Planning Analyst

Waco, Texas (US)
03 Jun 2024
03 Jul 2024
Contract type
Full time
Experience level
Qualified accountant


This position specifically supports the mission by closely assisting the Associate Director of Fiscal Planning & Analytics in the preparation, coordination, review/evaluation, and distribution of the budget plan.

A Bachelor's degree, a strong educational background in finance, economics, statistics, or accounting, four years of relevant experience, and an active Christian faith are required. A Master's degree and 6 years of experience is preferred. Additional background in information systems preferred. Advanced degree (MBA or Master of Accountancy) and / or ACCA/CPA preferred.


Additional experience may be considered in lieu of the education requirement.

Ideal candidate will possess the following experience and competencies:

• Advanced Excel skills required

• Experience with Oracle or similar cloud-based ERP preferred

• Predictive financial modeling experience preferred

• Higher education experience preferred

• Experience with multi-year and all-fund planning, forecasting, and budgeting preferred

• Advanced PowerPoint skills preferred

• Extensive knowledge of financial analysis methodologies

• Strong interpersonal, verbal, and written communication skills

• Ability to work independently and accurately on time-sensitive projects

• Ability to interact with members of all levels of the organization


A hybrid work arrangement may be considered on a case-by-case basis.

Applicants must currently be authorized to work in the United States on a Full-Time basis.

What You Will Do

• Assist in the design, configuration, and update of the university's financial model.

• Provide analysis and administrative support to the Associate Director of Fiscal Planning & Analytics.

• Assist departments with preparation of comprehensive budgets and assist divisions with long-range planning of revenues and expenses.

• Research critical topics, compiles data, and prepare reports to be presented to all levels of the organization.

• Significant involvement in the administration for the university's ERP system that supports the budget preparation, reporting, and financial modeling process of the university.

• Review expenditures to ensure conformance with budgetary provisions.

• Support in all phases of preparing and estimating future revenues and expenditures for multi-year / all-funds budget plan.

• Support in configuration of new financial models and maintains existing models.

• Review/evaluate/support creation of divisional multi-year budget plans.

• Provide comprehensive analyses and reports on a periodic or ad-hoc basis and provide continuous enhancement to management reporting.

• Research higher education trends/challenges and provide statistical analyses.

• Update and maintain planning and budgeting software system used for budgeting and financial modeling.

• Update and maintain user security/access in planning and budgeting software system as well as creates and modifies the workflow processes within it.

• Perform all other duties as assigned to support Baylor's mission.

• Ability to comply with university policies.

• Maintain regular and punctual attendance.


What You Can Expect

As part of the Baylor family, eligible employees receive a comprehensive benefits package that includes medical, dental, and vision insurance, generous time off, tuition remission, and outstanding automatic retirement contributions. Baylor has a comprehensive benefits plan that supports you and your family's wellbeing and allows you to be a part of the life of a vibrant and active college campus. To learn more, go to

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About Us:

Baylor University is a private not-for-profit university affiliated with the Baptist General Convention of Texas. As an Affirmative Action/Equal Opportunity employer, Baylor is committed to compliance with all applicable anti-discrimination laws, including those regarding age, race, color, sex, national origin, military service, genetic information, and disability. Baylor’s commitment to equal opportunity and respect of others does not undermine the validity and effect of the constitutional and statutory protections for its religious liberty, including, without limitation, the religious organization exemption under Title VII of the Civil Rights Act of 1964, the religious exemption to Title IX of the Education Amendments of 1972, and the Free Exercise Clause of the First Amendment to the United States Constitution, among others. Baylor encourages women, minorities, veterans, and individuals with disabilities to apply. EEO/M/F/Vets/Disabled