Financial Analyst - Ofc of EVP &Chief Clin Ops Ofc

UT MD Anderson Cancer Center•Houston, TX

2d•Hybrid

About The Position

The Financial Analyst role supports the Social Work department by providing comprehensive financial management, operational reporting, reconciliation, forecasting, and fiscal stewardship services that enable effective management of departmental resources and donor funds. Within UT MD Anderson, the Financial Analyst serves as a key financial partner to department leadership, helping guide budgeting, reporting, compliance, process improvement, and data-driven decision making. The Financial Analyst collaborates closely with operational and finance stakeholders to support sound fiscal management and institutional objectives.

Requirements

Bachelor's Degree in finance, accounting, business administration, healthcare administration, or a related field
2 years Business experience to include project management, data analysis or accounting

Nice To Haves

Supporting clinical operations within a healthcare environment
Developing financial reports and dashboards
Utilizing tools such as Excel, Power BI, SmartView, PeopleSoft, OBIEE, and CRM systems
Strong communication, collaboration, analytical, and process improvement skills

Responsibilities

Produce monthly, quarterly, and annual financial reports including free balance, personnel trending, account balances, transfers, and corrective actions by fund group
Review expenditures for compliance with institutional policies and procedures across departmental funds
Oversee preparation of the annual department budget and verify accurate budget loading
Monitor budget performance throughout the fiscal year and analyze trends impacting fiscal goals
Review and verify monthly financial closeout activities for internal control compliance
Develop projection models, rolling forecasts, databases, and reporting tools
Process departmental donations and provide financial reporting to department and finance leadership
Recommend fund utilization strategies and productivity enhancements
Design custom reports to identify, analyze, and track operational and financial variances
Advise leadership on spending trends, goals, financial concerns, and mitigation strategies
Manage financial and reconciliation activities for designated department accounts
Perform monthly CRM reconciliations for donor funds and maintain financial integrity controls
Ensure appropriate segregation of duties and compliance with internal controls
Collaborate with Social Work and finance leadership on fund planning and fiscal management
Resolve accounting transaction and reconciliation issues with institutional stakeholders
Prepare quarterly and annual donor reports and assist with grant and contract closeouts
Identify funding gaps and present resource opportunities to leadership
Initiate account setups, purchase order requests, account closeouts, FACT table maintenance, NSCTs, and IDTs
Review pro-card reconciliations, monitor deadlines, and verify appropriate expense reallocations
Participate in institutional audits and submit statistical sample reconciliations for compliance
Review Concur expense requests to confirm funding availability and proper chart field usage
Oversee fund stewardship and ensure expenditures are appropriate and allowable
Support billing optimization efforts through collaboration with other departments and divisions
Review purchase requisitions, invoice vouchers, reimbursement requests, and open purchase orders
Monitor for unauthorized purchases and assist with corrective actions
Communicate fund balances, usage requirements, and closeout activities to leadership
Maintain strong working relationships with internal and external stakeholders
Demonstrate strong organizational, follow-up, and problem-resolution skills
Serve as a collaborative financial partner to Social Work leadership and staff
Develop an understanding of departmental operations, programs, and financial needs
Create ad hoc and routine financial reports using Excel, PowerPoint, PeopleSoft, OBIEE, CRM, and related systems
Provide responsive financial guidance and support to stakeholders
Assist users with understanding financial processes, reporting, and account management
Support informed decision making through accurate reporting and analysis
Create analytics and projections forecasting fund usage over extended periods
Analyze clinical, financial, demographic, and statistical information
Conduct qualitative and quantitative analyses, including financial, cost-benefit, and revenue analyses
Analyze, calculate, and report data from multiple sources
Design spreadsheets, databases, presentations, charts, and graphs supporting budget reporting
Develop and support reporting of key measurements, trends, and benchmarks
Prepare and distribute recurring and ad hoc reports
Coordinate with stakeholders to ensure reporting accuracy and quality
Track projects, milestones, and progress through customized reporting tools
Identify process gaps and develop solutions that strengthen financial oversight and reconciliation processes

Benefits

Employer-paid medical coverage starting day one for employees working 30+ hours/week
Optional group dental, vision, life, AD&D, and disability insurance
Accruals for PTO and Extended Illness Bank
Paid holidays
Wellness, childcare, and other leave options
Tuition Assistance Program after six months of service
Access to extensive wellness, fitness, and employee resource groups
Defined-benefit pension through the Teachers Retirement System
Voluntary retirement plans
Employer-paid life and reduced salary protection programs