Workplace Culture NAU aims to be the nation's preeminent engine of opportunity, vehicle of economic mobility, and driver of social impact by delivering equitable postsecondary value in Arizona and beyond.Special Information
- This position is open to current regular, benefit-eligible NAU employees ONLY. (Temporary employees, student workers, variable-hour benefit-eligible employees, and other non-regular employees are not eligible to apply).
- The position is posted as Financial Planning & Reporting Analyst, Senior or Financial Planning & Reporting, Lead.
- Financial Planning & Reporting Analyst, Senior or Financial Planning & Reporting, Lead, are hybrid positions which allows the incumbents to complete their work at both an NAU site, campus, or facility and at a non-centralized site with or without accommodation.
- These positions are performed primarily at a desk with extended periods of sitting.
Job Description The Financial Planning & Reporting Analyst, Senior or Financial Planning & Reporting, Lead is a member of the Assistant Comptroller's Office. The Financial Planning & Reporting Analyst, Senior is responsible for ongoing financial report design, reporting process development, and delivery of meaningful financial insights. Gathers, aggregates, and analyzes a wide range of operating and financial information to develop short-term and long-term university business plans. Transforms financial and business data into actionable information to make sound decisions and drive business value. The Financial Planning & Reporting Analyst, Lead is responsible for planning and analysis to provide management with financial data, insights and recommendations to pursue strategic finance objectives. Gathers, aggregates, and analyzes a wide range of operating and financial projections and directs the development of short-term and long-term university business plans to provide financial management support utilizing business intelligence and automation. Responsible for ongoing financial report designs, reporting process development, and delivery of meaningful financial insights to make sound decisions and drive business value. Financial Planning & Reporting Analyst, Senior Financial Analysis & Report Development- 40%
- Analyzes financial data to model business and operational scenarios.
- Designs and creates meaningful graphical reports highlighting patterns and trends in data, providing meaningful information, and supplying insights to management.
- Delivers reporting solutions aggregating data to visualize trends and decomposing data to identify activity drivers including financial data to plans, forecasts, and budgets, evaluating areas of divergence.
- Performs research and conducts sophisticated financial analysis to provide administration with data, information, and recommendations.
- Works across departmental boundaries to seek information and input in variance analysis.
Financial Reporting - 4 0%
- Responsible for the financial reporting function including the timely and accurate preparation of consolidated annual financial statements and participation in the annual state audit process.
- Assists in standard and ad hoc financial reporting to outside entities including ABOR, the State of Arizona, the Arizona Auditor General, and other local, state, and federal regulating bodies.
- Supports creation of internal reporting packages including monthly fiscal oversight reporting at the institutional level.
- Responsible for University compliance with all regulatory, and tax reporting requirements.
Report Automation & Efficiency Identification - 15%
- Collaborates with finance professionals, business analysts, and stakeholders to design, develop and deliver efficient, effective reporting solutions.
- Identifies and recommends solutions for streamlining and improving the operations of the organization.
Other - 5%
- All Ad hoc reporting to support the mission of the Comptroller's office.
- Other duties as assigned.
Financial Planning & Reporting Analyst, Lead Financial Analysis & Report Development - 40%
- Identifies and implements business intelligence and reporting solutions, and analyzes complex, financial data to model business and operational scenarios at the institutional level.
- Designs and creates meaningful graphical reports highlighting patterns and trends in data, providing meaningful information, and supplying insights to management.
- Delivers reporting solutions aggregating data to visualize trends and decomposing data to identify activity drivers including financial data to plans, forecasts, and budgets, evaluating areas of divergence.
- Performs research and conducts sophisticated financial analysis to provide administration with data, information, and recommendations.
- Comfortable analyzing large, complex data sets to display financial information in a meaningful way.
- Has autonomy in decision making for daily activities relating to financial planning and reporting; frequently has ability to implement new practices at own discretion.
Financial Reporting - 35%
- Responsible for the financial reporting function including the timely and accurate preparation of consolidated annual financial statements and participation in the annual state audit process.
- Assists in standard and ad hoc financial reporting to outside entities including ABOR, the State of Arizona, the Arizona Auditor General, and other local, state, and federal regulating bodies.
- Supports creation of internal reporting packages including monthly fiscal oversight reporting at the institutional level.
- Responsible for University compliance with all regulatory, and tax reporting requirements.
- Follows GAAP, GASB, and higher education industry guidance and standards.
Report Automation and Efficiency Identification - 15%
- Collaborates with finance professionals, business analysts, and stakeholders to design, develop and deliver efficient, effective reporting solutions.
- Identifies and recommends solutions for streamlining and improving the operations of the organization.
Leadership & Other - 10%
- May lead individual contributor, student, or temporary employees.
- All Ad hoc reporting to support the mission of the Comptroller's office.
- Other duties as assigned.
Minimum Qualifications Financial Planning & Reporting Analyst, Senior
- Bachelor's degree in accounting, finance, or related field.
- 3-5 years of accounting or finance experience.
- Any combination of relevant education and experience may be substituted for the educational requirement or experience requirement.
Financial Planning & Reporting Analyst, Lead
- Bachelor's degree in accounting, finance, or related field.
- 5-7 years of accounting or finance experience.
- Experience with data visualization and data aggregation tools.
- Any combination of relevant education and experience may be substituted for the educational requirement or experience requirement.
Preferred Qualifications Financial Planning & Reporting Analyst, Senior
- Master's degree in business administration, accounting, finance, or related field.
- Accounting and/or finance experience in higher education.
- CPA or CMA.
- Government related financial reporting experience.
- Experience with data visualization and data aggregation tools.
Financial Planning & Reporting Analyst, Lead
- Master's degree in business administration, accounting, finance, or related field.
- Accounting and/or finance experience in higher education.
- CPA or CMA.
- Government related financial reporting experience.
- Experience with data visualization and data aggregation tools.
- Demonstrated team leadership experience.
Knowledge, Skills, & Abilities Financial Planning & Reporting Analyst, Senior Knowledge
- Advanced knowledge of financial planning and reporting tools, procedures, processes, policies, and concepts, such as budget analysis, variance interpretation, data analysis, and financial forecasting.
- Knowledge of university budgeting practices.
- Knowledge of GAAP and financial reporting/budgeting in higher education.
Skills
- Advanced proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
- Proficiency with data visualization and summarization tools (SQL, MS Access, Tableau).
- Skill in financial reporting and modeling.
- Skill in analysis, problem solving, critical thinking, and research.
- Skill in writing and interpreting policy.
- Skill in accounting information systems.
- Skill in data management techniques.
Abilities
- Manages recurring reporting cycles and prepares detailed, accurate reports.
- Analyzes complex situations and anticipates issues.
- Balances competing priorities.
- Demonstrates problem solving, organizational, and analytical capabilities.
- Communicates effectively.
- Promotes a diverse, inclusive environment.
Financial Planning & Reporting Analyst, Lead Knowledge
- Expert knowledge of financial planning and reporting tools, procedures, processes, policies, and concepts, such as budget analysis, variance interpretation, data analysis, and financial forecasting.
- Advanced knowledge of university budgeting practices.
- Knowledge of GAAP and financial reporting/budgeting in higher education.
Skills
- Advanced proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
- Proficiency with data visualization and summarization tools (SQL, MS PowerBI, Tableau).
- Skill in financial reporting and modeling.
- Skill in analysis, problem solving, critical thinking, and research.
- Skill in writing and interpreting policy.
- Skill in accounting information systems.
- Skill in data management techniques.
Abilities
- Manages recurring reporting cycles and prepares detailed, accurate reports.
- Analyzes complex situations and anticipates issues.
- Balances competing priorities.
- Demonstrates problem solving, organizational, and analytical capabilities.
- Communicates effectively.
- Promotes a diverse, inclusive environment.
Background Information This position has been identified as a safety/security sensitive position. Therefore, per AZ Revised Statute, Northern Arizona University requires satisfactory results for the following: a criminal background investigation, employment history investigation, degree verification (in some cases) and fingerprinting.If you are applying for a job that requires a CDL, you will be required to register with the Federal Motor Carrier Safety Administration Drug & Alcohol Clearinghouse and adhere to the clearinghouse requirements.Additionally, as an employer in the state of Arizona, NAU is required to participate in the federal E-Verify program that assists employers with verifying new employees' right to work in the United States.Finally, each year Northern Arizona University releases an Annual Security Report . The report is a result of a federal law known as the Clery Act. The report includes Clery reportable crime statistics for the three most recent completed calendar years and discloses procedures, practices and programs NAU uses to keep students and employees safe including how to report crimes or other emergencies occurring on campus. In addition, the Fire Safety Report is combined with the Annual Security Report for the NAU Flagstaff Mountain Campus as this campushason-campus student housing. This report discloses fire safety policies and procedures related to on-campus student housing and statistics for fires that occurred in those facilities.If you would like a free paper copy of the report, please contact the NAUPD Records Department at (928) ###-#### or by visiting the department at 525 E. Pine Knoll Drive in Flagstaff.Salary Financial Planning & Reporting Analyst, Senior
- Starting salary $72,445. Annual salary commensurate with candidate's qualifications and related experience.
Financial Planning & Reporting Analyst, Lead
- Starting salary $83,312. Annual salary commensurate with candidate's qualifications and related experience.
FLSA Status This position is exempt from the overtime provisions of the Fair Labor Standards Act (FLSA) and therefore will not earn overtime or compensatory time for additional time worked.Benefits This is a Classified Staff (CLS) position. NAU offers an excellent benefit package including generous health, dental and vision insurance; participation in the Arizona State Retirement System; paid vacation and 10 holidays per year; and tuition reduction for employees and qualified dependents. More information on benefits at NAU is available on the Human Resources benefits website . Classified Staff employees are in a probationary status for their first six months at NAU.NAU is a tobacco and smoke-free campus.Employees offered a position will be eligible for state health plans (including NAU's BCBS Plan). New employees are eligible for benefits on the first day of the pay period following their enrollment, after their employment date. Employees will have 31 days from their start date to enroll in benefits. Additionally, new employees will begin participating in the Arizona State Retirement System, and the long-term disability coverage that accompanies it, on the first of the pay period following 6 months after the new employee's start date.Learning and Development Your career at Northern Arizona University includes the opportunity for professional development. New employee on-boarding training includes courses to be completed within the first 30 days.Immigration Suppt/Sponsorship NAU will not provide any U.S. immigration support or sponsorship for this position.Application Deadline October 14, 2024 at 11:59 p.m.How to Apply To apply for this position, please click on the Apply button on this page. You must submit your application by clicking on the Submit button by midnight of the application deadline. If you need assistance completing your application there are instructions available on the Human Resources website or in person in the Human Resources Department located in Building 91 on the NAU Campus - on the corner of Beaver and DuPont Streets.If you are an individual with a disability and need reasonable accommodation to participate in the hiring process, please contact theDisability Resources Office at928-###-####, ...@nau.edu , or PO Box 5633, Flagstaff AZ 86011.Equal Employment Opportunity Northern Arizona University is a committed Equal Opportunity/Affirmative Action Institution. Women, minorities, veterans and individuals with disabilities are encouraged to apply. NAU is responsive to the needs of dual career couples. Know Your Rights Poster NAU is an Employer of National Service. AmeriCorps, Peace Corps, and other National Service alumni are encouraged to apply.