Reporting to the Director of Financial Planning and Analysis, this position will have an active role in supporting preparation of financial reporting and analysis, as well as other special projects as assigned. The ability to perform and evaluate comprehensive analysis will be a key requirement for this position, as is a working knowledge of GAAP.
NOTE: This position has the option of being remote.
Duties and Responsibilities
Perform analyses, including analyses of business segments, revenue, compensation and related expenses, operating expenses, and grants; create periodic reports.
Responsible for all aspects of preparation of the University’s business segment financial reporting process.
Reconcile allocated expenses, including marketing expenses by program and medium and SCU Health labor.
Manage budgets in Prophix software so users can review their budget to actual as needed. Answer inquiries from budget managers regarding the Prophix software, reports, and their data. Assist departments in problem-solving.
Prepare lead schedules, year-end adjustments, and other information for annual audit. Train budget managers in using various financial and budgeting software.
Perform other special projects as assigned by the Director of Financial Planning and Analysis. Assist the accounting department with special projects. Competencies:
Analytical - Synthesizes complex or diverse information; collects and researches data; uses intuition and experience to complement data; designs workflows and procedures.
Design - Demonstrates attention to detail.
Problem Solving - Identifies and resolves problems in a timely manner; gathers and analyzes information skillfully; develops alternative solutions; works well in group problem-solving situations.
Project Management - Communicates changes and progress.
Technical Skills - Assesses own strengths and weaknesses; pursues training and development opportunities; strives to continuously build knowledge and skills; shares expertise with others.
Customer Service - Manages difficult or emotional customer situations; responds promptly to customer needs; solicits customer feedback to improve service; responds to requests for service and assistance; meets commitments.
External Working Relationships – Develops and maintains courteous and effective working relationships with clients, vendors and/or any other representatives of external organizations.
Business Necessity – The needs of the employer may be dependent on responding to and anticipating rapidly changing external and internal demands in all aspects of how business is conducted. This may include, but is not limited to, organization structure, finances, goals, personnel, work processes, technology, and customer demands. Therefore, it may become necessary to make modifications to how business is conducted, and work is accomplished, with minimal or no advance notice to employees. Accordingly, the employee must be capable of adapting, with minimal or no advance notice, to changes in how business is conducted, and work is accomplished, with no diminishment in work performance.
Safety and Security –All employees are responsible for observing safety and security procedures as applicable and reporting potentially unsafe conditions to management.
Qualifications, Skills, and Abilities:
Bachelor's degree (B.A.) from four-year college or university.
Three to five years related financial analysis experience.
To perform this job successfully, an individual should have knowledge of: Accounting Software; ERP Systems; Internet Software; Payroll Systems; Microsoft Office Suite software (Excel, Word, PowerPoint, Teams); Inventory Software; and Electronic Mail Software.
Skill level with Excel must be considered intermediate, at a minimum (v-lookups, pivot tables, etc.).
Experience with Prophix software preferred.
Ability to write routine reports and correspondence.
Ability to speak effectively before groups of customers or employees of organization.
Continuing to perform well under pressure.