Financial Analyst
Job Description
Class Description
The purpose of this class is to perform advanced level duties in maintaining various accounting records for assigned College department or division, including assisting with budget development, the annual audit, finance projections, and account reconciliations. In accordance with Generally Accepted Accounting Principles (GAAP) and federal, state and local guidelines.
Minimum Requirements
Bachelor’s degree Finance, Accounting, or Business Management and three (3) years of experience analyzing financial data and preparing summary reports. Master’s degree and/or CPA certification, or pursuit of, preferred. Higher Education experience preferred. Knowledge of Generally Accepted Accounting Principles (GAAP). Proficiency in Microsoft applications.
Class Specific Essential Duties
- Assist in report preparation and training of college personnel in use of financial management system, including budget development.
- Prepare, review, and analyze operating budgets.
- Assist faculty and staff in revenue and expense monitoring.
- Prepare various financial reports and statements in compliance with federal, county, and state regulations.
- Prepare forecasts and revenue and expense trend analyses.
- Maintain, monitor, audit, and reconcile accounts; prepare adjusting entries.
- Prepare accounting schedules and reports for management and for external auditors and agencies.
Position Specific Essential Duties
- Prepare monthly, quarterly, and annual reports and budgets on all business units and meet regularly with area leaders to review performance and set measurement goals.
- Conduct ROI analysis on ad-hoc projects, capital investments, and revenue generating investments for business segments in coordination with Sr. Dir and AVP of Business Services.
- Review business operations in detail and analyze activity with bookstore sales, dining services, and vending operations.
- Work with data analytics team to assimilate information into reporting models. Analyze enrollment data, trends, and demographics to communicate influences on sales and operations.
- Support Executive and Senior Staff with financial analysis and develop business/enrollment forecasts across the colleges academic and auxiliary portfolio.
- Support campus directors and special fund projects with budget analysis and data about campus operations and services.
- Co-develop and reconcile transactions within web-based college payment platform for non-academic operating and other business units.
- Perform research and analysis as requested by senior management including trend analyses and budget variance analyses.
- Prepare budget transfers, pay invoices, and manage journal for campus departments and business operating units.
- Report on non-academic revenue generating units and advise area leaders on operating best practices, purchasing decisions and internal controls.
- Assist with various accounting functions of the college including operating, other unrestricted, and custodial funds.
- Prepare and distribute budget development and temp/hourly spreadsheets for the budget development process, provide guidance to organization managers during completion and review and analyze submitted data.
- Assess operations cash flows and sustainability, create historical financials, and develop future pro-forma based on past and current operations, market trends, and enrollment data.
- Provide financial planning, development, and support for capital expenditures and forecasting.
- Identify opportunities to improve and streamline business processes and strategies using technology.
- Develop reporting and analyze expenditures for temp hourly and faculty employees.
Essential Job Duties are intended to be examples of duties and are not intended to be all inclusive. There will be other duties as assigned.
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