Senior Financial Analyst

february 26, 2026

Senior Financial Analyst

human resources

senior financial analyst

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The Senior Financial Analyst is a member of the Budget Office team and is responsible for the College's capital project portfolio. This position has primary responsibility for developing the capital budget in conjunction with the College's collaborative budget and forecasting processes. The Senior Financial Analyst interfaces with multiple departments throughout the College as well as external project managers. The position reports to the Assistant Vice President Budget and Analytics.

PRIMARY RESPONSIBILITIES

Capital Budget and Financial Planning

Coordinate capital budget submissions across campus and prepare annual and multi-year capital budgets, long term financial planning, trends and analyses

Monitor all capital projects, coordinate multiple funding sources and address project balances

Review and report on budget performance and complete financial projections at established frequency

Meet with key stakeholders and project managers, both internal and external, to discuss project status and cost

Analyze capital funding sources including operating budget transfers, gifts, grants, and endowment funding to support the capital projects as well as funding options for emergent capital issues

Prepare the forecast and budget for debt service fund(s) and drawdown requisitions for projects financed by bond issues

Other

Assist with creation and assembly of board and senior leadership meeting materials

Provide financial planning and analysis support to Information Technology Services

Review and analyze budget transfers and requests

Work with accounting team to ensure proper fixed asset accounting, capitalization of costs, account reconciliations, grant or gift compliance, and physical inventory count

Establish and maintain relationships with capital project stakeholders

Provide direction or training to employees pertaining to policy, procedures or financial system use

Assist in the day-to-day business operations to ensure compliance of college policies and procedures, internal controls and capital requests

Perform other duties as assigned

EXPERIENCE REQUIRED

Self-starter with ability to work independently and to exercise confidentiality and discretion

Strong attention to detail with excellent written and verbal communication skills

Ability to analyze financial data and prepare financial reports, statements and projections

Demonstrated experience in improving processes or developing recommendations to improve processes, efficiency, and internal control

Strong technical accounting skills and the ability to research and formalize accounting treatment of significant transactions in collaboration with accounting

Prioritization and multi-tasking skills in fast-paced environment

Individual contributor and works well in a team environment

EDUCATION/SKILLS REQUIRED

Bachelor's Degree in Accounting or Finance

Five years relevant accounting or finance experience; higher education preferred

Demonstrated understanding of financial and budgeting processes including generally accepted accounting principles

Proficient in property, plant and fixed asset accounting and budgeting

Financial reporting experience with strong spreadsheet, data-management, and presentation skills

Excellent communication and interpersonal skills

Proficient in Microsoft Office with advanced skills in Excel and PowerPoint

Banner, Cognos, and Anaplan system knowledge a plus

Please provide a cover letter, resume, and contact information for three references.

Lafayette College is committed to creating a diverse community, one that is inclusive and responsive, and is supportive of each and all of its faculty, students, and staff. All members of the College community share a responsibility for creating, maintaining, and developing a learning environment in which difference is valued, equity is sought, and inclusiveness is practiced. All Lafayette operations reflect the College's commitment to Diversity, Equity, Access, and Inclusion (DEAI) initiatives, and Lafayette welcomes applicants from diverse backgrounds.