Finance & Accounting Analyst and Reporting Specialist (Open Rank)

University of Colorado•Aurora, CO

67d•Hybrid

About The Position

The Finance & Accounting Analyst is a key resource for faculty and staff in the Office of the Chair and across the Department of Surgery. This role supports financial operations, procurement activities, and compliance monitoring, while contributing to data analysis, reporting, and system management. The ideal candidate is detail-oriented, tech-savvy, and comfortable working across multiple financial platforms.

Requirements

Bachelor's degree in business administration, business, finance, accounting, or a directly related field from an accredited institution
Entry Level: Bachelor's degree in business administration, business, finance, accounting, or a directly related field from an accredited institution
Intermediate Level: Bachelor's degree in business administration, business, finance, accounting, or a directly related field from an accredited institution and 1 year of professional experience (Developing, designing, and maintaining departmental finance databases).
Senior Level: Bachelor's degree in business administration, business, finance, accounting, or a directly related field from an accredited institution and 2 years of professional experience (Developing, designing, and maintaining departmental finance databases).
Ability to communicate effectively, both in writing and orally.
Ability to establish and maintain effective working relationships with employees at all levels throughout the institution.
Outstanding customer service skills
Excel Tasks: Pivot tables, formulas, dashboards.
Scenario-Based Questions: Budget reconciliation, JE/PET processing.
System Navigation: Simulated tasks in PeopleSoft, COGNOS, Concur.
Compliance Challenges: Policy interpretation, audit preparation.
Soft Skills: Communication and cross-functional collaboration.
Strong understanding of accounting principles and financial reporting.
Excellent analytical, organizational, and problem-solving skills.
Effective communication with diverse stakeholders.
Familiarity with university fiscal policies and compliance standards.

Nice To Haves

Experience in higher education or healthcare finance environments.
Experience in Microsoft Excel, Smartsheet, and financial systems (PeopleSoft, A2E, COGNOS).
Experience with procurement platforms (CU Marketplace, COR360, Concur).

Responsibilities

Serve as the primary financial and procurement contact for faculty and staff, such as overseeing administrative operations including deposits, invoices, cash transfers, donations, and accounts payable.
Prepare materials for monthly and periodic financial presentations and reports. Reconciling accounts and charges across University, CU Medicine, and CU Foundation systems.
Design and manage departmental digital file storage and databases, such as developing and maintaining financial databases, dashboards, and analytical tools using Smartsheet, Excel, and A2E.
Investigate and correct abnormal financial statement balances; submit corrective transactions. Analyze financial data to assess alignment with revenue and expense targets.
Utilize PeopleSoft, A2E, and COGNOS (m-Fin CU Data) for financial investigations and transactions (JEs, PETs, funding distributions).
Manage purchasing activities via CU/CU Med Concur, COR360, CU Marketplace, and procurement cards.
Perform other duties and special projects as assigned by the Finance & Accounting Program Manager or Director of Finance.