Financial Analyst II, Office of the Provost

University of Delaware•Newark, DE

About The Position

The Financial Analyst II manages financial operations for the Office of the Provost’s large and complex portfolio of university initiatives under the direction of the Vice Provost for Academic Programs and University Initiatives. 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 and coordinates with Enrollment Management’s business administrator, working closely with the budget office to support the portfolio’s financial health and alignment with university goals and mission. The position oversees budgeting, financial analysis, forecasting, reporting, reconciliations, procurement, and compliance for portfolio units. It advises the Vice Provost on fiscal, space, and procurement matters; provides guidance on university financial policies and procedures; and partners with portfolio leaders on strategic operational objectives and new program initiatives. The role also supports budget requests and special initiatives, participates in audits, and performs other job-related duties as assigned.

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, 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 new strategies and procedures and participate in continuous improvement.
Ability to present information effectively to all levels of management.

Nice To Haves

Familiarity with the University of Delaware 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 daily financial operations of portfolio units, except for Enrollment Management.
Coordinate with the Enrollment Management business administrator to align that unit’s financial operations with broader portfolio goals and financial 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 portfolio unit budgets, 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 and interpret financial projections for the portfolio.
Manage annual BTA and year-end budget reconciliations.
Manage budget obligations and expenditures; prepare monthly revenue and estimated-expenditure reports, analyses, and projections, with recommendations for modifications.
Participate in audits of portfolio accounts.
Actively manage the portfolio and its units’ 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 summarizing and justifying unit and program budget requests, including data gathering, reporting, and trend analyses.
Ensure accurate, compliant, and efficient portfolio procurement, including Concur and UD Exchange workflows and transactions.
Ensure implementation of finance and operations policies and procedures in accordance with federal and university policies; interpret and provide guidance on university policies and procedures to the Vice Provost.
Orient new portfolio unit leadership 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, management planning, expenditure analysis, and cost analysis.
Perform other job-related duties as assigned.