Finance and Accounting Analyst 2

Overview

This Finance and Accounting Analyst 2 role supports the academic mission by providing financial analytic services to the Senior Director of Budget & Finance, the Academics Budget Manager, and project leads, with a focus on special projects and initiative funds. Responsibilities include gathering and analyzing financial data, building accessible reports, performing key-metric analysis, providing forecasting support, processing financial transactions, and supporting budgeting and report consolidation.

Responsibilities

• Special Projects & Initiative Funds

  • Manage and track expenditures for Special Projects/Initiative Funding
  • Work with departments to ensure expenses are properly accounted for
  • Coordinate with project leads to review spend and timelines, ensuring proper accounting
  • Partner with CFS to process reimbursements on a monthly/quarterly basis
  • Approve requests against initiative funding and make corrections as needed

• Reporting & Variance Analysis

  • Use financial systems to prepare monthly financial reports with variance analysis and recommendations to address negative trends
  • Re-forecast actual financial performance based on changing business conditions
  • Prepare monthly reports for directors and managers, including summaries for the Senior Director of Budget & Finance

• Budget Preparation and Ongoing Forecasting

  • Support annual budgeting by understanding project commitments and tracking progress toward project financial goals
  • Assist in preparing operating and capital budgets
  • Apply budget policies in collaboration with the Senior Director of Budget & Finance, project leads, and CFS
  • Ensure adherence to compensation plans
  • Prepare financial forecasts using multiple variables and scenarios
  • Track expenses, investigate variances, perform reconciliations, and prepare financial statements/reports/projections
  • Provide oral and written financial advice to support the financial health of projects

• General Accounting and Transaction Processing

  • Perform labor distribution (LD), PO preparation, journal entries, data entry, and ledger reconciliation
  • Support variance reporting and investigation
  • Handle Pcard and Oracle requests and manage account/expense documentation
  • Monitor and resolve open POs and invoices on hold
  • Coordinate with relevant internal offices (e.g., Provost, CRO, A/P, Purchasing) to resolve accounting issues
  • Approve and process financial transactions, including disbursements, reimbursements, p-card reconciliations, and invoice payments and departmental purchasing

• Advisory Support

  • Provide oral and written recommendations to the Senior Director of Budget & Finance, project leads, and others regarding financial matters (including A/P, purchasing—including p-card—Oracle, Provost’s Office, and CFS policies and procedures)

• Other related duties as assigned

Required Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field from an accredited college or university.
• If in a related field, 36 hours of accounting courses from an accredited college or university.
• Minimum of 2 years of progressively responsible relevant work experience.
• Highly proficient with computers, including database and spreadsheet applications.
• Proficiency in accounting principles (e.g., GAAP).
• Prior Academic Health Center or relevant financial experience performing analysis related to operational improvements and business cases.
• Intermediate spreadsheet skills, including complex functions, formulas, and formatting.
• Experience with relational databases.
• Understanding of financial reporting concepts such as cost accounting and net present value analysis.
• Communication and interpersonal skills, including the ability to consult with internal and external customers on sensitive matters.
• Ability to perform job duties with or without accommodation.

Preferred Qualifications

• Bachelor’s degree plus 4 years of directly related experience as defined in the position description.
• Proficiency in Oracle and Cognos/Rubix, including General Ledger, iProcurement, and Labor Distribution.
• Experience with central funding, allocations, and state funding.
• Familiarity with fiscal policies and procedures.

Compensation & Benefits

Compensation details not provided in the job description.

Location

Location details not provided in the job description.