Financial Analyst II

Job Summary

Performs a broad range of financial planning and analysis for assigned entities. Monitors results of financial data against plans, forecasts, and budgets to determine trends and explain financial results.

• Perform grant‑related pre‑ and post‑award functions, including revenue and expense analysis, financial accounting functions, reporting, and reconciliations.
• Assist departmental leaders with preparation and review of annual operating budget and instruct new managers on use of budget system.
• Review budget submissions for accuracy and reasonableness in accordance with budgetary assumptions and participate in budget planning meetings.
• Review actual‑to‑budget financial comparison results on a monthly basis to identify areas of concern and opportunities for improvement in subsequent budget cycles.
• Prepare and interpret complex financial analyses and reports used by System management.
• Accurately compile and synthesize financial information for purposes of financial statement review as well as maintenance of accurate financial reports and deliverables.
• Prepare monthly reconciliations for general ledger accounts based on established deadlines.
• Resolve all discrepancies with appropriate personnel.
• Prepare and post journal entries based on established deadlines.
• Perform other related duties and participate in special projects as assigned.
• Exercise independent judgment in planning sequence of operations and making minor decisions in a complex technical or professional field.

• Five (5) – seven (7) years of related experience in financial systems.
• Ability to develop and utilize PC‑based spreadsheets.
• Ability to communicate effectively as an integral part of a team.
• Ability to effectively review financial information, such as variance and actual‑to‑budget analyses.
• Ability to effectively make recommendations to leadership.

• Experience with budget preparation and analysis.

• Bachelor's Degree in Accounting.

• N/A

• N/A

• CPA