Senior Financial Analyst, Capital Planning

About the role

Capital Planning leads the development of the University’s annual strategic capital budget and is responsible for the review, due-diligence, approval, and tracking of capital projects. The group coordinates with all institutional stakeholders in preparation of documents for UT System approval of major construction/renovation capital projects, including financial proformas and models. Additionally, Capital Planning tracks University commitments, funding, and assists both clinical and non-clinical departments with general financial planning and analysis requests. This is a hybrid role working mostly remote with in-office attendance as required.

Responsibilities

• Provide financial analysis support to director regarding strategic business plans and financial proformas; make recommendations for optimizing financial impact of business initiatives.
• Complete timely, accurate, and thorough capital project reviews, analysis, and reporting with attention to detail.
• Assist in the annual capital planning and budget development process in support of UTSW’s strategic growth.
• Advise on key process improvement opportunities and serve as a critical resource for implementation.
• Assist with overall project approval process improvements and enhanced customer service, including developing relationships with institutional areas.
• Prepare financial models and conduct financial analyses.
• Maintain controls for policies and procedures for financial and planning systems.
• Complete complex monthly financial management reports; review for errors and inconsistencies; analyze forecast variances; determine reasons for variance; develop recommendations for improvement; provide written summaries.
• Prepare and/or supervise preparation of monthly financial reports, annual financial report schedules, and reports to government agencies, ensuring compliance with UT System, federal, and state regulations.
• Identify areas of poor performance, present findings, and make recommendations to upper management.
• Develop and maintain delegation of authority for procedures such as check requests, refunds, invoice approval, and bad debt write-offs.
• Complete more complex special projects as requested.
• Perform other duties as assigned.

Requirements

• Bachelor's Degree in finance, accounting, or a related field.
• 4 years of progressively responsible experience in finance and/or accounting with experience in planning, forecasting, and financial analysis.

Preferred: MBA or master's degree in a related field.

Skills

• Experience independently developing and maintaining complex financial models.
• Conceptual or working knowledge of project analysis and ROI financial metrics (NPV, IRR, breakeven analysis).
• Ability to collaborate with cross-functional finance teams on plans and projects impacting the organization.
• Superior internal customer service and strong communication skills.
• High level of precision in work performed.
• Considerable judgment in interpretation of policy and application of procedures.
• Knowledge of complex financial analysis and forecasting procedures.

Benefits

• PPO medical plan, available day one at no cost for full-time employee-only coverage.
• 100% coverage for preventive healthcare with no copay.
• Paid Time Off, available day one.
• Retirement programs through the Teacher Retirement System of Texas (TRS).
• Paid Parental Leave.
• Wellness programs.
• Tuition reimbursement.
• Public Service Loan Forgiveness (PSLF) qualified employer.

Learn more about these and other UTSW employee benefits.

Schedule

Full-time, day shift.