Job Description Summary Bentley University is seeking a dynamic individual to join our team as a Budget Analyst. Reporting to the Assistant Budget Director, this position assists in the annual operating and capital budget and quarterly forecast processes for the University, as well as provides support for financial systems/reporting. Aids the Assistant Budget Director by preparing summary reports, analysis and presentations of financial data. Analysis includes review for accuracy, reasonability, and trends: operating revenues and expenditures, budget vs. actual variances, and capital expenditures. Acts as a resource to system users across campus and serves as a liaison between end users and the Budget Office. Assists with special projects and analysis as needed within the Financial Operations group, including areas of budgeting, forecasting, financial planning, and cost accounting.
Assist in the annual operating budget and quarterly forecast processes for the University, as well as provides support for financial systems/reporting
As part of the forecast and budget development process, prepare capital forecast and budget submission forms for dissemination to key capital users as well as consolidate and present results to Budget team
Prepare quarterly depreciation forecasts as well as analysis for annual budget process
Analyze financial data for accuracy, reasonability and trends: operating revenues and expenditures, budget vs. actual variances and capital expenditures
Proactively identify areas of the university which may need budget adjustments and reallocations; Prepare budget amendments to accurately reflect business operations
Along with the Assistant Budget Director, approve operating budget amendments submitted by cost center managers in Workday
Develop data-driven analysis to solve financial, operational or strategic issues facing administrative or academic units
Process and present data and financial information through system applications, reporting and spreadsheet tools
Create relevant financial reports and reconciliations for management decision making
Prepare monthly reconciliation of position changes and submit budget amendments for reconciling items
Prepare monthly open position reports by university division
Assist in the development of the 5-year plan and other long-range strategic and financial planning models for presentation
Maintain and update financial ratios and key performance metrics
Assist with system upgrades and enhancements to the Workday system to meet business requirements
Participate and help develop university-wide training for staff on budgetary and fiscal matters
Assist Assistant Budget Director and Executive Director on special projects as needed
Bachelor's degree in Finance, Accounting or related field with 1-3 years relevant experience
Strong analytical, oral and written presentation skills
Ability to lean new applications/programs
Change management skills
Excellent organizational, prioritization and multi-tasking skills
Detail oriented with a high degree of accuracy
Ability to work independently and collaboratively in a team environment
Adaptable and flexible due to nature of smaller sized staff
Proficiency with Microsoft Office Suite, particularly Excel and PowerPoint.
Ability to maintain confidentiality
Workday Experience is a plus
Typical office environment with extensive sitting and computer work
Bentley University requires references checks and may conduct other pre-employment screening.
Bentley University strives to create a campus community that welcomes the exchange of ideas, and fosters a culture that values differences and views them as a strength in our community.
Bentley University is an Equal Opportunity Employer, building strength through diversity. The University is committed to building a community of talented students, faculty and staff who reflect the diversity of global business. We strongly encourage applications from persons from underrepresented groups, individuals with disabilities, covered veterans and those with diverse experiences and backgrounds.