Chapman University Looking for Financial Analyst ll at Orange, CA Full Time

The Financial Analyst II reports to the Director of Academic Financial Operations (AFO) and performs review and analyses of financial and budgetary information that falls under the umbrella of the Provost’s Office. This position works closely with Financial Services, Budget Office, Human Resources, and other academic and non-academic departments in reviewing, reconciling and resolving financial and budgetary matters. This position supports academic operations administrators with budget management and financial report training.

Responsibilities

• Supports the activities and day to day operations of the Academic Financial Operations office. Utilizes relevant and usable data sources, selects appropriate methods of data collection and data analysis, and reports conclusions, implications, and recommendations. Improves upon existing financial models and internal processes to increase efficiency.
• Works with unit administrators across campus to provide operations and financial support and share fiscal spending information and budget policies. Organizes a high volume of data coming from several departments on campus to be used for reconciliation. Works with appropriate departments to resolve discrepancies.
• Supports the office’s role as an office liaison to central Budget Office, Business Office, Human Resources, and Financial Services.
• Provides direct budget management guidance to unit administrators by assisting with budget and financial report trainings. Identifies solutions to budgetary challenges and concerns. Notifies the Director of issues, trends and changes in operating budgets.
• Independently completes budget transfers to support funding changes, adjustments, interdepartmental cost sharing, budget reallocation, and resolve budget to actuals variances.
• Reviews and submits interdepartmental cost transfer requests to support operations. Determines appropriate transaction type, checks for reasonableness, ensures all approvals are met and that transfers have posted correctly.
• Assists with month-end close activities and conducts independent review & analysis of accrual/deferral requests, general ledger adjustment requests, budget adjustments, and reconciliations. Performs budget to actuals comparison analysis for accuracy, budget reallocation and timing differences. Oversees travel courses, study abroad, international exchange, student labor, student housing, and first year programming.
• CGE support 1) assists the division with understanding policies and advises of process improvements as it relates to budgetary matters 2) reviews travel course budgets submissions and adjusts budgets as necessary 3) tracks travel course, study abroad & international exchange program expenses, as well as monthly reconciliation of revenues, expenses and student subsidies 4) updates financial models for study abroad.
• Tracks search/relocation and faculty awards expenses and supports faculty and academic units in these areas. Reviews submissions for expense reports, purchase orders, vouchers and Pcards ensuring proper account numbers, adequate funding, and compliance with fiscal policies. Organizes information and reconciles to the general ledger. Researches discrepancies, and works directly with appropriate departments to resolve issues. Provost level review role.
• Maintains faculty commitment files. Cross references faculty contracts, as needed. Assists departments with payments to faculty and/or funding transfers.
• Analyzes and tracks employee requisition and change requests. Collaborates with Human Resources and Payroll and individual departments to ensure processing and find efficiencies.
• Assists with improving and streamlining processes and guidelines to create efficiencies.
• Ad hoc projects as necessary. Other duties assigned.

Required Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration or related field.
• Minimum 2 years of experience with budgeting and planning and financial reporting.
• Ability to work independently, set priorities and manage time.
• Strong organizational and time management skills. Ability to translate financial concepts to colleagues that do not necessarily have finance backgrounds.
• Advanced Excel skills, including pivot tables, vlookup, and sumif functions Proficient with Microsoft Office Suite, Outlook and Word.
• Ability to communicate professionally and effectively and inclusively.
• Experienced in developing and maintaining accurate record keeping systems. Proactive in evaluating operations with the ability to recommend ways to implement new strategies and procedures.
• Strong analytical skills to exercise good judgement and discretion, especially with regards to sensitive or confidential personnel or organizational matters.
• Proven experience in concisely gathering and analyzing data, reasoning logically, drawing valid conclusions and communicating information to others in a clear and concise manner while making effective recommendations.
• Self-starter with the ability to perceive tasks that need to be accomplished and take appropriate steps to achieve success by maintaining the highest level of customer service within limitations of law, regulations, and university policy without constant supervision.

Company Description

Chapman University is a nationally ranked institution offering traditional undergraduate and graduate programs in the heart of Orange County, one of Southern California’s most diverse and vibrant regions. The university achieved R2 status in the Carnegie Classification of Institutions of Higher Education, a distinction held by just 10 percent of all U.S. universities.

Chapman University does not discriminate on the basis of race, color, gender, religion, national or ethnic origin, disability, age, marital status or sexual orientation in the administration of its education policies or any other policies or programs administered by the university.

Chapman University is a nationally ranked institution offering traditional undergraduate and graduate programs in the heart of Orange County, one of Southern California’s most diverse and vibrant regions. The university achieved R2 status in the Carnegie Classification of Institutions of Higher Education, a distinction held by just 10 percent of all U.S. universities. Chapman University does not discriminate on the basis of race, color, gender, religion, national or ethnic origin, disability, age, marital status or sexual orientation in the administration of its education policies or any other policies or programs administered by the university.