General Information
| Job Description | FINANCIAL SVC ANL 2 | Working Title | Technology Partnerships Financial Services Analyst |
|---|---|---|---|
| Job Code | 004627 | Grade | 19 |
| Department Name | Research & Economic Develop Office - D01157 | Department Head | Laura Manor |
| Supervisor | Jessica Pacheco | Effective Date | 11/27/2023 |
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 financial services concepts. Applies organization policies and procedures to resolve a variety of moderately complicated issues. Works on financial services problems of moderate scope where analysis of situations or data requires a review of a variety of factors. |
Department Custom Scope
| Under the supervision of the Senior Research Administrator, the Technology Partnerships Financial Services Analyst will perform analysis, reporting, and auditing for the Office of Technology Partnerships. The Financial Services Analyst provides data and reports to assist in departmental budget management and research grant administration. This position will assist with a variety of financial services, including invoice processing, reimbursements, payroll cost transfers and funding changes. Incumbent will prepare and gather documents to develop grant proposal budgets and will assist the Research Administrator with post-award close-outs. The Financial Services Analyst will also support related administrative functions for the Office of Technology Partnerships. |
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 |
| Experience working with economic development agencies. | Preferred |
| Experience working in higher education. | Preferred |
License Requirements
Certification Requirements
| Certification | Requirement |
|---|
Educational Condition Requirements
| Condition | Requirement |
|---|
Key Responsibilities
| Description | % Time |
|---|---|
Assists with ensuring that financial processing functions which may include accounts payable, accounts receivable, purchasing, recharge billing, travel/entertainment, gift accounting, cashiering and collections are performed with accuracy and that daily operations run smoothly.
|
30 |
Under general supervision, researches and gathers information from a variety of sources; prepares and summarizes information and reports relative to new services, regulatory compliance issues and/or vendor selection and support activities.
|
25 |
| Supports logistical needs for Office of Technology Partnerships events and meetings, including responding to requests for availability, booking rooms, and ordering supplies or food as needed. | 15 |
Prepares reports and analyses to include summaries of financial transactions, evaluation of current and proposed services, etc. for management review and decision-making.
|
10 |
| Applies professional financial and accounting concepts to independently perform analyses of moderately complex financial services such as researching discrepancies and tax implications and compliance with external regulations and internal policies. | 5 |
| Participates in audits of internal records and processes and prepares recommendations for changes as needed. Ensures that the appropriate internal controls are addressed, maintained and strengthened to protect University resources. | 5 |
| Documents processes and procedures for financial activities. | 5 |
| Reviews, processes, and approves standardized financial data and transactions. Effectively addresses difficult and complex customer inquiries. | 5 |
Knowledge, Skills & Abilities
| Knowledge/Skill/Ability | Requirement |
|---|---|
| Ability to adapt to changing priorities. | Required |
| Proficiency in the use of spreadsheet and database software. | Required |
| Strong knowledge of financial data management and reporting systems. | Required |
| Working knowledge of financial processes, policies and procedures. | Required |
| Skills to provide coaching and mentoring to support staff. | Required |
| Strong interpersonal skills, analytical skills, service orientation, active listening, critical thinking, attention to detail, ability to multi-task in a high volume environment, organizational skills, effective verbal and written communication skills, sound judgment and decision making. | Required |
| Ability to function effectively as a member of a team. | Required |
| Intermediate knowledge and understanding of internal control practices and their impact on protecting University resources. | Preferred |
Special Requirements & Conditions
| Special Condition | Requirement |
|---|---|
| Must pass a background check. | Required |
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 |