Financial Analyst

Financial Analyst Position Summary

As part of the UGA Foundation’s Financial Accounting and Reporting team, this position is responsible for financial reporting on subsets of data to enhance management’s oversight of financial information. This position works with the UGA Foundation operating budget and other unrestricted resources, including periodic reporting, projections, budget development and financial analysis for clear and concise reporting to management. Financial reports should clearly communicate actual results, forecasted performance, and variances to the reader(s).

This position provides interim assurance and reconciliation reports to management. This position will assist the Associate Director in managing two study‑away properties, providing financial analysis to leadership for decision making. All job duties support the trust and treasury functions of the UGA Foundation.

• Bachelor’s degree in a related field or equivalent and 2 years of professional experience

• 2 or more years of professional accounting experience – Preference to experience in higher education, Not‑for‑Profit or Foundation
• Experience creating, editing, and using Pivot Tables, and formulas in Excel
• Experience creating financial reports, and providing analysis on trends and variances
• Experience navigating and reporting on large data sets
• Experience working with data analytical tools for presenting financial data
• Experience working with ERP accounting system
• Exhibits behavior that supports the mission, vision, and values of the University of Georgia

• Strong attention to detail and demonstrated ability to analyze complex data
• Strong organization, prioritization, and time management skills
• Excellent verbal and nonverbal communication skills and the ability to deal effectively and professionally with a variety of people
• Self‑starter, takes initiative, and can work independently as well as in a team environment
• Ability to follow directions and meet deadlines
• Demonstrated superior customer service skills
• Proficiency in Microsoft Excel, Microsoft Word, and other applications in the Microsoft Office Suite
• High standard of professionalism and adherence with confidentiality
• Ability to adapt to new technology
• Communicates and employs interpersonal actions that model high standards of professional, responsible, accountable, and ethical conduct

• Through open, honest, and respectful communication, all staff, supervisors, and colleagues of the Division of Development & Alumni Relations are expected to interact with fairness, compassion, and decency. All employees will be held accountable for meeting the expectation of promoting a stable, productive, and healthy work environment.
• Adherence to CASE standards and commonly accepted industry standards relating to fundraising reporting are expected of all fundraisers. All fundraisers will be held accountable for meeting this expectation.

• Work in a standard office environment
• Sit and work at a computer workstation for an extended amount of time
• Work using electronic mail, telephone, face‑to‑face discussions, paper form correspondence
• Communicate effectively in writing, speaking, and listening
• Organize and establish priorities;
  Remember detail; multi‑task
• Lift and/or move up to 20 pounds
• Walk, stand, stoop, lift, kneel, climb

• Create and update internal metrics, analytics, and projections for current‑year reporting on the unrestricted budget.
• Collaborate with Associate Director for annual budget development. Provide suggestions based on data analytics and revenue projections.
• Serve as the lead gatekeeper of unrestricted financial data. This includes the review and update of internal processes to ensure data integrity. Work with Foundation ERP and Data Analytical Tools to support quality deliverables. Make recommendations for improvements to management as needed.
• Serve as budget specialist within Foundation ERP.
• Design, implement and maintain campus reports related to unrestricted funds.
• Record and…