Financial Mgmt Analyst Iii

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School of Medicine Established in 1930, Duke University School of Medicine is the youngest of the nation's top medical schools. Ranked sixth among medical schools in the nation, the School takes pride in being an inclusive community of outstanding learners, investigators, clinicians, and staff where interdisciplinary collaboration is embraced and great ideas accelerate translation of fundamental scientific discoveries to improve human health locally and around the globe.

Composed of more than 2,600 faculty physicians and researchers, nearly 2,000 students, and more than 6,200 staff, the Duke University School of Medicine along with the Duke University School of Nursing, and Duke University Health System comprise Duke Health, a world-class academic medical center. The Health System encompasses Duke University Hospital, Duke Regional Hospital, Duke Raleigh Hospital, Duke Health Integrated Practice, Duke Primary Care, Duke Home Care and Hospice, Duke Health and Wellness, and multiple affiliations.

Plan, develop and coordinate the preparation of financial analyses and reports including, but not limited to, operational and capital budgets, financial statements, statistical reports, cost analyses and other financial information; perform complex and specialized assignments in assigned area of expertise; perform lead role in coordinating complex projects.

Skill Sets Necessary to be Successful

• Must have excellent customer service skills as the position works with a wide variety of skill sets amongst its customers. Must be able to balance high volume workload of simultaneous tasks and continue to meet deadlines.
• Proficiency with the use of Excel and other Microsoft applications. Must have strong accounting skills with attention to detail and accustomed to working with large volume of data to prepare analyses. Must be able to take the large volume of data and interpret/present in a manner that is concise and meaningful to ensure senior leaders are able to understand the issues presented and make sound business decisions based on the information presented.

Be Bold.

Work Performed

Lead in University budget preparation. This includes fall/spring projections or other periodic projections as requested. Monitor budget expenditures and prepare written reports and analyses to management, setting forth progress, adverse trends and appropriate recommendations or conclusions. Assist as needed in DHIP budget process.

Prepare monthly reports and perform analysis of the financial activities which includes monthly explanations of variances to budget, overdrafts, expense controls, and trending analysis. Responding to investigative concerns found including those raised by leadership.

Monthly ensure FAM validation and related procedures are completed for the department by the university deadline. Work with the central School of Medicine office to update the ICE document as requested.

Prepare CME event reconciliations in working with the departmental CME team to develop framework budgets in advance of meetings to set targets. Complete final reconciliation once event is complete and share results with leadership. Complete expense approval requests per School of Medicine guidelines for events.

Track endowment expenditures, including projection of year end balances to ensure dollars are not overspent. Audit expenditures to ensure spending is appropriate. Complete School of Medicine Endowment Transfer form as necessary.

Analyze month end cash needs and prepare entries to ensure sufficient coverage. Assist in year end close by reviewing balances, reports and making recommendations for necessary yearly entries needed to close the department’s ledger.

Financial oversight of the Merchant account. This includes account reconciliations, annual departmental compliance for training, and annual risk assessment review.

Prepare and process I-Forms, as needed, in Dukek with appropriate personnel to ensure correct information is input into the system.

Perform other related duties incidental to the work described herein.

Work requires a Bachelor's degree in Accounting, Finance, Economics, Business Administration or a related field. CPA is desirable.

Work requires a minimum of six years experience in financial management, cost accounting or a field directly related to specialized area of assignment. OR AN EQUIVALENT COMBINATION OF RELEVANT EDUCATION AND/OR EXPERIENCE

Work requires a minimum of six years experience in financial management, cost accounting or a field directly related to specialized area of assignment. OR AN EQUIVALENT COMBINATION OF RELEVANT EDUCATION AND/OR EXPERIENCE

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Anticipated Pay Range: Duke University provides an annual base salary range for this position as USD $75,736.00 to USD $. Duke University considers factors such as (but not limited to) scope and responsibilities of the position;…