Shared Services Analyst

University of Washington•Seattle, WA

1d•Hybrid

About The Position

The College of Education has an outstanding opportunity for a motivated and talented financial professional to join the Financial Shared Services Team (EDFAST) as a Shared Services Analyst. Reporting to the Assistant Director of Accounting Services, this position provides fiscal and administrative support to meet the business needs of the College of Education’s shared environment team in accordance with Generally Accepted Accounting Principles (GAAP), Washington State Office of Financial Management (OFM) regulations, and other applicable University, State, and Federal policies. The position contributes to a regular cadence of continuous improvement initiatives that maintain and enhance published customer service, efficiency, and accuracy standards. The position also participates in a regular training cadence in order to maintain and enhance subject matter expertise. Primary duties include providing technical and policy expertise to complete complex transactions in Workday to support constituent business needs. These may include purchasing, payments, reimbursements, tracking accounts receivable, reconciliation, billing, ad hoc reporting, and Fresh Service and UW Connect triage.

Requirements

A Bachelor’s Degree and two years of work experience providing customer service in a HR, payroll, procurement and/or finance business unit.
Experience working in online customer support or a shared service organization.
Strong customer service skills and ability to answer questions and solve issues quickly.
Highly developed interpersonal skills, including excellent written and oral communication skills.
Ability to handle sensitive situations and highly confidential information with tact and discretion.
Ability to perform successfully in a challenging, high-volume setting where deadlines and priorities constantly change.
Proficiency with Microsoft Office MS Office Suite (Word, Excel, PowerPoint, OneNote, Outlook), MS Teams, SharePoint, and Zoom teleconferencing.
Intermediate proficiency with Microsoft Excel spreadsheets, pivot table, and ability to learn new software and adoption of new tools.
Ability to build supportive working relationships with individuals of widely divergent backgrounds and needs.
Must be able to work independently with the ability to collaborate on team projects, and proactively solve problems.
Demonstrated attention to detail and passion for accuracy.

Nice To Haves

Strong customer service orientation with effective interpersonal skills, fostering positive relationships with stakeholders.
Demonstrated ability to work independently, manage multiple tasks, and prioritize effectively in a fast-paced environment.
Proven analytical abilities with a proactive approach to researching and resolving questions, discrepancies, and inconsistencies.
Self-starter with exceptional judgment and critical thinking skills, capable of problem-solving autonomously.
Ability to adapt quickly and work effectively in ambiguous situations with minimal supervision.
Proficient in interpreting and applying established policies and procedures, with a keen eye for identifying discrepancies and suggesting improvements.
Exceptional attention to detail coupled with a strategic understanding of the broader context.
Strong organizational skills, ensuring efficiency and accuracy while meeting deadlines.
Demonstrated ability to engage with diverse populations of students, faculty, and staff, fostering inclusivity and collaboration.
Knowledge of UW fiscal and administrative systems and departments, particularly familiarity with Workday, is preferred.

Responsibilities

Conduct a monthly reconciliation of scholarship budgets to ensure accuracy and timeliness of scholarship disbursements
Perform three-way match of scholarships using internal and UW systems
Communicate to OSAS any discrepancy on scholarship disbursements
Provide OSAS annual spending guidance on each scholarship fund, prior to upcoming academic year
Work with OSAS scholarship team to keep scholarship database current
Meet with OSAS quarterly to ensure each academic quarter funding is in SDB and ready to disburse on tuition deadline
Provide regular financial reports, analyses, and updates to principal investigators (PIs) and budget managers.
Conduct monthly budget reconciliations across assigned budgets.
Enter salary costing information across all funding sources in Workday and prepare and submit journal entries and payroll accounting adjustments as needed to ensure accurate financial reporting and proper account alignment.
Perform tasks related to payroll, pre- and post-award grant and contract administration, procurement, external invoicing, and issue resolution.
Conduct compliance reviews for college Workday orders, ensuring adherence to UW and college policies, procedures, and budget guidelines.
Serve as the subject matter expert for complex faculty and staff payroll allocation processes. This includes, but is not limited to, salary distribution methodologies, salary-over-the-cap restrictions, cross-company over-the-cap processes, and other advanced payroll scenarios.
Continuously review budget, contract, and appointment requirements to verify that faculty and staff salaries are charged accurately and in alignment with fully executed agreements.
Commit to continuous learning and peer sharing, to maintain knowledge excellence within the group.
Actively participate in daily staff huddles, weekly and monthly workshops, and outreach meetings (as requested).
Collaborate with fellow EDFAST team members and serve as a member of this team to evaluate current EDFAST processes and policies, develop ideas for updates and improvements, and institute changes that continually reinforce our mission and values.
Actively participate in all appropriate policy, business process, and customer service trainings, including Workday training sessions, in order to maintain and expand expertise and to identify and pursue areas for process improvement.
Provide back-up support to colleagues as needed.
Perform detailed work daily that requires absolute accuracy.
Other duties as assigned.