Budget and Finance Analyst
Location: McConnell Center · Type: Full time · Posted: 2026-07-17
· Reference: REQ-8300
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:
Budget and Finance Analyst
Job Details and Requirement:
Department : Treasurer's Office Supervisor : Senior Director of Budget and
Finance
GENERAL DESCRIPTION
The Budget and Finance 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 40 hours per week
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: $80,000-$95,000 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
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
No 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 youan 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-19 Vaccination
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
https:// 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.
