Financial Analyst III - Neurology

Scheduled Hours

40

Position Summary

Responsible for the financial operations of a set of departments including 1) financial reporting and analysis, budgeting and forecasting 2) compliance with University, Federal, International, and other requirements, regulations and policies, 3) transaction approval and oversight 4) Internal Controls 5) Liaison and resource for department directors and managers regarding budget and financial issues

Job Description

Reporting and Analysis

• Prepare financial reporting packages for area directors and department managers, analyzing and highlighting significant budget and year over year variances.
• Serve as primary contact for area directors and department managers, providing requested information, resolving issues and providing guidance and direction of the financial impact of new initiatives.
• Hold quarterly meetings with area directors and department managers to discuss issues/initiatives in their areas with budgetary impacts.
• Work with area personnel to prioritize expenditures and identify opportunities for savings to meet unanticipated needs without exceeding their annual budget.
• Work with Accounting Services’ school accountant on quarterly Core report variance explanations (year-to-year actuals and budget-to-actuals) per the Core report schedule.
• Determine reporting needs and create customized user reports for departments that are tailored to their specific operational needs. Remain current in new applications to ensure effective and efficient delivery of information.
• Analyze income and expenses, make investigations, assemble data and prepare projections and reports for planning and decision making. Process journal entries and budget adjustments for restricted and unrestricted accounts as necessary. Incorporate data and ideas in formal and/or informal reports, providing recommendations for problem issue resolution as appropriate.

Budgeting and Forecasting.

• Provide assistance and support to area directors and department managers in developing their annual departmental budgets. Ensure departmental budgets adhere to the School’s parameters and recommendations for the School-wide annual budget and resolve any discrepancies or deviations from the established recommendations.
• Prepare the budget reporting package for submission to leadership team. Provide summarized and detailed reports on historical, current and projected activity and footnote significant variances.
• Manage entry and balancing of the departments’ budgets in the School’s budget workbook and also manage submission and balancing of the departments’ budgets into the University’s Reporting and Planning System.
• Ensure the current budget in the Administrative Information System is updated once the departments’ budgets are approved by the Dean. 25% Financial Operations.
• Provide day-to-day oversight of financial transactions for assigned departments. Research discrepancies and deviations from University or School policies and communicate with key department personnel.
• Approve unrestricted and restricted non-payroll financial transactions for assigned departments.
• Provide training to department personnel on University and School systems, policies and procedures.
• Perform document processing functions as needed. 25% Other responsibilities may include some or all of the following.
• Managing Restricted Funds – maintain records, reporting and budgeting for restricted funds including gifts, endowments, scholarships, grants and contracts.
• Revenue and Other Account Reconciliations.

Salary Budgeting, Reporting and Analysis

• Compile 1098T information.

Tuition Analysis and Forecasting.

• Work with University Central Finance Operations including but not limited to: School Accounting, Financial Aid, Alumni and Development, Gift Accounting, Payroll and Human Resources, Tax, Accounts Payable.
• Other Duties as assigned.

Working Conditions:

Job Location/Working Conditions

• Normal office environment

Physical Effort

• Typically sitting at a desk or table

Equipment

• Office equipment

The above statements are intended to describe the general nature and level of work performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all job duties performed by the personnel so classified. Management reserves the right to revise or amend duties at any time.

Required Qualifications

Education:

Bachelor's degree - Accounting

Certifications/Professional Licenses:

No specific certification/professional license is required for this position.

Work Experience:

Professional Accounting (3 Years)

Skills:

Not Applicable

Driver's License:

A driver's license is not required for this position.

More About This Job

WashU seeks highly motivated individuals who are able to perform duties in a manner consistent with our core mission and guiding principles.

Preferred Qualifications

Education:

M.B.A. - Master of Business Administration

Certifications/Professional Licenses:

Certified Public Accountant (CPA) - American Institute of Certified Public Accountants , Certified Public Accountant (CPA) - Illinois Department of Financial and Professional Regulation, Certified Public Accountant (CPA) - Missouri Division of Professional Registration

Work Experience:

Relevant Experience (5 Years)

Skills:

Accounting, Analytical Thinking, Communication, Confidentiality, Critical Thinking, Customer Service, Deadline Management, Exercises Judgment, Financial Budgeting, Financial Reporting Systems, Fund Accounting, Group Presentations, Group Problem Solving, Interpersonal Communication, Organizing, Personal Initiative, Prioritization, Project Administration, Self Motivation, Working Independently, Work Relationships

Grade

G11

Salary Range

$53,100.00 - $90,600.00 / AnnuallyThe salary range reflects base salaries paid for positions in a given job grade across the University. Individual rates within the range will be determined by factors including one's qualifications and performance, equity with others in the department, market rates for positions within the same grade and department budget.

Questions

For frequently asked questions about the application process, please refer to our External Applicant FAQ.

Accommodation

If you are unable to use our online application system and would like an accommodation, please email[email protected]or call the dedicated accommodation inquiry number at 314-935-1149 and leave a voicemail with the nature of your request.

All qualified individuals must be able to perform the essential functions of the position satisfactorily and, if requested, reasonable accommodations will be made to enable employees with disabilities to perform the essential functions of their job, absent undue hardship.

Pre-Employment Screening

All external candidates receiving an offer for employment will be required to submit to pre-employment screening for this position. The screenings will include criminal background check and, as applicable for the position, other background checks, drug screen, an employment and education or licensure/certification verification, physical examination, certain vaccinations and/or governmental registry checks. All offers are contingent upon successful completion of required screening.

Benefits Statement

Personal

• Up to 22 days of vacation, 10 recognized holidays, and sick time.

• Competitive health insurance packages with priority appointments and lower copays/coinsurance.

• Take advantage of our free Metro transit U-Pass for eligible employees.

• WashU provides eligible employees with a defined contribution (403(b)) Retirement Savings Plan, which combines employee contributions and university contributions starting at 7%.

Wellness

• Wellness challenges, annual health screenings, mental health resources, mindfulness programs and courses, employee assistance program (EAP), financial resources, access to dietitians, and more!

Family

• We offer 4 weeks of caregiver leave to bond with your new child. Family care resources are also available for your continued childcare needs. Need adult care? We’ve got you covered.

• WashU covers the cost of tuition for you and your family, including dependent undergraduate-level college tuition up to 100% at WashU and 40% elsewhere after seven years with us.

For policies, detailed benefits, and eligibility, please visit: https://hr.wustl.edu/benefits/

EEO Statement

Washington University in St. Louis is committed to the principles and practices of equal employment opportunity. It is the University’s policy to provide equal opportunity and access to persons in all job titles without regard to race, ethnicity, color, national origin, citizenship (where prohibited by federal law), age, religion, sex, sexual orientation, gender identity or expression, disability, protected veteran status, or genetic information.

Originally posted on