Financial Analyst 1

Core Responsibilities

• Prepares and coordinates documentation of financial analysis projects such as budgets, forecasts, projections, expense performance, and presentations.
• Identifies trends and developments in competitive environments and presents findings.
• Provides analytical support for forward-looking financial or business-related projects.
• Performs financial forecasting and reconciliation of accounts.
• Designs and builds various models that summarize several different scenarios around growth and expansion initiatives or opportunities.
• Develops and maintains performance and productivity dashboards, models, or analyses.
• Collections, interprets, and analyzes relevant data or metrics.
• Makes recommendations to align policies and procedures with best practices and capitalize on financial opportunities.
• Resolves any reporting issues.

Department Specific Functions

• Serves as the primary financial analyst supporting multiple academic and administrative units within the Shared Services organization, providing strategic financial guidance and operational support.
• Collaborates with department leadership to develop, monitor and analyze annual operating budgets, forecasts, and long-range financial plans while ensuring alignment with institutional policies and priorities.
• Reviews financial activity across assigned units, identifies budget variances and expenditure trends, and provides recommendations to support sound fiscal decision-making.
• Aids departments with the preparation and review of financial transactions, including purchase requisitions, budget transfers, journal entries, expense reimbursements, payroll funding changes, and other Workday transactions.
• Serves as a liaison between assigned departments and central administrative offices, including Finance, Human Resources, Procurement, and Sponsored Programs, to facilitate efficient financial operations and issue resolution.

Core Qualifications

• Bachelor’s degree in relevant field required.
• Minimum 1 year of relevant experience required.

Learning Agility

• Ability to learn new procedures, technologies, and protocols, and adapt to changing priorities and work demands.

Teamwork

• Ability to work collaboratively with others and contribute to a team environment.

Technical Proficiency

• Skilled in using office software, technology, and relevant computer applications.

Communication

• Strong and clear written and verbal communication skills for interacting with colleagues and stakeholders.