General Information
| Job Description | FINANCIAL ANL 1 | Working Title | Financial Analyst I |
|---|---|---|---|
| Job Code | 007707 | Grade | 18 |
| Department Name | CNAS Dean's Office - D01040 | Department Head | Yung Phung |
| Supervisor | Daniela Nastase | Effective Date | 05/15/2023 |
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
| Uses professional concepts. Applies organizational policies and procedures to resolve routine issues. Works on problems of limited scope. Follows standard practices and procedures in analyzing situations or data from which answers can be readily obtained. Contacts are primarily internal to the department or unit. |
Department Custom Scope
| The Financial Analyst will provide financial analytical support for the College of Natural & Agricultural Sciences (CNAS) Dean's office. The successful candidate will have the ability to work collaboratively and contribute as a team member to the CNAS Dean's Office financial team. This role requires the incumbent to perform mid-level analysis and ad-hoc reports to support the dean's office in support of all financial operations. Incumbent must be familiar with best practices for completing moderately 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. Above all, the position requires a natural curiosity for "how things work" and an adventurous sense of flexibility along with a solid understanding of financial mechanics. |
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 |
|---|---|
| Under direct supervision, responsible for providing analytical support for simple to moderate budget, financial or resource analysis projects. | 30 |
| Performs basic financial or resource analysis to understand past performance and determine present and future performance and/or resource allocations. | 20 |
| Follows procedures to ensure internal controls are maintained to protect University resources. | 20 |
| Analyzes financial and/or resource data; prepares and summarizes information and reports. NOTE: 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 transactions. | 10 |
| Maintains department chart of accounts, and related business processes. | 5 |
| Other duties as assigned. | 5 |
Knowledge, Skills & Abilities
| Knowledge/Skill/Ability | Requirement |
|---|---|
| Ability to adapt to changing priorities. | Required |
| Basic knowledge and understanding of internal control practices and their impact on protecting University resources. | Required |
| Ability to function as a member of a team. | Required |
| Basic interpersonal skills; broad service orientation and critical thinking skills; and attention to detail. Under management guidance, uses organizational skills to multi-task in a high volume environment. | Required |
| Basic knowledge of finance policies, practices, and systems. | Required |
| Ability to effectively communicate verbally and in writing. | Required |
| Acquiring ability to gather reasonably retrievable information to organize and perform basic financial analysis assignments. | Required |
| Basic proficiency using spreadsheet and database software in financial analysis, fiscal management, and financial reports. | Required |
Special Requirements & Conditions
| Special Condition | Requirement |
|---|
Other Special Requirements & Conditions
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Level of Supervision Received
| Close 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 |