Financial Analyst II, Office of the Provost

PAY GRADE: 31E

CONTEXT OF THE JOB

Working under the direction of the Vice Provost for Academic Programs and University Initiatives, the Financial Analyst II is responsible for the financial operations of the large and complex university initiatives portfolio. The APUI portfolio includes the FinTech Innovation Hub, the Center for Innovation in Lifelong Learning and Teaching – which includes four units(Academic Technology Services, Center for Teaching Assessment and Learning, UD Online, and Professional and Continuing Studies (which includes the access center, non-credit programs, and Osher Lifelong Learning Institute)), and the Division of Enrollment Management.

The Financial Analyst II interacts with and serves as liaison for the units in the portfolio, and coordinates with the business administrator in enrollment management. The person in this role will work closely with the budget office to ensure the financial health of the portfolio units and align the portfolio with university level goals and mission.

MAJOR RESPONSIBILITIES

• Assist and advise the Vice Provost for Academic Programs and University Initiatives on fiscal, space, and procurement matters.
• Manage the daily financial operations of units in the portfolio, with the exception of Enrollment Management.
• Coordinate with the business administrator in the Division of Enrollment Management to ensure the financial operations of the unit are in line with broader portfolio goals and financial objectives.
• Prepare and administer, in consultation with the Vice Provost, accounts and budgetary matters related to appointments and salary.
• Monitor expenditures, perform analyses, provide projections, and process requisitions.
• Oversee the budgets of all units in the portfolio, including basic budgets, endowments, discretionary funds, etc.
• Prepare projections for the portfolio and evaluates various planning scenarios as well as prepare and interpret financial reports for the Vice Provost.
• Develop financial models and develop forecasts to interpret financial projections for the portfolio
• Manage annual BTA and year-end budget reconciliations.
• Responsibility for obligations and expenditures for the budget and prepares monthly reports, analyses and projections about revenue and estimated expenditure, with recommendations for modifications.
• Participate in audits of portfolio accounts.
• Actively manage the portfolio and its units’ budgets.
• Participate in the budgeting and implementation of special initiatives.
• Provide accurate financial information to the Vice Provost and the reporting units in the portfolio.
• Prepare and present materials to summarize and justify unit/program budget requests, including data gathering/reporting and trend analyses in connection with budgetary formulation and administration.
• Ensure accurate, compliant and efficient management of the portfolio procurement activities, including Concur and UD Exchange workflow processes and transactions.
• Ensure proper implementation of policies and procedures in the areas of finance and operations to ensure adherence to Federal and University policies. Interpret and provide guidance regarding University policies and procedures for the Vice Provost.
• Provide orientation and interpretation of University financial policies and procedures for new portfolio unit leadership.
• Partner with the portfolio leadership to implement strategic operational objectives, and new program initiatives.
• Regularly meet with the Vice Provost and portfolio leadership to make recommendations regarding new administrative financial policies and procedures or changes and improvements to existing processes; develop and/or initiate new office forms and procedures.
• Manage fiscal affairs of the department, including budget creation/management planning, expenditure and costs analysis.
• Perform other job-related duties as assigned.

QUALIFICATIONS

• Bachelor's degree in accounting, finance, business administration, or a related field, and five years of job-related experience, or equivalent combination of education and experience.
• Experience with budget preparation and management, financial reporting and analysis, forecasting, and financial planning.
• Experience using management systems, relational databases, spreadsheets and word-processing software programs.
• Familiarity with UD accounting system, PeopleSoft financials, and UD policies and procedures is preferred.
• Strong analytical, organizational, problem-solving, and written and verbal communication skills.
• Ability to interpret, adapt and apply guidelines and procedures.
• Ability to gather and analyze statistical and financial data and generate reports.
• Ability to develop, plan, and implement new strategies and procedures, and be part of continuous improvement.
• Ability to present information effectively to all levels of management.