General Information
| Job Description | FINANCIAL SVC ANL 1 | Working Title | Business Operations Analyst |
|---|---|---|---|
| Job Code | 004626 | Grade | 17 |
| Department Name | SOM Finance & Administration - D02013 | Department Head | Maria Aldana |
| Supervisor | Edith Torrez | Effective Date | 10/10/2022 |
Position(s) Directly Supervised
| Job Code | Title | FTE |
|---|
Generic Scope
| Entry-level professional with limited prior experience; learns to use professional concepts to resolve problems of limited scope and complexity; works on assignments that are initially routine in nature, requiring limited judgment and decision making. Employees at this level are expected to acquire the skills and knowledge to perform more advanced work following an agreed upon time in position, through defined training and development planning. |
Custom Scope
| Applies professional financial services concepts. Applies organizational policies and procedures to resolve routine issues and customer inquiries. Works on problems of limited scope. Follows standard practices and procedures in analyzing situations or data from which answers can be readily obtained. Receives predetermined work assignments that are subject to a moderate level of control and review. Contacts are mostly internal with some external. |
Department Custom Scope
| The SOM Financial and Business Services Unit provides centralized business services to the School of Medicine which includes the Education, Research and Clinical enterprise. The Business Operations Analyst provides a variety of entry level duties to the School of Medicine and assists in resolving financial related transactions in accounts payable, purchasing, recharge billing, travel/entertainment and procurement. The incumbent is an important member of Business Operations team where teamwork is an essential part of the workplace success. Additionally, the Business Operations Analyst will demonstrated good judgment in selecting methods and techniques for obtaining solutions to business service matters. |
Education & Experience Requirements
Education Requirements
| Degree | Requirement |
|---|---|
| Bachelor's degree in related area and/or equivalent experience/training. | Required |
Experience Requirements
| Experience | Requirement |
|---|---|
| 0 - 1 years of related experience. | Required |
License Requirements
Certification Requirements
| Certification | Requirement |
|---|
Educational Condition Requirements
| Condition | Requirement |
|---|
Key Responsibilities
| Description | % Time |
|---|---|
Reconciles, researches and resolves discrepancies in financial data.
|
25 |
Monitors workflow and productivity in areas such as accounts payable, accounts receivable, purchasing, recharge billing, travel/entertainment, gift accounting, collections and/or cashiering.
|
25 |
| Processes basic/routine financial transactions for review or approval by others. | 10 |
| Follows procedures to ensure internal controls are maintained to protect University resources. | 10 |
Performs basic preparation and summarization of information and reports relative to new services, regulatory compliance issues and/or vendor selection and support activities.
|
5 |
| Assists with monitoring productivity with the goal of meeting or exceeding standard expectations for timeliness and quality. Identifies systematic problems and proposes solutions. | 5 |
| Effectively addresses customer inquiries. | 5 |
| Researches policies and helps develop departmental procedures related to all procurement transactions. | 5 |
| Performs other financial and administrative duties as assigned. | 5 |
| Assists in providing support in validating the accuracy and completeness of the Fund Accounting Unit (FAU) list maintained by the Business Operations unit and updates accordingly. | 5 |
Knowledge, Skills & Abilities
| Knowledge/Skill/Ability | Requirement |
|---|---|
| Basic knowledge of financial or accounting concepts, processes and procedures. | Required |
| Ability to adapt to changing priorities. | Required |
| Basic knowledge and understanding of internal control practices and their impact on protecting University resources. | Required |
| Basic knowledge of financial data management and reporting systems. | Required |
| Ability to function effectively as a member of a team. | Required |
| Interpersonal skills, service orientation, active listening, critical thinking, attention to detail, ability to multi-task in a high volume environment, effective verbal and written communication skills and organizational skills. | Required |
| Proficiency in the use of spreadsheet and database software. | Required |
Special Requirements & Conditions
| Special Condition | Requirement |
|---|---|
| Must pass a background check. | Required |
Other Special Requirements & Conditions
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Level of Supervision Received
| Close Supervision |
Environment
Working Environment
| IntelliCenter |
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 |