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Decision Support Financial Analyst - Office of Planning and Budget - Arizona State University

For more information please visit: Arizona State University OPB 

Decision Support Financial Analyst
Campus: Tempe

Job Description
The Office of Planning and Budget (OPB) is responsible for facilitating the development and management of the University’s annual planning and budgeting processes. This includes resource planning, modeling, allocations, tracking, forecasting, and reporting, as well as decision support analysis for unit and enterprise-wide leadership. In addition, OPB handles external reporting requirements and information requests from the State’s Joint Legislative Budget Committee (JLBC) and its Office of Strategic Planning and Budgeting (OSPB), and the Arizona Board of Regents.


You will thrive in our environment if you:    

  • are passionate about the mission, vision, and design aspirations of ASU
  • enjoy a collaborative environment where the nature of the work is highly iterative and affords the opportunity for creativity and exploration
  • are energized by a variety and changing portfolio of projects
  • aspire to build on strengths and experience and expand skills and knowledge relevant to our work
  • appreciate the benefits of a flexible work environment

Full-Time/Part-Time

Full-Time


Department Name 

Office of Planning and Budget 


Essential Duties

  • Use story-telling and data visualization skills to deliver insights that are concise and informative; creates, updates and enhances written material to foster understanding and evaluation of data by senior OPB team members and other stakeholders.
  • Prepares reporting and analysis to fulfill external reporting requirements from the Arizona Board of Regents, the Joint Legislative Budget Committee, and the Governor’s Office of Strategic Planning and Budgeting. Reporting requirements include employment, enrollment, cost of education, and other financial and performance metric data.
  • Identifies source data and consolidates information needed for annual external surveys, including financial benchmarking initiatives.
  • Creates, updates and enhances financial models, consistent with best and common practices of finance, higher education, and modeling standards for Excel.
  • Collaborates with OPB team members on special projects, bringing in team expertise and advice; leveraging data and information to broaden understanding and integration with other OPB processes.
  • Works with partners to interpret analysis results; compares data from a variety of sources to ensure accuracy using judgment, and relying on available subject matter expertise.
  • Serves as an OPB subject matter expert on the availability of existing ASU data warehouses, dashboards, and available reporting (Workday, Adaptive Planning); often requires networking across areas outside OPB to ensure full understanding of the data. Collaborates with other analysts and data owners to ensure congruency of reporting, minimize duplication of effort, and identify/rectify limitations in data sources and data delivery options.
  • Serves as an OPB resource for data querying, transformation, and reporting from a variety of sources. Examples of data sources include: ASU’s student information system; human resource and payroll data; space utilization data, and general ledger financial data.
  • Creates and maintains data tables in Tableau for both OPB internal use and broader ASU use; contributes to new and enhanced dashboard reports.
  • Defines and contributes to effective project management protocols and documentation standards. The DSA team currently uses Monday.com for project status and planning purposes.
  • Performs other duties upon request

Minimum Qualifications

Bachelor’s degree in a quantitative, analytical or public policy field; examples include, but are limited to, Business Administration, Business Analytics, Finance, Economics, Public Policy/Administration, or Higher Education Administration and two (2) years of experience in financial or budget analysis, strategic planning, or institutional research; OR, any equivalent combination of experience and education from which comparable knowledge, skills, and abilities have been achieved.

Desired Qualifications

  • Relevant work experience higher education, public sector administration/finance or consulting
  • Knowledge of the principles, concepts, and practices in budgeting, strategic planning, information analysis, forecasting, reporting, and evaluation.
  • Ability to effectively synthesize a large volume of complex and sometimes disparate data, and then develop insights and recommendations from that information.
  • Ability to develop reporting and analysis that integrates statistical and financial information; demonstrated experience building and working directly with partners from initial ideation through to a completed product.
  • Experience delivering oral and written material, including the ability to speak and write with clarity and precision to obtain and convey information
  • Experience in identifying appropriate data sources, extracting and manipulating data from multiple database sources by designing, refining, and running data queries.
  • Demonstrated knowledge of Microsoft Excel, PowerPoint, Word, and Outlook; experience with using Tableau and Cloud-based reporting tools (Amazon Workspaces, DBeaver, preferred).
  • Experience in planning and organizational skills, including the ability to successfully support multiple, complex projects on deadline. Nature of the environment is that there are often interruptions, multiple projects underway concurrently, and potentially competing priorities.
  • Ability to work independently on routine tasks and with limited, but appropriate, direction on more complex matters. 
  • Ability to solicit and effectively act on team members and stakeholders input at all stages throughout the process of developing and enhancing analysis and crafting a final product.
  • Ability to determine compliance with existing policies and established guidelines and support a strong internal controls.
  • Ability to take initiative, demonstrate resourcefulness, display a sense of urgency in fulfilling commitments, and take personal accountability for achieving results.
  • Experience in promoting innovative thinking by bringing different perspectives and approaches together, combining them in creative ways to identify options and solve problems; proven experience in challenging the status quo to enhance efficiency and transparency. 
  • Experience in delivering a high-quality work product, free of material error, by showing concern for all aspects of the job with a high attention to detail.
  • Ability to build effective working relationships and trust by communicating in an open manner, and following through on commitments.
  • Experience in adhering to established procedures and conventions.
  • Ability to offer customer service by actively listening, and validating others’ viewpoints and to respect the confidentiality of others. 
  • Cultural competency skills to effectively engage with individuals from diverse backgrounds.

Working Environment

  • Activities are performed in an environmentally controlled office setting subject to extended periods of sitting, keyboarding, and manipulating a computer mouse.
  • Required to stand for varying lengths of time and walk moderate distances to perform work.
  • Frequent bending, reaching, lifting, pushing and pulling up to 25 pounds.
  • Regular activities require ability to quickly change priorities which may include and/or are subject to resolution of conflicts.
  • Evidence of effective communications to perform essential functions.
  • Regular use of standard office equipment including, but not limited to: computer workstation/laptop (keyboard, monitor, mouse), printer, copier, and associated computer/technology peripherals.

ASU Statement

Arizona State University is a new model for American higher education, an unprecedented combination of academic excellence, entrepreneurial energy and broad access. This New American University is a single, unified institution comprising four differentiated campuses positively impacting the economic, social, cultural and environmental health of the communities it serves. Its research is inspired by real world application blurring the boundaries that traditionally separate academic disciplines. ASU serves more than 100,000 students in metropolitan Phoenix, Arizona, the nation's fifth largest city. ASU champions intellectual and cultural diversity, and welcomes students from all fifty states and more than one hundred nations across the globe.

ASU is a tobacco-free university. For details visit https://wellness.asu.edu/explore-wellness/body/alcohol-and-drugs/tobacco

Arizona State University is a VEVRAA Federal Contractor and an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other basis protected by law.

Notice of Availability of the ASU Annual Security and Fire Safety Report
In compliance with federal law, ASU prepares an annual report on campus security and fire safety programs and resources. ASU’s Annual Security and Fire Safety Report is available online at https://www.asu.edu/police/PDFs/ASU-Clery-Report.pdf. You may request a hard copy of the report by contacting the ASU Police Department at 480-965-3456.

Relocation Assistance – For information about schools, housing child resources, neighborhoods, hospitals, community events, and taxes, visit https://cfo.asu.edu/relocation-services.

Instructions to Apply

Application deadline is 3:00PM Arizona time on the date indicated.

Please include all employment information in month/year format (e.g., 6/88 to 8/94), job title, job duties and name of employer for each position.

Resume should clearly illustrate how prior knowledge and experience meets the Minimum and Desired qualifications of this position.

All applicants must be eligible to work in the United States; ASU and the Office of Planning & Budget will not provide
sponsorship for employment.

ASU does not pay for travel expenses associated with interviews, unless otherwise indicated.

Only electronic applications are accepted for this position.