Budget & Planning Analyst

We are seeking a hands-on Budget & Planning Analyst to build, maintain, and analyze the Katz School’s budget across 16 programs and four campuses. This is an individual-contributor role with no direct reports—you will own the numbers, run variance analysis, reconcile personnel lines, track requisitions, and work directly with faculty and program directors to explain their budgets. Two key differentiators: you will work the revenue side (enrollment-driven net tuition projections) and sit in the business, not the back office, engaging program staff daily.

This role reports to the Director of Administrative Services and Operations with a dotted-line relationship to the University’s Director of Budget and Planning.

Responsibilities

• Build and maintain the School’s annual budget across all 16 programs, covering both revenue and expense sides.
• Prepare enrollment-driven net tuition revenue projections, translating enrollment, tuition, and scholarship assumptions into budget figures.
• Support multi-year budget planning and update figures as enrollment and program conditions change.
• Prepare budget scenarios and clearly lay out drivers, risks, and tradeoffs for the Director and program leaders.
• Support salary and fringe budgeting at the position level, including reconciliation of personnel expenses.
• Work directly with program directors, unit managers, and faculty as the School’s day-to-day budget contact.
• Help program staff understand and manage their budgets, stay within budget, and see the budget implications of operational decisions.
• Handle analyses and recurring budget work independently, escalating issues and decisions to the Director.
• Understand how programs operate, not just how they appear in budget reports.
• Communicate budget information clearly to non-financial program staff so they can act on it.
• Prepare budget forecasts and ongoing reforecasts as conditions change.
• Conduct budget-to-actual variance analysis that explains the “why” and flags issues.
• Monitor expenditures and help program directors and unit managers with budget management and compliance.
• Perform program- and unit-level cost analysis to support efficiency and budget planning.
• Contribute to quarterly budget reviews and long-range budget planning.
• Track requisitions, purchase orders, and invoices in the University’s financial system to ensure workflow progress.
• Monitor spend against budget, flagging overages or issues to program staff and the Director.
• Process and monitor budget transactions (transfers, position adjustments, inter-fund activity) in line with University policy.
• Work with central Procurement to resolve vendor or payment issues.

Requirements

• Bachelor’s degree required, ideally in Finance, Accounting, Business, Economics, or a related quantitative field.
• Three or more years of experience in budgeting, budget analysis, forecasting, procurement analysis, or closely related financial analysis work.
• Strong analytical ability and demonstrated comfort building and working in detailed financial models.
• Experience with the revenue side of a budget (enrollment, tuition, fee, or other volume-driven revenue) is a plus.
• Advanced degree in Finance, Business Administration, or a related field is a plus.
• Prior higher education budgeting experience is a plus.

Skills

• Advanced Excel: pivot tables, scenario modeling, lookup functions, budget dashboards.
• Strong reporting ability—can turn data into clear, decision-ready output.
• Budget-to-actual variance analysis and reporting.
• Comfort with multi-year and scenario-based modeling.
• Familiarity with procurement/purchasing systems and the requisition-to-payment approval workflow (requisitions, purchase orders, invoices).
• Experience with enterprise financial/budget systems and reporting tools.
• Ability to work independently and run recurring tasks without close supervision, escalating when needed.
• Comfortable working directly with program directors, unit managers, and faculty.
• Curiosity about how programs operate—wants to be in the business, not just the finance function.
• Clear written and verbal communication, making budget information understandable for non-financial staff.
• High attention to detail, strong organization, and ability to manage multiple priorities on deadline.
• Interest in process improvement or systems enhancement is a plus.
• Interest in using data tools to improve budgeting and reporting is a plus.

Pay

$85,000–$95,000 annually, commensurate with experience and qualifications.

About Us

The Katz School of Science and Health, with 1,300 master’s and doctoral students, is the largest graduate school at Yeshiva University, a US News and World Report Top 100 University. Located in New York City, we focus on industry sectors central to the modern economy: Artificial Intelligence, Biotechnology, Computer Science, Cybersecurity, Data Analytics, Digital Media, Fintech, Physician Assistant Studies, Nursing, Occupational Therapy, and Speech-Language Pathology.

Katz School faculty take an interdisciplinary approach to research and education, fostering creativity, collaborative thinking, and a builder mindset. Over the last five years, we have launched ten master’s and doctoral programs with 92% graduation rates, 100% licensure pass rates, 95% post-graduation employment in high-paying careers, and students and alumni from over 30 countries.

The Katz School is a close-knit community with a global reach, deeply embedded in New York City’s professional and social fabric. We are research scientists, tech builders, entrepreneurs, and clinicians working on problems that matter.

Yeshiva University, the world’s flagship Jewish university, aims to educate, empower, and inspire students to become leaders guided by core values, fostering a transformative, interdisciplinary education.