Financial Analyst III
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. This 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 Accounting, Finance or a related field and four (4) years of relevant experience or an equivalent combination of education and experience
- Expert in Excel
- Experience with Workday Finance or similar Financial Management System
- Proficient in Outlook and Word
- Experienced in accounting, financial systems and analysis, budget creation and forecasting, system maintenance, dashboards, and troubleshooting.
- Ability to work independently through complex analysis.
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/year-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.
- Facilitate, analyze, and track multiple annual/multi-year contracts through the procurement and budgeting process.
- 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.
- Develop financial analyses and presentations for management and senior leadership.
- Serve as a lead in budget development activities for specified areas, including budget entry and preparation as approved by Directors and senior leadership.
- Lead multi-year forecasting for assigned areas.
- Prepare, analyze, and communicate budget and financial reports for all assigned 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
