Financial Analyst - Campus Enterprises
Job ID 2018-4860
Posted Date 2018-04-04
Org Number 021642
Department Campus Enterprises Admin
Division Vice President of Operations
Job Type Staff
Proposed Salary Range $49,000 annually
Hours Per Week 40
Weeks Per Year 52
Regular Workdays/Hours Monday-Friday; 8am-5pm
Preference Date 4/20/2018
Prepare standard and specialized financial reports (e.g., balance sheets, income statements, monthly closing reports) according to Generally Accepted Accounting Principles (GAAP) or other regulatory requirements. Compile and analyze financial information. Prepare entries into accounts, such as general ledger accounts, and document business transactions. Establish, maintain, and coordinate the implementation of accounting and accounting control procedures. Analyze and review budgets and expenditures for local, national and private funding, contracts, and/or grants.
Department Specific Essential Job Functions
Forecasting, Analysis Functions:
Reporting to the Director of Accounting and Finance for Campus Enterprises, the Financial Analyst's primary responsibilities are to:
Track expenses and revenues vs. budget and reforecast and analyze fluctuations;
Preparation, review and distribute monthly financial reports to all divisions of Campus Enterprises;
Assist in the budget & reforecast process;
Maintain budget and reforecast information in the accounting system;
Prepare quarterly operating reports;
Prepare annual financial information binder to be provided to the external auditors;
Create and update Reports within Tableau, Banner, Star Rez, EMS, etc.;
Coordinate financials questions/answers among various Campus Enterprises divisions.
Helps reconciliations review verifying Meal Plan participation and invoices from meal Plan vendor and necessary documentation for vendor payment.
Helps reconcile accounts for student, faculty and staff, and external customers.
This position will maintain files with required documentation.
Will help supervisor prepare monthly managerial financial statements.
Will review financial statements and give guidance to executive team.
Helps set financial policies within Campus Enterprises.
Works with customers when they have concerns about our financial policies.
Performs analysis of various ledger accounts, cash transactions, and account deposits.
Assists with the preparation of deposit slips and the deposit of cash receipts.
Conduct risk assessment of assigned department or functional area in established/required timeline.
Review the suitability of internal control design.
Determine compliance with policies and procedures.
Performs other related duties as assigned.
The duties listed in this job description are intended only as illustrations of the various types of work that may be performed. The omission of specific statements of duties does not exclude them from the position if the work is similar, related, or a logical assignment to the position.
Requires a bachelor's degree in accounting, finance or related field plus 6+ years of relevant work experience that provides knowledge of and exposure to fundamental theories, principles, and concepts. Requires the application of expertise in a chosen field to achieve results.
MBA; CPA eligible
Expert in Excel
Financial Planning and Strategy
Reporting Research Results
Financial and Accounting Skills
Repetitive movement of hands and fingers - typing and/or writing. Frequent standing, and/or sitting. Occasional walking, stooping, kneeling or crouching. Reach with hands and arms. Visually identify, observe and assess. Ability to communicate with supervisor/students/colleagues. Regular physical attendance required. The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations (in accordance with ADA requirements) may be made, upon request, to enable individuals with disabilities to perform essential functions.