Financial Analyst ; ONSITE

Financial Analyst 2

The Financial Analyst 2 - School/College/Hospital examines the financial status of the assigned school/college/hospital by collecting, monitoring, and studying data and developing projections, reports, and presentations to assist senior staff in financial decision-making processes. The incumbent establishes and enforces policies and procedures that further the school/college/hospital's financial goals and objectives.

Core Job Functions

• Develops, prepares, and coordinates documentation of financial analysis projects such as budgets, forecasts, projections, expense performance, and presentations.
• Identifies trends and developments in competitive environments and makes recommendations to senior management.
• Provides analytical evaluation for forward-looking financial or business-related projects.
• Devises financial forecasting and reconciliation of accounts.
• Reviews reports and ensures that financial information has been recorded accurately.
• Compares results with plans and forecasts and makes recommendations for adjustments.
• Trains and oversees junior staff members to ensure accuracy and efficiency in the end work product.
• Assists in the development and organization of department and project budgets.
• Develops performance and productivity dashboards, models, and/or analyses.
• Assists with profitability and pricing on product offerings and develops performance indicators to enable the analysis of business segments and new product lines.
• Conducts research on different strategic initiatives.
• Acts as liaison to other departments, vendors, and external parties to complete assignments.
• Adheres to University and unit-level policies and procedures and safeguards University assets.

This list of duties and responsibilities is not intended to be all-inclusive and may be expanded to include other duties or responsibilities as necessary.

Core Qualifications

Education:

Bachelor's degree in relevant field required

Certification and Licensing:

Refer to department description for applicable certification requirements

Experience:

Minimum 3 years of relevant experience required

Department Job Functions

• Provides financial management and post-award support for sponsored projects and research activities within the School of Nursing and Health Studies.
• Develops, prepares, and analyzes financial reports, projections, and account summaries for sponsored projects to support faculty investigators, department leadership, and strategic decision-making.
• Reconciles sponsored project accounts utilizing Workday, BI, and other institutional reporting tools to ensure financial accuracy and compliance.
• Monitors sponsored project expenditures and financial activity to ensure compliance with sponsor requirements, university policies, and approved project budgets.
• Assists faculty investigators and administrators with financial planning, budget monitoring, and expenditure forecasting for sponsored awards.
• Reviews financial transactions, including purchase requisitions, supplier invoices, expense reimbursements, journal entries, and cost transfers, ensuring accuracy and compliance with applicable regulations and policies.
• Analyzes account balances, spending trends, and financial performance and makes recommendations regarding budget utilization and financial management of sponsored funds.
• Develops and maintains financial tracking tools, dashboards, reports, and other analytical resources to support research administration and operational decision-making.
• Reviews award terms and conditions and assists faculty and administrators in understanding financial requirements, reporting obligations, and budgetary restrictions.
• Tracks subcontract agreements and reviews subcontractor invoices to ensure compliance with award requirements and available funding.
• Assists with financial forecasting, reporting, and closeout activities for sponsored awards to ensure timely and accurate project completion.
• Conducts financial analyses and special projects to support departmental, school, and research-related strategic initiatives.
• Serves as liaison between faculty investigators, departmental administrators, the Office of Research Administration, and other university offices regarding sponsored project financial management.
• Adheres to University and unit-level policies and procedures and safeguards University assets.

Knowledge, Skills and Abilities:

• Learning Agility:
  Ability to learn new procedures, technologies, and protocols, and adapt to changing priorities and work demands.
• Teamwork:
  Ability to work collaboratively with others and contribute to a team environment.
• Technical Proficiency:
  Skilled in using office software, technology, and relevant computer applications.
• Communication:
  Strong and clear written and verbal communication skills for interacting with colleagues and stakeholders.

This is a core job profile description and is not reflective of all duties that may be assigned to a specific position in each individual department. The above statements are intended to describe the general…