Financial Analyst II

UT Southwestern Medical Center•Dallas, TX

2d•Onsite

About The Position

The Financial Analyst II works under general supervision to provide skilled financial analysis and support for departmental operations. The role performs financial reviews, develops forecasting models, and prepares fiscal performance reports to support leadership decision-making. The ideal candidate learns and adapts quickly to new processes and financial systems, has experience in a healthcare or academic medical institution, is highly proficient in Microsoft Excel for financial analysis and reporting, and is comfortable preparing and presenting financial information to executive and C-suite leadership. The position completes monthly financial management reports and reviews them for errors and inconsistencies; analyzes differences between forecasts and actual performance; determines causes of variances; develops recommendations for improvement; and prepares written summaries of financial data. It also prepares monthly financial reports and schedules for annual financial reports and reports to government agencies, ensuring compliance with applicable University of Texas System and federal and state procedures and regulations. The Financial Analyst II identifies poor performance, presents findings, and makes recommendations to upper management; prepares financial models and conducts analyses; may maintain financial-system policies and procedure controls and delegation-of-authority procedures; and completes special projects and other assigned duties. The work requires precision, considerable judgment in interpreting policies and applying procedures, and knowledge of financial analysis and forecasting.

Requirements

Bachelor's degree in finance, accounting, or a related field.
Two years of progressively responsible experience in finance and/or accounting, including planning, forecasting, and financial analysis.
Ability to complete work with a high level of precision.
Ability to exercise considerable judgment when interpreting policies and applying procedures.
Knowledge of financial analysis and forecasting procedures.

Nice To Haves

Experience working within a healthcare or academic medical institution.
High proficiency in Microsoft Excel, including financial analysis and reporting.
Comfort preparing and presenting financial information to executive and C-suite leadership.
Ability to learn quickly and adapt to new processes and financial systems.

Responsibilities

Conduct financial analyses and develop financial models and forecasts.
Prepare and present fiscal performance reports to departmental leadership.
Review general ledger accounts to verify income and expenses and maintain appropriate account balances.
Reconcile monthly and annual salary reports and investigate discrepancies.
Assist with developing and implementing new or revised accounting and operational procedures.
Provide financial data and analysis to support departmental planning, budgeting, and operational decisions.
Complete monthly financial management reports and review them for errors and inconsistencies.
Analyze variances between forecasts and actual performance, determine their causes, develop recommendations, and write summaries of financial data.
Prepare monthly financial reports, annual-report schedules, and reports to government agencies in accordance with applicable procedures and regulations.
Identify poor performance, present findings, and make recommendations to upper management.
Maintain financial-system policy and procedure controls and delegation-of-authority procedures, as applicable.
Complete special projects and perform other duties as assigned.

Benefits

PPO medical plan, available day one at no cost for full-time employee-only coverage
Preventive healthcare coverage at 100% 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
On-site childcare
Paid holidays