Senior Financial Analyst

EXPIRED

Summary of Position

Performs specialized professional accounting work of moderate to complex difficulty, including all aspects of support for operational and financial reporting.

Position Information

Essential Functions and Responsibilities:  Prepares, analyzes, and/or reviews various financial reports, schedules, accounts, journal entries, and processes. Examples include interim and annual reports to federal, state, and other governing agencies, auditors, and internal management.
 
Analyzes data and prepares or reviews special reports unique to specialty area.
 
Processes all incoming checks and electronic fund transfers. Prepares deposit through ERP system data input. Maintains monthly checks’ received log. Researches and analyzes propriety of ownership, amount, and account distribution of funding. Serves as liaison for conflict resolution with appropriate parties regarding applicability of funds received. 
 
Coordinates audit activities, including audit requests and report preparation for projects as assigned.
 
Participates in the continuous improvement and analysis of procedures related to the operation of the office.
 
Prepares, documents, and answers questions regarding schedules, financial statements, and reports.
 

Summary of Position

Performs specialized professional accounting work of moderate to complex difficulty, including all aspects of support for operational and financial reporting.

Position Information

Essential Functions and Responsibilities:  Prepares, analyzes, and/or reviews various financial reports, schedules, accounts, journal entries, and processes. Examples include interim and annual reports to federal, state, and other governing agencies, auditors, and internal management.
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Analyzes data and prepares or reviews special reports unique to specialty area.
 
Processes all incoming checks and electronic fund transfers. Prepares deposit through ERP system data input. Maintains monthly checks’ received log. Researches and analyzes propriety of ownership, amount, and account distribution of funding. Serves as liaison for conflict resolution with appropriate parties regarding applicability of funds received. 
 
Coordinates audit activities, including audit requests and report preparation for projects as assigned.
 
Participates in the continuous improvement and analysis of procedures related to the operation of the office.
 
Prepares, documents, and answers questions regarding schedules, financial statements, and reports.
 
Performs moderate to complex levels of technical and analytical work. Interprets data, prepares executive summary management reports, documents and maintains operating procedures and recommends fiscal policies, procedures, and controls.
 
Provides information, assistance and resolves problems for students, third party agencies, and University personnel. 
 
Performs audits of reports and participated in internal auditing of financial records to assure accuracy.  
 
Assists with billing processes including processing vouchers and invoices and reconciling accounts. 
 
Assists in budget monitoring compliance and analysis by running reports and monitoring appropriate documentation. 
 
Serves as liaison for athletic department. Maintains knowledge of NCAA constitution and by-laws and athletic department’s budget.  Works to resolve over-award issues.
 
Acts as liaison for students regarding financial aid and scholarships questions, policies and procedures. 
 
Assists with completion of related forms and applications. 
 
Supervises, trains, and evaluates student personnel.
 
Other Functions and Responsibilities:  Performs other related duties as assigned. 

Equipment Operated:  Computer and all other standard office equipment.
 
Work Schedule:  Typically, M-T-W-Th-F 8:00 a.m. to 5:00 p.m. 
 
Supervision Exercised:  May exercise supervision over student employees.
 
Reports to: Manager, Scholarships and Special Programs

Qualifications and Competencies

Required Certifications, Training, and/or Licensures:  None
 
Knowledge, Skills, and Abilities: 
 
Knowledge of: internal audit procedures*; business administration or accounting; applicable state and/or federal regulations governing documents processed, reviewed and/or prepared*; public relations*.
 
Skill in: use of calculator and personal computer.
   
Ability to: deal with large number of technical and fiscal variables, determine budgetary projections and allotments adequate to meet operational needs and/or authorize expenditures within authority; apply principles to solve practical everyday problems; gather, collate and classify information about data, people or things; complete routine forms and prepare standard reports and business correspondence; handle routine and sensitive inquiries from and contacts with other government officials, general public, claimants and/or providers.
 
(*) Developed after employment.
 
Minimum Qualifications:  Bachelor’s degree; at least two years of related experience.  
 
Preferred Qualifications:  Bachelor’s degree in accounting, finance, or business administration; experience in fiscal and/or budgetary management and control.