Stony Brook University — Senior Business Analyst

Senior Business Analyst
Budget Office

Required Qualifications (as evidenced by an attached resume):
Bachelor’s Degree. Minimum of three years of experience in a financial environment. Demonstrated experience with Microsoft Excel. Excellent functional querying and/or data mining experience. Excellent functional knowledge of databases. Demonstrated ability to improve business processes.

Preferred Qualifications:
Bachelor’s Degree in an analytical discipline (i.e. Business, Economics, Finance, Math, Core Sciences, etc.). Master’s Degree. Additional years (4+) of experience in a financial environment. Financial Reporting experience. PeopleSoft/Oracle experience. Experience with Microsoft Access. Experience in Higher Education.

Brief Description of Duties:
The Senior Business Analyst will be responsible for producing the campus’ financial plan revenue reports, produce the “all-funds” contractual salary increase reports and project coordinator for the Finance and budget initiatives. The successful incumbent should have the ability to adapt to changing priorities and should have the ability to identify key issues and use inductive reasoning in complex situations (to be accessed at the interview). The selected candidate will need to have excellent analytical skills with the ability to gather, analyze and evaluate complex data. They will have strong customer service orientation. They must also possess excellent verbal and written communication skills.

The selected candidate will be responsible for the following responsibilities:

Produce the Campus Financial Plan Revenue Reports:

Three times a year the campus is required to report the anticipated financial plan revenue associated with the State offset funding as well as its overflow revenue. This involves:

  • Working with the academic VP areas to obtain projected SUTRA, OAP and Summer Session activity.
  • Running queries from the data warehouse to obtain headcount, credit hours, and projected revenue by cohort for the applicable sub-set of students. The incumbent is responsible for following up with the Accounting and Student Accounts offices on discrepancies.
  • Preparing comparative historical analysis for trending and forecasting.
  • Working with the Accounting and Student Accounts Offices to obtain accounts receivable balances, collection fund balances, write-offs, non-reimbursable waiver data, fees & fines revenue, etc.
  • Projecting college fee revenue, interest revenue and dorm overhead revenue.
  • Responsible for generating the monthly financial plan revenue projections as well as the income offset projection.
  • Responsible for generating the VP revenue sharing reports and ensuring correct disbursement of funds. This includes: Graduate revenue sharing initiative; Southampton revenue sharing initiative; Create a local database of values that can be used for historical projections and analyses.

Produce the “All-Funds” Contractual Salary Increase (CSI) Reports:

  • Prepare reports detailing the individual contractual salary increases received by every individual in all appropriated accounts (e.g., State, Hospital, IFR, Veteran’s Home, Dormitory). The reports should validate, compute and summarize the fiscal and annual values of all increases with summary roll-ups.
  • Analyze the ratified union contracts to create the schedule of increases and plan the timing of the reports for the fiscal year.
  • Prepare projected costs associated with each upcoming contractual increase of the new year; this information will be used to secure funding from SUNY.
  • All discrepancies between the payroll files and the CSI data must be resolved before distributing the reports. The incumbent will need to work with the Information Systems programmers as well as HRS to accomplish this.
  • Prepare the discretionary increase rosters and target computation for each VP area; reconcile the completed rosters. As part of this process, the incumbent must audit the completed rosters to ensure that the fund distribution of the increases are equitable across fund types.

Project Coordinator for the Finance and Budget Initiatives:

The Finance & Budget Initiatives Committee was established by the Project 50 Forward Steering Committee. This committee is responsible for creating a new budget allocation model for the campus. The incumbent will serve as project coordinator for this initiative.

  • Organize, compile and analyze the recommendations from the Finance & Budget Initiatives sub-committees. The incumbent must be able to understand the implications of the data and also offer recommendations based on the data analytics performed.
  • Responsible for generating the Departmental financial reports necessary to support the committee’s work; the incumbent will need to accurately obtain the data from the SBU data warehouse, SMRT and other financial/HR/enrollment systems.
  • Responsible for working with programming team to develop specifications on related system requests and implement and test new system functionality.
  • Team member of the Tuition sub-committee and other sub-committees as needed. Responsibilities include data analysis, reporting and other duties necessary to assist the sub-committees in achieving their mission.

Budget Model Analyst:

As part of the Finance & Budget Initiatives, the campus is embarking on a new budget allocation methodology: a modified Responsibility Center Management (RCM) model. The incumbent will work with programmers to develop Stony Brook Reporting schedules to capture each Department’s financial and excellence measures. The incumbent will compile and analyze the performance data and create Departmental summary reports which will be the basis of the budget allocation discussions between the Budget Office and the VP areas.

  • As part of the Project 50 Forward Finance and Budget Committee, the incumbent will be directly involved in developing the policies and procedures that will govern the new budget allocation model.
  • Other Financial Analysis and Reporting.
  • Other duties or projects as assigned as appropriate to rank and departmental mission.

Special Notes:
This is a full time appointment. FLSA Exempt position, not eligible for the overtime provisions of the FLSA. Minimum threshold must be met to maintain FLSA exemption.

Pursuant to Executive Order 161, no State entity, as defined by the Executive Order, is permitted to ask, or mandate, in any form, that an applicant for employment provide his or her current compensation, or any prior compensation history, until such time as the applicant is extended a conditional offer of employment with compensation. If such information has been requested from you before such time, please contact the Governor’s Office of Employee Relations at (518) 474-6988 or via email at

Stony Brook University will be 100% tobacco-free starting January 1, 2016. See our policy and learn more at

About Stony Brook:
Stony Brook University, home to many highly ranked graduate research programs, is located 60 miles from New York City on Long Island’s scenic North Shore. Our 1,100-acre campus is home to 24,000 undergraduate, graduate, and doctoral students and more than 13,500 faculty and staff. SBU is a comprehensive research-intensive university and a member of the prestigious Association of American Universities (AAU), which includes 34 public universities among its 62 members. SBU consists of 12 schools and colleges and a teaching hospital that provides state-of-the-art healthcare in the Long Island region. SBU also manages and performs joint research with Brookhaven National Laboratory, the only Department of Energy Laboratory in the Northeast, and shares doctoral programs with Cold Spring Harbor Laboratory, a world-renowned molecular biology institute. Home to the Emerson String Quartet, the Jackson Pollack House in East Hampton, New York, the Humanities Institute, and the Southampton Arts Program, and with endeavors that extend to the Turkana Basin Institute in Kenya and the Ranomafana National Park in Madagascar, SBU sustains an international reputation that cuts across the arts, humanities, social sciences, and natural sciences.

Stony Brook University is an Affirmative Action/Equal Opportunity employer. We encourage protected veterans, individuals with disabilities, women and minorities to apply.

If you need a disability related accommodation, please call the University Human Resource Services Department at (631) 632- 6161 or the University Hospital Human Resources Department at (631) 444-4700. In accordance with the Title II Crime Awareness and Security Act, a copy of our crime statistics is available upon request by calling (631) 632- 6350. It can also be viewed on line at the University Police website at

For a full position description, or to apply online, visit:

(Req. # 1702802)