FinancialPlanning&BudgetingPartner

**JOB TITLE** Financial Planning & Budgeting Partner **LOCATION** Worcester **DEPARTMENT NAME** Finance & Budget **DIVISION NAME** Worcester Polytechnic Institute - WPI **JOB DESCRIPTION SUMMARY** The Financial Planning & Budgeting Partner supports the university’s financial planning, budgeting, and reporting functions by maintaining financial data, performing analysis, and partnering with departments to support informed decision-making. Working within the FP&A office, this role contributes to budget and forecasting processes, ensures data integrity across financial systems, and delivers timely, accurate reporting and insights. This position reports to the Director of Financial Planning & Budgeting and plays a key role in supporting financial operations while contributing to continuous improvement in processes and systems. This is a hybrid role with an expectation of three days on-site per week. **JOB DESCRIPTION** **Budgeting, Forecasting & Financial Reporting** * Support annual budget development and quarterly forecasting through data collection, validation, and system entry (e.g., Adaptive, Workday). * Prepare and analyze routine financial reports, including budget-to-actuals, variance analysis, and non-operating fund tracking; identify trends and escalate key insights. * Process and support operating and capital budget adjustments, ensuring accuracy and proper documentation. **Financial Systems, Data Integrity & Controls** * Maintain accuracy and integrity of financial data across systems, including operating, capital, and position budgets. * Monitor and reconcile financial data, including vacancy savings and fixed-term position tracking. * Generate standard and ad hoc reports to support departmental and institutional needs. * Troubleshoot data discrepancies and collaborate with stakeholders to resolve issues. **Analysis & Decision Support** * Perform recurring financial analysis to identify variances, trends, and risks, and provide preliminary recommendations.