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FINANCIAL MANAGEMENT ANALYST, III-OFFICE OF THE PROVOST, FINANCE & ADMINISTRATION

Employer
Duke University
Location
PAS Adm - Provost Office
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Job Details

Duke University:

Duke University was created in 1924 through an indenture of trust by James Buchanan Duke. Today, Duke is regarded as one of America’s leading research universities. Located in Durham, North Carolina, Duke is positioned in the heart of the Research Triangle, which is ranked annually as one of the best places in the country to work and live. Duke has more than 15,000 students who study and conduct research in its 10 undergraduate, graduate and professional schools. With about 40,000 employees, Duke is the third largest private employer in North Carolina, and it now has international programs in more than 150 countries.

The Office of the Provost, Finance & Administration is building a flexible and hybrid workplace . All team members must have access to and maintain a secure home office environment with high-speed internet service and work collaboratively with others using a variety of technologies and tools. Depending on the type of position and work performed, or as deemed by manager, some positions may be required to work intermittently in an office located in Durham, NC.

Background

Duke University was created in 1924 with a gift from James Buchanan Duke to Trinity College. Today, it is universally regarded as one of the world’s finest research universities and a leader in interdisciplinary innovation and global research and engagement. Located in Durham, North Carolina, Duke is comprised of two major organizations: Duke University and Duke University Health System.

At Duke University, the mission is to provide a superior liberal arts education, prepare people for lives of skilled and ethical service, advance the frontiers of knowledge, foster health and well-being, and promote a sincere spirit of tolerance. The full range of learning opportunities—experiential, service and global—gives immediacy and excitement to undergraduate academic work. Most recently, Duke has enrolled over 6,700 undergraduates and nearly 10,000 graduate and professional students across ten schools.

Occupational Summary

The Financial Management Analyst III (FMA III) provides coordination and direction for financial management, planning, budgeting, reporting, accounting and analysis activities within the Provost area management center (PAMC). Provost management center oversight includes 8 schools, 10 institutes and centers, and 20+ support units, auxiliary services, and strategic initiatives. This position is part of the Office of Provost Finance and Administration group, and reports directly to Associte Vice Provost.

Administers and coordinates across the management center various financial management processes and activities including strategic, operating, capital, and multi-year planning. Facilitates accounting and compliance activities requiring a high degree of financial acumen. The work will entail performing complex and specialized assignments in financial and accounting operations related to various academic and support units.

Duties and Responsibilities

Serve as the primary liaison for assigned units and represent Provost office on various aspects of budget and finance oversight. Guide and collaborate through strong working relationships with key finance/business managers in various management center units. More specifically:

Budget & Finance

  • Provide guidance and assistance to unit finance leads/business manager with complex financial analysis and budget preparations. Budget processes include annual budget, fall and spring projections, outyear plans and capital planning. Track and monitor performance against plans throughout the year. In addition, interact with senior academic and administrative officers to advise and assist with development and preparation of budget materials. Compile, analyze and summarize financial information for annual budget presentations to Provost office senior leadership and participate in the meetings guiding conversations.
  • Provide instruction and guidance to multiple units within the management center on adherence to University and Provost financial policies and procedures as well as budget compliance. Work with units to review monthly analysis of financial performance including variance to budget explanations, overdrafts, expense controls and financial trends.

Financial Management and Control

  • Track and report on various funds that support Provost priorities including both endowment and university funds. Work with academic leadership with oversight of sources of funds to capture and track commitments against them. Distribute to schools and provost units as instructed, reconciling all funding monthly, quarterly and annually.
  • Support annual close process for Provost management center ensuring compliance with accounting policy. Review financial transactions and work with central administration to finalize entries in the system for year end. Ensure current funds are in balance and create documentation of final performance. Prepare and coordinate distribution of various financial reports.

Advisory, Management Center Accounting Structure

  • Serve as the expert on Duke systems and provide training and instruction to management center units on an as needed basis and regularly during budget preparation stages
  • Understand university accounting structures including fund flows and the interactions with the reporting. Provide guidance and training to finance/business managers to ensure reporting is developed in a consistent and standard manner.
  • Develop financial accounting structures for new programs, initiatives, and consolidations of units including funding sources, budget preparation and program specifications and coordination.
  • Represent Provost Finance & Administration and Provost office on special projects and serve as a liaison for academic units. Special projects may include process improvements, new procedures, compliance and audit, financial reporting development and new systems.

Management Center Policy, Internal Control

  • Complete all management workflow approvals for journal entries, vouchers, and travel expenditures that meet thresholds established by central accounting or Provost leadership in compliance with university policy. Track and submit policy exception approvals authorized by the management center.
  • Manage security accesses to financial systems acting as lead contact with central administration and Provost management center staff responsible for department workflows. Ensure any issues or questions are escalated to leadership.

Financial Oversight – International Research

  • Responsible for research and international finance oversight providing support to Associate Vice Provost on projects and activities. Provide financial consultation partnering with both Associate Vice Provost for Research and Campus Research units as well as Office of Global Affairs to minimize risk and ensure compliance.
  • Prepare department operating budget for campus research units and monitor monthly, quarterly and annually financial performance.
  • Establish billing rates for campus research administration support in consultation with the Director of Campus Grants Management Team. Provide information on rate methodology to school finance leadership and prepare trend analysis.
  • Work with Financial Costing and Compliance to complete annual review of recharge service centers with specific campus units. Validate methodology and review reporting for completeness. Oversee and monitor recharge costs periodically.

Preferred Qualifications

Familiarity with Duke systems and policies. Demonstrated success in staff supervision and performance management. Ability to analyze and resolve complex issues. CPA and/or MBA desired.

Desired Skills:

  • Must have excellent customer service skills with the ability to effectively work with diverse groups. The role requires work with a wide variety of skill sets.
  • Must be able to balance high volume workload and multi-task with the ability to continue to meet deadlines.
  • Requires substantial familiarity with academic programs within an higher education institution
  • Proficient in financial systems including Microsoft tools and other integrated systems such as Advanced Excel and SAP respectively. Work with Analysis for Office Reporting preferred.
  • Must be able to work with large volumes of data and interpret/present in concise and meaningful manner to senior leadership for sound business decisions
  • Excellent communication skills both oral and written
  • Strong organizational, management, and administrative skills

Minimum Qualifications

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

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.

Organization

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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