Financial Analyst I

About the role

As a community, the University of Rochester is defined by a deep commitment to Meliora — Ever Better. Embedded in that ideal are the values we share: equity, leadership, integrity, openness, respect, and accountability. Together, we will set the highest standards for how we treat each other to ensure our community is welcoming to all and is a place where all can thrive.

Location: 135 Corporate Woods, Ste 150, Rochester, NY 14623. Regular full-time position, 40 hours per week, day shift. Department: EIOH Finance & Admin (920700). Compensation range: $25.14 – $35.24 per hour.

Responsibilities

• Provides financial analysis and reporting to support the Eastman Institute for Oral Health (EIOH), including departmental operations and sponsored programs.
• Analyzes financial activity, monitors budgets and grant expenditures, develops expenditure projections, and explains variances to support financial planning and management decisions.
• Ensures the accuracy and completeness of financial data, identifies financial risks and discrepancies, and recommends corrective actions and process improvements using University Workday financial and grant accounting systems and the Dental Information System.
• Prepares journal entries to accurately record financial transactions and produces financial statements in established formats; investigates discrepancies, takes corrective action, and recommends improvements to accounting policies and procedures.
• Monitors award expenditures, remaining balances, and award periods; projects spending and identifies potential overages or unspent funds; tracks grant invoices and payments, resolves outstanding balances, and partners with grant administrators and University offices on timely account closeout.
• Analyzes and reconciles departmental accounts and sponsored program ledgers to verify accurate and complete financial data; investigates missing or incorrect charges, coordinates corrections, and reviews monthly transactions and supporting documentation for consistency with University policies and award requirements.
• Monitors and reconciles daily EIOH cash, check, and credit card activity and coordinates departmental deposits; compares Dental Information System activity with collections, analyzes trends, and resolves discrepancies with departments.
• Reviews monthly refund and billing samples, identifies recurring errors or control weaknesses, and reports findings and recommended improvements to the Sr. Accounting Manager.
• Communicates financial findings, risks, and recommendations to the Sr. Accounting Manager, departmental staff, and grant administrators; responds to financial inquiries and recommends improvements to reporting, reconciliation, budget monitoring, and documentation practices; handles confidential financial information professionally.
• Performs other duties as assigned.

Requirements

• Bachelor's degree in finance functional area and less than 1 year of related experience required, or equivalent combination of education and experience.
• 1 year professional financial analysis or accounting experience preferred.

Skills

• Attention to detail, ability to communicate effectively, self-starter, ability to work independently required.
• Knowledge of financial reporting, budgeting, account reconciliation, and basic accounting principles; familiarity with sponsored program financial administration preferred.
• Strong analytical and organizational skills, attention to detail, and the ability to interpret financial data, investigate discrepancies, and communicate findings and recommendations preferred.
• Microsoft Excel skills, including spreadsheet analysis, formulas, and preparation of financial reports; proficiency with Microsoft Word preferred.
• Familiarity with University Workday financial and grant accounting systems and the Dental Information System preferred.
• Strong interpersonal and customer service skills, sound judgment when handling confidential information, and the ability to learn new systems and adapt to changing priorities preferred.

Pay

Hourly compensation range: $25.14 – $35.24. Individual rates set within range based on market data, education, experience, qualifications, expertise, and internal equity.

Schedule

Full-time, 40 hours per week, day shift.