Columbia University Financial Analyst in New York, New York

Job TitleFinancial Analyst

Job Code Title

Job Requisition Number 095983

Department 5202- ENG Administration

Location Morningside

Job Type Officer Full-Time Regular

Bargaining Unit

If temporary, indicate duration

Hours Per Week

Job Family Finance / Accounting

Salary Grade 11

Salary Range

Advertised Summary Job Description Reporting to the Director of Budget & Financial Planning, the Financial Analyst is responsible for various projects within the Dean's Office that are focused on Finance analytics, processes and procedures. S/He will provide a wide range of reporting support and analysis for the finance team and the departments. The Financial Analyst analyzes the budget on a routine basis. The incumbent will manage expenditures for the School's accounts and provide reporting and transactional support for the Finance Team. In this capacity, the incumbent will develop reports with analysis and maintain reports for the Dean's office and the academic departments and centers; reconcile University financial statements (including unrestricted projects, gifts, endowments and sponsored programs) against internal ledgers; summarize and update operating budgets and estimates, and provide guidance on best practices for spending and budgeting expenses. The incumbent assists in standardizing budget and reporting policies and procedures that promote adherence to University and School policies. This position will involve advanced use of MS Excel including creation of pivot tables and use of formulas (i.e. VLOOKUP) to create reports and analyze variances on a variety of data sets.

Minimum Qualifications for Grade

Applicant MUST meet these minimum qualifications to be considered an applicant Bachelor's degree in finance, accounting, economics, or a business related field or its equivalent and 2-4 years of experience in financial support, or the equivalent combination of education and experience required.

Excellent computer skills with advanced knowledge of MS Excel (pivot tables, Look-up functions, formulas etc) required. Knowledge of access is preferred. Ability to work with and manipulate large data sets is required.

Ability to communicate upward (school level senior leadership) clearly and to prepare and present financial data to a non- finance leadership using visual aids such as charts, graphs, and other data visualization tools.

Attention to detail and accuracy is essential; ability to manage multiple priorities with poise and discretion in a fast paced environment is required.

Positive, forward-thinking, mission-oriented attitude a mus

Additional Position-Specific Minimum Qualifications

Applicant MUST meet these minimum qualifications to be considered an applicant

Special Instructions

Preferred Qualifications Familiarity with Columbia University financial policies and systems is strongly preferred. Must be able to quickly learn university electronic processing systems for budgets and reporting (FDS, PAC) or have prior knowledge and experience with ARC.

Essential Functions (50%) Financial Analysis and Reporting:

Provide a wide range of reporting support and analyses for the finance team. This includes, development and maintenance of reports used by the Dean, the finance team, departments, as well as other stakeholders. Analyze and develop budget and financial reporting training materials. S/He monitors departmental budget spending against annual allocations and reserves for Instruction and OTPS support, manages the financial reporting for the Dean's initiatives and programs, and ensure compliance with School and University guidelines and policies. Create, maintain and distribute reports that tracks activity against budget. The position will gather key data to inform the budget process; update entries into the budget tool and reconcile data back to internal documents; generate COB and other reports, and contribute to quarterly and monthly variance analysis.

(35%) Budget and Planning:

Involved with development of the annual budget and strategic plan for the School as well as managing the budget on a routine basis. Developing and loading revised financial projections for the annual budget as well as multi-year future forecasts. Developing and maintaining a budget submission template for the academic departments, tracking offsets and commitments from other University units/departments, and tracking internal commitments between the Dean's office and the academic departments. Assist in developing school wide budget and financial reporting training materials.

(10%) Financial Operations and Training:

Responsible for a variety of finance operations functions of the department including, but not limited to, start-up calculations and funding, MS Tuition share distributions, dean subsidies, chart of account clean-up and maintenance, and streamlining spending and reporting practices. Assists the Director and the finance team to review variances in departmental and sponsored accounts and to initiate transactions and service requests to resolve erroneous transactions. Assist with developing school wide budget, and financial reporting training materials and other procedural manuals.

(5%) Performs other tasks, duties, and responsibilities as assigned.

Additional Essential Functions (Limit to 3950 characters.)

Special Indications

This position works with:

HIPAA Compliance training required No Response

Participation in Medical Surveillance required No Response

What type of posting? Is this a waiver request? Standard Posting

Requisition Open Date 12-11-2018

Requisition Close Date Open Until Filled

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EEO Statement Columbia University is an Equal Opportunity/Affirmative Action employer --Race/Gender/Disability/Veteran.

Local Hiring Columbia University is committed to the hiring of qualified local residents.

This organization is a federal contractor subject to the Vietnam Era Veterans' Readjustment Assistance Act of 1974, as amended by the Jobs for Veterans Act of 2002, 38 U.S.C. 4212 (VEVRAA). The final rules now require contractors and subcontractors to invite applicants to self-identify as protected veterans or individuals with disabilities.

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