General Information
| Job Description | FINANCIAL ANL 2 | Working Title | Financial Analyst |
|---|---|---|---|
| Job Code | 007708 | Grade | 20 |
| Department Name | Recreation/Student Rec Center - D01117 | Department Head | Lindy Fenex |
| Supervisor | Rochelle Pinkney | Effective Date | 04/05/2023 |
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
| Under the direction of the Associate Director of Business & Administrative Operations, the incumbent is responsible for providing financial, budgetary, analytical, and administrative programmatic support to the Recreation department's programs and units. The Financial Analyst develops budgetary proposals, formulates and presents data analysis, and develops management reports and recommendations for communication to management both orally and in writing. Independently performs financial and budgetary analysis by retrieving, querying, and analyzing data from various internal/external systems to produce timely, accurate, and complete reports for senior management. The Financial Analyst is responsible for ensuring financial ledger reconciliation, staffing, fiscal closing and acts as the primary transactor for complex financial transactions. |
Education & Experience Requirements
Education Requirements
| Degree | Requirement |
|---|---|
| Bachelor's degree in related area and/or equivalent experience/training. | Required |
Experience Requirements
| Experience | Requirement |
|---|---|
| 2 - 4 years of related experience. | Required |
License Requirements
Certification Requirements
| Certification | Requirement |
|---|
Educational Condition Requirements
| Condition | Requirement |
|---|
Key Responsibilities
| Description | % Time |
|---|---|
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.
|
45 |
| Applies professional concepts to perform basic financial or resource analysis to understand past performance and determine present and future performance and/or resource allocations. | 15 |
Under general supervision, provides analytical support for simple to moderate budget, financial or resource analysis projects.
|
15 |
| Implements department budget allocations and maintains department chart of accounts, and related business processes. | 5 |
| Gathers and analyzes financial and/or resource data; prepares and summarizes information and/or recommendations. | 5 |
| Applies financial concepts to process, review and approve financial transaction. | 5 |
| Ensures that the appropriate internal controls are addressed, maintained and strengthened to protect University resources. | 5 |
| Other Duties as Assigned | 5 |
Knowledge, Skills & Abilities
| Knowledge/Skill/Ability | Requirement |
|---|---|
| Ability to function as a member of a team. | Required |
| Demonstrated ability to use spreadsheet and database software for moderately complex financial analysis, fiscal management and financial reports. | Required |
| Ability to present information in a clear and concise manner both in writing and verbally. | Required |
| Intermediate knowledge and understanding of internal control practices and their impact on protecting University resources. | Required |
| Ability to gather reasonably retrievable information, organizes, and performs basic financial analysis assignments. | 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 |
| Some knowledge of finance policies, practices and systems. | Required |
| Ability to adapt to changing priorities. | Required |
Special Requirements & Conditions
| Special Condition | Requirement |
|---|---|
| Occasional travel for university related business meetings, conferences and/or professional development. | Preferred |
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: Yes |