FINANCIAL MGMT ANALYST III

Location
Durham, NC
Posted
Apr 13, 2017
Institution Type
Four-Year Institution

FINANCIAL MGMT ANALYST III
DCI Director's Office

OCCUPATIONAL SUMMARY

Plan, develop and coordinate the preparation of financial analyses and reports including, but not limited to, operational and capital budgets, financial statements, statistical reports, cost analyses and other financial information; perform complex and specialized assignments in assigned area of expertise; perform lead role in coordinating complex projects.

WORK PERFORMED

Financial analysis and preparation
Responsible for monthly closing and reconciliation of institute cost objects and accounts.
Analyze monthly financial statements to determine proper charging of operating revenues and expenditures in accordance with unit procedures. Monitor and report on monthly financial performance of individual programs as a whole; recommend corrective actions based on analysis.

Responsible for managing DCI startup commitment funds, ensuring startup commitments are properly structured and recorded within a complex database and ensuring that each of DCI commitment request complies with the signed MOU and matches the approved budgets/proposals.

Develop and obtain approval for costing rates for services centers and shared cores in accordance with University policy. Responsible for financial management of shared resources including, but not limited to: financial statement/analysis preparation, invoicing, accounts payable, etc.

Budgeting
Prepare annual budgets and provide forecasts to directors and managers. Perform year-end closing activities.
Assist with development of new business proposals including budget preparations and project specifications.

Administrative
Collaborate with division administrators and assist with training and educating of administration personnel and grants and contracts staff in the area of best practices of financial accounting and monitoring systems.
Responsible for space management process through the Web Central system.

Make recommendations to improve financial systems; perform in-house audits of operating units; analyze deficiencies and report to director. Assist in formulating and refining short and long-term financial goals for the institute in consultation with directors and administrative staff.

Support the annual progress reporting effort for the Cancer Center Support Grant.
Attend staff meetings, conferences and trainings as assigned. Maintain technical knowledge by attending educational workshops and other industry related sources.

Protects operations by keeping financial information confidential.

The above statements describe the general nature and level of work being performed by individuals assigned to this classification. This is not intended to be an exhaustive list of all responsibilities and duties required of personnel so classified.

The intent of this job description is to provide a representative and level of the types of duties and responsibilities that will be required of positions given this title and shall not be construed as a declaration of the total of the specific duties and responsibilities of any particular position.

Employees may be directed to perform job-related tasks other than those specifically presented in this description.

And other duties as assigned.



Requisition Number
401220327

Location
Durham

Duke Entity
MEDICAL CENTER

Job Code
1796 FINANCIAL MGMT ANALYST III

Job Family Level
15

Exempt/Non-Exempt
Exempt

Full Time / Part Time
FULL TIME

Regular / Temporary
Regular

Shift
First/Day

Minimum Qualifications
Duke University is an Affirmative Action/Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, genetic information, gender, gender identity, national origin, race, religion, sexual orientation, or veteran status. ******************************************************* Essential Physical Job Functions: Certain jobs at Duke University and Duke University Health System may include essential job functions that require specific physical and/or mental abilities. Additional information and provision for requests for reasonable accommodation will be provided by each hiring department.

Education

Work requires a Bachelor's degree in Accounting, Finance, Economics, Business Administration or a related field. CPA is desirable.

Experience

Work requires a minimum of six years experience in financial management, cost accounting or a field directly related to specialized area of assignment. OR AN EQUIVALENT COMBINATION OF RELEVANT EDUCATION AND/OR EXPERIENCE

The preferred candidate will have 8 years of financial analysis experience, training, and education. SAP and R/3 experience is strongly preferred. RCC and RAA certifications preferred. CPA is preferred, MBA is desirable.

Skills
  1. Excellent written, oral and conversational communication skills to effectively work with diverse groups.
  2. Ability to analyze, evaluate multiple solutions and solve complex problems using well developed critical & analytical thinking skills.
  3. Excellent time management skills needed to prioritize among many competing priorities.
  4. Attention to detail needed to operate accurately and effectively in the regulatory environment.
  5. Mastery of Microsoft Office, especially Word and Excel, multiple electronic databases and computer based information systems including Microsoft Access.

Expectations
You will know and comply with the regulations, rules and Standard Operating Procedures required for this position. You will know and comply with Duke's rules, regulations and responsibilities as noted in The Duke Employee Handbook and on the Duke HR Website.




Auto req ID

86576BR

Duke University is an Affirmative Action/Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, genetic information, gender, gender expression, gender identity, national origin, race, religion, sexual orientation, or veteran status.

Essential Physical Job Functions: Certain jobs at Duke University and Duke University Health System may include essential job functions that require specific physical and/or mental abilities. Additional information and provision for requests for reasonable accommodation will be provided by each hiring department.

PI97510179