## About the Role

The IT Financial/Budget Analyst supports University Technology Services (UTS) within the IT Business Operations department at Oakland University. This position serves as a financial planning resource for the technology organization and helps coordinate planning efforts across technical units to support effective use of university resources.

Reporting to IT Business Operations, the role works closely with the CIO, IT leadership, procurement, project management, and coordinators. It focuses on budget development, expense monitoring, forecasting, financial reporting, and resource allocation for UTS.

The position also contributes to risk management by helping identify and address financial risks. In addition, it supports long-range planning by evaluating multi-year and long-term cost projections related to technology solutions.

## Key Responsibilities

– Work with the CIO and IT leadership to develop the UTS budget
– Monitor expenditures and help ensure purchases remain aligned with budget limits and cost-saving goals
– Develop resource allocation plans for IT departments
– Support cost management, funding proposals, grant-related financial activity, and financial reporting
– Partner with IT procurement, project management, and coordinators to address departmental needs
– Assist with financial risk review and mitigation for UTS
– Support financial planning and forecasting activities
– Reconcile monthly ledgers for UTS
– Analyze multi-year and long-term cost projections for technology solutions and total project costs

## Required Skills

– Bachelor’s degree in finance, accounting, business administration, or a related field, or an equivalent combination of education and/or experience
– At least 2 years of experience in a financial skillset related to accounting, budgeting, cost analysis, forecasting, financial reporting, or similar work
– Strong spreadsheet proficiency, including MS Excel and/or Google Sheets
– Proficiency with data analysis tools, including Excel and/or budgeting software
– Strong Microsoft and Google Workspace skills
– Experience in clerical accounting/bookkeeping
– Ability to analyze and track contracts, software renewals, and support renewals
– Effective oral and written communication skills
– Strong analytical and organizational skills
– Ability to collaborate effectively with university stakeholders
– Ability to work well with employees at all levels and maintain confidentiality
– Ability to work under pressure
– Ability to multitask

## Preferred Skills

– Master’s degree
– Coursework or certifications in accounting
– Proficiency with SQL and/or advanced budgeting software
– Experience in higher education and related accounting principles
– Experience with ERP systems such as Banner or similar systems
– Experience with GAAP/fund-based accounting
– Experience working in IT or with relevant education
– Experience in IT contract management and compliance

## Cloud Platforms & Technologies

### Reporting / Productivity Tools
– Microsoft Excel
– Google Sheets
– Microsoft Office / Microsoft Workspace
– Google Workspace

### Data / Financial Tools
– SQL
– Budgeting software
– ERP systems
– Banner

## FinOps Responsibilities

– Monitor IT spend against budget constraints and cost-saving initiatives
– Support financial planning and forecasting for UTS
– Develop resource allocation plans to support efficient use of technology funding
– Oversee cost management and financial reporting
– Contribute to funding proposals and grant-related financial activities
– Analyze multi-year and long-term cost projections for technology solutions
– Track and reconcile monthly financial ledgers
– Support financial risk assessment and mitigation

## Why You Might Be Interested

This role offers the opportunity to support the financial planning and oversight of a university technology organization. It combines budgeting, forecasting, reporting, and cost analysis with collaboration across IT leadership and campus stakeholders. The position may appeal to candidates who want to apply financial expertise in a higher education and technology environment.