Budget and Financial Planning Lead
or drop it." Sponsorship info maybe minor but could be kept as a p. However we should prefer few substantive sections over many thin ones. So we can combine some. We need sections: About the role (job summary), Responsibilities (primary responsibilities), Requirements (minimum qualifications), Qualifications (preferred qualifications), Benefits (benefit eligibility), Pay (anticipated hiring range), Schedule (shift). Possibly also Working Conditions? Could be part of About the role? But we can include as its own section if substantive. The instruction: "Prefer a few substantive sections over many thin ones." So maybe combine Working Conditions into About the role or Responsibilities? It's separate but maybe we can include as a section "Working Conditions". However that might be thin. Could combine with About the role. We need to use
for section headings: e.g., About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule.
We should not repeat job title as heading. The job title is "Budget and Financial Planning Lead". Not to be used as heading.
We need to preserve all substantive information, not invent or summarize away detail. Must not omit details like percentages, bullet points.
We need to use - for any list of duties/requirements/benefits, and
for prose.
We need to output only HTML fragment, no /, no markdown fences.
Let's extract content.
Job Summary paragraph: "The Budget and Financial Planning Lead supports the University’s financial operations by ensuring the accuracy, integrity, and timely maintenance of budget and position-management data across institutional systems. This position prepares financial analyses, projections, forecasts, and decision-support models that inform resource planning and campus financial strategies. The role serves as a key liaison between the Office of Accounting and Financial Planning, academic and administrative units, and University of Missouri System partners, providing technical and transactional support related to budget adjustments, personnel funding, reporting, and budgeting systems."
That's prose.
Primary Responsibilities: broken into four areas each 25% with bullet-like sentences. We need to make a list. Each area has multiple sentences. We'll create
- each area as a list item, preserving the sentences inside.
Let's list:
- Financial Planning, Analysis, and Reporting – 25%: Prepare financial forecasts, quarterly projections, long-range planning models, full-costing analyses, and management reports to support institutional planning and decision-making. Analyze financial trends, funding allocations, and budget variances, providing data-driven recommendations and insights to leadership and campus stakeholders. Develop and maintain financial models, reports, and analytical tools that improve visibility into University financial performance and resource planning.
- Budget Administration and Stakeholder Support – 25%: Coordinate budget-related activities and provide technical guidance to academic and administrative units regarding budget development, adjustments, funding allocations, and University financial policies. Support the planning and execution of the annual budget cycle while ensuring timely and accurate processing of budget transactions and funding changes. Monitor adherence to approved revenue and expenditure budgets and assist departments in resolving budget and funding issues.
- Systems Administration and Data Integrity – 25%: Serve as the functional administrator for campus budgeting and budget change systems, acting as the primary liaison with the University of Missouri System Enterprise Systems team. Maintain accurate budget, position management, and personnel funding data while ensuring compliance with established controls, procedures, and reporting requirements. Support system testing, process documentation, reporting enhancements, and implementation of new financial technologies and tools.
- Process Improvement, Project Leadership, and Training – 25%: Lead assigned projects and process-improvement initiatives that enhance efficiency, reporting capabilities, data quality, and financial decision support across the University. Develop and deliver financial training, guidance, and documentation for campus constituents and stakeholders. Mentor less-experienced colleagues and provide functional expertise while fostering collaboration and continuous improvement within financial operations.
Also "As with all positions, may perform other job-related responsibilities as needed to support departmental and campus-wide needs." That's a sentence; could be added as list item or prose after list. We'll add as a list item.
Core Competencies: list: Financial Planning & Analysis, Budget Administration, Financial Systems & Data Management, Strategic Problem Solving, Stakeholder Communication & Collaboration, Project Leadership & Process Improvement. We'll make a
- list.
Working Conditions & Physical Requirements: prose paragraph. We'll keep as
.
Supervisory Responsibility: prose paragraph. Could be its own section maybe "Supervisory Responsibility". But we may combine into About the role? It's separate but maybe thin. Could be its own heading "Supervisory Responsibility". However allowed headings list does not include that; but we can still use h3 for any section heading? The instruction: "use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It gives examples but not exclusive. Likely we should stick to those headings. So we should not create a heading not in list. So we need to fit supervisory responsibility into one of those sections, maybe under Responsibilities or About the role. We'll add a sentence at end of Responsibilities list.
Application Deadline, Shift: these are metadata; we can fold into short
maybe under About the role or separate? The instruction: "Do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it." So we can include a short p with "Application Deadline: Review of applications will begin immediately and continue until position is filled. Shift: Onsite, 40 hours/week, Monday thru Friday."
Minimum Qualifications: "A Bachelor's degree and at least 6 years of experience from which comparable knowledge and skills can be acquired is necessary". That's a requirement. We'll put under Requirements heading.
Preferred Qualifications: list of items. We'll put under Qualifications heading.
Anticipated Hiring Range: "$70,512 - $87,308 Grade: GGS-012 University Title: FINANCE AND ACCOUNTING CONSULTANT LEAD". This is Pay section. We'll include Pay heading with that info.
Benefit Eligibility: paragraph about benefits. We'll put under Benefits heading.
We should also include maybe Skills? Not present; we can omit.
We must not include boilerplate: EEO, sponsorship info, application materials instructions, etc. Remove those.
Now construct HTML.
Structure:
About the role
Job summary paragraph.
Application Deadline: Review of applications will begin immediately and continue until position is filled. Shift: Onsite, 40 hours/week, Monday thru Friday.
Responsibilities
- Financial Planning, Analysis, and Reporting – 25%: Prepare financial forecasts, quarterly projections, long-range planning models, full-costing analyses, and management reports to support institutional planning and decision-making. Analyze financial trends, funding allocations, and budget variances, providing data-driven recommendations and insights to leadership and campus stakeholders. Develop and maintain financial models, reports, and analytical tools that improve visibility into University financial performance and resource planning.
- Budget Administration and Stakeholder Support – 25%: Coordinate budget-related activities and provide technical guidance to academic and administrative units regarding budget development, adjustments, funding allocations, and University financial policies. Support the planning and execution of the annual budget cycle while ensuring timely and accurate processing of budget transactions and funding changes. Monitor adherence to approved revenue and expenditure budgets and assist departments in resolving budget and funding issues.
- Systems Administration and Data Integrity – 25%: Serve as the functional administrator for campus budgeting and budget change systems, acting as the primary liaison with the University of Missouri System Enterprise Systems team. Maintain accurate budget, position management, and personnel funding data while ensuring compliance with established controls, procedures, and reporting requirements. Support system testing, process documentation, reporting enhancements, and implementation of new financial technologies and tools.
- Process Improvement, Project Leadership, and Training – 25%: Lead assigned projects and process-improvement initiatives that enhance efficiency, reporting capabilities, data quality, and financial decision support across the University. Develop and deliver financial training, guidance, and documentation for campus constituents and stakeholders. Mentor less-experienced colleagues and provide functional expertise while fostering collaboration and continuous improvement within financial operations.
- As with all positions, may perform other job-related responsibilities as needed to support departmental and campus-wide needs.
Requirements
A Bachelor's degree and at least 6 years of experience from which comparable knowledge and skills can be acquired is necessary.
Qualifications
- Bachelor’s Degree in accounting, finance, data analytics, or management information systems.
- Strong accounting, financial modeling and analysis, and project management skills.
- Demonstrated knowledge of not-for-profit or governmental fund accounting in higher education, government, health care, or other large non-for-profit organizations.
- Proficient with Microsoft suite of products.
- Advanced experience with Excel and Teams.
- Demonstrated experience using query tools, Power BI reporting, Tableau, Cognos, or other similar reporting tools.
- Demonstrated ability to quickly master new technical skills.
- Ability to research modern technologies and recommend technical solutions to management.
- Ability to collaborate with team members in department and cross-functional and effectively support users in a professional manner.
- Excellent communication skills, with strong attention to detail and accuracy.
- High degree of initiative, self-direction, critical & creative thinking, and independent judgment.
Benefits
As part of your total compensation, the University offers a comprehensive benefits package, including medical, dental and vision plans, retirement, paid time off, short- and long-term disability, paid parental leave, paid caregiver leave, and educational fee discounts for all four UM System campuses.
Pay
Anticipated Hiring Range: $70,512 - $87,308. Grade: GGS-012. University Title: FINANCE AND ACCOUNTING CONSULTANT LEAD.
Schedule
Onsite, 40 hours/week, Monday thru Friday.
We also have Working Conditions & Physical Requirements; we haven't included. Could fold into About the role as another paragraph. Let's add after job summary a paragraph about working conditions.
Add after job summary paragraph: Work is primarily performed in a professional office environment with regular interaction with employees, campus leaders, financial personnel, technical teams, and representatives of academic and administrative units. The position requires prolonged use of a computer and financial information systems, frequent review and interpretation of detailed financial data, and regular participation in in-person and virtual meetings. Duties may involve extended periods of sitting, repetitive keyboard and mouse use, and occasional movement of standard office materials. The role requires sustained concentration, accuracy, sound judgment, and the ability to manage multiple
for prose. We need to output only HTML fragment, no /, no markdown fences. Let's extract content. Job Summary paragraph: "The Budget and Financial Planning Lead supports the University’s financial operations by ensuring the accuracy, integrity, and timely maintenance of budget and position-management data across institutional systems. This position prepares financial analyses, projections, forecasts, and decision-support models that inform resource planning and campus financial strategies. The role serves as a key liaison between the Office of Accounting and Financial Planning, academic and administrative units, and University of Missouri System partners, providing technical and transactional support related to budget adjustments, personnel funding, reporting, and budgeting systems." That's prose. Primary Responsibilities: broken into four areas each 25% with bullet-like sentences. We need to make a list. Each area has multiple sentences. We'll create
- each area as a list item, preserving the sentences inside.
Let's list:
- Financial Planning, Analysis, and Reporting – 25%: Prepare financial forecasts, quarterly projections, long-range planning models, full-costing analyses, and management reports to support institutional planning and decision-making. Analyze financial trends, funding allocations, and budget variances, providing data-driven recommendations and insights to leadership and campus stakeholders. Develop and maintain financial models, reports, and analytical tools that improve visibility into University financial performance and resource planning.
- Budget Administration and Stakeholder Support – 25%: Coordinate budget-related activities and provide technical guidance to academic and administrative units regarding budget development, adjustments, funding allocations, and University financial policies. Support the planning and execution of the annual budget cycle while ensuring timely and accurate processing of budget transactions and funding changes. Monitor adherence to approved revenue and expenditure budgets and assist departments in resolving budget and funding issues.
- Systems Administration and Data Integrity – 25%: Serve as the functional administrator for campus budgeting and budget change systems, acting as the primary liaison with the University of Missouri System Enterprise Systems team. Maintain accurate budget, position management, and personnel funding data while ensuring compliance with established controls, procedures, and reporting requirements. Support system testing, process documentation, reporting enhancements, and implementation of new financial technologies and tools.
- Process Improvement, Project Leadership, and Training – 25%: Lead assigned projects and process-improvement initiatives that enhance efficiency, reporting capabilities, data quality, and financial decision support across the University. Develop and deliver financial training, guidance, and documentation for campus constituents and stakeholders. Mentor less-experienced colleagues and provide functional expertise while fostering collaboration and continuous improvement within financial operations.
Also "As with all positions, may perform other job-related responsibilities as needed to support departmental and campus-wide needs." That's a sentence; could be added as list item or prose after list. We'll add as a list item.
Core Competencies: list: Financial Planning & Analysis, Budget Administration, Financial Systems & Data Management, Strategic Problem Solving, Stakeholder Communication & Collaboration, Project Leadership & Process Improvement. We'll make a
- list.
Working Conditions & Physical Requirements: prose paragraph. We'll keep as
. Supervisory Responsibility: prose paragraph. Could be its own section maybe "Supervisory Responsibility". But we may combine into About the role? It's separate but maybe thin. Could be its own heading "Supervisory Responsibility". However allowed headings list does not include that; but we can still use h3 for any section heading? The instruction: "use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It gives examples but not exclusive. Likely we should stick to those headings. So we should not create a heading not in list. So we need to fit supervisory responsibility into one of those sections, maybe under Responsibilities or About the role. We'll add a sentence at end of Responsibilities list. Application Deadline, Shift: these are metadata; we can fold into short
maybe under About the role or separate? The instruction: "Do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it." So we can include a short p with "Application Deadline: Review of applications will begin immediately and continue until position is filled. Shift: Onsite, 40 hours/week, Monday thru Friday." Minimum Qualifications: "A Bachelor's degree and at least 6 years of experience from which comparable knowledge and skills can be acquired is necessary". That's a requirement. We'll put under Requirements heading. Preferred Qualifications: list of items. We'll put under Qualifications heading. Anticipated Hiring Range: "$70,512 - $87,308 Grade: GGS-012 University Title: FINANCE AND ACCOUNTING CONSULTANT LEAD". This is Pay section. We'll include Pay heading with that info. Benefit Eligibility: paragraph about benefits. We'll put under Benefits heading. We should also include maybe Skills? Not present; we can omit. We must not include boilerplate: EEO, sponsorship info, application materials instructions, etc. Remove those. Now construct HTML. Structure:
About the role
Job summary paragraph.
Application Deadline: Review of applications will begin immediately and continue until position is filled. Shift: Onsite, 40 hours/week, Monday thru Friday.
Responsibilities
- Financial Planning, Analysis, and Reporting – 25%: Prepare financial forecasts, quarterly projections, long-range planning models, full-costing analyses, and management reports to support institutional planning and decision-making. Analyze financial trends, funding allocations, and budget variances, providing data-driven recommendations and insights to leadership and campus stakeholders. Develop and maintain financial models, reports, and analytical tools that improve visibility into University financial performance and resource planning.
- Budget Administration and Stakeholder Support – 25%: Coordinate budget-related activities and provide technical guidance to academic and administrative units regarding budget development, adjustments, funding allocations, and University financial policies. Support the planning and execution of the annual budget cycle while ensuring timely and accurate processing of budget transactions and funding changes. Monitor adherence to approved revenue and expenditure budgets and assist departments in resolving budget and funding issues.
- Systems Administration and Data Integrity – 25%: Serve as the functional administrator for campus budgeting and budget change systems, acting as the primary liaison with the University of Missouri System Enterprise Systems team. Maintain accurate budget, position management, and personnel funding data while ensuring compliance with established controls, procedures, and reporting requirements. Support system testing, process documentation, reporting enhancements, and implementation of new financial technologies and tools.
- Process Improvement, Project Leadership, and Training – 25%: Lead assigned projects and process-improvement initiatives that enhance efficiency, reporting capabilities, data quality, and financial decision support across the University. Develop and deliver financial training, guidance, and documentation for campus constituents and stakeholders. Mentor less-experienced colleagues and provide functional expertise while fostering collaboration and continuous improvement within financial operations.
- As with all positions, may perform other job-related responsibilities as needed to support departmental and campus-wide needs.
Requirements
A Bachelor's degree and at least 6 years of experience from which comparable knowledge and skills can be acquired is necessary.
Qualifications
- Bachelor’s Degree in accounting, finance, data analytics, or management information systems.
- Strong accounting, financial modeling and analysis, and project management skills.
- Demonstrated knowledge of not-for-profit or governmental fund accounting in higher education, government, health care, or other large non-for-profit organizations.
- Proficient with Microsoft suite of products.
- Advanced experience with Excel and Teams.
- Demonstrated experience using query tools, Power BI reporting, Tableau, Cognos, or other similar reporting tools.
- Demonstrated ability to quickly master new technical skills.
- Ability to research modern technologies and recommend technical solutions to management.
- Ability to collaborate with team members in department and cross-functional and effectively support users in a professional manner.
- Excellent communication skills, with strong attention to detail and accuracy.
- High degree of initiative, self-direction, critical & creative thinking, and independent judgment.
Benefits
As part of your total compensation, the University offers a comprehensive benefits package, including medical, dental and vision plans, retirement, paid time off, short- and long-term disability, paid parental leave, paid caregiver leave, and educational fee discounts for all four UM System campuses.
Pay
Anticipated Hiring Range: $70,512 - $87,308. Grade: GGS-012. University Title: FINANCE AND ACCOUNTING CONSULTANT LEAD.
Schedule
Onsite, 40 hours/week, Monday thru Friday.
We also have Working Conditions & Physical Requirements; we haven't included. Could fold into About the role as another paragraph. Let's add after job summary a paragraph about working conditions. Add after job summary paragraph:Work is primarily performed in a professional office environment with regular interaction with employees, campus leaders, financial personnel, technical teams, and representatives of academic and administrative units. The position requires prolonged use of a computer and financial information systems, frequent review and interpretation of detailed financial data, and regular participation in in-person and virtual meetings. Duties may involve extended periods of sitting, repetitive keyboard and mouse use, and occasional movement of standard office materials. The role requires sustained concentration, accuracy, sound judgment, and the ability to manage multiple
- list.
Working Conditions & Physical Requirements: prose paragraph. We'll keep as