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.
- Inputs data from ledgers into budget reports. Analyzes financial data and prepares and summarizes monthly reports. Prepares adhoc reports and will be assigned to special projects as needed. Prepares faculty development weekly report, ensuring appropriate faculty compliance and weekly expenses. Processes daily CCRRS / SOM application fee deposits and bank statements reconciliation for SOM application fees. Processes SOM clinical assessments from the clinical pro-fees through re-charge system and ensures accuracy.
|
25 |
Gathers and analyzes financial and/or resource data; prepares and summarizes information and/or recommendations.
- Conducts ledger reconciliation, provides backup documentation; makes difficult and complex transfer entries/allocation. Conducts periodic financial data reconciliation and review with assigned unit Directors/FAOs. Audits and analyzes funding for any discrepancies. Evaluates funding commitments. Participates in the annual budget processing by compiling information by funding sources, salaries, FTE, and non salary budget categories.
|
20 |
Under general supervision, provides analytical support for simple to moderate budget, financial or resource analysis projects.
- Formulates complex EPIC invoice allocations; confirming appropriate expenses to the different rates applied by individual providers, ensuring their accuracy, and capturing any discrepancies.
|
15 |
|
Applies professional concepts to perform basic financial or resource analysis to understand past performance and determine present and future performance and/or resource allocations.
|
10 |
Applies financial concepts to process, review and approve financial transaction.
- Reviews, approves and processes PANs, BEAs, NCTs and PCTs. Acts as the primary transactor for complex financial transactions.
|
10 |
|
Implements department budget allocations and maintains department chart of accounts, and related business processes.
|
5 |
|
Ensures that the appropriate internal controls are addressed, maintained and strengthened to protect University resources.
|
5 |
|
Develops written procedures for financial processes and reports.
|
5 |
|
Collaborates with Business Operations team to develop trainings and presentations for SOM constituents.
|
5 |
