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Expenditure Data Analyst

Employer
The University of Georgia
Location
Athens Area

Job Details

Posting Number:

S12159P

Working Title:

Expenditure Data Analyst

Department:

DAR-UGAF Expenditure Control

About the University of Georgia:

Since our founding in 1785, the University of Georgia has operated as Georgia’s oldest, most comprehensive, and most diversified institution of higher education (https://www.uga.edu/). The proof is in our more than 235 years of academic and professional achievements and our continual commitment to higher education. UGA is currently ranked among the top 20 public universities in U.S. News & World Report. The University’s main campus is located in Athens, approximately 65 miles northeast of Atlanta, with extended campuses in Atlanta, Griffin, Gwinnett, and Tifton. UGA employs approximately 3,000 faculty and more than 7,700 full-time staff. The University’s enrollment exceeds 40,000 students including over 30,000 undergraduates and over 10,000 graduate and professional students. Academic programs reside in 18 schools and colleges, as well as a medical partnership with Augusta University housed on the UGA Health Sciences Campus in Athens.

About the College/Unit/Department:

The University of Georgia Foundation enriches the quality of education at the university by supporting scholarships, endowed chairs and professorships and other programs that rely on private funds. With more than $1 billion in assets, a large portion of which is endowed, the foundation provides an average of more than $65 million annually to UGA to advance its mission of teaching, research, and public service. The foundation was established in 1937. As a steward of donor funds, the foundation has a strong record of fiscal and financial management. Its investment portfolio has consistently outperformed key benchmarks. Growth in the foundation’s assets has allowed for greater financial support of the university’s mission.
Mission of the University of Georgia FoundationThe mission and purpose of the University of Georgia Foundation is to provide support for the teaching, research, public service, and outreach programs of the University of Georgia by means of volunteer leadership and assistance in development and fundraising activities; fiduciary care for the assets of the foundation for the long-term benefit and enhancement of the university; and broad advice, consultation and support to the president of the university. The foundation shall operate as a cooperative organization in accordance with policies of the University System of Georgia Board of Regents.

College/Unit/Department website:

https://give.uga.edu/uga-foundation/

Posting Type:

External

Retirement Plan:

TRS or ORP

Employment Type:

Employee

Benefits Eligibility:

Benefits Eligible

Full/Part time:

Full Time

Additional Schedule Information:

8:00am–5:00pm; Must be willing and able to work evenings and weekends as necessary

Advertised Salary:

$55,000+ Commensurate qualifications and experience

Posting Date:

05/28/2024

Open until filled:

Yes

Proposed Starting Date:

07/01/2024

Special Instructions to Applicants:

  • This position is structured as a permanent position within the Division of Development & Alumni Relations. We are unable to sponsor a work visa for this position.

Location of Vacancy:

Athens Area

EEO Policy Statement:

The University of Georgia is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, ethnicity, age, genetic information, disability, gender identity, sexual orientation or protected veteran status. Persons needing accommodations or assistance with the accessibility of materials related to this search are encouraged to contact Central HR (hrweb@uga.edu).

USG Core Values Statement:

The University System of Georgia is comprised of our 26 institutions of higher education and learning, as well the System Office. Our USG Statement of Core Values are Integrity, Excellence, Accountability, and Respect. These values serve as the foundation for all that we do as an organization, and each USG community member is responsible for demonstrating and upholding these standards. More details on the USG Statement of Core Values and Code of Conduct are available in USG Board Policy 8.2.18.1.2 and can be found on-line at https://www.usg.edu/policymanual/section8/C224/#p8.2.18_personnel_conduct.

Additionally, USG supports Freedom of Expression as stated in Board Policy 6.5 Freedom of Expression and Academic Freedom found on-line at https://www.usg.edu/policymanual/section6/C2653.

Classification Title:

Business Operations Professional

FLSA:

Exempt

FTE:

1.00

Minimum Qualifications:

Requires at least a baccalaureate degree in the field. Please contact your Human Resources office for an evaluation of education/experience in lieu of the required minimum qualifications.

Preferred Qualifications:

  • Bachelor’s degree in Accounting, Finance, Management Information Systems, Business Administration, or a related field OR Associate degree AND progressively responsible related work experience
  • Experience creating, editing, and using Pivot Tables, and formulas in Excel
  • Experience using data analytics tools
  • Experience creating financial reports, and providing analysis on trends
  • Experience presenting financial information to interested parties

Position Summary:

Reporting to the Associate Director of Expenditure Control, this position is responsible for complex reconciliations, review and analysis of expenditures and payments made by the UGA Foundation (UGAF). This includes reviewing, verifying, and evaluating all expenditures, including direct payments, scholarships, and grants. This position provides support for internal controls, business analysis, expenditure operations, and will assist the Associate Director in maintaining and updating policies and procedures. This position also provides customer service to campus users concerning expenditure requests and UGAF expenditure policy.

Responsibility consists of communicating via phone calls, emails, and other written correspondence in a courteous, informative, and professional manner. In addition, this position is responsible for the printing and distribution of payment checks for the Expenditure Control office.

Knowledge, Skills, Abilities and/or Competencies:

  • Strong attention to detail and demonstrated ability to analyze complex financial data
  • Strong organization, prioritization, and time management skills
  • Excellent verbal and nonverbal communication skills and the ability to deal effectively and professionally with a variety of persons
  • Excellent oral and written communication skills
  • Ability to deal effective and professionally with peers and other campus units
  • Fluent typing skills and proficiency in Microsoft Word, Excel, and Outlook
  • Work well within a team, as well as independently
  • Follow directions and meet deadlines
  • Apply skills and knowledge across a variety of tasks to perform successfully in new situations

Additional Division Expectations
  • Through open, honest, and respectful communication, all staff, supervisors, and colleagues of the Division of Development & Alumni Relations are expected to interact with fairness, compassion, and decency. All employees will be held accountable for meeting the expectation of promoting a stable, productive, and healthy work environment.
  • Adherence to CASE standards and commonly accepted industry standards relating to fundraising reporting are expected of all fundraisers. All fundraisers will be held accountable for meeting this expectation.

Physical Demands:

  • Work in a standard office environment
  • Sit and work at a computer workstation for an extended amount of time
  • Work using electronic mail, telephone, face-to-face discussions, paper form correspondence
  • Communicate effectively in writing, speaking, and listening
  • Organize and establish priorities; Remember detail; multi-task
  • Lift and/or move up to 20 pounds
  • Walk, stand, stoop, lift, kneel, climb

Is driving a responsibility of this position?:

No

Is this a Position of Trust?:

Yes

Does this position have operation, access, or control of financial resources?:

Yes

Does this position require a P-Card? :

No

Is having a P-Card an essential function of this position? :

No

Does this position have direct interaction or care of children under the age of 18 or direct patient care?:

No

Does this position have Security Access (e.g., public safety, IT security, personnel records, patient records, or access to chemicals and medications):

Yes

Credit and P-Card policy:

Be advised a credit check will be required for all positions with financial responsibilities. For additional information about the credit check criteria, visit the UGA Credit Background Check website.

Background Investigation Policy:

Offers of employment are contingent upon completion of a background investigation including, a criminal background check demonstrating your eligibility for employment with the University of Georgia; confirmation of the credentials and employment history reflected in your application materials (including reference checks) as they relate to the job-based requirements of the position applied for; and, if applicable, a satisfactory credit check. You may also be subject to a pre-employment drug test for positions with high-risk responsibilities, if applicable. Please visit the UGA Background Check website.

Duties/Responsibilities:

Business Analysis

  • Utilize query, reporting, and data analytics tools to support expenditure operations. Collaborate in the design, development, and enhancement of Qlik Sense projects. This function supports both the reconciliation and internal controls responsibilities, as well as the overall accuracy and consistency of expense data.
  • Evaluate expenditure and request trends. Identify and coordinate opportunities for internal and external training.
  • Perform monthly analysis on expense variances.
  • Track expenditure projects and activities related to reimbursements paid directly by the Foundation.
  • Assist with complex expenditure review within the financial accounting system.
  • Contributes to ongoing projects such as fringe reporting, 1099s, inventory control, fringe benefits, and stale dated checks.
  • Review of contracts and purchase orders for expenditure and financial reporting.

Percentage of time:

25

Duties/Responsibilities:

Expenditure Operations, Policies & Procedures

  • Assist Associate Director in reviewing, updating, and implementing policies & procedures.
  • Collaborate with Client Services to develop and implement expenditure training materials for the UGAF financial accounting system.
  • Evaluate peer institutions for best practices and governance and make recommendations to leadership on policy and procedure updates.
  • Maintain knowledge of UGA expenditure policies.
  • Coordinate with campus to correct overdrawn Foundation accounts resulting from expenditures.
  • Serve as backup to the Expenditure Control Manager.
  • Other duties as assigned may include, but are not limited to, filing, scanning, and retrieving of information for reporting and auditing support.
  • Print, reconciles, and circulates daily UGA Foundation check run. Includes corresponding with campus users for check pickup, printing of envelopes, maintaining of the check log, and distribution of accompanying check correspondence.
  • Review, approve, and audit user access. Maintain signature authority across campus, and workflow within the financial accounting system.

Percentage of time:

20

Duties/Responsibilities:

Scholarship Expenditure Administration

  • Coordinate posting of scholarship expenses to the Foundation’s Financial Accounting system.
  • Review and reconcile monthly scholarship activity.
  • Work closely with the Office of Student Financial Aid and Bursar’s Office to process scholarship payments and resolve reconciliation issues.
  • Prepare and initiate monthly scholarship payments.
  • Collaborate with Data Analytics and Financial Accounting to develop and maintain reconciliation tools for expense processing and reporting.
  • Maintain workflow and approvals within the scholarship system.
  • Support UGAF activity in ScholarshipUniverse.

Percentage of time:

20

Duties/Responsibilities:

UGA Grants

  • Review and coordinate the UGA grant payment process. This includes recording, reviewing, and reconciling expense activity from the UGA financial system frequently.
  • Evaluate expense activity and perform analysis on expenses processed through University Systems.
  • Collaborate with Data Analytics and Financial Accounting to develop and maintain reconciliation tools for expense processing and reporting.
  • Initiate monthly payment requests for UGA Grant activity funded by Foundation funds.
  • Support UGAF activity in UGA Financial Management System.

Percentage of time:

20

Duties/Responsibilities:

Support for Internal Controls and Audit

  • Support internal controls for UGAF expense operations. Carry out and document internal controls procedures, with emphasis on continuous monitoring and communication. Recommend additional internal controls procedures as needed to support accuracy and timeliness of expense operations.
  • Assist the Expenditure Control Manager in reviewing and analyzing expenses made through the University’s grant process. Coordinate and work closely with campus partners, and UGA financial team ensuring grant expenditures are processed and recorded in accordance with UGAF policies and procedures and donor fund agreements.
  • Assist the Associate Director and Expenditure Control Manager with any follow-up regarding expenditures.
  • Support internal and external audit functions through the fulfillment of requests for expenditure data and documentation. Assist with completion of expense audit reports.

Percentage of time:

15

Contact Details:

For questions concerning this position or recruitment progression, please refer to the Recruitment Contact listed below.

Recruitment Contact Name:

Development & Alumni Relations’ Office of Talent Management

Recruitment Contact Email:

dartalent@uga.edu

Organization

The University of Georgia, a land-grant and sea-grant university with statewide commitments and responsibilities, is the state’s oldest and most comprehensive institution of higher education. Founded in 1785, it is the birthplace of public higher education in America.

Today, UGA enrolls more than 40,000 undergraduate, graduate, and professional students. The main campus has 460 buildings on 767 acres of land. The total acreage of UGA in 30 Georgia counties is 41,539. UGA has 18 colleges and schools, which include Agricultural and Environmental Sciences, Arts and Sciences, Business, Ecology, Education, Engineering, Environment and Design, Family and Consumer Sciences, Forestry and Natural Resources, Graduate School, Journalism and Mass Communication, Law, Pharmacy, Public Health, Public and International Affairs, Social Work, Veterinary Medicine, and the Honors College. It offers 24 baccalaureate degrees in more than 140 fields; 33 master’s degrees in 144 fields; 8 educational specialist degrees; four doctoral degrees in 99 areas; professional degrees in law, pharmacy and veterinary medicine; and more than 170 study-abroad and exchange programs. UGA Libraries rank among the nation’s best research libraries and contain a total of 5.3 million volumes and one of nation’s largest map collections. The university has had 25 recipients of the prestigious Rhodes Scholarship, making it one of the nation’s top Rhodes producers among public universities. UGA is home of the Peabody Awards, presented annually for distinguished achievement and meritorious public service for television, podcast/radio, and digital media. It also is home of Georgia’s State Botanical Garden, state Museum of Art and State Museum of Natural History. Additionally, UGA has one of the largest and most comprehensive public service and outreach programs conducted by an American educational institution.

Company info
Telephone
706-542-3000
Location
215 S. Jackson St.
Athens
Georgia
30602
US

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