Financial Analyst II, Office of the Provost

University of Delaware • Newark, NJ

3d

About The Position

The Financial Analyst II is responsible for financial operations for the Office of the Provost’s large and complex university initiatives portfolio. The portfolio includes the FinTech Innovation Hub; the Center for Innovation in Lifelong Learning and Teaching and its four units; and the Division of Enrollment Management. The role serves as a liaison to portfolio units, coordinates with the Enrollment Management business administrator, and works with the budget office to support the financial health of the units and alignment with university goals and mission.

Working under the direction of the Vice Provost for Academic Programs and University Initiatives, the Financial Analyst II manages the daily financial operations of portfolio units other than Enrollment Management, oversees portfolio budgets, prepares analyses and forecasts, and supports financial planning, procurement, policy compliance, and special initiatives.

Requirements

• Bachelor’s degree in accounting, finance, business administration, or a related field, and five years of job-related experience, or an equivalent combination of education and experience.
• Experience with budget preparation and management, financial reporting and analysis, forecasting, and financial planning.
• Experience using management systems, relational databases, spreadsheets, and word-processing software.
• Strong analytical, organizational, problem-solving, written communication, and verbal communication skills.
• Ability to interpret, adapt, and apply guidelines and procedures.
• Ability to gather and analyze statistical and financial data and generate reports.
• Ability to develop, plan, and implement strategies and procedures and contribute to continuous improvement.
• Ability to present information effectively to all levels of management.

Nice To Haves

• Familiarity with the UD accounting system, PeopleSoft Financials, and UD policies and procedures.

Responsibilities

• Assist and advise the Vice Provost for Academic Programs and University Initiatives on fiscal, space, and procurement matters.
• Manage the daily financial operations of portfolio units, excluding Enrollment Management, and coordinate with the Enrollment Management business administrator to align that unit’s financial operations with portfolio goals and objectives.
• Prepare and administer accounts and budgetary matters related to appointments and salary in consultation with the Vice Provost.
• Monitor expenditures, perform analyses, provide projections, and process requisitions.
• Oversee budgets across the portfolio, including basic budgets, endowments, and discretionary funds.
• Prepare portfolio projections, evaluate planning scenarios, and prepare and interpret financial reports for the Vice Provost.
• Develop financial models and forecasts to interpret portfolio financial projections.
• Manage annual BTA and year-end budget reconciliations.
• Track budget obligations and expenditures; prepare monthly revenue and estimated-expenditure reports, analyses, and projections, and recommend modifications.
• Participate in audits of portfolio accounts and actively manage portfolio and unit budgets.
• Participate in budgeting and implementation of special initiatives.
• Provide accurate financial information to the Vice Provost and portfolio reporting units.
• Prepare and present materials to summarize and justify unit and program budget requests, including data gathering, reporting, and trend analyses for budget formulation and administration.
• Ensure accurate, compliant, and efficient procurement activities, including Concur and UD Exchange workflows and transactions.
• Ensure proper implementation of finance and operations policies and procedures in compliance with Federal and University policies.
• Interpret University policies and procedures and provide guidance to the Vice Provost; orient new portfolio unit leaders to University financial policies and procedures.
• Partner with portfolio leadership to implement strategic operational objectives and new program initiatives.
• Meet regularly with the Vice Provost and portfolio leadership to recommend new or improved administrative financial policies and procedures, and develop or initiate office forms and procedures.
• Manage departmental fiscal affairs, including budget creation and management planning, expenditure analysis, and cost analysis.
• Perform other job-related duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level