Texas State University
Overview
General Description: The Office of Budget and Financial Analysis is seeking a dynamic candidate to provide general, operational, and analytical support for the budget office, serving both campus and the senior leadership team. This position will be responsible for the support and development of advanced financial models, workflows, and apps using Excel, Alteryx, SQL or other analytic tools as they relate to HR, Finance, Budget, and Enrollment data. Primary focus for this position will be assisting with the building and analysis of various budget models as the university seeks to explore a budget model redesign. Support would include data extraction, query building, data management, data analysis, and dashboard reporting. Furthermore, as a member of a collaborative team this position will also be responsible for performing routine day-to-day budget activities; providing quality customer service to account managers and their assistants. In addition, this position will be asked to prepare a variety of ad hoc financial queries, reports, and schedules; providing accurate information to senior leadership for enhanced decision making. Duties
Lead the technical design and serve on appropriate committees and planning groups for the university-wide strategic budget model redesign and maintain understanding of higher education budgeting method(s) and institutional policies. Build advanced financial models, workflows, and apps using Excel, Alteryx, SQL, or other analytic tools (HR, Finance, Budget, Enrollment). Collaborate with departments to gather and validate data, confirm assumptions, and iterate accurate, approved outputs in reports and models. Reconcile model outputs and ensure data integrity for decision-making. Translate enrollment, budget, and financial data to non-technical stakeholders. Develop automated, repeatable workflows and apps using Alteryx to eliminate manual effort and increase team independence. Maintain and optimize high-accuracy data pipelines (SQL, live data connections, etc.). Maintain and develop standard reports and dashboards to provide at-a-glance tools for campus constituents at all levels of the university using Power BI, Tableau, Alteryx reports, Python, or other visual tools. Standardize and document methodologies for continuity and training. Serve as Alteryx License Administrator. Run and update workflows and look up datasets as needed. Integrate data from disparate sources in support of data reporting and analysis. Prepare moderate to complex analysis of revenue forecast, financial reports, schedules, and overall university budget. Assist budget managers on a variety of issues as they relate to budget variances including HR actions, expense processing, budget policy, procedure, and allowable usage of their funding. Assist in preparation of the annual budget by updating the budget system, running queries, preparing spreadsheets and other documentation. Perform other duties as assigned. Required Qualifications
1+ years’ experience with ALT ERYX software suite. Experience working with complex data sets to produce complex financial analysis and projections. Experience interpreting and communicating results of data analyses. Analytical and critical thinking skills needed to complete complex tasks. Experience with data visualization tools (e.g., Tableau or Power BI). Proficient in Microsoft Office, including but not limited to, Excel and the ability to work with large data sets using intermediate to advanced spreadsheet skills. Experience balancing and reconciling, calculating variances and percentages. Preferred Qualifications
Experience in higher education budgeting processes and procedures or governmental fund accounting. Alteryx Designer Advanced Certification. 1+ years of experience with SQL. Experience with Python, Power BI, Tableau, Logi, Banner, SAP, and data pipelines. Ability to research new technologies and recommend technical solutions to management. Ability to work collaboratively with team members in department and cross-functional and effectively support users in a professional manner. Bachelor’s degree in related field. Master’s degree in related field. Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance and Sales Industries
Higher Education
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General Description: The Office of Budget and Financial Analysis is seeking a dynamic candidate to provide general, operational, and analytical support for the budget office, serving both campus and the senior leadership team. This position will be responsible for the support and development of advanced financial models, workflows, and apps using Excel, Alteryx, SQL or other analytic tools as they relate to HR, Finance, Budget, and Enrollment data. Primary focus for this position will be assisting with the building and analysis of various budget models as the university seeks to explore a budget model redesign. Support would include data extraction, query building, data management, data analysis, and dashboard reporting. Furthermore, as a member of a collaborative team this position will also be responsible for performing routine day-to-day budget activities; providing quality customer service to account managers and their assistants. In addition, this position will be asked to prepare a variety of ad hoc financial queries, reports, and schedules; providing accurate information to senior leadership for enhanced decision making. Duties
Lead the technical design and serve on appropriate committees and planning groups for the university-wide strategic budget model redesign and maintain understanding of higher education budgeting method(s) and institutional policies. Build advanced financial models, workflows, and apps using Excel, Alteryx, SQL, or other analytic tools (HR, Finance, Budget, Enrollment). Collaborate with departments to gather and validate data, confirm assumptions, and iterate accurate, approved outputs in reports and models. Reconcile model outputs and ensure data integrity for decision-making. Translate enrollment, budget, and financial data to non-technical stakeholders. Develop automated, repeatable workflows and apps using Alteryx to eliminate manual effort and increase team independence. Maintain and optimize high-accuracy data pipelines (SQL, live data connections, etc.). Maintain and develop standard reports and dashboards to provide at-a-glance tools for campus constituents at all levels of the university using Power BI, Tableau, Alteryx reports, Python, or other visual tools. Standardize and document methodologies for continuity and training. Serve as Alteryx License Administrator. Run and update workflows and look up datasets as needed. Integrate data from disparate sources in support of data reporting and analysis. Prepare moderate to complex analysis of revenue forecast, financial reports, schedules, and overall university budget. Assist budget managers on a variety of issues as they relate to budget variances including HR actions, expense processing, budget policy, procedure, and allowable usage of their funding. Assist in preparation of the annual budget by updating the budget system, running queries, preparing spreadsheets and other documentation. Perform other duties as assigned. Required Qualifications
1+ years’ experience with ALT ERYX software suite. Experience working with complex data sets to produce complex financial analysis and projections. Experience interpreting and communicating results of data analyses. Analytical and critical thinking skills needed to complete complex tasks. Experience with data visualization tools (e.g., Tableau or Power BI). Proficient in Microsoft Office, including but not limited to, Excel and the ability to work with large data sets using intermediate to advanced spreadsheet skills. Experience balancing and reconciling, calculating variances and percentages. Preferred Qualifications
Experience in higher education budgeting processes and procedures or governmental fund accounting. Alteryx Designer Advanced Certification. 1+ years of experience with SQL. Experience with Python, Power BI, Tableau, Logi, Banner, SAP, and data pipelines. Ability to research new technologies and recommend technical solutions to management. Ability to work collaboratively with team members in department and cross-functional and effectively support users in a professional manner. Bachelor’s degree in related field. Master’s degree in related field. Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance and Sales Industries
Higher Education
#J-18808-Ljbffr