Job Location:
St. Charles Campus

Welcome to Career Opportunities at Lindenwood University.

PLEASE READ: For all applications, please include your resume and cover letter. You may skip the “Quick Apply” page by simply clicking “Next” at the bottom of the page. When you arrive at the “Experience” page, you may upload all desired documents using the upload box labeled “Resume/CV.” This is the appropriate box to upload all documents.

Benefits of Being a Lindenwood Employee:

  • Upon hire, employer-paid tuition benefits for bachelor’s (employee, spouse, and dependent) and master’s degree programs (employee and spouse only).
  • Tuition discounts for doctoral programs (employee only).
  • Comprehensive benefits plan: medical, dental, vision, life insurance, disability insurance, and retirement options.
  • Paid holidays: MLK Jr. day, Good Friday, Memorial Day, Juneteenth, Independence Day, Labor Day, Thanksgiving break (Wednesday – Friday), and winter break (Dec. 23 – Jan. 1).
  • Free lunch Fridays: LU employees are eligible for a free meal on Fridays at the Evans Commons Dining Hall or Spellman Dining Hall; Chick-fil-A and Qdoba included.   
  • Professional development opportunities through the Lindenwood Learning Academy.


Job Title:  Senior Analyst, Budget and Planning

Division:  Fiscal Affairs

Evaluation Group:  Staff

FLSA Status:  Exempt

Reports To:  Associate Vice President, Financial Planning and Financial Operations

Positions Supervised:  N/A

Job Summary

The senior budget and planning analyst supports strategic financial goals by collaborating with leaders across the university to understand and incorporate short- and long-term goals into the financial plan. This will be accomplished through planning & budgeting, forecasting, financial modeling, and reporting. This role will also partner with academics and other functional areas to support their financial goals and work closely with senior leaders to support key decision making. This position is responsible for preparing and analyzing the annual budget, a long-range financial plan, and associated forecasting data.

Essential Job Functions and Performance Indicators

The intent of this job description is to provide a representation of the types of duties and level of responsibility that will be required of positions given this title. This job description shall not be construed as a declaration of the total of the specific duties and responsibilities of any particular position. Employees may be directed to perform job-related tasks other than those specifically presented in this description.

Job Responsibilities and Execution

  • Manages team projects and ensures accuracy, proper communication, and adherence to deadlines
  • Advises administration and staff regarding available options and budgetary implications
  • Works cross-functionally with campus stakeholders to understand historical performance, key assumptions, and trends impacting future performance
  • Oversees the creation and build of financial tools, reporting mechanisms, business models, and financial planning and budgeting processes to include the automation of processes within Workday and Adaptive Planning
  • Develops policy and process documentation
  • Oversees preparation of long-term forecasts for financial planning
  • Recommends changes to systems and procedures to ensure compliance with budgetary specifications
  • Plans and carries out budget procedures for the university, including monthly monitoring of departmental expenditures and revenues
  • Develops business cases for new initiatives and programs showing financial costs and returns
  • Prepares recurring reporting packages and analysis for communication of financial/operational results to senior management and other campus stakeholders via oral presentations and written analyses
  • Assists in the preparation of departmental budgets and budget materials
  • Reviews and makes recommendations on departmental budget proposals and long-term plans

Service Excellence

  • Builds rapport with campus stakeholders, communicating in a concise, customer-focused manner
  • Establishes and maintains effective relationships with faculty, staff, colleagues, and students
  • Provides thorough explanations of policies and procedures
  • Supports the mission of the university and serves as an ambassador of the Q2 culture of service excellence
  • Models, supports, and holds others accountable to the university’s values – integrity, dedication, excellence, creativity, and teamwork

Communication, Teamwork and Collaboration

  • Leads team training and development of new employees
  • Serves as a project leader on special projects, often working with other departments
  • Collaborates with all university departments and academic colleges to provide accurate multi-year forecasts for university revenue and expenses and maintains responsibility for accuracy
  • Evaluates system effectiveness, assesses outcomes, and develops improved systems for the university

Job may require other duties as assigned.

Required Qualifications – An equivalent combination of education, training and experience will be considered. Additional requirements may be designated by position.

  • Bachelor’s degree in economics, accounting or finance
  • Minimum of five years of experience in financial planning or equivalent
  • Experience in multiple financial roles including accounting, compliance, and cash management is preferred
  • Master’s degree preferred

Knowledge, Skills and Abilities – May be representative, but not all inclusive, of the knowledge, skills and abilities necessary to perform this job competently.

  • Demonstrated ability to work effectively with individuals from diverse communities and cultures
  • Understanding of the necessity and value of accuracy and attention to detail; ability to process information with high levels of accuracy.
  • Knowledge of techniques and financial tools that promote effective analysis and ability to determine the root cause of the organizational challenges and create alternative solutions
  • Familiarity with Microsoft Office Suite, including advanced-level Excel skills
  • Experience with Workday Finance or Adaptive Planning is desirable
  • Ability to comprehend and automate complex processes
  • General knowledge of accounting and ability to understand financial statements
  • Strong interpersonal, planning, and organizational abilities
  • Demonstrated analytical and problem-solving skills
  • Excellent oral and written communication skills
  • Ability to maintain confidentiality and exercise discretion
  • Analytical skills to understand and apply research and statistics in report writing and decision making
  • Ability to prioritize multiple goals with competing deadlines

Work Environment – Environmental or atmospheric conditions commonly associated with the performance of this job’s functions.  

  • General office setting

Physical Abilities – The physical demands described below are representative of those that must be met by an employee to successfully perform this job’s essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

  • Ability to work effectively at a computer for up to eight hours daily
  • Ability to sit for extended periods of time
  • Regular attendance is a necessary and essential function

Equal Opportunity Employer

Lindenwood University is an Equal Opportunity employer. The University complies with appropriate federal, state, and local laws and provides equal employment opportunities and access to educational programs without regard to race, color, religion, gender, age, sexual orientation, gender identity, national origin, veteran status, disability, or any other protected status to all qualified applicants and employees.  Lindenwood University is committed to a policy of non-discrimination and dedicated to providing a positive discrimination-free educational work environment.