Financial Analyst II
About The Position
The Financial Analyst in the Provost Finance Office at the University of Louisville provides financial analysis, forecasting, and reporting to support academic units and institutional decision-making. The role prepares and analyzes budgets, financial statements, and monthly, quarterly, and annual reports, ensuring accuracy and alignment with approved financial plans. The Financial Analyst performs month-end close activities, including expense allocations, accruals, reconciliations, and revenue recording; conducts budget-to-actual and variance analysis; and supports forecasting and planning efforts. The position serves as a financial partner to Provost areas, leading monthly budget discussions with Directors, preparing management reports and presentations, and escalating financial issues as needed.
Requirements
- Bachelor's degree in a related field and two years of relevant experience, or an equivalent combination of education and experience.
Nice To Haves
- Expertise in Excel.
- Experience with Workday Finance or a similar Financial Management System.
- Proficiency in Outlook and Word.
- Experience in accounting, financial systems and analysis, budget creation and forecasting, system maintenance, dashboards, and troubleshooting.
- Competencies in financial analysis and reporting; budgeting and forecasting; accounting and financial controls; analytical thinking and problem-solving; communication and collaboration; attention to detail; organization and time management; and financial systems and technical proficiency.
Responsibilities
- Prepare, coordinate, and document financial analysis projects, including financial and expense performance, rate of return, depreciation, and working capital.
- Provide forward-looking financial and business analysis, including forecasting and trend analysis of financial and general business conditions.
- Develop and analyze monthly, quarterly, and annual financial reports, ensuring accuracy and completeness of financial data.
- Perform month-end close activities, including expense allocations, accruals, amortization of prepaid expenses, revenue recognition, and adjusting journal entries.
- Conduct general ledger account analysis and reconciliations, including bank reconciliations, accruals, and prepaid expenses.
- Prepare accounts receivable analysis and reports; record revenue and receivables.
- Review general ledger activity to ensure transactions are posted correctly and aligned with intended budget locations.
- Analyze monthly budget-to-actual reports and perform variance analysis to support financial statements and identify trends or issues.
- Prepare financial statements and management reports for Provost areas.
- Support general financial forecasting and planning activities.
- Conduct ad hoc financial analysis and special projects by location, vendor, or program.
- Assist in developing financial analyses and presentations for management and senior leadership.
- Support budget development activities, including assisting with budget entry and preparation as approved by Directors and senior leadership.
- Prepare, analyze, and communicate budget and financial reports for all Provost areas.
- Lead monthly budget-to-actual meetings with area Directors, identify financial risks or concerns, and escalate issues to leadership as appropriate.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
