This position will work within the campus central budget office at the university. This role is essential for maintaining the technical backbone of the university’s financial operations, ensuring that the budget system is reliable, efficient, and capable of supporting the institution’s financial planning and analysis needs. The position is focused on supporting the university budget system and plays a critical technical role in maintaining, enhancing, and optimizing the financial management system software and infrastructure used for budgeting, forecasting, and financial reporting. This position bridges finance and IT, ensuring the budget system operates efficiently and aligns with the university’s financial needs. Understanding university fund accounting is integral to the success of this position. This position also supports the objectives of the budget office, providing ongoing financial reporting, analysis, and support.
A Master’s degree in a related field is preferred.
Responsibilities
Key Responsibilities:
- System Maintenance & Administration: Act as a subject matter expert for the university’s budget system (Anaplan). Oversee system configuration, manage user permissions, assist in maintaining data hierarchies, and ensure that system updates are properly applied.
- Data Integrity & Validation: Ensure the accuracy and integrity of financial data within the budget system. This includes troubleshooting data discrepancies, performing audits, and implementing controls to prevent errors. Conduct regular system reconciliations to align with the general ledger and other financial databases.
- System Enhancements & Optimization: Work with IT teams and financial stakeholders to identify areas for system improvement. Develop, test, and deploy new features, modules, or reports that enhance the system’s functionality. This may involve writing SQL queries, managing APIs, or collaborating on system integrations with other university platforms.
- User Support & Training: Provide technical support and training to end users, including budget officers and department administrators. Create training materials, host workshops, and develop user guides to ensure users can effectively navigate the budget system. Troubleshoot and resolve user issues or questions in a timely manner.
- Automation & Process Improvement: Identify opportunities to automate financial processes within the budget system. Design workflows, scripts, or macros that improve the efficiency of data entry, reporting, and reconciliation processes. Streamline the budgeting process by implementing solutions that reduce manual work and improve accuracy.
- Reporting & Data Extraction: Design and generate complex financial reports and dashboards by leveraging system data. Use reporting tools to extract relevant data, build custom reports, and deliver insights to senior leadership for decision-making. Ensure that reports are aligned with institutional reporting standards.
- System Testing & Quality Assurance: Lead system testing for any updates, patches, or new functionality. Develop test scripts, run simulations, and document test results to ensure system reliability and performance. Collaborate with IT to troubleshoot and resolve any issues encountered during testing.
- Collaboration with IT & Finance: Serve as the liaison between the key teams. Ensure that system development aligns with financial policy and requirements. Provide technical input on system-related financial processes and collaborate on projects involving data architecture or financial modeling.
This job description is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to the job.
Work Environment and Level of Frequency typically required
Nearly Continuously: Office environment.
Physical Requirements and Level of Frequency that may be required
Nearly Continuously: Sitting, hearing, listening, talking. Often: Repetitive hand motion (such as typing), walking.
Minimum Qualifications
Bachelor’s Degree in Business Administration, Health Care Administration, Accounting, Finance or related field, or equivalency (one year of education can be substituted for two years of related work experience) and four years of progressively more responsible management analyst experience; and demonstrated human relations and effective communication skills required. Applicants must demonstrate the potential ability to perform the essential functions of the job as outlined in the position description.
Preferences
Skills & Qualifications:
- Knowledge of systems (e.g., PeopleSoft, Oracle, Anaplan) and financial management software.
- Knowledge of SQL, database management, and reporting tools (e.g., Power BI, Tableau).
- Knowledge of financial data structures, GL hierarchies, and budget formulation processes.
- Analytical and problem-solving skills with the ability to troubleshoot system-related issues.
- Ability to translate user needs into technical requirements and system functionality.
- Strong communication skills for collaboration between key teams and parties throughout the university.
Special Instructions Summary
Additional Information
The University is a participating employer with Utah Retirement Systems (“URS”). Eligible new hires with prior URS service may elect to enroll in URS if they make the election before they become eligible for retirement (usually the first day of work). Contact Human Resources at (801) 581-7447 for information. Individuals who previously retired and are receiving monthly retirement benefits from URS are subject to URS’ post-retirement rules and restrictions. Please contact Utah Retirement Systems at (801) 366-7770 or (800) 695-4877 or University Human Resource Management at (801) 581-7447 if you have questions regarding the post-retirement rules.
This position may require the successful completion of a criminal background check and/or drug screen.
The University of Utah values candidates who have experience working in settings with students and patients from all backgrounds and possess a strong commitment to improving access to higher education and quality healthcare for historically underrepresented students and patients.
All qualified individuals are strongly encouraged to apply. Veterans’ preference is extended to qualified applicants, upon request and consistent with University policy and Utah state law. Upon request, reasonable accommodations in the application process will be provided to individuals with disabilities.
The University of Utah is an Affirmative Action/Equal Opportunity employer and does not discriminate based upon race, ethnicity, color, religion, national origin, age, disability, sex, sexual orientation, gender, gender identity, gender expression, pregnancy, pregnancy-related conditions, genetic information, or protected veteran’s status. The University does not discriminate on the basis of sex in the education program or activity that it operates, as required by Title IX and 34 CFR part 106. The requirement not to discriminate in education programs or activities extends to admission and employment. Inquiries about the application of Title IX and its regulations may be referred to the Title IX Coordinator, to the Department of Education, Office for Civil Rights, or both.
To request a reasonable accommodation for a disability or if you or someone you know has experienced discrimination or sexual misconduct including sexual harassment, you may contact the Director/Title IX Coordinator in the Office of Equal Opportunity and Affirmative Action (OEO/AA). More information, including the Director/Title IX Coordinator’s office address, electronic mail address, and telephone number can be located at: https://www.utah.edu/nondiscrimination/
Online reports may be submitted at oeo.utah.edu
https://safety.utah.edu/safetyreport This report includes statistics about criminal offenses, hate crimes, arrests and referrals for disciplinary action, and Violence Against Women Act offenses. They also provide information about safety and security-related services offered by the University of Utah. A paper copy can be obtained by request at the Department of Public Safety located at 1658 East 500 South.
Posting Specific Questions
Required fields are indicated with an asterisk (*).
- * Do you have a related Bachelor's degree or equivalency? (2 years related work experience may be substituted for 1 year of education)
- * Do you have a related Master’s degree or equivalency?
- * How many years of accounting/finance related work experience do you have?
- Less than 2 years
- 2 years or more, but less than 4 years
- 4 years or more, but less than 6 years
- 6 years or more, but less than 8 years
- 8 years or more
- * How many years of analyst experience (analytical problem solving and analysis) do you have? (Note that 1 year of related education may be substituted for 2 years of experience: a relevant Associate’s degree equates to 4 years of experience, a relevant Bachelor’s degree equates to 8 years of experience, and a relevant Master’s degree equates to 12 years of experience)
- Less than 4 years
- 4 years or more, but less than 6 years
- 6 years or more, but less than 8 years
- 8 years or more
- * Do you have experience with PeopleSoft or other large enterprise accounting systems? Please name which.
(Open Ended Question)
- * Indicate your level of knowledge/expertise using MS Excel:
- No MS Excel knowledge/expertise
- Basic MS Excel knowledge/expertise to create workbooks; enter and edit text and numbers; add rows or columns; format, print and save spreadsheets; use basic formulas such as SUM.
- Intermediate MS Excel knowledge/expertise including use of macros; creation of charts; set up and manipulation of basic pivot tables; use of index and reference functions such as VLOOKUP.
- Advanced MS Excel knowledge/expertise including familiarity with text/number conversions; strong spreadsheet design skills including formula consistency and avoiding embedded constants; advanced use of pivot tables.
- Microsoft Office Specialist (MOS) or equivalent certification in MS Excel
Required DocumentsOptional Documents- Cover Letter
- Addendum to the University of Utah - Veteran Only - Call 801.581.2169 after submission
- Appropriate discharge document (such as a DD-214 – Member Copy 4) – Veteran Only - Call 801.581.2169
University Human Resource Management
250 East 200 South, Suite 125 Salt Lake City, UT 84111
Contact us: (801) 581-2169 By Email: employment@utah.edu
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