This position reports to the Executive Director of Budget and Financial Planning and is responsible for providing analyses and management reports related to planning, developing, implementing, and administrating Western’s operating budget. This includes performing analytical work in support of the university’s fiscal responsibilities and strategic decision-making, developing reports and publications to provide financial information for varying University audiences, acting as Budget and Financial Planning’s lead staff during the State’s legislative session for drafting responses to fiscal notes and other budgetary inquiries in coordination with internal and external stakeholders, and other key tasks for ongoing maintenance of WWU’s operating budget.
University Budget Analysis and Reporting (40%)
- Collect and analyze data from WWU’s data warehouse, ERP systems and other sources to assist in development of reports and Annual Financial Review publication for Director and Executive-level management
- Support budget development, monitoring, and strategic decision-making through revenue and expenditure analyses, comparisons to peer institutions, financial status reporting, and trends,
- Create, maintain, and update systems and reports for recognizing, evaluating, and presenting financial information and make recommendations based upon financial information that can be understood by a variety of audiences,
- Update the financial presentation materials for the Board of Trustees in consultation with the Executive Director and Vice President,
- Responsible for drafting, development and ongoing updates of Quick Data Points/Budget Fact Book/KPIs,
- Conduct forensic accounting searches to provide historical information on budgeting and spending by division, college, or department as needed.
Support of Budget Development and Maintenance (40%)
- Support internal budget process, including review of internal budget proposals, vet proposals for accuracy, and publish proposals to Budget and Financial Planning website to facilitate university feedback process,
- Conduct trainings and create online resources for campus staff to assist with both the internal and state budgeting process,
- Conduct budget transfers, review position requests, Budget and Financial Planning website maintenance, and other ongoing budget maintenance duties as needed,
- Act as Budget Officer for university divisions on an as-needed basis
- Serve as backup for several key Budget and Financial Planning roles, assist Executive Director, Vice President, and other senior leadership with ad hoc projects as requested, and fulfill other duties as assigned.
Legislative and Policy Analysis (20%)
- Lead preparation of fiscal notes during legislative sessions; review and analyze pending legislative bills, assign and coordinate with Subject Matter Experts (SMEs) within WWU regarding potential monetary impacts of legislative bills, and write the University's fiscal impact statements for bills,
- In coordination with the Executive Director and Assistant Director, review omnibus budget bills and related reports from the Governor, House, and Senate for impact to WWU and provide written analysis of the bill to the university community,
- Coordinate with WWU’s Office of Legislative Affairs, budget officers at other four-year public institutions in the state, and State Office of Financial Management (OFM) and Legislative Analysts around fiscal notes, decision packages, and other legislative affairs.
- Bachelor's degree; 3-5 years of meaningful analytical experience in higher education, public budgeting, or financial administration,
- Proven ability to use high-level analytic skills and excellent written and verbal communication skills to provide effective summaries and presentations that can be understood by a wide variety of audiences including executive-level management,
- Strong attention to detail, accuracy, and ability to manage multiple priorities and deadlines,
- Proficient with computer applications such as Microsoft Excel, Tableau/Power BI, and other analytical or data visualization software.
- Ability to work effectively with people of diverse backgrounds as a member of an inclusive team.
- Master’s degree,
- Prior experience as a financial/budget or legislative analyst in an academic or state government environment,
- Experience using Banner, Millennium, or similar ERP systems,
- Experience in developing systems for recognizing, evaluating, and presenting financial information,
- Understanding of data models and database design concepts including knowledge of data warehousing, data extraction, relational databases, data visualization, and SQL or other programming languages,
- Ability to work collaboratively in a team environment and with campus-wide offices,
- Track record of maintaining high levels of confidentiality and professionalism when working with internal and external stakeholders.