Integrated Financial Planning and Analysis I - Integrated Financial Planning

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Key Responsibilities

Reporting to the Associate Vice President of Financial Planning & Analysis, the Integrated Financial Planning Analyst I supports the University's Integrated Financial Planning (IFP) process as part of the annual budget and planning cycle. Analyzes budgets and tracks variances to projections, ensuring deadlines are defined and communicated with the campus community. Works closely with budget officers throughout the University to conduct business and data analysis to understand and explain financial trends. Prepares and runs existing reports using Excel tools such as pivot tables, v-lookups, and charts. Balances attention to detail with broader institutional context to support strategic financial planning. Handles sensitive financial data with discretion and performs individual tasks independently and reliably. Supports special projects using problem solving skills to facilitate the budget planning process. Collaborates with various department budget managers and other stakeholders to conduct budget meetings reviewing operating results and key performance metrics to explain variances and implement cost savings opportunities. Supports the preparation of quarterly forecasts for the University wide campus as well as provides key trend data and analysis to inform the development of the University wide campus budget and financial plan. May support the development of an enterprise financial plan which incorporates Emory Healthcare's annual operating plan to ensure the consolidated plan supports debt policy, cash flow from operations, and net asset growth required for fiscal sustainability. Documents processes and procedures, as well as job aids to support the strategic direction of the integrated financial plan. Develops ad-hoc reports and performs related responsibilities as required.

Minimum Qualifications

A bachelor's degree in Finance, Accounting, Business Administration or a related field and two years of financial, data analysis, and subject matter knowledge OR five years of financial, data analysis and subject matter knowledge with a complex organization. A related financial professional certification (CPA, CMA, etc.) preferred. Effective communication skills. Preferred characteristics include financial acumen to review and analyze expenditures against budget plans; knowledge to compile and analyze reports; and an understanding of financial forecasting and resource planning.

Note : This role will be granted the opportunity to work from home regularly but must be able to commute to Emory University on a flexible weekly schedule based upon business needs. Schedule is based on agreed upon guidelines of department. This role requires residency in the state of GA. Emory reserves the right to change remote work status with notice to employee.

Additional Details

Emory University is dedicated to providing equal opportunities and equal access to all individuals regardless of race, color, religion, ethnic or national origin, gender, genetic information, age, disability, sexual orientation, gender identity, gender expression, and veteran's status. Emory University does not discriminate in admissions, educational programs, or employment on the basis of any factor stated above or prohibited under applicable law. Students, faculty, and staff are assured of participation in University programs and in the use of facilities without such discrimination. Emory University complies with Executive Order 11246, as amended, Section 503 of the Rehabilitation Act of 1973, the Vietnam Era Veteran's Readjustment Assistance Act, and applicable executive orders, federal and state regulations regarding nondiscrimination, equal opportunity and affirmative action. Emory University is committed to achieving a diverse workforce through application of its affirmative action, equal opportunity and nondiscrimination policy in all aspects of employment including recruitment, hiring, promotions, transfers, discipline, terminations, wage and salary administration, benefits, and training. Inquiries regarding this policy should be directed to the Emory University Department of Equity and Inclusion, 201 Dowman Drive, Administration Building, Atlanta, GA 30322. Emory University is committed to providing reasonable accommodations to qualified individuals with disabilities upon request. To request this document in an alternate format or to request a reasonable accommodation, please contact the Department of Accessibility Services at 404-727-9877 (V) | 404-712-2049 (TDD). Please note that one week advance notice is preferred.