"Senior Financial Planning Analyst"

Org Marketing Statement

The University of Texas at San Antonio is a Tier One research university and a Hispanic Serving Institution specializing in cybersecurity, health, fundamental futures, and social-economic transformation. With more than 35,000 students, it is the largest university in the San Antonio region. UTSA advances knowledge through research and discovery, teaching and learning, community engagement and public service, and with an intentional focus on career readiness the university produces more graduates for the workforce than any other institution in the region. It is a catalyst for socioeconomic development and the commercialization of intellectual property — for Texas, the nation and the world. UTSA has been recognized as a Top Employer in Texas by Forbes Magazine. Learn more online, on UTSA Today or on X (formerly Twitter), Instagram, Facebook, YouTube or LinkedIn.

In 2024, the UT System Board of Regents authorized UT System to begin integrating UTSA and UT Health San Antonio into one unified institution, establishing a world-class university that integrates academic, research, and clinical excellence to build a profoundly impactful university of the future. Driven by a vision for growth and impact, this merger will expand capacity to offer robust undergraduate and graduate programs, attract top-tier faculty and staff, develop innovative initiatives, and elevate transdisciplinary research to address the evolving needs of the region.

Posting End Date: Applications will be accepted through 11:59 PM CDT on 09/17/2025. At the discretion of the hiring department, this position posting may close once a sufficient number of qualified applications have been received.

Salary Range: Up to $76,000 annualized, commensurate with education, experience and qualifications.

Hours: up to 40 hours per week, exempt.

Required Application Materials:

• Resume is required.
• Cover letter is preferred.

Essential Functions

Job Summary

Provides professional-level development, analysis, interpreting and implementing financial concepts for financial planning and review of financial data and systems; Assists with preparing financial reports; Oversees the University's debt, including all payments, schedules, and projections. control of organizational budget. Integrity, objectivity, and confidentiality are essential when dealing with financial and human resource information.

Assists the Senior Director with financial analysis and research. Performs internal financial management reporting and analyses to monitor financial performance and establish forecast models supporting an integrated planning process and performance tracking.

Core Responsibilities

1. Develops and designs financial models to support budget and planning (i.e. revenue analysis, financial planning and consolidation, project planning, forecasting models, etc.
2. Prepares financial analysis as requested. Compiles data and completes research to support the analysis as needed. Extracts information from the PeopleSoft system as needed.
3. Works with Financial Affairs leadership to ensure financial data is available to support departmental management decisions optimally.
4. Works closely with the Financial Affairs leadership on special assignments and performs specialized financial analyses as needed. May manage special projects.
5. Reviews ongoing financial transactions to ensure appropriate funding and coding by coordinating review and corrections if needed and promptly communicating any budget issues to departments.
6. Uses available technology to streamline and automate work processes. Analyzes business operations and identifies improvements to ensure efficient and accurate financial tracking and reporting.
7. Prepares university financial reporting as assigned, including participation in the year-end and month-end closing processes.
8. Interprets information to identify change opportunities and makes recommendations to management about business process improvement to increase work efficiencies and effectiveness that will contribute to achieving the business goals and objectives.
9. Complies with applicable laws, regulations, policies & procedures employing sound financial and business practices and appropriate internal controls.
10. Supports department team members in special projects and other initiatives.
11. Performs other duties as assigned.

Required Qualifications

• Bachelor's degree in Accounting, Finance, Economics or related discipline from an accredited institution. A Master's degree or CPA may be substituted for two years of required experience.
• Five years experience in accounting or financial analysis experience in a university, public, or corporate setting to include: Experience with an Enterprise Resource Planning application.
• This position requires the ability to maintain the security and integrity of UTSA and its infrastructure.

Preferred Qualifications

• Master's degree in a directly related field from an accredited institution.
• Certified Public Accountant (CPA).
• Experience with fund accounting.
• Experience with PeopleSoft FMS Suite, especially the General Ledger and Commitment Control modules.
• Experience with various issues unique to higher education, specifically related to financial matters.

Knowledge Skills, and Abilities

• Demonstrated independent decision-making and problem-solving ability.
• Excellent verbal and written communication skills.
• Proficient in Microsoft Office Suite with advanced skills in Excel.
• Knowledge of the principles and theories of finance, accounting or other related fields and disciplines as demonstrated from relevant positions.
• Strong attention to detail and ability to deliver high quality work.
• Ability to handle multiple assignments of various durations.
• Ability to use query and reporting tools.
• Ability to work under strict time constraints.
• Familiarity with higher education debt process and functions.

Additional Information

• UTSA is a tobacco free campus.
• This is a security sensitive position. Employment is contingent upon a successful background check.
• Applicants selected must be able to show proof of eligibility to work in the United States by time of hire.

Working Conditions

Office environment. Requires use of personal computing equipment, telephone, multi-functioning printer and calculator. After-hours and weekend work is required on an occasional basis.

Physical Demands:

Sedentary work; sitting most of the time. Jobs are sedentary; if walking and standing are required, only occasionally.

This position primarily works remotely in Texas but may work on campus on an infrequent basis (approximately four days or less per month). When an employee is required to work on campus, travel and parking expenses are the employee's responsibility. Applicants must be adaptable and open to working in both environments.

Equal Employment Opportunity

As an equal employment opportunity and affirmative action employer, it is the policy of The University of Texas at San Antonio to promote and ensure equal employment opportunity for all individuals regardless of race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability or genetic information, and veteran status. The University is committed to the Affirmative Action Program in compliance with all government requirements to ensure nondiscrimination. Women, minorities, people with disabilities and veterans are encouraged to apply. UTSA campuses are accessible to persons with disabilities.