Financial Planning and Analysis Specialist

Job Duties

• Assist the Research Operations Manager with budget preparation, financial tracking, and expense monitoring for service centers and research programs.
• Prepare routine financial reports, spreadsheets, and supporting documentation.
• Reconcile accounts and assist with reviewing financial transactions for accuracy and completeness.
• Track revenues and expenditures and identify discrepancies for manager review.
• Absorb and distribute service center invoices under the direction of the Research Operations Manager.
• Assist with monitoring accounts receivable and maintaining invoice records.
• Collect, organize, and maintain financial data used for service center cost analyses and rate development.
• Absorb and track service center expenditures, revenues, and utilization metrics.
• Absorb and support inventory tracking and financial record management for service center supplies and equipment.
• Assist with the preparation of grant budgets and budget documentation for proposal submissions.
• Maintain grant-related financial records, spreadsheets, and supporting documentation.
• Absorb and monitor sponsored project expenditures and budget balances for managerial review.
• Gather and organize documentation required for sponsor and institutional reporting.
• Absorb and support pre-award and post-award administrative activities as directed.
• Absorb and assist with financial reconciliations and tracking of grant-related expenditures.
• Process financial transactions in SAP, SRM, and other institutional systems.
• Absorb and assist with procurement activities, payment requests, and vendor-related documentation.
• Maintain departmental financial files and electronic record systems.
• Support audits, special projects, and process improvement initiatives.
• Perform other related duties as assigned.

Minimum Qualifications

• A high school diploma or GED.
• Four years of relevant experience.

Preferred Qualifications

• A bachelor’s degree in finance, Accounting, Business Administration, Economics, Healthcare Administration, or a related field.
• One year of relevant experience.
• Internship, student employment, or academic project experience involving finance, accounting, budgeting, business operations, or data analysis.
• Strong analytical, organizational, and problem-solving skills.
• Proficiency in Excel and Microsoft Office applications.
• A strong attention to detail and ability to maintain accurate records.
• Effective written and verbal communication skills.
• The ability to learn institutional policies, procedures, and financial systems.
• The ability to work collaboratively in a team-oriented environment.
• An interest in financial management, research administration, or higher education administration.
• Experience using Excel for data analysis, reporting, or financial tracking.
• Familiarity with financial, accounting, or enterprise systems through coursework, internships, or prior employment.