General Information
| Job Description | FINANCIAL ANL 2 | Working Title | Financial Analyst 2 |
|---|---|---|---|
| Job Code | 007708 | Grade | 20 |
| Department Name | CNAS Dean's Office - D01040 | Department Head | |
| Supervisor | Effective Date | 05/17/2020 |
Position(s) Directly Supervised
| Job Code | Title | FTE |
|---|
Generic Scope
| Professional who applies acquired job skills, policies, and procedures to complete substantive assignments/projects/tasks of moderate scope and complexity; exercises judgment within defined guidelines and practices to determine appropriate action. |
Custom Scope
| Uses professional concepts. Applies organizational policies and procedures to resolve a variety of issues. Works on problems of limited to moderate scope where analysis of situations or data requires a review of a variety of factors. Exercises judgment within defined procedures and practices to determine appropriate action. Contacts are primarily internal to the department, but may also be external. |
Department Custom Scope
| Provide primary financial analytical support for the Academic Personnel and Non-Academic Personnel service units for the College of Natural & Agricultural Sciences as well as secondary analytical support for the Dean's Office. In this role, you will report directly to and receive direction from the Dean's Office finance team. The finance team works closely with the personnel units to execute analyses related to salary increases, budgetary augmentations and complex payroll calculations. The successful candidate will have the ability to work collaboratively and contribute as a team member of both the finance and the personnel groups. This role requires the incumbent to perform high-level analyses and ad hoc reports in support of personnel and payroll operations. Must be fluent in the best practices for completing complex analyses including strong Excel skills coupled with the ability to manage & navigate large data sets utilizing a range of campus systems and analytic tools independently. |
Education & Experience Requirements
Education Requirements
| Degree | Requirement |
|---|---|
| Bachelor's degree in related area and/or equivalent experience/training. | Required |
Experience Requirements
| Experience | Requirement |
|---|
License Requirements
Certification Requirements
| Certification | Requirement |
|---|
Educational Condition Requirements
| Condition | Requirement |
|---|
Key Responsibilities
| Description | % Time |
|---|---|
| Applies professional concepts to perform basic financial or resource analysis to understand past performance and determine present and future performance and/or resource allocations. | 10 |
| Under general supervision, provides analytical support for simple to moderate budget, financial or resource analysis projects. | 30 |
| Gathers and analyzes financial and/or resource data; prepares and summarizes information and/or recommendations. | 30 |
| Prepares basic financial and resource reports and/or analysis for internal department constituents. Examples include periodic financial reports, staff/faculty salary budgets, contracts, grants, gifts, endowments, or user fees. Financial and/or resource analysis could include budgetary analysis, financial analysis, forecasts, projections, staff or faculty salary or FTE analysis, student enrollment analysis, recharge or general rate analysis (parking rates, copier rates, capital project rates, student health charges) student fees (self-supporting programs, professional school fees, course material fees, etc.) contracts and grants analysis, endowment income, fungibility of funds, working capital, depreciation, new building funds, etc. | 10 |
| Applies financial concepts to process, review and approve financial transaction. | 10 |
| Ensures that the appropriate internal controls are addressed, maintained and strengthened to protect University resources. | 10 |
Knowledge, Skills & Abilities
| Knowledge/Skill/Ability | Requirement |
|---|---|
| Some knowledge of finance policies, practices and systems. | Required |
| Ability to gather reasonably retrievable information, organizes, and performs basic financial analysis assignments. | Required |
| Ability to present information in a clear and concise manner both in writing and verbally. | Required |
| Demonstrated ability to use spreadsheet and database software for moderately complex financial analysis, fiscal management and financial reports. | Required |
| Demonstrated interpersonal skills at all levels within the unit; service orientation; critical thinking; attention to detail; ability to multi-task in a high volume environment, organizational skills. | Required |
| Ability to adapt to changing priorities | Required |
| Ability to function as a member of a team. | Required |
| Intermediate knowledge and understanding of internal control practices and their impact on protecting University resources. | Required |
Special Requirements & Conditions
| Special Condition | Requirement |
|---|
Other Special Requirements & Conditions
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Level of Supervision Received
| 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: No |