Financial Analyst

Summary Perform complex financial and business-related analysis, data manipulation and forecast preparation for Academic Affairs department, including internal and external grants, endowments, strategic projects and institutional funds. Apply results of analysis to produce monthly and annual financial reports, analysis and recommendations for administrative leaders.

Primary Responsibilities Financial Analysis and Reporting Analyze monthly financial performance compared to budget.

Generate and maintain monthly financial reports for department leaders for institutional, grant, project, and endowment accounts.

Generate monthly forecasts and submit to budget office and other internal stakeholders as needed.

Generate data and reports from MCW systems to analyze financial trends (revenue, expense).Monitor monthly spend against budget and identify areas where expense management can be adjusted for annual budget cycle,Perform complex analysis, data manipulation, and report generation that requires gathering data from multiple sources to generate financial analysis and reports.

Respond to ad hoc requests and provide financial interpretation and analysis.

Create financial presentations for various audiences and levels of complexity.

Budgeting Assists with preparation of annual budgets including development of department budget guidelines, processes, and entry into the MCW budget system.

Serves as primary for approving expenditures against approved budget ensuring accuracy and timely completion.

Grants, Endowments and Project Accounts Monitor grant expenditures to ensure compliance of grant requirements and partners with investigators on grant compliance. Serves as the primary budget analyst on grants and projects in eBridge.

Prepare ad hoc reports as requested.

Other Provide guidance on MCW financial policies to ensure compliance.

Develop and maintain standard operating procedures for monthly financial reporting.

Identify and propose solutions to inefficiencies and opportunities for cost reduction.

Oversee completion of special projects as assigned.

Participates in department and MCW work groups, committees and specific project groups as assigned.

Knowledge – Skills – Abilities Knowledge of technical, business, consultation, project management, and cultural awareness.

Knowledge of accounting and financial reporting practices.

Knowledge and above average skills in Excel including heavy use and creation of pivot tables and linking large files and complex formulas.

Attention to detail and accuracy.

Customer service focus, building trust, communication, critical thinking, and influencing skills.

Qualifications Appropriate experience may be substituted for education on an equivalent basis.

Minimum Required

Education:

Bachelor’s degree

Minimum

Required Experience:

5 years of progressive experience in financial analysis and/or budgeting

Preferred Education:

Degree in finance, accounting, or business.

Preferred Experience:

Experience in higher education#LI-FL1

Physical Requirements Work Environment Sensory Acuity Ability to detect and translate speech or other communication required. May occasionally require the ability to distinguish colors and perceive relative distances between objects.

Why MCW?

Outstanding Healthcare Coverage, including but not limited to Health, Vision, and Dental. Along with Flexible Spending options
403B Retirement Package Competitive Vacation and Paid Holidays offered

Tuition Reimbursement Paid Parental Leave Employee & Family Assistance Program (EFAP)
Pet Insurance On campus Fitness Facility, offering onsite classes

Additional discounted rates on items such as:
Select cell phone plans, local fitness facilities, Milwaukee recreation and entertainment etc.

For a brief overview of our benefits see:
Benefits Overview For a full list of positions see: MCW Careers At MCW all of our endeavors, from our internal operations to our interactions with our partners, are driven by our shared organizational values:
Caring – Collaborative – Curiosity – Inclusive – Integrity – Respect. We are committed to fostering an inclusive environment that values diversity in backgrounds, experiences, and perspectives through merit-based processes…