Budget and Finance Analyst

Budget And Finance Analyst

The Budget and Finance Analyst is a key member of the Finance and Treasurer's Office responsible for supporting the College's financial planning, budgeting, reporting, and institutional decision-making. Working with a high degree of independence, the Budget and Finance Analyst partners with departments across campus to develop budgets, monitor financial performance, perform financial analysis, and provide consultation that promotes sound fiscal stewardship and advances the College's strategic priorities.

The position plays a central role in the College's annual budget process, institutional forecasting, budget systems administration, and the development of financial analyses that support executive decision-making. The Budget and Finance Analyst provides analyses and recommendations to senior leadership, supports Board of Trustees reporting, serves as the functional lead for Workday Financial Management and Adaptive Planning, and leads initiatives that improve financial reporting, business processes, and operational effectiveness.

Success in this role requires strong analytical and critical thinking skills, exceptional written and verbal communication, sound professional judgment, intellectual curiosity, initiative, and the ability to independently manage projects while building collaborative relationships across the College. The successful candidate approaches every process with a continuous improvement mindset, proactively identifying opportunities to simplify workflows, automate routine tasks, strengthen controls, and implement innovative solutions that enhance the efficiency, effectiveness, and value of the Office of the Treasurer.

The Budget and Finance Analyst coordinates significant components of the College's annual operating budget process, including budget development, data collection, validation, review, and communication with campus departments. The Budget and Finance Analyst serves as the primary budget liaison for assigned departments by providing guidance on budget development, financial planning, budget policies, and promoting sound financial stewardship and responsible use of College resources.

The Budget and Finance Analyst maintains institutional budget and forecasting models within Adaptive Planning (or successor budgeting systems), ensuring the integrity of financial data and planning assumptions. The Budget and Finance Analyst develops financial forecasts, scenario analyses, reserve projections, and other financial models to support institutional planning and executive decision-making.

The Budget and Finance Analyst leads recurring financial reporting for departments, senior leadership, and College committees. The Budget and Finance Analyst coordinates the development of executive-quality Board schedules, analyses, narratives, presentations, and supporting documentation. The Budget and Finance Analyst prepares clear, concise narratives that communicate financial results, trends, risks, and recommendations for senior leadership and the Board of Trustees, including the development of financial narratives and supporting written materials for Board of Trustee meetings.

The Budget and Finance Analyst serves as the Finance Office functional lead for Workday Financial Management, Adaptive Planning, and related financial systems. The Budget and Finance Analyst develops financial reports and analyses to support departmental and institutional decision-making while providing training to departments on the effective use of Workday self-service reporting tools.

The Budget and Finance Analyst serves as a trusted financial consultant to departments by providing responsive, professional, and solutions-oriented guidance on budgeting, financial reporting, financial systems, and the interpretation of financial information. The Budget and Finance Analyst partners with The Claremont Colleges Services (TCCS) Office of Financial Services to support accounting, financial reporting, audit activities, and other collaborative Finance initiatives.

The individual must possess knowledge, skills and ability to be able to successfully perform the essential functions of the position or be able to explain or demonstrate how the essential functions will be performed, with or without reasonable accommodation, using some other combination of skills and abilities. The individual must have advanced knowledge of budgeting, financial planning, financial reporting, internal controls, and Generally Accepted Accounting Principles (GAAP), with the ability to apply accounting concepts to financial analysis and decision-making.

The individual must be able to independently identify problems, gather information, develop analytical approaches, build financial analyses from the ground up, and recommend practical solutions. The individual must be able to research complex financial issues through detailed analysis of trial balances, general ledger activity, reconciliations, financial statements, and supporting documentation.

The individual must have exceptional written communication skills, including the ability to prepare executive-level reports, Board narratives, presentations, and other professional communications. The individual must have advanced proficiency with Microsoft Excel and a strong aptitude for financial systems and reporting tools.

Education/ Experience: Required: Five (5) years of progressively responsible experience in budgeting, financial planning, financial analysis, and accounting. Bachelor's degree in Accounting, Finance, or closely related field.