contributes to FPB and UW's commitment to diversity, inclusion, and equity.
Desired:
Master's degree in business, finance, accounting or like field
Experience working in higher education or state agency experience
Familiarity with GAAP according to Governmental Accounting Standards Board (GASB)
Project management experience
Experience using data visualization tools (e.g., Tableau, Shiny)
Proficiency in R, SQL, SAS, Microsoft Power BI, Excel (or equivalents); on the job experiences with data querying, extraction, and cleaning to support reporting, analysis, and ad hoc requests
Experience in developing training materials and conducting training through a variety of modes and technologies
We encourage applicants to apply even if they do not feel they satisfy all of the skills listed below; we understand that it will take some time for the successful applicant to strengthen specific position skills where needed, to learn about the university systems, campuses, and vendor collaborators, to develop a deep understanding of the FPB environment itself. You will join a supportive team that will partner with you in these efforts; we are an open, ethical, highly engaged, and collaborative community based on trust, transparency, and mutual respect. We believe in the importance of quality of life, embracing diversity, making a difference, and having fun.
Application Process:The application process may include completion of a variety of online assessments to obtain additional information that will be used in the evaluation process. These assessments may include Work Authorization, Cover Letter and/or others. Any assessments that you need to complete will appear on your screen as soon as you select "Apply to this position". Once you begin an assessment, it must be completed at that time; if you do not complete the assessment, you will be prompted to do so the next time you access your "My Jobs" page. If you select to take it later, it will appear on your "My Jobs" page to take when you are ready. Please note that your application will not be reviewed, and you will not be considered for this position until all required assessments have been completed.
Committed to attracting and retaining a diverse staff, the University of Washington will honor your experiences, perspectives and unique identity. Together, our community strives to create and maintain working and learning environments that are inclusive, equitable and welcoming.
The University of Washington is an affirmative action and equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran or disabled status, or genetic information.
To request disability accommodation in the application process, contact the Disability Services Office at [redacted] or [redacted].
Applicants considered for this position will be required to disclose if they are the subject of any substantiated findings or current investigations related to sexual misconduct at their current employment and past employment. Disclosure is required under Washington state law.
Finance, Planning, and Budgeting (FPB) encompasses the major central financial, planning, and budgeting functions for the University of Washington, including:
Finance & Budget Strategy
Institutional Analytics & Data Support
Policy, Planning & State Operations
University Business Services
The Lead Analyst will supervise two professional staff analysts in performing the day to day duties of the Budget Planning and Operations team, including managing internal distributions of centrally managed funds, performing budget research, analysis, and reporting, and supporting UW leadership in the annual budgeting and planning processes.
Duties & Responsibilities:
Leadership and Team Management
Provide leadership and manage the Budget Planning & Operations Analysts. Also, provide leadership to the Finance and Budget Strategy team within FPB in collaboration with the Director of Budget Planning & Operations.
Program Development and Management
Administration
Supervisory Responsibilities:
Oversee 2 FTEs
Requirements:
Bachelor's degree in business, accounting, finance or related field and 4 years of cumulative experience as an analyst, lead or senior analyst or other analyst related role. or related field.
Equivalent combination of education and experience from which comparable knowledge and skills have been acquired may substitute for degree.
1 year of progressively responsible leadership/management experience; demonstrated commitment to developing others to become leaders. Create a culture of inclusion and equity throughout the team while supporting the overall culture of FPB.
Proficient in using advanced Microsoft Excel features such as macros, embedded queries, and pivot tables
Familiarity with accounting principles, budget management, and financial statement analysis
Demonstrated experience in working on diverse groups and teams; respects, values, and contributes to FPB and UW's commitment to diversity, inclusion, and equity.
Desired:
Master's degree in business, finance, accounting or like field
Experience working in higher education or state agency experience
Familiarity with GAAP according to Governmental Accounting Standards Board (GASB)
Project management experience
Experience using data visualization tools (e.g., Tableau, Shiny)
Proficiency in R, SQL, SAS, Microsoft Power BI, Excel (or equivalents); on the job experiences with data querying, extraction, and cleaning to support reporting, analysis, and ad hoc requests
Experience in developing training materials and conducting training through a variety of modes and technologies
We encourage applicants to apply even if they do not feel they satisfy all of the skills listed below; we understand that it will take some time for the successful applicant to strengthen specific position skills where needed, to learn about the university systems, campuses, and vendor collaborators, to develop a deep understanding of the FPB environment itself. You will join a supportive team that will partner with you in these efforts; we are an open, ethical, highly engaged, and collaborative community based on trust, transparency, and mutual respect. We believe in the importance of quality of life, embracing diversity, making a difference, and having fun.
Application Process:The application process may include completion of a variety of online assessments to obtain additional information that will be used in the evaluation process. These assessments may include Work Authorization, Cover Letter and/or others. Any assessments that you need to complete will appear on your screen as soon as you select "Apply to this position". Once you begin an assessment, it must be completed at that time; if you do not complete the assessment, you will be prompted to do so the next time you access your "My Jobs" page. If you select to take it later, it will appear on your "My Jobs" page to take when you are ready. Please note that your application will not be reviewed, and you will not be considered for this position until all required assessments have been completed.
Committed to attracting and retaining a diverse staff, the University of Washington will honor your experiences, perspectives and unique identity. Together, our community strives to create and maintain working and learning environments that are inclusive, equitable and welcoming.
The University of Washington is an affirmative action and equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran or disabled status, or genetic information.
To request disability accommodation in the application process, contact the Disability Services Office at [redacted] or [redacted].
Applicants considered for this position will be required to disclose if they are the subject of any substantiated findings or current investigations related to sexual misconduct at their current employment and past employment. Disclosure is required under Washington state law.