Financial Analyst - School of Public Health

Scheduled Hours

37.5

Responsible for the financial operations of a set of departments including
1) financial reporting and analysis, budgeting and forecasting
2) compliance with University, Federal, International, and other requirements, regulations and policies,
3) transaction approval and oversight
4) Internal Controls
5) Liaison and resource for department directors and managers regarding budget and financial issues

Primary

Duties & Responsibilities:

Reporting and Analysis

• Prepare financial reporting packages for area directors and department managers, analyzing and highlighting significant budget and year over year variances.
• Serve as primary contact for area directors and department managers, providing requested information, resolving issues and providing guidance and direction of the financial impact of new initiatives.
• Hold quarterly meetings with area directors and department managers to discuss issues/initiatives in their areas with budgetary impacts.
• Work with area personnel to prioritize expenditures and identify opportunities for savings to meet unanticipated needs without exceeding their annual budget.
• Work with Accounting Services’ school accountant on quarterly Core report variance explanations (year-to-year actuals and budget-to-actuals) per the Core report schedule.
• Determine reporting needs and create customized user reports for departments that are tailored to their specific operational needs. Remain current in new applications to ensure effective and efficient delivery of information.
• Analyze income and expenses, make investigations, assemble data and prepare projections and reports for planning and decision making. Process journal entries and budget adjustments for restricted and unrestricted accounts as necessary. Incorporate data and ideas in formal and/or informal reports, providing recommendations for problem issue resolution as appropriate.

Budgeting and Forecasting

• Provide assistance and support to area directors and department managers in developing their annual departmental budgets. Ensure departmental budgets adhere to the School’s parameters and recommendations for the School-wide annual budget and resolve any discrepancies or deviations from the established recommendations.
• Prepare the budget reporting package for submission to leadership team. Provide summarized and detailed reports on historical, current and projected activity and footnote significant variances.
• Manage entry and balancing of the departments’ budgets in the School’s budget workbook and also manage submission and balancing of the departments’ budgets into the University’s Reporting and Planning System.
• Ensure the current budget in the Administrative Information System is updated once the departments’ budgets are approved by the Dean. 25% Financial Operations.
• Provide day-to-day oversight of financial transactions for assigned departments. Research discrepancies and deviations from University or School policies and communicate with key department personnel.
• Approve unrestricted and restricted non-payroll financial transactions for assigned departments.
• Provide training to department personnel on University and School systems, policies and procedures.
• Perform document processing functions as needed. 25%

Other responsibilities may include some or all of the following:

• Managing Restricted Funds – maintain records, reporting and budgeting for restricted funds including gifts, endowments, scholarships, grants and contracts.
• Revenue and Other Account Reconciliations.
• Salary Budgeting, Reporting and Analysis.
• Compile 1098T information.
• Tuition Analysis and Forecasting.
• Work with University Central Finance Operations including but not limited to:
  School Accounting, Financial Aid, Alumni and Development, Gift Accounting, Payroll and Human Resources, Tax, Accounts Payable.

Performs other duties as assigned.

Job Location/Working Conditions

• Normal office environment

Physical Effort

• Typically sitting at a desk or table

Equipment

• Office equipment

The above statements are intended to describe the general nature and level of work performed by people assigned to this classification. They are…