Financial Analyst

Location
Stanford
Posted
May 26, 2017
Institution Type
Four-Year Institution


Stanford University

Financial Analyst

Job Number:
75057

Financial Analyst Job Family: Finance Job Series: Finance Job Code: 4451 Grade: G Exemption: Exempt JOB PURPOSE: The Office of Development (OOD) works with University donors to help match their philanthropic goals with University needs. It's a complex job that brings together over thirty different departments, including fundraising, stewardship, communications, and administrative staff.


The Finance Department in OOD has two vital roles: we manage the development budget to ensure that our departments are properly resourced, and we provide reports on gift-giving across the entire University. This gives us a unique view into a large and complex operating budget as well as the broader workings of the University. We interact not only with our OOD colleagues, but with financial and operational staff in many different departments and units.


This role will be a vital member of our five-person team. At first, you'll be asked to learn our financial systems by preparing monthly management reports; then, you'll move on to the gift-giving side of the world. We don't have specialists on the team; everyone is expected to understand both operations and fundraising. Because we wind up addressing many different kinds of questions, we need creative thinkers and people who are comfortable manipulating large data sets. This role will also perform moderately complex accounting activities and functions, including monitoring accounts, preparing documentation, expenditure reconciliations and reviews, revenue reporting/accounting, purchases and reimbursements, general ledger transactions, and journal entries.

CORE DUTIES*:

  • Perform structured analysis; conduct data mining; identify, clarify, and investigate discrepancies and exceptions; proactively develop solutions and processes.
  • Maintain, reconcile, review, combine, and validate financial data sets and accounts, utilizing financial reports, financial databases, and key financial information.
  • Contribute to development of budget, forecasting, and analyses to be used for critical activities and decision making.
  • Run and analyze financial reports, often from multiple systems; assist in preparation of management information reports.
  • Resolve issues within immediate work unit; Perform preliminary analysis, recognize exceptions and recommend solutions that may require policy changes or the development of new processes.
  • Ensure works complies with complex internal policies and external regulations which may require interpretation.
  • Participate as a member of a project team and contribute to change management strategy through communication and collaboration with others.
  • Recommend, assist, test, or implement process streamlining, system improvements or work flow changes.
  • Serve as a first line resource to client groups on matters in work unit.
  • Understand and participate in cross training on core functions in work area or unit; serve as a back-up to other functions.
  • May supervise the day-to-day activities and provide on the job coaching and training to other staff, as needed.

* - Other duties may also be assigned MINIMUM REQUIREMENTS: Education & Experience: Bachelor's degree plus one year of applicable experience, or combination of education and relevant work experience.

Knowledge, Skills and Abilities:

  • Proficiency in basic business applications, such as Microsoft Office; strong knowledge of Excel.
  • User knowledge and demonstrated experience of financial systems; internet and computer literacy.
  • Understanding of and ability to apply accounting skills and concepts.
  • Ability to combine and analyze large data sets.
  • Ability to draft professional e-mails, memos, business letters, and reports, and to clearly and effectively communicate information to internal audiences and client groups.
  • Demonstrated communication skills, including ability to prepare materials for and clearly and effectively communicate information to internal audiences and client groups.
  • Ability to learn project management skills and to participate as part of a project team.

Certifications and Licenses: None PHYSICAL REQUIREMENTS*:
  • Constantly perform desk-based computer tasks.
  • Frequently sit, sort, file paperwork or parts, grasp lightly, and use fine manipulation, lift, carry, push and pull objects that weigh 10 pounds or less.
  • Occasionally write by hand, twist, bend, stoop and squat.
  • Rarely stand, walk, reach or work above shoulders and use a telephone.
* - Consistent with its obligations under the law, the University will provide reasonable accommodation to any employee with a disability who requires accommodation to perform the essential functions of his or her job.

WORKING CONDITIONS:
  • May work extended hours during peak business cycles.
WORK STANDARDS:

  • Interpersonal Skills: Demonstrates the ability to work well with Stanford colleagues and clients and with external organizations.
  • Promote Culture of Safety: Demonstrates commitment to personal responsibility and value for safety; communicates safety concerns; uses and promotes safe behaviors based on training and lessons learned.
  • Subject to and expected to comply with all applicable University policies and procedures, including but not limited to the personnel policies and other policies found in the University's Administrative Guide, http://adminguide.stanford.edu.

Stanford is an equal opportunity employer and all qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by law

Job: Finance

Location: Office of Development
Schedule: Full-time
Classification Level:

To be considered for this position please visit our web site and apply on line at the following link: stanfordcareers.stanford.edu

Stanford is an equal opportunity employer and all qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by law.






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