Job Title: Senior Financial Analyst
Location: Case Main Campus
Regular/Temporary: Regular
Full/Part Time: Full-Time
Job ID: 7971
Job Description

POSITION OBJECTIVE

The Senior Financial Analyst will support executive decision making by contributing to the development and maintenance of accurate, dynamic financial analyses and planning models using Hyperion PBCS, assembling and tracking the university operating and capital budgets, and being the point person for the Hyperion PBCS Planning and Reporting function.

ESSENTIAL FUNCTIONS

1. Develop in-depth understanding of the finances of a portfolio of schools and administrative departments, as assigned, and identify and track budget anomalies or other related financial issues related. (15%)
2. Develop/maintain expert knowledge of the Hyperion PBCS planning and reporting system and support/train others in its use. Maintain the reporting package in Hyperion PBCS, becoming an efficient report writer and power user of the Ad Hoc reporting function. (15%)
3. Extract data from university systems and use spreadsheets, database tools, and other techniques to perform analyses and develop statistical reporting on university financial data. (15%)
4. Serve as a customer service representative to financial and other administrative personnel in the various schools and administrative departments of the university and act as a resource to the departments on budgeting and forecasting matters. Suggest new policies, processes and reporting tools and training for new staff members within the departments. (15%)
5. Assist in the preparation of the annual operating budget, and in the development of updated monthly and quarterly budget-to actual forecasts to ensure conformance to budgetary limits. (10%)
6. Assist with the development of the university’s long-range financial plan. (10%)
7. Monitor the activity in endowment accounts and work with the departments to ensure fund usage is aligned with the board resolutions. Advise management about nonconforming departments and underutilized accounts. (10%)
8. Prepare and analyze indirect cost components for budget purposes. (10%)

NONESSENTIAL FUNCTIONS

Perform other duties as assigned. (<1%)

CONTACTS

Department: Regular contact with co-workers to share information.

University: Regular contact with department administrators, Controller’s Office, Office of Research Administration, School-level Budget & Planning Offices, and Information Technology Services

External: Infrequent contact with peers from other institutions to share information.

Students: Little or no contact (unless student interns).

SUPERVISORY RESPONSIBILITY

May be responsible for the oversight of student interns.

QUALIFICATIONS

Experience: 3 years of experience in the field or in a related area.

Education/licensing: Bachelor’s degree and a strong, current grasp of accounting and financial principles and practices required.

REQUIRED SKILLS

1. Experience with Responsibility Center Management (RCM) and cost accounting is preferred.
2. Advanced computing skills and sound analytical reasoning.
3. Working knowledge of Microsoft Office program with advanced skills in Excel
4. Ability to navigate the Internet and utilize e-mail systems effectively
5. Knowledge or experience with Hyperion PBCS and Smartview is highly preferred.
6. Knowledge of ERP financial software (PeopleSoft); knowledge of database query tools.
7. Ability to meet consistent attendance.
8. Ability to interact with colleagues, supervisors, and customers face to face.

WORKING CONDITIONS

Normal office work environment.

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In employment, as in education, Case Western Reserve University is committed to Equal Opportunity and Diversity. Women, veterans, members of underrepresented minority groups, and individuals with disabilities are encouraged to apply.

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Case Western Reserve University provides reasonable accommodations to applicants with disabilities. Applicants requiring a reasonable accommodation for any part of the application and hiring process should contact the Office of Inclusion, Diversity and Equal Opportunity at 216-368-8877 to request a reasonable accommodation. Determinations as to granting reasonable accommodations for any applicant will be made on a case-by-case basis.

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