Financial Analyst, Financial Strategy & Planning

Position Information

Posting Number
SF02034

Job Title
Financial Analyst, Financial Strategy & Planning

Position Number
106887

FTE
1.00

FLSA
Exempt

Position Type
Professional Staff

Union
Non-Union Non-Classified Staff

Pay Grade Level
Grade Level: 13

Pay Grade Range
Anticipated Salary Hiring Range: $82,000 - $100,000

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 08/02/2025. Applications received after 08/02/2025, may be reviewed depending on search progress and needs but are not guaranteed full consideration.

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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.

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Please Note: This role has the ability to work 100% remotely with requirements to attend on campus meetings.

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BASIC FUNCTION:

Under the direction of departmental leadership: gather, interpret, and utilize complex data to develop actionable steps that improve processes and optimize results. Assist in information compilation for clear fiscal communication to stakeholders. Analyze data for various use applications such as budget projections, budget modeling, and forecasting. Perform research and trend analysis. Participate in the creation, compilation, control, and monitoring of the University’s budgets & budget model. Create and maintain reports on components of the university’s budget. Participate in meetings with stakeholders to assess issues and identify improvements.

Duties and Responsibilities

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Based on guidance provided for areas assigned:

Conduct full lifecycle of analytics including exporting, manipulating, and interpreting data.

Conduct data analyses.

Work with campus fiscal or knowledge partners for qualitative projections.

Apply analytical techniques to complex data sets to produce polished deliverables based on direction provided.

Prepare, analyze, and summarize operational results for use of departmental leadership.

Research, create, prepare, and analyze ad-hoc reports.

Provide short and long-term forecasts or projections identifying areas of concern and recommending actions to remediate identified issues.

Assist in the implementation of several key initiatives that have institution-wide impact, including budget model transition and all funds budget development.

Serve as a liaison in the following capacities: work as liaison and resource to campus community to assess and develop budget reporting needs; as necessary, serve as liaison to various entities at the request of departmental leadership.

Assist in the development of budget policies, budget guidance, and training manuals.

Provide, as necessary, campus-wide training to the University’s financial community about the University’s budgeting process, procedures, and regulations.

Undertake a variety of technical tasks as assigned by departmental leadership; participate in upgrades and associated testing; engage in the continuing review, definition, and analyses of functional needs, requirements, business rules and processes associated with office functions which might result in the need for system enhancements or modifications.

Participate on various University committees and provide related budgetary, analytical, and technical support.

Perform post-audit and other reviews of financial data.

Assist with complex & confidential projects as assigned.

OTHER DUTIES AND RESPONSIBILITIES:

Perform additional or ad-hoc duties as required, including the duties of other staff positions in the office. Query development and maintenance.

LICENSES, TOOLS, AND EQUIPMENT:

Personal computers and printers; mainframes; word processing, database management and spreadsheet software; calculator; Excel; Access.

Required Qualifications

REQUIRED:

1. Master’s degree in finance, statistics (modeling), management, public administration, business analytics, data science or related field with a minimum of one year of financial analysis experience in a complex organization, OR a Bachelor’s degree with a major in finance, statistics (modeling), management, public administration, business analytics, data science or a related field with a minimum of three years demonstrated progressive financial analysis experience in a complex organization.

2. Demonstrated experience in analytical and problem-solving skills.

3. Demonstrated professional experience utilizing Microsoft Excel functions including but not limited to pivot tables, v-lookups, and nested formulas.

4. Demonstrated experience with enterprise resource planning systems (e.g. Oracle, PeopleSoft, Banner).

5. Demonstrated technical ability to react to complex ad-hoc requests.

6. Demonstrated ability to provide clear and concise reports on a timely basis.

7. Demonstrated ability to manage multiple projects simultaneously in a fast-paced work setting.

8. Demonstrated strong interpersonal and verbal communication skills.

9. Demonstrated proficiency in written communication skills.

10. Demonstrated ability to work with diverse groups/populations.

11. Demonstrated critical thinking skills.

12. Demonstrated ability to work independently and as part of a team.

13. Demonstrated ability to be detail-oriented.

14. Demonstrated presentation skills.

15. Demonstrated ability to be flexible.

Preferred Qualifications

PREFERRED:

1. Minimum one year of experience using the financial module for an enterprise resource planning system (e.g., Oracle, PeopleSoft, Banner).

2. Demonstrated experience using statistical software (e.g., SAS, SPSS).

3. Demonstrated experience using business intelligence and data analytics platform (e.g., Power BI or similar application).

4. Demonstrated experience using predictive modeling.

5. Demonstrated experience in a higher education institution or equivalent organization/industry.

6. Demonstrated knowledge of state government and higher education operations, policies, and procedures.

7. Demonstrated experience using Access.

8. Demonstrated experience in the development of complex financial models.

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The University of Rhode Island is an equal opportunity employer. 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
07/14/2025

Closing Date

Special Instructions to Applicants

Please attach the following 3 (PDF) documents to your online Employment Application:

(#1) Cover letter.

(#2) Resume.

(#3) Other Document – References – the names and contact information of three professional references. (Note: this document is required even though references may be listed on the application).

Quicklink for Posting
https://jobs.uri.edu/postings/15402

Applicant Documents

Required Documents
• Cover Letter/Letter of Application
• Resume
• Other Document - References

Optional Documents

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