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.
- Responsible for preparation, analysis and presentation of monthly budget reports for all units within UME, SA, and Pathway Programs. Offer recommendations for cost savings.
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25 |
Applies professional concepts to perform basic financial or resource analysis to understand past performance and determine present and future performance and/or resource allocations.
- Assist Financial Operating Officer with annual budget process.
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15 |
Implements department budget allocations and maintains department chart of accounts, and related business processes.
- Responsible for the budget allocations for the ME units; initiates BEAs/PCTs/NCTs as appropriate. Assist unit directors in analyzing business processes and identify areas for efficiency improvements and cost-savings. Assist with purchasing, travel arrangements, reimbursements and recharges. Responsible for ProCard Transactions (PCT) and Non-Payroll Cost Transfers (NCT), for UME and SA units in a timely manner. Responsible for initiating payroll corrections and verifying payroll reconciliation.
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15 |
Under general supervision, provides analytical support for simple to moderate budget, financial or resource analysis projects.
- Prepares ad-hoc reports and performs analysis as needed. Prepares and presents financial and resource reports and/or analysis for internal department constituents.
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10 |
Gathers and analyzes financial and/or resource data; prepares and summarizes information and/or recommendations.
- Analyzes transactions, expenditures, identifies and resolves discrepancies
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10 |
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Applies financial concepts to process, review and approve financial transaction.
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10 |
Ensures that the appropriate internal controls are addressed, maintained and strengthened to protect University resources.
- Assist ME Financial Operating Officer with the review of all accounting policies, procedures, and practices, ensure fiscal integrity and controls are in place and corrective transactions are completed, as needed. Assist in the development of best practices for ME to include areas of: purchasing, travel, reimbursements, etc. Serve as a resource to the Financial Operating Officer, and other team members across the Division.
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10 |
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Other duties as required.
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5 |
