Finance and Budget Analyst

Below you will find the details for the position including any supplementary documentation and questions you should review before applying for the opening.

Inquiries Regarding Application Status
Due to the high volume of applications we receive, we cannot respond to inquiries regarding the status of submitted applications. Applicants selected for interviews will be contacted using the email and/or phone information provided in the online application. For information regarding our general staff recruitment process, please click here to visit our FAQs web page to see answers for frequently asked questions, including what to expect, timelines, requests for special accommodation, and interviews. 

Location:

Claremont, CA

Job Posting Title:

Finance and Budget Analyst

Job Details and Requirement:

Department: Treasurer’s Office   

Supervisor: Senior Director of Budget and Finance

GENERAL DESCRIPTION 

The Finance and Budget Analyst is a key member of the Finance and Treasurer’s Office responsible for supporting the College’s financial planning, budgeting, reporting, and institutional decision-making. Working with a high degree of independence, the Budget and Finance Analyst partners with departments across campus to develop budgets, monitor financial performance, perform financial analysis, and provide consultation that promotes sound fiscal stewardship and advances the College’s strategic priorities.

The position plays a central role in the College’s annual budget process, institutional forecasting, budget systems administration, and the development of financial analyses that support executive decision-making. The Budget and Finance Analyst provides analyses and recommendations to senior leadership, supports Board of Trustees reporting, serves as the functional lead for Workday Financial Management and Adaptive Planning, and leads initiatives that improve financial reporting, business processes, and operational effectiveness.

Success in this role requires strong analytical and critical thinking skills, exceptional written and verbal communication, sound professional judgment, intellectual curiosity, initiative, and the ability to independently manage projects while building collaborative relationships across the College. The successful candidate approaches every process with a continuous improvement mindset, proactively identifying opportunities to simplify workflows, automate routine tasks, strengthen controls, and implement innovative solutions that enhance the efficiency, effectiveness, and value of the Office of the Treasurer.       

ESSENTIAL FUNCTIONS

Financial Planning, Budgeting, and Forecasting

• Coordinate significant components of the College's annual operating budget process, including budget development, data collection, validation, review, and communication with campus departments.
• Serve as the primary budget liaison for assigned departments by providing guidance on budget development, financial planning, budget policies, and promoting sound financial stewardship and responsible use of College resources.
• Maintain institutional budget and forecasting models within Adaptive Planning (or successor budgeting systems), ensuring the integrity of financial data and planning assumptions.
• Develop financial forecasts, scenario analyses, reserve projections, and other financial models to support institutional planning and executive decision-making.
• Monitor budget-to-actual results, identify trends, risks, and opportunities, and recommend corrective actions where appropriate.
• Maintain highly confidential data regarding the College's position control records and collaborate with Human Resources to ensure personnel budgets accurately reflect authorized positions, hiring activity, salary projections, and fringe benefit assumptions.
• Design and develop financial analyses, models, and reporting tools from the ground up when existing reports do not meet business needs by identifying appropriate data sources, validating information, synthesizing findings, and presenting meaningful recommendations.
• Research complex financial questions by analyzing accounting activity, trial balances, general ledger detail, reconciliations, financial statements, and supporting documentation to identify root causes and recommend practical solutions.
• Monitor financial activity and help ensure compliance with College policies and procedures, applicable accounting standards, IRS regulations, and other regulatory requirements.

Financial Reporting and Analysis

• Lead recurring financial reporting for departments, senior leadership, and College committees.
• Coordinate the development of executive-quality Board schedules, analyses, narratives, presentations, and supporting documentation.
• Prepare clear, concise narratives that communicate financial results, trends, risks, and recommendations for senior leadership and the Board of Trustees, including the development of financial narratives and supporting written materials for Board of Trustee meetings.
• Prepare executive-quality presentations using Microsoft PowerPoint, Canva, or comparable presentation software that effectively communicate financial information to executive audiences, including presentations for the quarterly Board of Trustee meetings.
• Communicate complex financial information clearly and effectively through reports, presentations, and discussions with both financial and non-financial audiences.

Financial Systems and Process Improvement

• Serve as the Finance Office functional lead for Workday Financial Management, Adaptive Planning, and related financial systems.
• Develop financial reports and analyses to support departmental and institutional decision-making while providing training to departments on the effective use of Workday self-service reporting tools.
• Develop and maintain training materials, instructional guides, videos, and other learning resources to promote consistent understanding and effective use of financial systems, policies, and procedures.
• Evaluate financial processes and recommend improvements that strengthen internal controls, improve efficiency, enhance the user experience, and support continuous process improvement.

Financial Consultation and Campus Partnership

• Serve as a trusted financial consultant to departments by providing responsive, professional, and solutions-oriented guidance on budgeting, financial reporting, financial systems, and the interpretation of financial information.
• Partner with The Claremont Colleges Services (TCCS) Office of Financial Services to support accounting, financial reporting, audit activities, and other collaborative Finance initiatives.
• Partner with departments to strengthen financial literacy, improve reporting capabilities, and support informed operational decision-making.
• Develop, maintain, and enhance institutional financial metrics and dashboards that support strategic planning and decision-making.

Administrative Responsibilities

• Serve as the lead administrator for the Treasurer’s Office Pitzer Hub page by developing, maintaining, and enhancing content, resources, and documentation to support communication, training, and self-service across the College.
• Record minutes for assigned Board of Trustees and committee meetings in support of the Treasurer's Office, as required.
• Provide backup support for critical Finance Office functions, including serving as a backup administrator for the College’s Purchasing Card (P-card) program during staff absences or periods of peak workload.
• Support fiscal year-end close and audit activities as assigned.
• Perform other related duties as assigned.

REQUIRED KNOWLEDGE, SKILLS AND ABILITIES

The individual must possess knowledge, skills and ability to be able to successfully perform the essential functions of the position or be able to explain or demonstrate how the essential functions will be performed, with or without reasonable accommodation, using some other combination of skills and abilities.

• Advanced knowledge of budgeting, financial planning, financial reporting, internal controls, and Generally Accepted Accounting Principles (GAAP), with the ability to apply accounting concepts to financial analysis and decision-making.
• Ability to independently identify problems, gather information, develop analytical approaches, build financial analyses from the ground up, and recommend practical solutions.
• Ability to research complex financial issues through detailed analysis of trial balances, general ledger activity, reconciliations, financial statements, and supporting documentation.
• Exceptional written communication skills, including the ability to prepare executive-level reports, Board narratives, presentations, and other professional communications.
• Demonstrated ability to prepare polished presentations using Microsoft PowerPoint, Canva, or comparable presentation software.
• Advanced proficiency with Microsoft Excel and a strong aptitude for financial systems and reporting tools.
• Demonstrated ability to organize work, prioritize competing responsibilities, and produce accurate, high-quality work efficiently while consistently meeting deadlines.
• Demonstrated ability to independently manage projects from planning through implementation while maintaining accountability for quality, accuracy, and timely completion.
• Exercises sound professional judgment by knowing when to work independently and when to seek guidance on complex or sensitive matters.
• Demonstrates intellectual curiosity by asking thoughtful questions, investigating unusual financial trends and variances, and proactively identifying opportunities for improvement.
• Demonstrates professionalism through reliability, responsiveness, accountability, discretion, confidentiality, and exceptional attention to detail.
• Demonstrates initiative and ownership by anticipating needs, following through on commitments, and consistently delivering high-quality work products.
• Ability to quickly learn new processes, build effective working relationships, and become a trusted resource with minimal direction.
• Demonstrated commitment to continuous process improvement, innovation, collaboration, and customer service.
• Ability to analyze and interpret financial statements, accounting records, and operational data to identify trends, evaluate performance, and support sound financial decision-making.
• Demonstrated ability to produce high-quality work efficiently by effectively managing time, prioritizing responsibilities, and meeting deadlines in a fast-paced environment.
• Proven ability to exercise exceptional judgment, maintain strict confidentiality, and appropriately manage highly sensitive information.
• Demonstrated emotional intelligence, resilience, professionalism, and discretion in a dynamic environment.
• Demonstrates a commitment to continuous learning, collaboration, and service excellence while actively seeking opportunities to improve processes, strengthen partnerships, and enhance organizational effectiveness.

Education/ Experience:

• Required: Five (5) years of progressively responsible experience in budgeting, financial planning, financial analysis, and accounting. Bachelor’s degree in Accounting, Finance, or closely related field.
• Demonstrated experience independently managing projects from planning through implementation while producing high-quality financial analyses and recommendations.
• Advanced proficiency with Microsoft Excel and demonstrated experience using enterprise financial systems and financial reporting tools.

Preferences:

• Master’s degree in Accounting, Finance or closely related field.
• Experience in higher education, governmental, and/or nonprofit accounting.
• Experience with Workday Financial Management.
• Experience with Adaptive Planning or comparable budgeting and forecasting software.
• Experience preparing financial reports, presentations, or supporting materials for executive leadership, governing boards, or other senior decision-makers.

Supervisory Responsibility: No

Time Type: Full-time

Work Schedule: This is a regular, full-time, exempt, staff position working 12 months per year. The hours of this position will be between 8:00am-5:00pm. These hours may vary due to needs of the College or department. May be required to work evenings and weekends during peak times.

Compensation: Budgeted Salary Range: $95,000-$98,000 per year

Pitzer College is committed to providing comprehensive benefits to eligible employees and their eligible dependents. Our benefits package includes competitive compensation, health, dental, and vision insurance, retirement savings plans, generous paid time off (vacation, holidays, sick time, parental leave, bereavement, etc.), tuition reimbursement, tuition exchange program participation and more.

Work Model: Hybrid (3 days in office, 2 days remote)

• Must have access to reliable and secure computer and internet connection.
• Must have access to a dedicated and suitable workstation at remote location, including desk or table and supporting, upright chair. Must ensure workstation is safe and free from hazards and ergonomically appropriate.

Physical Requirements: This is generally a sedentary position. Must be able to:

• Sit for prolonged periods of time;
• Operate a computer for prolonged periods of time;
• Communicate with others by email, in person and over the telephone;
• Read printed materials and a computer screen;
• Have the mobility to work in a standard office setting and use standard office equipment;
• Assist with the set-up and teardown of event tables, signage and other materials.
  • Requires reaching overhead, grasping, pulling, pushing, stooping, bending, and twisting;
  • Lift 15 pounds from the ground to waist level unassisted; and
• Have the stamina to manage a high-volume workload in a fast-paced work environment.

Classifications:

No AB1825

Yes Responsible Employee

No CSA Reporter

No Mandatory Reporter

Yes FERPA

Instructions: Only qualified applicants please.

Application Materials: Upload the following materials to complete your application:

• Cover Letter: Indicate your reason for interest in this position, describe how your qualifications make you an ideal candidate, and explain which of Pitzer’s core values best relates to your own.
• Resume: List relevant qualifications and dates of experience.
• Professional References: References will be contacted for select applicants and advance notice will be provided. Provide the names of at least three (3) individuals who can speak to your professional qualifications. Include their business titles, contact information and an indication of how you are acquainted with them (e.g., former supervisor, coworker, etc.).

Employment Requirements
Employment is contingent upon a candidate possessing the knowledge, skills and abilities to be able to successfully perform the essential duties of the position, or be able to explain or demonstrate how the essential functions will be performed, with or without reasonable accommodation, using some other combination of skills and abilities. Employment is also contingent upon new employees providing documents verifying U.S. citizenship or, for aliens, documents verifying legal permission to work in the United States. For positions requiring the use of a college-owned vehicle, employment is contingent upon a driving record acceptable to the colleges’ automobile liability insurance. Final candidates in all staff positions will be required to undergo a background investigation; in addition some positions may require a physical lift test and pulmonary function test.

Covid-19Vaccination

Pitzer College has mandated the COVID-19 vaccination for all employees.  New employees are required to show proof of full vaccination, including booster, against COVID-19 or request a Pitzer College approved medical or religious exemption on or before their first day of employment.

Equal Employment Opportunity and Non-Discrimination

Pitzer College adheres to both the letter and the spirit of Equal Employment opportunity and Affirmative Action. It does not discriminate on the basis of race, color, creed, religion, national or ethnic origin, sex, gender, age, sexual orientation, marital status, pregnancy, disability, medical condition, or veteran status, in the administration of its admission policies, educational policies, scholarship and loan programs, athletic and other College-administered programs, and employment policies. Pitzer strongly encourages candidates from underrepresented groups to apply. 

Safety Report

In compliance with applicable law, Pitzer College publishes an annual report containing statistical information concerning the occurrence of crime on campus and adjacent thereto, as well as policies and practices concerning security. A copy of this report is online at http://www.cuc.claremont.edu/cs/index.asp or by contacting The Claremont Colleges Department of Campus Safety: 251 E. Eleventh Street, Claremont, CA 91711-3947; (909) 621-8170.

Reporting Definitions

• Campus Security Authority Reporter (CSA): Employees responsible for reporting crimes that are disclosed to them, so that crime statistics reporting is as accurate as possible.
• Federal Educational Rights and Privacy Act Reporter (FERPA): Employees with access to student records and information must adhere to the privacy protection requirements under FERPA, which restricts what student information may be disclosed and to whom.
• Mandatory Reporter: Employees who have frequent contact with children are required to report all known or suspected cases of child abuse or neglect.
• Responsible Employee: Any employee who has the authority to take action to redress sexual violence, who has been given the duty of reporting incidents of sexual violence or any other misconduct by students to the Title IX Coordinator or other appropriate School designee; or whom a student could reasonably believe has this authority or duty.