Financial Analyst I
About The Position
This position assists with the analysis of current and historical accounting data and other information to make projections for use in short- and long-range financial planning. The role involves analyzing financial statements, preparing and analyzing financial reports to represent current and projected financial status, and participating in projecting future trends and preparing operational forecasts and cash flow analysis. The Financial Analyst will study economic and business trends and assist with the preparation of reports summarizing and forecasting business activity and financial performance. Additionally, the role includes reviewing monthly budget versus actuals variance reports, investigating data discrepancies, and reporting findings. The position also supports auditing compliance by pulling data and compiling reports for IFA unit reviews, conducting spot checks for negative balances and accurate programmatic distributions, and auditing faculty appointments for accuracy in payroll distributions. Assistance is provided for year-end audits and ensuring accounting data accuracy. The role also involves compiling data and reports for IFAS Fee for Service Activities, conducting annual audits for revenue and expense review and approval, and assisting with the annual Rate Review process. Budget planning, analysis, and reporting include correcting account balances, reviewing accounting controls and procedures, preparing, developing, and monitoring budgets, and assisting with indirect cost analysis. The position also requires responding to Salesforce tickets regarding financial inquiries and business processes.
Requirements
- Bachelor’s degree in an appropriate area.
Nice To Haves
- Ability to plan, organize and coordinate work assignments.
- Proficiency with Microsoft TEAMS, Word, Excel, and PowerBI.
- Attention to detail.
- Proficiency with Enterprise Analytics.
Responsibilities
- Assists with analysis of current and historical accounting data and other information to make projections for use in short- and long-range financial planning.
- Analyzes financial statements and prepares and analyzes financial reports to represent current and projected financial status.
- Participates in projecting future trends and preparing operational forecasts and cash flow analysis.
- Studies economic and business trends.
- Assists with the preparation of reports which summarize and forecast business activity and financial performance in areas of income, expenses, and earnings based on past, present, and expected outcomes.
- Review monthly budget versus actuals variance report and data.
- Investigate data discrepancies and report findings to Assistant Directors.
- Assist with pulling data and compiling reports for IFA unit reviews.
- May include spot checking unit(s) finances to check for negative balances and accurate programmatic distributions.
- Conduct audits of faculty administration, teaching, research, and extension appointments to check for accuracy in payroll distributions.
- Assists in year-end audits and in ensuring the accuracy of accounting data.
- Compiles data and reports for IFAS Fee for Service Activities and conducts audits annually to ensure revenue and expenses are review and approved.
- Assist the Assistant Director with Review and follow up for annual Rate Review process.
- Assists in correcting account balances and reviewing proper accounting controls and procedures.
- Assists in preparing, developing, and monitoring budgets.
- Assist as needed with indirect cost analysis.
- Respond to various tickets regarding financial inquiries and business processes.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
