Senior Financial Analyst

Rochester, NY


We are looking for an innovative and resourceful Senior Financial Analyst to join our Financial Planning & Analysis team at the University of Rochester. This role will be in the financial center of a $6 billion enterprise and offers exceptional benefits.

The Senior Financial Analyst will be involved in developing business cases for Capital investments and projects and focused on Endowment forecasting and utilization. The individual in this role will be deeply involved in developing, analyzing, and reporting the University-wide annual operating, capital, and endowment budgets. The position requires attention to detail and a commitment to continual improvement to make the University’s processes the gold standard for Higher Education.

The role will distill highly complex financial data to be understandable, brief, and relevant to different users including the Board, Senior Leaders, and various stakeholders throughout the organization.

This role would ideally suit an individual with 5 to 7 years of experience developing operating and capital budgets and with a business-related Masters’ degree. Experience in a not-for-profit or higher education environment would be a plus, as is exposure to Anaplan, Axiom, or Workday. While this role is a remote working position it requires NY State residency or willingness to relocate to NY state.


  • Work closely with leadership to assist with operating and capital budget development and ongoing financial planning and analysis. Understand analytical systems and make recommendations as necessary for changes. Prepare, document, and present transformed data to provide insight and actionable information for decision-makers in a timely way. Work to continually improve these processes and adapt to changes in the operating environment and needs.

  • Develop, prepare, review, and distribute regular financial analysis, including context and narrative on variances and trends. Maintain the integrity of the operating budget by reconciling budget change activity and highlighting the impact of changes in financial analysis. Maintain confidentiality of all pertinent

  • information, including salary information.

  • Support department leaders in the development of creative alternatives and recommendations to increase revenues, reduce costs, and improve financial

  • performance

  • Keeps abreast of trends related to financial management and adapts new developments into planning, control, and analytical processes.

  • As assigned, assumes responsibility for special projects involving research, planning, and recommending changes. Assumes responsibility for the project establishes timetables and activity plans, and coordinates the efforts of any subordinate staff.

Other duties as assigned


  • Master’s degree in Finance, Economics, Business, or Analytical field required

  • MBA preferred

  • 5 to 7 years of related experience or an equivalent combination of education and experience required

  • Strong analytical skills, attention to detail, ability to work independently with minimal supervision required

  • CMA (Certified Management Accountant) or CFA (Certified Financial Analyst) preferred

The University of Rochester is committed to fostering, cultivating, and preserving a culture of equity, diversity, and inclusion to advance the University’s mission to Learn, Discover, Heal, Create – and Make the World Ever Better. In support of our values and those of our society, the University is committed to not discriminating on the basis of age, color, disability, ethnicity, gender identity or expression, genetic information, marital status, military/veteran status, national origin, race, religion/creed, sex, sexual orientation, citizenship status, or any other status protected by law. This commitment extends to the administration of our policies, admissions, employment, access, and recruitment of candidates from underrepresented populations, veterans, and persons with disabilities consistent with these values and government contractor Affirmative Action obligations.

How To Apply

All applicants must apply online.

EOE Minorities/Females/Protected Veterans/Disabled

Location: Central Administration
Full/Part Time: Full-Time
Opening: Full Time 40 hours Grade 055
Schedule: 8 AM-5 PM