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CORE JOB SUMMARY
The Financial Analyst 3 examines financial status of the organization by collecting, monitoring, and studying data, and develops projections, reports, and presentations to assist senior managing staff in their financial decision-making process. Moreover, the incumbent establishes and enforces policies and procedures that further department’s financial goals and objectives.
CORE JOB FUNCTIONS
1. Develops, prepares and coordinates documentation of financial analysis projects such as budgets, forecasts, projections, expense performance, and presentations.
2. Identifies trends and developments in competitive environments and makes recommendations to senior management.
3. Provides analytical evaluation for forward-looking financial or business-related projects.
4. Devises financial forecasting and reconciliation of accounts.
5. Reviews reports and ensures that financial information has been recorded accurately.
6. Compares results with plans and forecasts and makes recommendations for adjustments.
7. Trains and oversees junior staff members to ensure accuracy and efficiency in end work product.
8. Assists in the development and organization of department and project budgets.
9. Designs and builds various models that summarize several different scenarios around growth and expansion initiatives or opportunities.
10. Develops performance and productivity dashboards, models or analyses.
11. Determines profitability and pricing on product offerings and develops performance indicators to enable the analysis of business segments and new product lines.
12. Conducts research on different strategic initiatives.
13. Acts as liaison to other departments, vendors, and other external parties to complete assignments.
14. Adheres to University and unit-level policies and procedures and safeguards University assets.
This list of duties and responsibilities is not intended to be all-inclusive and may be expanded to include other duties or responsibilities as necessary.
CORE QUALIFICATIONS
Education:
Bachelor’s degree in relevant field required
Experience:
Minimum 5 years of relevant experience required
Certification and Licensing:
Refer to department description for applicable certification requirements
Knowledge, Skills and Abilities:
- Learning Agility: Ability to learn new procedures, technologies, and protocols, and adapt to changing priorities and work demands.
- Teamwork: Ability to work collaboratively with others and contribute to a team environment.
- Technical Proficiency: Skilled in using office software, technology, and relevant computer applications.
- Communication: Strong and clear written and verbal communication skills for interacting with colleagues and stakeholders.
This is a core job profile description and is not reflective of all duties that may be assigned to a specific position in each individual department. The above statements are intended to describe the general nature and primary responsibilities of this core job profile. Specific duties and tasks may vary based upon departmental needs. Other duties may be assigned to the above consistent with the knowledge, skills, and abilities required for the job.
Job Status:
Full time
Employee Type:
Staff
