Financial Analyst

Job Description

Stevens Institute of Technology is a renowned national research university with a rich legacy of more than 150 years of innovation and entrepreneurship.

The Division of Finance at Stevens Institute of Technology invites applications for a Financial Analyst to join the Financial Planning, Budgeting, and Analysis (FPB&A) Group.

Reporting to the Manager of FPB&A, the Financial Analyst will assist with budget planning, providing reporting and analyses on financial activities, forecasting/projections, and providing operational support for the Workday Adaptive Planning system.  

The Financial Analyst will work closely with colleagues across the institution to understand their business processes and reporting needs, define key performance metrics, interpret analytics results, and identify trends.

They will track operational data that measures these divisional activities, efficiency, and progress toward strategic objectives.

Additionally, the Financial Analyst will also be responsible for developing original reports, dashboards, and other means of sharing data-driven insights with stakeholders across Stevens. 

Position Summary:



* Research and synthesize large amounts of data; identify trends, draw conclusions, develop solutions, present, and implement recommendations, and create follow up analysis.


* Gather information for reports and special projects and establish and maintain budget files and supporting schedules.


* Assist Manager and Associate Director in preparing ad-hoc analyses, reports, and data analytics to support the annual operating and multi-year operating and capital budget processes, including in year budget monitoring and forecasting.


* Process budget transfer requests in KFS, and review and approve job requisitions in Workday.


* Perform research on industry best practices and benchmarks to support the budget process and senior leadership decision-making.


* Leverage technology to improve efficiency and effectiveness to enable fact-based, timely, and collaborative decisions that enhance the mission of Stevens and its respective departments.


* Assist in the development and maintenance of budget and planning software solution, currently Adaptive Planning.

Research budgeting system integration failures and assist in root cause analyses.

Perform ongoing reconciliations and audits of data to ensure data integrity.

Design and deliver end-user training on financial systems.

Assist in monthly maintenance of budgeting system.


* Develop, assess, and continuously improve systems and processes to achieve greater efficiencies and improve internal controls.


* Perform budget coordinator duties for assigned areas on campus, including but not limited to: facilitating the annual budget formulation process; performing and reviewing budget adjustments and personnel changes for accuracy and compliance with university guidelines and/or policies; generating monthly and quarterly reporting, for...