Under the direct supervision of the Director, Budget, Planning and Analysis the Sr. Financial Planning Analyst will provide support in all aspects of Union’s FP&A function. This role will partner with Student Affairs and Facilities as a dedicated finance resource to assist with budgeting, forecasting and financial analysis. This position will be responsible for preparing annual budgets and mid-year forecasts, developing financial models, creation and distribution of management reports, PowerPoint presentations, financial analysis, along with various analytical projects. This position will assist the Director, Budget, Planning and Analysis to provide key financial consulting and support across all administrative functions of the college including Senior Staff and the Vice President of Administration and Finance.
- Bachelor Degree in Accounting, Finance or relevant field of study; CPA or MBA preferred.
- Minimum of 5 to 7 years of experience in forecasting, planning and analysis including developing budget to actual analysis, constructing financial trends over different periods of time and ability to analyze data in a variety of ways. Alternative combinations of degree and experience will be considered.
- Financial experience with Capital Project and Facilities related work is preferred.
- Advanced Microsoft Office Suite skills, most specifically Excel (pivot tables) and PowerPoint.
- Highly organized with high standards of accuracy and precision.
- Excellent verbal and written communication skills.
- Ability to think creatively, highly-driven and self-motivated.
- Collaborative, team orientated individual, easily adapts to different work styles and environments.
- Must be safety conscious and able to work with a diverse group of individuals.
We offer exceptional benefits including, but not limited to the following:
- Generous Vacation, Sick and Personal Time
- Winter Recess Break in Addition to Paid Holidays
- Healthcare, Dental, and Vision Insurance (Flexible Spending and Dependent Care Accounts)
- Free On-Campus Fitness Facility Access and Discounts for On-Campus Wellness Programs
- Employee Scholarships toward Certifications, Seminars, Training and Professional Development
- 11% Employer Contribution to the 403(b) Retirement Plan
- Salary Continuation Program in the event of Disability
- Tuition Assistance Program for Employee, Spouse and/or Dependents
Note: All new hires of Union College are subject to a thorough education, work experience, and criminal history background check.
Officially chartered in 1795, Union College is the fifth oldest liberal arts college in the country. Located in the Capital District of New York State, Union is a highly selective residential and undergraduate college, home to 2,200 students and 220 faculty, and offering 44 majors. Union was the first liberal arts college to rethink the traditional liberal arts education and adopt an engineering curriculum. That pioneering approach continues today with an education that encourages students to work beyond the limits of disciplinary boundaries, allowing them to think globally and lead innovatively in a world where problem solving requires breadth across humanities, arts, social sciences, science, and engineering.
Diversity at Union College
Union College is an equal opportunity employer and strongly committed to student and workforce diversity. Increasing diversity on campus is a critical priority for Union, one that is integral to our mission of preparing students for a globally interconnected world. Union provides a blend of intellectual, social and cultural opportunities to facilitate the integrated academic, social and personal development of a diverse community. We value and are committed to a host of diverse populations and cultures including, but not limited to, those based on race, religion, disability, ethnicity, sexual orientation, gender, gender identity, national origin and veteran status. Union College is committed to providing access and will provide reasonable accommodation in its application process to individuals with disabilities that request such accommodations.
Union College will not discriminate in the recruitment or selection of faculty and employees, or in any other area of employment, on the basis of age, sex, race, national origin, religion, religious belief, disability, sexual orientation, gender identity or expression and veteran status. In this regard, opportunities for advancement will be made available without bias. The College is also subject to state and federal laws, supports efforts to attract and retain fully qualified women and other minority group members for faculty and other positions. Union College will comply with the letter and intent of all State and Federal laws and applicable orders pursuant to Equal Employment Opportunity and Affirmative Action.