Duke University
DCRI - Finance

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Job Details

School of Medicine:

Established in 1930, Duke University School of Medicine is the youngest of the nation’s top medical schools. Ranked tenth among its peers, the School takes pride in being an inclusive community of outstanding learners, investigators, clinicians, and staff where traditional barriers are low, interdisciplinary collaboration is embraced, and great ideas accelerate translation of fundamental scientific discoveries to improve humanhealth locally and around the globe.

Comprised of 2,400 faculty physicians and researchers, the Duke University School of Medicine along with the Duke University School of Nursing and Duke University Health System create Duke Health. Duke Health is a world-class health care network. Founded in 1998 to provide efficient, responsive care, the health system offers a full network of health services and encompasses Duke University Hospital, Duke Regional Hospital, Duke Raleigh Hospital, Duke Primary Care, Private Diagnostic Clinic, Duke Home and Hospice, Duke Health and Wellness, and multiple affiliations.

Occupational Summary:

Responsible for the overall coordination and preparation of financial reports and analyses for specific DCRI business units (Functional Groups, Therapeutic Areas &/or Key Research Programs), including regular review and analysis of financial performance and preparation of the forecast/budget.

Most DCRI positions can be done remotely for candidates who live in the following states: NC, CA, FL, GA, MD, NY, SC, TN, TX, VA, and District of Columbia (DC), Arizona, Hawaii, Illinois, Montana, Colorado, Massachusetts, New Jersey, and Pennsylvania.

Core Job Responsibilities:

  • Prepare, analyze and distribute monthly and quarterly financial report packages to assigned business unit leaders.
  • Demonstrate strong analytical and critical thinking skills in the crafting of relevant executive summaries, outlining notable events and providing reasonable detail for variances.
  • Engage cross-functional group teams to improve understanding of the book of business of assigned units and seek to improve operational effectiveness.
  • Monitor the financial performance of each business unit versus the budget/forecast, identifying areas of progress and adverse trends, and making appropriate recommendations or conclusions based on these findings.
  • Provide findings to leadership.
  • Work to resolve problems concerning variances from the approved budget.
  • Meet with business unit leadership regularly to review financial performance.
  • Anticipate questions and concerns regarding the data and proactively resolve issues as identified.
  • Thorough analysis and discussion with FG leaders, understand and explain variances to budget.
  • Work with functional group leaders to review and update labor expense information, analyze non-labor spending trends and take the lead in forecasting future expense, as well as explain variances to forecast.
  • Assist FG and/or KRP leaders in the preparation of annual budgets.
  • Review and analyze budget requests and incorporate changes into the working overall DCRI budget, ensuring both reasonableness and accuracy.
  • Input DCRI-approved final budget data into the SAP BPS system, and tie-out to Excel budgets for assigned groups.
  • Assist with quarterly forecasting.
  • Prepare quarterly forecasts for select business units.
  • Coordinate consolidation of forecasts.
    • Prepare and reconcile consolidated DCRI metrics and financial packages.
    • Project level analysis for select research programs.
    • Monitoring project gross margins for overall health and reasonableness.
  • Prepare ad-hoc analysis by request.
  • Other Duties:

      Work in tandem with the Project Analysts on transactional duties (journal entries, etc.) as needed.Perform other special projects and related duties incidental to the work described herein.

    Required Qualifications at this Level


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


    Work requires four years’ experience in financial management, cost accounting or a field directly related to specialized area of assignment.



    An asterisk (*) or other notation to distinguish KSAs that are required at the time from those that are expected to be demonstrated at the conclusion of orientation, training, or probationary period for the position.

    • Microsoft Office 2010/2013/2016 (Excel*, Word, Outlook Exchange, Power Point)
    • Adobe Acrobat Pro
    • SAP R/3
    • SAP Analysis for Office (AO)
    • SAP Budget Planning System (BPS)
    • Cognos Reports
    • Strong financial systems experience

    Minimum Qualifications


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


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

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

    Duke aspires to create a community built on collaboration, innovation, creativity, and belonging. Our collective success depends on the robust exchange of ideas—an exchange that is best when the rich diversity of our perspectives, backgrounds, and experiences flourishes. To achieve this exchange, it is essential that all members of the community feel secure and welcome, that the contributions of all individuals are respected, and that all voices are heard. All members of our community have a responsibility to uphold these values.

    Essential Physical Job Functions: Certain jobs at Duke University and Duke University Health System may include essentialjob 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.


    Read our Diversity Profile History

    Duke University was created in 1924 by James Buchanan Duke as a memorial to his father, Washington Duke. The Dukes, a Durham family that built a worldwide financial empire in the manufacture of tobacco products and developed electricity production in the Carolinas, long had been interested in Trinity College. Trinity traced its roots to 1838 in nearby Randolph County when local Methodist and Quaker communities opened Union Institute. The school, then named Trinity College, moved to Durham in 1892, where Benjamin Newton Duke served as a primary benefactor and link with the Duke family until his death in 1929. In December 1924, the provisions of indenture by Benjamin’s brother, James B. Duke, created the family philanthropic foundation, The Duke Endowment, which provided for the expansion of Trinity College into Duke University.Duke Campus

    As a result of the Duke gift, Trinity underwent both physical and academic expansion. The original Durham campus became known as East Campus when it was rebuilt in stately Georgian architecture. West Campus, Gothic in style and dominated by the soaring 210-foot tower of Duke Chapel, opened in 1930. East Campus served as home of the Woman's College of Duke University until 1972, when the men's and women's undergraduate colleges merged. Both men and women undergraduates now enroll in either the Trinity College of Arts & Sciences or the Pratt School of Engineering. In 1995, East Campus became the home for all first-year students.

    Duke maintains a historic affiliation with the United Methodist Church.

    Home of the Blue Devils, Duke University has about 13,000 undergraduate and graduate students and a world-class faculty helping to expand the frontiers of knowledge. The university has a strong commitment to applying knowledge in service to society, both near its North Carolina campus and around the world.

    Mission Statement

    Duke Science"James B. Duke's founding Indenture of Duke University directed the members of the University to 'provide real leadership in the educational world' by choosing individuals of 'outstanding character, ability, and vision' to serve as its officers, trustees and faculty; by carefully selecting students of 'character, determination and application;' and by pursuing those areas of teaching and scholarship that would 'most help to develop our resources, increase our wisdom, and promote human happiness.'

    “To these ends, the mission of Duke University is to provide a superior liberal education to undergraduate students, attending not only to their intellectual growth but also to their development as adults committed to high ethical standards and full participation as leaders in their communities; to prepare future members of the learned professions for lives of skilled and ethical service by providing excellent graduate and professional education; to advance the frontiers of knowledge and contribute boldly to the international community of scholarship; to promote an intellectual environment built on a commitment to free and open inquiry; to help those who suffer, cure disease, and promote health, through sophisticated medical research and thoughtful patient care; to provide wide ranging educational opportunities, on and beyond our campuses, for traditional students, active professionals and life-long learners using the power of information technologies; and to promote a deep appreciation for the range of human difference and potential, a sense of the obligations and rewards of citizenship, and a commitment to learning, freedom and truth.Duke Meeting

     “By pursuing these objectives with vision and integrity, Duke University seeks to engage the mind, elevate the spirit, and stimulate the best effort of all who are associated with the University; to contribute in diverse ways to the local community, the state, the nation and the world; and to attain and maintain a place of real leadership in all that we do.”

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