Financial Analyst II

Job Summary

The Office of Accounting and Fiscal Services is seeking a Financial Analyst II to join its Treasury Team. This position plays a critical role in ensuring the accuracy and integrity of financial processing, reconciliation, reporting, and compliance with institutional and funding regulations.

Key Responsibilities

• Review, research, correct, and post deposits to the appropriate department owners within PeopleSoft.
• Prepare and review journal entries to ensure accuracy and compliance with accounting standards and institutional policies.
• Perform complex reconciliations of transactions, accounts, and departmental financial activity.
• Analyze accounting data and financial trends to support reporting, decision-making, and process improvements.
• Investigate and resolve accounting discrepancies, exceptions, and variances.
• Prepare financial reports and supporting documentation for internal and external stakeholders.
• Ensure compliance with applicable institutional, state, and funding-source policies and procedures.
• Assist in developing and improving accounting processes, internal controls, and reporting practices.
• Provide guidance and support to departments regarding financial transactions and accounting procedures.

Ideal Candidate Profile

• Strong knowledge of accounting principles, financial reporting, and reconciliation processes.
• Advanced analytical, problem-solving, and critical-thinking skills.
• Exceptional attention to detail and commitment to accuracy.
• Advanced proficiency in Microsoft Excel and proficiency in Microsoft Word.
• Ability to apply mathematical and accounting reasoning to analyze financial data, identify discrepancies, and recommend solutions.
• Sound judgment in interpreting and applying policies, procedures, regulations, and accounting standards.
• Demonstrated ability to manage multiple priorities, meet deadlines, and work independently with minimal supervision.
• Strong written and verbal communication skills.

Benefits

UT Southwestern is proud to offer a competitive and comprehensive benefits package to eligible employees. Our benefits are designed to support your overall wellbeing, and include:

• PPO medical plan, available day one at no cost for full-time employee-only coverage
• 100% coverage for preventive healthcare-no copay
• Paid Time Off, available day one
• Retail Savings Plan
• Retirement Programs through the Teacher Retirement System of Texas (TRS)
• Paid Parental Leave Benefit
• Wellness programs
• Tuition Reimbursement
• Public Service Loan Forgiveness (PSLF) Qualified Employer

Required EXPERIENCE AND EDUCATION

• Education: Bachelor's Degree in finance, accounting, or other related field
• Experience: 2 years of progressively responsible experience in finance and/or accounting with experience in planning, forecasting, and financial analysis

Job Duties

• Completes variety of monthly financial management reports and reviews all reports for errors and inconsistencies; analyzes variations in forecasts and actual performance; determines reasons for variance; develops recommendations for improvement; completes written summaries of financial data.
• Prepares monthly financial reports, schedules for annual financial reports, and reports to various government agencies, ensuring conformance of such reports with applicable procedures and regulations of University of Texas System and Federal and State agencies concerned.
• Identifies areas of poor performance, presents findings, and makes recommendations to upper management.
• Prepares financial models and conducts financial analyses.
• Maintains controls for policies and procedures for financial system; develops and maintains delegation of authority of various procedures, such as check requests, refunds, invoice approval, bad debt write-offs, etc.
• Completes special projects as requested.
• Performs other duties as assigned.

Security and EEO Statement

This position is security-sensitive and subject to Texas Education Code 51.215, which authorizes UT Southwestern to obtain criminal history record information. UT Southwestern Medical Center is committed to an educational and working environment that provides equal opportunity to all members of the University community. As an equal opportunity employer, UT Southwestern prohibits unlawful discrimination, including discrimination on the basis of race, color, religion, national origin, sex, sexual orientation, gender identity, gender expression, age, disability, genetic information, citizenship status, or veteran status.