Financial Analyst 2

About the role

This is a temporary assignment (6 months) with potential for extension. Fully onsite at Parnassus location.

Responsibilities

• Assist with financial analysis to support decision making
• Execute work accurately and independently
• Function effectively under competing priorities
• Identify issues and solve problems
• Apply knowledge and/or training to Departmental and University policies and regulations
• Prepare financial reports including regular budget status reports, reviews award letters for budgetary compliance, and ensure appropriate charging of expenses to sponsored funds
• Serve as liaison between the Department and vendors, BearBuy (supplies and services), MyExpense, and A/P (analyze and resolve accounts payable issues)
• Coordinate funding changes and assist with preparing payroll expense transfers, assist Manager with close out of funds, and file financial status reports electronically
• Affordability account reconciliation, transfers, and closeout, and make deposits to appropriate sources
• Assist with non-sponsored accounts including opportunity funds, state general fund, education funds, pro fees, and private gifts and prepare timely financial reports
• Maintain internal controls and audit procedures appropriate to specific fund sources and purposes
• Review and approve purchase order requests and vendor payment requests that are prepared by the Purchasing Assistant
• Prepare monthly budget status reports (BSRs) and collect proof of receipt on a monthly basis
• Prepare academic and staff fund worksheets for Financial Analyst 3
• Affordance preparation of corrective Cost transfer, budget appropriations, and payroll expense transfers as directed by Finance Manager
• Affordance of fund close out and review of financial status reports
• Handle case deposits to ATM and assist in preparation of journal entries
• Request central Accounting to establish/set up new accounts

Qualifications

• Bachelor's degree in related area and / or equivalent experience / training
• Working knowledge of finance policies, practices, and systems
• Demonstrated ability to gather reasonably retrievable information to organize, and perform basic financial analysis assignments
• Demonstrated ability to effectively present information verbally and in writing clearly and concisely
• Demonstrated ability using spreadsheet and database software for moderately complex financial analysis, fiscal management, and financial reports
• Demonstrated interpersonal skills at all levels within the unit; excellent service orientation and critical thinking skills; and attention to detail
• Demonstrated ability using organizational skills to multi-task in a high volume environment
• Minimum 1 year of related experience