"Sr. Budget Analyst"

Sr. Budget Analyst

Company: North Carolina State University

Job Location:

Category: Business and Financial Services

Type: Full-Time

Join the Pack! A community with nearly 8,000 faculty and staff, and 30,000 students. NC State is one of the largest employers in North Carolina, offering a large range of career opportunities. Visit us at https://jobs.hr.ncsu.edu/.

Location: Raleigh, NC

Essential Job Duties:
The Sr. Budget Analysts conducts complex budget and financial analysis that informs recommendations to executive university leadership on resource allocation decisions and multi-year budget planning. Sr. Analysts meet with the AVC for Budget and Resource Management, Executive Vice Chancellor, Finance and Administration, and Executive Vice Chancellor and Provost to share analyses often used for making strategic decisions.

This role is designed for a seasoned budget professional who can translate complex financial data into clear, executive-level insight. Using tools such as SharePoint, Power BI, OneStream, and the PeopleSoft ERP systems (Financial, HR, and Student), you will develop reports and forecasts that support strategic decision-making. Additionally, you will provide consultative support to assigned units, overseeing revenues and expenditures across state-appropriated funds, appropriated receipts, F&A, student fees, and premium tuition. Success in this role requires strong analytical judgment, the ability to interpret complex policies and statutes, advanced data and visualization skills, and the collaboration and customer service mindset needed to support university leadership under tight deadlines.

Key Responsibilities fall into two primary functions outlined below:

Budget Management & Compliance:

• Manage and implement the current year budget in compliance with state law and UNC System policies.
• Advise colleges and units on budget balances, compliance, and position control.
• Interpret statutes, session laws, and policies to guide assigned units.
• Review and approve General Fund budget revisions and allotments.
• Lead quarter-end and fiscal year-end closeout processes, including carryforward.
• Perform budgeting and forecasting to ensure sufficient cash flow and reserve levels.
• Conduct periodic budget reviews to identify risks and develop proactive solutions.

Strategic Analysis & Executive Reporting:

• Provide budget analysis and recommendations that support executive decision-making and long-term resource allocation.
• Advise leadership on university reserve allocation and maintain accurate reconciliation schedules.
• Query, transform, and analyze complex data sets to produce dashboards and business intelligence reports.
• Complete ad-hoc financial analyses for leadership, system offices, and legislative requests.
• Prepare and analyze the Base Budget as part of the General Fund Biennial Budget development process.

If you are a detail-oriented financial professional who thrives on transforming complex data into strategic insight, values collaboration, and brings both technical expertise and sound judgment to high-impact budget decisions, we encourage you to apply.

Other Work/Responsibilities:
In addition to the core responsibilities of this role, there may be occasional opportunities to take on additional duties. This offers an opportunity to build on your skills, explore new areas, and gain a deeper understanding of the department's operations.

Minimum Experience/Education:
Requires post-baccalaureate credentials plus 1-2 years experience; a bachelor's degree and 2-4 years experience may be substituted for the advanced degree on an exceptional basis.

Required Qualifications:

• Post-baccalaureate credentials or a bachelor's degree in business, finance, accounting, computer science, information technology, or a related field.
• Demonstrated capacity to research, interpret, and apply state statutes, policies, and regulations, including the State Budget Act and UNC policy guidance.
• Advanced proficiency with Excel and financial systems, including creation of pivot tables, database queries, and data visualizations (e.g., Power BI or similar tools).
• Knowledge of monitoring state appropriations, appropriated receipts, and F&A funds to ensure compliance with applicable policies and regulations.
• Proven skill in managing multiple priorities, meeting tight deadlines, and working independently or leading collaborative efforts.
• Strong interpersonal and communication skills with a demonstrated customer service orientation and commitment to continuous process improvement.

Preferred Qualifications:

• Prior budgeting experience in a University setting;
• Significant knowledge of and experience with budgets and accounting with the ability to exercise financial strategy in managing multiple funding sources and types;
• Knowledge of accounting to create and review budgets and actuals journals in the financial system;
• Demonstrated experience managing customer relationships, improving customer satisfaction, and resolving difficult customer issues.

Required License or Certification:
N/A