Financial Reporting Analyst

The primary purpose of this position is to support and provide assistance to senior management in the Office of Budget Planning and to units and departments in regards to budgetary and financial matters. Assist in the coordination of reporting and analysis regarding budget and actual data, which includes reconciling information between SAP FM, IP, and other university data systems. Develop and implement models to forecast financial performance. Provide critical financial analysis to assist in developing financial performance measures.

KEY RESPONSIBILITIES / ESSENTIAL FUNCTIONS* % of TIME

• Responsible for the reconciliation of position budget data in HCM to FM funded amounts. Responsible for the review all position funding worklist items and determines if approval is warranted. 25%
• Produce metrics or other types of reports from the various financial, budgeting, human resources, and legacy systems across the institution. 20%
• Assist with the operation of the University’s annual development and quarterly confirmation process for operating budgets and the distribution of approved budgets. 15%
• Monitor and maintain the University’s current and long-range forecasting tools for the University’s budget. 10%
• Prepare various analysis detailing trends, discrepancies, or amendments that occurred to both the recurring, non-recurring budgets. Analyze operating performance and recommend new ways to find efficiencies, margin improvement, and/or savings.10%
• In coordination with Budget and Planning management, consult with various offices and officers, including the President, Provost, and Executive Vice President to identify short and long term funding issues facing the University. 5%
• Take a leadership role during the various analysis and projects that occur throughout the year, as well as potentially supervising analysts during various projects.5%
• Analyze current year activity in central accounts. At times the analyst may need to take a leadership role and collaborate with other central support offices (Financial Affairs, General Accounting, Sourcing, PAFO, and HR) to resolve issues.5%
• Assimilate data; prepare special internal and external reports, analysis, and presentation materials and documents as requested for executive review.5%
• Assist in all University budget presentations. As Needed

JOB SPECIFICATIONS: KNOWLEDGE / SKILLS / ABILITIES

Qualifications (Minimum education & experience level required):

• Bachelor’s degree (or equivalent) in accounting, finance or management required; 5-8 years in a related field required.
• Skill requirements (include complexity of position): Extensive knowledge of Microsoft Office Suite; SAP preferred but not required; Solid understanding of accounting & budgeting principles, strong analytical and problem solving skills.
• Interpersonal skills (include personal interaction): Experience in Leadership and working on a team. Ability to interact with all levels of senior management including Provost, Sr. VP, and President.