Sr. Financial Analyst
University of Miami

Job Info

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Current Employees:

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The Sr. Financial Analyst examines financial status of the organization by collecting, monitoring, and studying data, and develops projections, reports, and presentations to assist senior managing staff in their financial decision-making process. Moreover, the incumbent establishes and enforces policies and procedures that further department's financial goals and objectives.

CORE JOB FUNCTIONS

Develops, prepares and coordinates documentation of financial analysis projects such as budgets, forecasts, projections, expense performance, and presentations.

Identifies trends and developments in competitive environments and makes recommendations to senior management.

Provides analytical evaluation for forward-looking financial or business-related projects.

Devises financial forecasting and reconciliation of accounts.

Reviews reports and ensures that financial information has been recorded accurately.

Compares results with plans and forecasts and makes recommendations for adjustments.

Trains and oversees junior staff members to ensure accuracy and efficiency in end work product.

Assists in the development and organization of department and project budgets.

Designs and builds various models that summarize several different scenarios around growth and expansion initiatives or opportunities.

Develops performance and productivity dashboards, models or analyses.

Determines profitability and pricing on product offerings and develops performance indicators to

enable the analysis of business segments and new product lines.

Conducts research on different strategic initiatives. Acts as liaison to other departments, vendors, and other external parties to complete assignments.

Adheres to University and unit-level policies and procedures and safeguards University assets.

This list of duties and responsibilities is not intended to be all-inclusive and may be expanded to include other duties or responsibilities as necessary.

CORE QUALIFICATIONS

Education:

Bachelor's degree in Finance or Accounting.

Certification and Licensing:

N/A

Experience:

Minimum 3-5 years of relevant experience

Knowledge, Skills and Attitudes:

• Skill in collecting, organizing, and analyzing data.
• Ability to recognize, analyze, and solve a variety of problems.
• Ability to exercise sound judgment in making critical decisions.

Department Specific Functions

Fiscal Responsibilities

• Assist in producing quarterly projections including detailed variance analysis which are used for quarterly meetings with the Provost and FP&A
• Responsible for preparing revenue projections including graduate tuition and gifts for the Senior Business Officer to review.
• In coordination with the Senior Business Officer, responsible for the preparation of operating & capital budgets (Sponsored and Non-Sponsored activities), including supporting documentation and justifications in adherence to the University's Budget Guidelines.
• Create monthly/quarterly/ annual financial reports to be used by the Dean, Senior Business Officer and the University's central Financial Planning and Analysis unit.
• Track capital projects and monitor actuals compared with projections.
• Responsible for the administration of accounts, including endowed accounts, to help ensure College of Engineering maintains good stewardship and distribution of funds in accordance with donor agreements.
• Review and validate and tuition waivers and adjustments.
• Review and approve purchase orders, PCard reconciliations, expense reports, ad hoc deposits, journals, ad hoc payments, invoice payments, change orders; ensure compliance with College of Engineering guidelines and adherence to UM policies and procedures.
• Initiate monthly/quarterly/annual journal entries.
• Process payroll accounting adjustments as necessary.
• Monitor the clearing fund and process any adjusting entries as necessary.
• Reconcile and monitor expenditures on Faculty start-up accounts and verify any approved written extensions by the Dean.
• Assist with account reconciliations, EFTs and deposits as needed.
• Provide ad hoc reports to the Dean, Senior Business Officer, Associate Deans, Research Staff and Office Managers.
• Ability to multitask and work in a fast-paced environment.
• Primarily exercises discretion and independent judgment in daily activities.
• Other duties as assigned.

Human Resources

• Assist with various Human Resources requests.
• Assist in uploading annual merit letters to Workday.
• Collaborate in reviewing all Domestic Courtesy Appointments and J-1 Visiting Scholar (paid and unpaid) applications; including maintaining a shared file where individual contact, emergency contact, and relevant information is stored for these personnel.

• Aid in preparing annual merit letters for all Faculty, Staff and Researchers.
• Assist office managers with hiring temporary employees, non-enrolled fellows, staff, scientists, and post-doctoral personnel as needed
• Ability to work with highly confidential information.
• Ability to multitask and work in a fast-paced environment.
• Other duties as assigned.

General/Administrative

• Continuously monitor and attend available training for Workday, ORA, BI, and various ULearn concepts to better assist the College.
• Interacts with departmental faculty, departmental administrators, other university administrators, central offices, and external administrators to coordinate meetings and initiatives.
• Resolves unique situations where each contact must be handled differently using judgment and discretion.
• Ability to multitask and work in a fast-paced environment.
• Other duties as assigned.

The University of Miami is an Equal Opportunity Employer - Females/Minorities/Protected Veterans/Individuals with Disabilities are encouraged to apply. Applicants and employees are protected from discrimination based on certain categories protected by Federal law. Click here for additional information.

Job Status:
Full time

Employee Type:
Staff

Pay Grade:
c106

This job has expired.