General Information
| Job Description | FINANCIAL ANL 4 | Working Title | Financial Analyst 4 |
|---|---|---|---|
| Job Code | 007710 | Grade | 24 |
| Department Name | CHA&SS Dean's Office - D01008 | Department Head | Daryle Williams |
| Supervisor | Cindy Williams | Effective Date | 01/04/2023 |
Position(s) Directly Supervised
| Job Code | Title | FTE |
|---|
Generic Scope
| Technical leader with a high degree of knowledge in the overall field and recognized expertise in specific areas; problem-solving frequently requires analysis of unique issues/problems without precedent and/or structure. May manage programs that include formulating strategies and administering policies, processes, and resources; functions with a high degree of autonomy. |
Custom Scope
| Uses advanced professional concepts and organizational objectives to resolve complex issues in creative and effective ways. Works on complex issues where analysis of situations or data requires an in-depth evaluation of variable factors. Exercises judgment in selecting methods, techniques and evaluation criteria for obtaining results. Contacts are both internal and external to the department at all levels. |
Department Custom Scope
| Under the general direction of the College of Humanities, Arts, and Social Sciences (CHASS), Chief Financial and Administrative Officer (CFAO), this position is responsible for providing complex fiscal, budgetary, analytical, and other support to the college. This position is also responsible for managing the annual temp teaching process and allocations, tracking and the allocation of faculty initial complement funds, academic staffing process which includes funding for range adjustments and merits & promotions. Works in collaboration with and provides backup assistance to the CHASS finance team. Assists in preparing PowerPoint presentations and training material for the college as well as acts as a resource for policy guidance to the CHASS departments. |
Education & Experience Requirements
Education Requirements
| Degree | Requirement |
|---|---|
| Advanced degree in related area and/or equivalent experience/training. | Required |
Experience Requirements
| Experience | Requirement |
|---|---|
| Minimum of 8 years of related experience. | Required |
| 6 - 10 years of related experience. | Required |
License Requirements
Certification Requirements
| Certification | Requirement |
|---|
Educational Condition Requirements
| Condition | Requirement |
|---|
Key Responsibilities
| Description | % Time |
|---|---|
| Performs complex financial and budgetary analysis including forecasting to produce financial reports. Analysis include development of quantitative models, fluctuation/variance analysis, operating models, budget models, impact analysis, and testing data for accuracy and reasonableness.Assembles and analyzes requests for resources including ad-hoc requests for funding. Develops recommendations regarding reasonableness of request, resource availability and effective uses of resources to achieve college goals and objectives. Records approved commitments and manages transfer of funds process. Administers the college's critical financial resources such as temporary teaching/graduate student researchers, faculty start up packages and benefits. Participates in fiscal closing process to ensure processing of year-end financial entries in a timely and accurate manner. | 40 |
| Applies advanced professional concepts to perform complex technical analysis to understand past performance and determine present and future performance and/or resource allocations. | 10 |
| Responsible for providing analytical support for highly complex budget, financial, and resource projects dealing directly with major department managers and/or outside constituents. | 5 |
| Coordinates the gathering of budgetary and resource requirements information during planning stages, such as the annual budget process. | 5 |
| May lead a team of less experienced analysts. | 5 |
| 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, strategic planning and modeling, analyzing and forecasting staff/faculty salary budgets, contracts, grants, gifts, endowments, or user fees, and making recommendations for maximizing financial or other resource outcomes. | 5 |
| Performs complex financial or resource research and studies for both internal department and external 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. | 5 |
| Reviews and approves advanced financial transactions. | 5 |
| Trains staff and maintains an effective team environment. | 5 |
Develops and makes recommendations on internal policy/procedural changes that affect functional area.
|
5 |
| Uses advanced understanding of industry practices and organizational policies and procedures to resolve highly complex or difficult assignments. | 5 |
| Makes recommendations on maintaining and strengthening internal controls to protect University resources. | 5 |
Knowledge, Skills & Abilities
| Knowledge/Skill/Ability | Requirement |
|---|---|
| Advanced interpersonal skills at all levels within the organization; service orientation; advanced critical thinking; attention to detail; ability to multi-task in a high volume environment, effective organizational skills. | Required |
| Ability to identify, collect and analyze information from a variety of sources. | Required |
| Advanced knowledge and understanding of internal control practices and their impact on protecting University resources. | Required |
| Ability to adapt to changing priorities. | Required |
| Ability to present complex finance related information in a clear and concise manner, both in writing and verbally. | Required |
| In depth ability to use multiple spreadsheet and database software tools to gather information for specialized, complex financial analysis, fiscal management and financial reports. | Required |
| Advanced knowledge of finance policies, practices and systems. | Required |
| Ability to function as a member of a team. | 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
| Direction |
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 |