Financial Analyst

Department:
Facilities Mgmt EV

Salary/Grade: EXS/7

Reporting to the Senior Manager of Budget Analysis, this role will support Facilities’ mission and values by exhibiting the following: inclusiveness, respect, initiative, collaboration, innovation, and accountability. The incumbent will strive to provide excellent service when performing job responsibilities and will practice safe work procedures, and follow safety rules at all times. This position is critical to the following responsibilities:

• Participates in determination of budget/forecast including fiscal resource allocation of appropriated, discretionary, endowment &/or gift revenues.
• Prepares analysis & reports.
• Provides account research.
• Assists with budget projects.
• Updates budget estimates & provides commitment tracking support for all financial activity.
• Reviews & reconciles actual expenses to budget per NU Audit guidelines.

• Creates daily, monthly, annual, &/or project end analysis & reports regarding area/unit, grants &/or awards, accounts, funds, payroll, expense &/or revenue allocation, customer service activity, etc.
• Prepares financial analysis and lead schedules for supplies, equipment, &/or personnel decisions.
• Records journal entries and creates reports.
• Performs financial account reconciliations, statement analysis, and transaction research.
• Maintains, and updates financial models and analysis.

• Provides review and oversight of all types of financial transactions some of which may be complex in regard to size or duration of account.
• Enters individual &/or summary of transactions into journals &/or general ledger or other NU enterprise system.
• Reviews; ensures approval based on alternatives regarding practice & policy; analyzes and classifies transactions in accordance with established chart or coding of accounts; creates new accounts; prepares, processes, reconciles & provides receipts (as appropriate) for transactions.
• Processes transfer &/or appropriation charges & may balance &/or close accounts.
• Troubleshoots problems; performs vendor/account research as needed; obtains additional information from or provides instruction & guidance for customers/vendors; corrects or escalates.
• Provides financial policy interpretation to determine the validity of customer requests & ensure compliance.
• Provides support for internal &/or granting agency audit requests.
• Reviews status of related university accounts, transactions and processes; troubleshoots issues as needed.

• Processes & presents data & information through the application of database, graphic & spreadsheet software.
• Obtains data by downloading from enterprise systems; develops and runs queries.
• Identifies sources for data & information to be used & completes special financial projects such as (enter in explanation of special projects).
• Manages operation of or interaction with a computer system or system processes that support the area or program.
• Ensures that area service level goals are met.

• Provides training and support to related university units or program participants; maintains website and training materials.

• Performs other duties as assigned.

• Successful completion of a full 4-year course of study in an accredited college or university leading to a bachelor's or higher degree in a major such as accounting, business administration, finance, or related; OR appropriate combination of education and experience.
• 4 years financial, budgeting &/or preparing account reconciliations or financial statements along with financial analysis or other relevant experience.

• Demonstrates an understanding of financial terminology and concepts.
• Demonstrates an ability to propose, test, implement and audit process improvements that add to the overall efficiency of the group.
• Demonstrates the ability to analyze large volumes of data.
• Ability to take initiative and work independently on tasks.
• Receptive to feedback, willing to learn, embracing continuous improvement;
• Helpful, respectful, approachable and team-oriented. Ability to build strong working relationships and a positive work environment;
• Seeks to build collaboration by encouraging trust, mutual respect and shared purpose;
• Balances listening and talking, speaks and writes clearly and accurately, keeps others informed;
• Integrates health and safety precautions into daily activities;
• Works effectively in an environment in which the…