General Information
| Job Description | FINANCIAL ANL 3 | Working Title | Financial Analyst III |
|---|---|---|---|
| Job Code | 007709 | Grade | 22 |
| Department Name | English Hist Phil Admin Unit Dept - D01328 | Department Head | Tanya Wine |
| Supervisor | Crystal Petrini | Effective Date | 04/08/2024 |
Position(s) Directly Supervised
| Job Code | Title | FTE |
|---|
Generic Scope
| Experienced professional who knows how to apply theory and put it into practice with in-depth understanding of the professional field; independently performs the full range of responsibilities within the function; possesses broad job knowledge; analyzes problems/issues of diverse scope and determines solutions. |
Custom Scope
| Uses skills as a seasoned, experienced professional with a full understanding of industry practices and organizational policies and procedures; resolves a wide range of issues in imaginative as well as practical ways. Works on problems of diverse scope where analysis of data requires evaluation of identifiable factors. Demonstrates good judgment in selecting methods and techniques for obtaining solutions. Contacts are both internal and external to the department. |
Department Custom Scope
| Reporting to the Financial and Administrative Officer (FAO) for English and Philosophy and the FAO for History, this role demands an advanced level of professional expertise in the areas of financial/budget analysis, fiscal management, contracts and grants, and administrative oversight for the English, History and Philosophy departments. Monitors and reconciles monthly, quarterly, and annual financial transaction detail ledgers. This role encompasses comprehensive administration and coordination of all fiscal operations within the departmental budgets, ensuring meticulous analysis of financial trends, accurate budget projections, and maintaining fiscal integrity and control. Reviews departmental accounting and budgetary process and procedures for departments. This role involves a critical evaluation of all expenditures and payroll transactions to ensure compliance within budget constraints, appropriateness of expenses, sufficiency of funds, and accuracy of accounts. Prepares complex budget reports and analyses for FAO, departmental chairs, and/or faculty and plays a collaborative role in the year end fiscal close process. Provides expert guidance to faculty regarding policies, procedures, and financial reporting related to contracts and grants. Involved in the strategic management and allocation of financial resources for graduate students, readers, and other academic student employees. Serving as the HR/AP Payroll Coordinator, the role demands an in-depth understanding of payroll processes for all faculty, adjuncts, staff, and student appointments, ensuring stringent compliance with internal audit requirements and University policies for all financial activities. This position is also eligible for a hybrid remote work schedule. Schedule may change depending on department needs and college/university policies. The full salary range for the Financial Analyst III is $$71,100 - $128,700 annual salary. We base salary offers on a variety of considerations, such as education, licensure and certifications, experience, and other business and organizational needs. Please submit cover letter and resume to be considered for the position. This position is designated as a Career Ladder recruitment, which means the hiring department can recruit and fill this role at different levels within the position classification series. Therefore, this position is currently posted as (Financial Analyst 2(Recruitment ID # 31996594), and or Financial Analyst 3 (Recruitment ID# 31997700). Applicants are encouraged to review both positions to determine the best match for their skills. All applicants will be assessed based on the minimum requirements for the recruitment for which they applied. |
Education & Experience Requirements
Education Requirements
| Degree | Requirement |
|---|---|
| Bachelor's degree in related area and/or equivalent experience/training. | Required |
Experience Requirements
| Experience | Requirement |
|---|---|
| 4 - 7 years of related experience. | Required |
License Requirements
Certification Requirements
| Certification | Requirement |
|---|
Educational Condition Requirements
| Condition | Requirement |
|---|
Key Responsibilities
| Description | % Time |
|---|---|
Applies professional concepts to perform moderate to complex analysis to understand past performance and determine present and future performance and/or resource allocations.
|
30 |
Provides department support in the areas of business process analysis and design, system or procedure testing and implementation, documentation, security, workflow, and customer feedback.
|
25 |
Coordinates and implements department budget allocations, conceives of and maintains department chart of accounts or other data management tools, and related business processes.
|
10 |
| Prepares reviews and/or approves financial transactions. | 10 |
| Gathers information, analyzes, prepares and summarizes recommendations for financial and/or resource plans, including annual resource allocation approaches, trended future requirements, operating forecasts, sources and uses, etc. Examples include generating, modifying, and conceiving of new financial or other resource reports, or analyzing and forecasting staff/faculty salary budgets, contracts, grants, gifts, endowments, or user fees. | 5 |
| May train staff and where appropriate, creates an effective team environment. | 5 |
| Independently gathers information as needed to perform analysis. | 5 |
| Documents procedures for financial activities. | 5 |
| Ensures that the appropriate internal controls are addressed, maintained and strengthened to protect University resources. | 5 |
Knowledge, Skills & Abilities
| Knowledge/Skill/Ability | Requirement |
|---|---|
| Ability to function as a member of a team. | Required |
| Ability to present information in a clear and concise manner both in writing and verbally. | Required |
| Has ability to independently gather required information, organize, and perform financial analysis assignments. | Required |
| Proven interpersonal skills with peers throughout the organization; service orientation; critical thinking; attention to detail; ability to multi-task in a high volume environment, organizational skills. | Required |
| Thorough knowledge of finance policies, practices and systems. | Required |
| Proven ability to use spreadsheet and database software for complex financial analysis, fiscal management and financial reports. | Required |
| Ability to adapt to changing priorities. | Required |
| Thorough knowledge and understanding of internal control practices and their impact on protecting University resources. | Preferred |
Special Requirements & Conditions
| Special Condition | Requirement |
|---|
Other Special Requirements & Conditions
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Level of Supervision Received
| General Supervision |
Environment
Working Environment
| Campus |
Other Requirements
Items Used
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Physical Requirements
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Mental Requirements
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Environmental Requirements
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Critical Position
| Is Critical Position: Yes |