Lead Financial Analyst

About the role

The Lead Financial Analyst supports the Director by contributing advanced financial insight and analytical leadership within the Office of Budgets, Planning, and Analysis. The position serves as team lead in the Director’s absence, assisting with routine decision‑making and ensuring continuity of budget operations. The analyst strengthens institutional budget processes through comprehensive analysis, communication of budget expectations, development of reporting tools, and delivery of training. The role also supports strategic planning efforts by preparing forecasts, evaluating financial trends, and identifying opportunities to enhance the effectiveness of budget systems and operations.

Responsibilities

• Support budget and financial analysis activities by applying advanced analytical judgment and ensuring consistency, accuracy, and adherence to established budget procedures.
• Serve as team lead in the Director’s absence, assisting with routine decision‑making to maintain continuity of operations.
• Assist the Director in preparing the University’s annual operating budget through strategic analysis, development of financial forecasts, and preparation of executive‑level reports and required documentation.
• Analyze position funding, expenditures, variances, and revenue trends to inform departmental business decisions.
• Review financial transactions against plans and forecasts, and communicate significant budget or position variances to departments.
• Communicate budget processes and expectations to departments and provide problem‑solving assistance.
• Research budget exceptions, support resolution efforts, and ensure department budget tables remain accurate.
• Develop financial reports that support forecasting, trend analysis, and results‑focused analytics using PeopleSoft (UT Share) and Oracle EPM; create and maintain standard templates and reporting formats to promote consistency and informed decision‑making.
• Coordinate and deliver training on budget processes, software updates, and reporting tools; collaborate with Knowledge Services to maintain effective training materials.
• Identify opportunities for process improvement and assist in implementing innovative procedures that enhance the efficiency and effectiveness of budget systems and operations.
• Perform other duties as assigned.

Required Qualifications

• Bachelor’s degree in finance, accounting, or a related field.
• Six (6) years of progressively responsible experience in financial analysis, budgeting, or accounting, or ten (10) years of an equivalent combination of education and experience.
• Experience with PeopleSoft Finance and Oracle Enterprise Management (EPM).
• Demonstrated ability to work independently and lead projects.

Preferred Qualifications

• Master’s degree in finance, accounting, or management.
• Experience in university finance, accounting, or budgeting, including fund accounting.
• Experience with Oracle EPM Budgeting and Planning.
• Supervisory experience.

Knowledge, Skills & Abilities

• Ability to apply advanced analytical judgment to support financial decision‑making and guide budget processes.
• Strong financial analysis skills with the ability to interpret complex data and develop meaningful insights.
• Excellent written and verbal communication skills, including the ability to explain financial concepts to diverse audiences.
• Ability to independently research and resolve complex issues while ensuring accuracy and consistency in financial processes.
• Excellent attention to detail and strong organizational skills.
• Ability to develop and deliver training on financial processes, reporting tools, and system updates.
• Ability to work unsupervised, prioritize workload, and meet deadlines while maintaining continuity of operations in the Director’s absence.

Schedule

Monday through Friday; 8:00 am – 5:00 pm. Remote work options may be available with leadership approval; employees must reside in the Texas region, have access to a computer and internet, and be able to work independently. Extended hours may be required during peak project periods and annual budget preparation. Travel may be required for professional development and conferences as needed.

Benefits

This position is benefit‑eligible. The University offers a comprehensive benefits package. For details, visit University employee benefits.