Sr Financial Analyst

University of Rochester   •  

Rochester, NY

Industry: Education


5 - 7 years

Posted 77 days ago

This job is no longer available.

Position Summary:

Under general direction from Center for Community Health and Prevention (CCHP) Senior Administrator, and with considerable latitude for independent judgment and initiative, directs the finance operations for the Center, provides quantitative and qualitative analysis of current and proposed business operations, oversees the ongoing review and analysis of financial performance for the CCHP. Functions as compliance officer responsible for interpreting and ensuring compliance of all financial requirements as specified per UR policy. Using understanding of financial management, systems and systems relationships, decision support, and dashboard metrics, prepares and presents detailed financial reports including trending and variance analysis. Able to analyze complex data, understand relationships among sources of information, and make independent assessments. Works collaboratively with CCCHP and URMC leadership and other departments, to provide evaluation and support of the Center’s operations and interests.


  • On behalf of the CCHP Director and Senior Administrator, oversees the financial operations of the Center ensuring sound financial policies, regulations and procedures to develop and control research projects and operating budgets to ensure compliance with University policies and sponsor guidelines. Responsible for the monthly integration and audit of CCHP financial systems, including payroll’s cumulative salary data, encumbrance systems, ledger analysis, cost transfers, complex effort allocations and participates in decision making regarding day-to-day operations. Forecasts grants and operations year/grant end positions to ensure that revenue and expenses are in balance and in accordance with budget and guidelines. Oversees the appropriate allocations of expenditures and works with finance staff, Program Managers and Principal Investigators to prepare budget modifications to maximize use of awarded external funds. Ensures appropriate fiscal controls and systems are in place and followed. Provides ad hoc reporting, budgeting and variance analysis. Responsible for the creation and production of productivity analysis to be used for budgeting purposes.
  • Directs the review of award letters and Notice Of Awards (NOAs) to ensure all terms and conditions are followed. Reviews final financial statements and insures accounts are reconciled and closed as needed. Ensures systems for monthly reconciliation of ledgers of more than 50 accounts, cost sharing certification processes, plan system review, and effort reporting and attestation. Responsible for cooperating in the audit process, whether internal or external audit staff is involved.
  • Manages and develops Staff Accountant and Accounting Bookkeeper. Provides for their professional development and performance reviews, organizes work and priorities. Counsels staff, takes action on matters of discipline, promotion, salary and other matters.
  • Assists Principal Investigators in the preparation of the applications for research, training and other grants.
  • Oversees the preparation of annual operating, clinical and endowment budgets. Remains current on sponsor requirements and maintains liaison with the Office of Research and Project Administration, Office of Research Accounting Standards, Office of Audit, Office of Budget, federal agencies and others. Conducts specialized financial analysis on new programs, and services to ensure financial viability. Prepares analytical reports on special problems with recommendations for program or policy changes, as directed.
  • Works as a member of the senior URMC Finance team to conduct the University Community Benefit analysis in accordance with IRS 990 audit regulations. Keeps abreast of changes and updates to regulations to ensure University compliance.


  • Bachelor’s degree (or equivalent) in Accounting or Finance (MBA or CPA preferred). Five years experience or equivalent combination.
  • Strong analytical and Microsoft Excel skills including financial modeling with previous supervisory experience.
  • Comfortable working in a fast paced environment with complex finances.
  • Must be able to prepare and present materials clearly to all levels of the organization and have a proven record of taking initiative and being proactive.
  • Strong interpersonal and communication skills, both verbal and written.
  • Ability to set priorities and manage competing demands.