FINANCIAL MGMT ANALYST II

FINANCIAL MGMT ANALYST II

Work Arrangement : Requisition Number : 245979 Regular or Temporary : Regular Location :

Durham, NC, US, 27710

Personnel Area : UNIVERSITY Date : Jun 27, 2024

Duke University :

Duke University was created in 1924 through an indenture of trust by James Buchanan Duke. Today, Duke is regarded as one of America’s leading research universities.

Located in Durham, North Carolina, Duke is positioned in the heart of the Research Triangle, which is ranked annually as one of the best places in the country to work and live.

Duke has more than 15,000 students who study and conduct research in its 10 undergraduate, graduate and professional schools.

With about 40,000 employees, Duke is the third largest private employer in North Carolina, and it now has international programs in more than 150 countries.

This position serves as part of a team of financial professionals that manage finances for a select portfolio of research-active University Institutes & Centers and other Academic Support Units.

This is a full-time, exempt position that will require some amount of regular on-campus presence for collaboration and community building 2-3 days per week are eligible for remote work.

To be considered, please include a cover letter with your application that describes prior financial experience.

Work Performed : Annual Budget (20%)

Annual Budget (20%)

Works closely with unit leadership to develop, input, and submit an annual budget plan that is consistent with stated objectives.

Financial Operations (40%)

• Review all financial transactions for assigned units to ensure compliance with University guidelines, donor intent, and the overall good stewardship of funds.
• Executes all monthly financial management activities for assigned units including overdraft review and proactive resolution, review and spot checking of monthly reconciliation completed by the Financial Analyst using the FAM tool and proactively works to make certain transactions are timely, compliant, and well-documented.
• Ensures the timely completion of annual effort certification.
• Works with unit representatives to ensure proper coding and use of space assigned in WebCentral.
• Works with Campus Grants Management (CGMT) on matters of mutual concern- such as project closeouts, effort changes, and cost-sharing.
• Manages BFR structure, workflow, security permission, and fund code requests for assigned units.
• Reviews Provost, school, and endowment commitments to ensure funding is received.Works with management centers and school financial officers as needed to resolve missing or unused funds.

Financial Reporting (35%)

• Prepares monthly actual financial reports for unit leaders.
• Prepares short-term (1 year) and long-term (5 years) financial projections for University, gift, and endowment funds.
• Prepares quarterly problematic transaction reports to PAS leadership (write-offs, overdrafts, interest expenses, and unapproved corporate card transactions).

Works with assigned units to remediate.

• Works with CGMT to develop funding projections for partially and fully grant-funded staff to ensure appropriate funding levels exist.
• Prepares monthly payroll and vacation liability reports for unit leadership.
• Develops and communicates policies in support of proper stewardship of Provost Funds.

Other (5%)

• Serves as a resource to in-unit staff.May train and mentor staff involved in financial transactions.
• May participate in special projects as needed.

Minimum Qualifications

Education

Work requires a Bachelor's degree in Accounting, Finance, Economics, Business Administration, or a related field. CPA is desirable.

Experience

Work requires three years of experience in financial management, cost, OR AN EQUIVALENT COMBINATION OF RELEVANT EDUCATION AND / OR EXPERIENCE in accounting or a field directly related to a specialized area of assignment.

Duke is an Affirmative Action / Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, gender, gender expression, gender identity, genetic information, national origin, race, religion, sex, sexual orientation, or veteran status.

Duke aspires to create a community built on collaboration, innovation, creativity, and belonging. Our collective success depends on the robust exchange of ideas an exchange that is best when the rich diversity of our perspectives, backgrounds, and experiences flourishes.

To achieve this exchange, it is essential that all members of the community feel secure and welcome, that the contributions of all individuals are respected, and that all voices are heard.

All members of our community have a responsibility to uphold these values.

Essential Physical Job Functions : Certain jobs at Duke University and Duke University Health System may include essentialjob functions that require specific physical and / or mental abilities.

Additional information and provision for requests for reasonable accommodation will be provided by each hiring department.

Nearest Major Market : Durham

Nearest Secondary Market : Raleigh