Edtech.com's Summary

Arizona State University is hiring a Sr. Planning and Accounting Analyst to provide financial strategic leadership within the Academic and Student Affairs office of the Ira A. Fulton Schools of Engineering. This role manages daily financial operations, prepares forecasts, analyzes data for decision-making, oversees budgeting processes, supervises staff, and ensures compliance with university policies while supporting multiple funding sources and strategic initiatives.

Highlights

Manage quarterly and year-end financial forecasts and reporting, including analysis of changes.
Analyze financial, statistical, and planning data to support strategic decision-making aligned with ASA goals.
Maintain and reconcile budgets across diverse funding sources using Adaptive Planning and Workday systems.
Review and approve financial transactions, advise on allowable expenditures, and initiate corrective actions.
Supervise hiring, training, and development of assigned staff to maintain operational continuity and customer service.
Serve as Authorized Travel Officer, manage the P-Card program, and participate in internal and external audits.
Assist in long-range strategic planning and budget forecasting for Academic and Student Affairs.
Required to have a Bachelor's degree and seven years of relevant experience or equivalent combination of training and experience.
Experience with ASU systems including Workday, Adaptive Planning, Concur, Docuware, Adobe Sign, Data Warehouse, and Microsoft Office is preferred.
Knowledge of university fiscal policies, accounting and budgeting principles, and Human Resource standards is necessary.

Sr. Planning and Accounting Analyst Full Description

Job Profile:Financial Analyst 4

Job Family:Budget, Planning and Financial Analysis

Time Type:Full time

Max Pay - Depends on experience:$82,000.00 USD Annual

Apply before 11:59 PM Arizona time the day before the posted End Date.

Minimum Qualifications:Bachelor's degree and seven (7) years of experience appropriate to the area of assignment/field; OR, Any equivalent combination of experience and/or training from which comparable knowledge, skills and abilities have been achieved.

Job Profile Summary:
Performs complex financial analysis and reporting. Assesses current status and facilitates financial planning, and recommends controls and process improvements.

Job Description:

Academic and Student Affairs (ASA) within the Dean's office of the Ira A. Fulton Schools of Engineering (FSE) at Arizona State University is seeking applicants who are a highly motivated, organized, and synergetic to apply for the Senior Planning and Accounting Analyst (also known as the Budget and Finance Manager) role to be responsible for financial strategic leadership in a fast-paced and complex unit.

The successful applicant will maintain effective working relationships with faculty, staff, and students across FSE. This position manages and controls the day-to-day financial operations of a large work unit to ensure ongoing adherence with established policies and procedures. The incumbent needs to have the ability to manage multiple priorities, projects and deadlines in a professional manner while working independently, which is essential for this position.

Position Salary Range:

$72,000 - $82,000 per year; DOE.

Essential Duties:

Reporting and Analysis

Manage and communicate quarterly and year-end forecasts; ensure timely updates and accurate reporting, including explaining why changes are happening.
Analyze and interpret financial, statistical, and planning data to support decision-making and strategic initiatives; compile trend analyses and budget projections aligned with ASA goals.
Produce financial and administrative reports reflecting budget health; extract and summarize data from multiple sources.
Plan for staffing, equipment, supplies, and service requests; understand and explain operating margins and cost center revenues and expenses.

Budget and Account Management

Perform data entry and account reporting in the budget planning financial system (Adaptive Planning).
Review and approve all financial transactions through the work of others in the financial system (Workday).
Monitor account expenditures; maintain and reconcile budgets across multiple funding sources including but not limited to General Operating, Undergraduate College Fee, Local Tuition and Fees, Gifts, etc.
Advise on allowable expenditures, notify management of irregularities, and initiate corrective actions.
Manage the ASA budget process, ensuring accounts are correctly budgeted and free of deficits; prepare annual financial certification.
Control and manage personnel services budgets by allocating positions and funds to appropriate job classifications; enter salaries accurately in Adaptive Planning.
Prepare and track temporary commitments.
Collaborate with HR to maintain accurate position accounting and funding allocations.

Administrative

Serve as the Authorized Travel Officer for ASA.
Participate in internal and external audits by providing required documentation and support.
Solve financial process-related issues by identifying root causes, implementing solutions, and ensuring follow-up.
Assist in developing long-range strategic plans and ASA budget/forecasting strategies for key stakeholders.
Supervise, hire, train, and develop assigned staff; ensure continuity of operations and customer service needs.
Communicate financial and budget updates as needed to ASA and Dean's office Budget and Financial leadership.
Manages P-Card program for the assigned, reconciles P-Card transactions and maintains supporting documentation in accordance with university policies and procedures.
Lead monthly fiscal officer's meetings with programmatic leads within ASA.
Lead recurring team and one-on-one meetings with direct reports.

Desired Qualifications:

Demonstrated knowledge and experience of university fiscal policies and procedures and overall fiscal administration to include budgeting and account management.
Experience with ASU systems, including Workday, Adaptive Planning, Concur, Docuware, Adobe Sign, Data Warehouse and Microsoft Office.
Experience interpreting and applying ASU policies and procedures.
Experience providing financial and operational support in a higher education environment.
Ability to work with multiple funding sources.
Ability to prepare detailed financial information for a variety of constituencies.
Knowledge of accounting and budgeting practices and principles.
Knowledge of management principles and practices.
Knowledge of Human Resource standards and principles.

Working Environment:

Activities include 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.
Ability to clearly communicate verbally, read, write, see and hear to perform essential functions.

Department Statement:

At the Ira A. Fulton Schools of Engineering, we are delivering a world-class learning experience for our students and advancing research and innovation — all at scale. The Fulton Schools research enterprise leads use-inspired research and key national initiatives, including the Southwest Advanced Prototyping Hub, accelerating microelectronics and workforce development for the Department of Defense. We also lead the Electrified Processes for Industry Without Carbon Clean Energy Manufacturing Institute, supported by the Department of Energy, aiming to reduce carbon emissions and strengthen manufacturing. As the lead institution for the Center for Accelerating Operational Efficiency, we enhance homeland security operations through advanced tools and technologies. Additionally, we lead an NSF Engineering Research Center developing sustainable civil infrastructure and partner with another ERC advancing clean water technology.

The Fulton Schools hosts numerous research centers that leverage faculty expertise to drive engineering innovation and entrepreneurship across four interdisciplinary impact areas: Climate Technology Solutions, Competitive Manufacturing in an Advanced Economy, National and Economic Security, and Technology-Enhanced Health and Medicine. Our faculty are achieving excellence at scale, positioning the Fulton Schools among the nation's top engineering colleges for invention disclosures, U.S. patents, and startups.

We are an engineering school on the rise at the nation's most innovative university, situated in the heart of its fastest-growing metropolitan area. The breadth of our faculty's research interests and interdisciplinary approach, along with over 50 graduate and 27 undergraduate degree programs, creates a strong foundation for collaboration and the advancement of ideas that contribute to a more sustainable and livable global future.

The Fulton Schools of Engineering follows a framework of values designed to distinguish our practice and guide daily decisions in our academic, research, corporate engagement and entrepreneurial endeavors. These values influence how we recognize, reward and communicate our achievements. At the Fulton Schools of Engineering, we:

Cultivate excellence.
Deliver innovation that matters.
Encourage bold thinking.
Foster a community of learning and collaboration.
Build a foundation for all to be successful.

Working at ASU has outstanding benefits that include: health, dental and vision insurance plans; SU/UA/NAU tuition reduction for the employee and qualified family members; life insurance and disability programs; sick leave and holidays; state and optional retirement plans; access to ASU recreation and cultural activities, and more. To estimate the value of your total compensation, please visit https://cfo.asu.edu/compensation-estimator.

Driving Requirement:Driving is not required for this position.

Location:Campus: Tempe

Funding:No Federal Funding

Instructions to Apply:

Current Employees and Students should apply directly within Workdayusing the Jobs Hub. Use this link and log in using SSO:

https://www.myworkday.com/asu/d/inst/1$9925/9925$15491.htmld

To be considered, your application must include all of the following attachments:

Cover letter
Resume/CV

Note: Multiple documents can be submitted into the attachment box. Alternatively, merge all documents into one PDF for submission.

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. NOTE: GA and Intern positions are counted as .5 for job experience (ie. 1 year equals 6 months experience equivalency). Only electronic applications are accepted for this position.

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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 inclusive excellence, 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

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, 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/az-resources.

Employment Verification Statement:

ASU conducts pre-employment screening which may include verification of work history, academic credentials, licenses, and certifications.

Background Check Statement:

ASU conducts pre-employment screening for all positions which includes a criminal background check, verification of work history, academic credentials, licenses, and certifications. Employment is contingent upon successful passing of the background check.

Fingerprint Check Statement:This position is considered safety/security sensitive and will include a fingerprint check. Employment is contingent upon successful passing of the fingerprint check.

Original Job Description