Financial Coordinator

Overview

Required Qualifications (as evidenced by an attached resume): Bachelor’s degree (foreign equivalent or higher). Three (3) years of full-time experience in finance, budgeting and/or data modeling (Student work and/or internship experience may be considered). Experience reconciling accounts from various databases, working with/ and analyzing data, experience with data visualization and data analysis. Experience with financial management transactions. Experience with Microsoft Office Suite.

Advanced proficiency in Microsoft Excel (e.g., VLOOKUP, Pivot Tables, Sum if, data modeling, etc.). Experience with creating and reconciling financial reports.

Preferred Qualifications: Advanced degree (foreign equivalent or higher) in Business Administration, Accounting, Finance, or related field. Proficiency with Tableau and/or business intelligence systems (Oracle, SUNY BI, SUNY RF, People Soft, etc.). Experience working with Google Apps. Experience working in a financial capacity in an academic setting or institution of higher education. Experience with reviewing and performing journal transfers, allocation transfers and/or revenue transfers.

Expertise in analyzing various data repositories to ensure validity and troubleshoot discrepancies.

Brief Description of Duties: The Financial Coordinator will be a key resource for senior leadership in the Office of the Provost and Provost VP area units. Responsible for all transactions related to the financial operations of the Provost area with a focus on financial analysis. This includes 30+ units made up of all schools and colleges, centers and institutes and administrative units under the Provost VP Area.

Specifically, the incumbent will oversee all units and centers/institute accounts, completing transactions as necessary and maintaining compliance with relevant policies/procedures. The Financial Coordinator will record resource commitments to/from the Provost 35+ units, ensuring that resources are received in a timely manner, adjusting as necessary as well as work with other staff to review, analyze, monitor, and report on the financial health of the Provost units.

Responsibilities and Qualifications (cont.) Qualified candidates must have a strong work ethic and the desire to help others. In addition, the selected applicant must have strong qualitative and analytical skills as evidenced by a deep understanding of financial data, budgeting and accounting practices. Experience with, knowledge of, and understanding of higher education institutions and operations is preferred as is having an extensive understanding of the financial rules and regulations of the University’s funding sources.

Essentials for success The successful incumbent will have excellent customer service and interpersonal skills, exercising strong organizational and time-management skills with exceptional attention to detail. Essential for this role is the adeptness to work independently as well as part of a team with a collaborative approach to problem solving. With core values of integrity, innovation, and compassion as a foundation, the ability to build consensus collaboratively and transparently on direction and approach will be key to achieving success.

Moreover, demonstration of trust, compliance with policy, regulation, and laws are core requirements for the position.

Financial Transactions and Analysis

The incumbent is the primary staff member in the office responsible for providing consistent transactional budget, financial and analytical support and guidance to 35+ units including monitoring, updating and reconciling various accounts/databases in a transparent way that holds units accountable.

Coordinate activity relating to journal transfers, IFR accruals and distribution of grants and awards.

Assist with VP area IFRs, Summer and Winter (SUTRA) accounts, reviewing and approving new revenue supporting account proposals, ensuring allocation and expenditure alignment and compliance with campus policies.

Provide unit-guidance on budget planning process, including quarterly meeting support/guidance, mid-year analysis and year end projections, multi-year forecasting and data entry into…