Financial Analyst

The Medical College of Wisconsin•Milwaukee, WI

10d•Onsite

About The Position

Perform complex financial and business-related analysis, data manipulation, and forecast preparation for the Academic Affairs department. This includes managing internal and external grants, endowments, strategic projects, and institutional funds. The role involves applying analytical results to produce monthly and annual financial reports, analyses, and recommendations for administrative leaders.

Requirements

Knowledge of technical, business, consultation, project management, and cultural awareness.
Knowledge of accounting and financial reporting practices.
Knowledge and above average skills in Excel including heavy use and creation of pivot tables and linking large files and complex formulas.
Attention to detail and accuracy.
Customer service focus, building trust, communication, critical thinking, and influencing skills.
Bachelor’s degree
5 years of progressive experience in financial analysis and/or budgeting

Nice To Haves

Degree in finance, accounting, or business.
Experience in higher education.

Responsibilities

Analyze monthly financial performance compared to budget.
Generate and maintain monthly financial reports for department leaders for institutional, grant, project, and endowment accounts.
Generate monthly forecasts and submit to the budget office and other internal stakeholders as needed.
Generate data and reports from MCW systems to analyze financial trends (revenue, expense).
Monitor monthly spend against budget and identify areas where expense management can be adjusted for the annual budget cycle.
Perform complex analysis, data manipulation, and report generation that requires gathering data from multiple sources to generate financial analysis and reports.
Respond to ad hoc requests and provide financial interpretation and analysis.
Create financial presentations for various audiences and levels of complexity.
Assist with the preparation of annual budgets, including the development of department budget guidelines, processes, and entry into the MCW budget system.
Serve as primary for approving expenditures against approved budget, ensuring accuracy and timely completion.
Monitor grant expenditures to ensure compliance with grant requirements and partner with investigators on grant compliance.
Serve as the primary budget analyst on grants and projects in eBridge.
Prepare ad hoc reports as requested.
Provide guidance on MCW financial policies to ensure compliance.
Develop and maintain standard operating procedures for monthly financial reporting.
Identify and propose solutions to inefficiencies and opportunities for cost reduction.
Oversee completion of special projects as assigned.
Participate in department and MCW workgroups, committees, and specific project groups as assigned.

Benefits

Outstanding Healthcare Coverage, including but not limited to Health, Vision, and Dental.
Flexible Spending options
403B Retirement Package
Competitive Vacation and Paid Holidays offered
Tuition Reimbursement
Paid Parental Leave
Employee & Family Assistance Program (EFAP)
Pet Insurance
On campus Fitness Facility, offering onsite classes
Additional discounted rates on items such as: Select cell phone plans, local fitness facilities, Milwaukee recreation and entertainment etc.