Financial Analyst 3 - Central Finance

Overview

This role is for a Sr. Financial Analyst – Central Finance Office at the Coral Gables Campus. The Sr. Financial Analyst supports monthly financial analysis, forecasting, and annual budget preparation. The position reports to the Sr. Manager of Finance and contributes to financial reporting and business planning by analyzing financial metrics and providing actionable insights.

Responsibilities

• Conduct in-depth expenditures analysis to support decision-making by executive leadership.
• Prepare and coordinate documentation for financial analysis projects, including budgets, forecasts, projections, expense performance, and presentations.
• Perform financial forecasting and reconciliation of internal accounts.
• Extract data from business application systems; analyze data at the University, division, and department levels; interpret results and present information to the AVP of Financial Planning and Analysis and Chief Budget Officer for distribution to senior leadership.
• Ensure month-end close and reporting are completed timely and in accordance with GAAP, with minimal variances or documented explanations, and timely resolution of issues.
• Assist the Executive Director of Finance with preparing, examining, and analyzing accounting records, monthly financial packages, and presentations to verify accuracy, completeness, and compliance with reporting and procedural standards.
• Lead collaboration with central finances on the balance sheet project by analyzing and segregating consolidated accounting records between Gables/Rosenstiel and UHealth/MSOM entities to increase vertical financial integrity and accountability.
• Create and maintain policies and procedures for existing processes within the area of responsibility, including external interest, investments, PP&E, Pension, and NARR.
• Support visual enhancement and development of the annual plan of operations presentation.
• Provide operational support to the Executive Director and the AVP of Financial Planning and Analysis and assist with other projects as needed.

Key Performance Metrics

• Meet required deadlines.
• Demonstrate ownership and accountability for assigned tasks.
• Ensure data integrity and reporting accuracy.
• Communicate timely, thoroughly, and professionally (verbal and written).
• Provide a positive customer experience.
• Align with organizational values and behaviors.

Requirements

Knowledge, Skills, and Abilities

• Knowledge of generally accepted accounting procedures and principles.
• Strong ability to collect, organize, and analyze data.
• Ability to recognize, analyze, and solve a variety of problems.
• Ability to exercise sound judgment in critical decisions.
• Excellent communication skills, including written (narrative, tabular, and graphical) and oral communication.
• Strong background with computer application systems and financial analytical work.
• Ability to work in a complex environment while managing multiple projects and deadlines, establishing priorities, setting objectives, and achieving goals.
• Ability to work both independently and as part of a team.
• Appreciation for organizational subtleties and a high level of discretion.

Education (Essential)

• Bachelor’s degree in Finance, Accounting, or related field (required).
• Master’s degree (preferred).

Work Experience (Essential)

• At least 3 years of relevant and professional work experience (required).
• Knowledge of MS Excel application (required).

Preferred Experience

• Experience in higher education and/or health service industries.
• Professional experience in a central office setting.
• Experience in Financial Modeling and database management.

Job Status

• Full time
• Staff

Location

• Coral Gables Campus