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Associate Financial Analyst View Details

4 months ago

Richardson, Texas, United States tapwage Full time
Posting Number S05583P

Position Title Associate Financial Analyst

Functional Title

Department Management

Salary Range $60,000 - DOQ

Pay Basis Monthly

Position Status Regular full-time

Location Richardson

Position End Date (if temporary)

Posting Open Date 04/05/2024

Posting Close Date

Open Until Filled No

Desired Start Date 05/01/2024

Job Summary


The Associate Financial Analyst will be an integral member of the Dean's Suite Finance Team, responsible for performing reconciliation and financial analysis for the School of Management.

Applicants should have advanced accounting knowledge and ability in the preparation of a variety of complex regular and special financial transactions and reports.

This position will be responsible for a variety of financial duties that may including:

  • Account reconciliation
  • Managing chart of accounts
  • Monitoring/clearing budget errors for cost center line deficits
  • Assisting in budget preparation activity
  • Award setups
  • Project closeouts
  • Supervising cash handling/gift deposits
  • Managing Scholarship processing
  • Reviewing/approving one card transactions
  • IDTS
  • Budget journals/transfers
- eProcurement requisitions

  • Processing budget transfers/journals
  • Extracting extract extensive personalized query reports on school financials from PeopleSoft
  • Acting as a backup approver to the SFO
  • Providing business process and PeopleSoft training to end users
  • Identifying and driving process improvements
  • Preparing ad hoc analyses and reports
  • Other duties as assigned
Minimum Education and ExperienceBachelor's degree in Accounting or other Business area. Two years of experience in Accounting, Budget or other Financial area or an equivalent combination of education and experience. Business acumen, leadership capabilities, ability to think strategically and analytically. Experience in providing innovation and problem solving; excellent oral communication skills and ability to work in a team environment. Requires extreme accuracy in all phases of work.

  • Preferred Education and Experience
  • At least 4 – 6 years experience in governmental accounting and advanced knowledge of PeopleSoft and knowledge of reports and data extraction from PeopleSoft.
  • PeopleSoft knowledge and experience in a higher education environment desired
  • Ability to work independently, including task coordination and decisionmaking, as well as in a team environment.
  • Strong analytical and interpersonal skills.
  • Proficiency in advanced functions of the full Microsoft Office Suite, with an emphasis on Microsoft Excel.
  • A successful candidate must be a selfstarter, who is detailoriented, has the ability to meet deadlineoriented tasks, possesses excellent verbal and written communication skills, and has strong organizational and analytical skills.
  • Applicant must be able to adjust readily to multiple demands and shifting priorities and work well in a team environment.
  • Essential Duties and Responsibilities
  • Assists School Fiscal Officer in managing the financial position of the School of Management. This position would use a variety of spreadsheets, database query tools, and other software to mine, collate and organize data from PeopleSoft reports and assist the SFO in budget preparation, faculty academic load calculations, summer budget preparation, etc.
  • Will be responsible for Scholarship processing, reviewing and approving One Card transactions, reviewing purchase and travel requisitions, processing IDTs, budget journals, transfers, etc.
  • Apply advanced finance and PS knowledge and expertise in the preparation of a variety of financial reports and queries as requested.
  • Compile, interpret, and communicate information to various stakeholders.
  • Work closely with the SFO to ensure accurate financial reporting and decision support.
  • Interpret policies and regulations concerning the School's financial activities ensuring compliance with the relevant university policies and procedures. Working knowledge of Federal regulations for sponsored projects.
  • Sound knowledge and experience with reporting tools and dashboards ( like Excel, Access, etc.).
  • Progressively responsible experience in finance/HR/ reporting with experience in planning, forecasting, and financial/operational analysis.
Physical Activities

Working Conditions

Additional InformationPreference given to internal candidates.

Remote Work Notice

A hybrid remote work schedule may be available (currently 1-day remote weekly).

Employee must be located within the Dallas/Fort Worth Metroplex area and have the ability to be on campus for work activities as scheduled and/or with 24-hour notice.

Completion and approval of a UT Dallas Remote Work Agreement will be required upon employment, and use of personal computer, internet, and other standard equipment may be required.

Remote work arrangements are subject to regular review and re-approval and may be canceled at any time.

What We Can Offer

UT Dallas is an Equal Opportunity Employer.

We offer an employee-friendly work environment with a comprehensive benefit package including:

Competitive Salary

Tuition Benefits

Internal Training

Medical insurance – including 100% paid employee medical coverage for full-time employees

Dental Insurance

Vision Insurance

Long and short-term disability

Retirement Plan Options

Paid time off


Paid Holidays All UT Dallas employees have access to various professional development opportunities, including a membership to Academic Impressions, LinkedIn Learning, and UT Dallas Bright Leaders Program.

Visit [])for more information.

About Us

UT Dallas is a top public research university located in one of the nation's fastest-growing metropolitan regions. Our seven schools offer more than 140 undergraduate and graduate programs, plus professional certificates and fast-track programs. Our student body is 31,000 strong, reflecting students from over 100 countries and a multiplicity of identities and experiences.

UT Dallas is committed to graduating well-rounded members of the global community whose education has prepared them for rewarding lives and productive careers in a constantly changing world.


The University has a variety of programs and initiatives to support engagement and success for all members of the campus community.

Employee benefits include a range of physical and mental wellness resources. "LilyPad" lactation facilities are located throughout the campus.

There are several Employee Resource Groups (ERGs) comprised of individuals who share common interests to help build community among UT Dallas faculty and staff (e.g., Universal Access ERG, Military and Veteran ERG, UT Dallas Young Professionals).


Rich with visual and performing arts venues, museum districts, professional and semi-professional athletics teams, botanical gardens, accessible trails and so much more, the Dallas-Fort Worth (DFW) metroplex has something for everyone to explore.

UT Dallas partners with regional higher education institutions and school districts and with the [Richardson Innovation Quarter]) (Richardson IQ), a major hub for innovation, entrepreneurship, and educational activities

Special Instructions Summary

Important Message1) All employees serve as a representative of the University and are expected to display respect, civility, professional courtesy, consideration of others and discretion in all interactions with members of the UT Dallas community and the general public.

2) The University of Texas at Dallas is committed to providing an educational, living, and working environment that is welcoming, respectful, and inclusive of all members of the university community.

UT Dallas does not discriminate on the basis of race, color, religion, sex (including pregnancy), sexual orientation, gender identity, gender expression, age, national origin, disability, genetic information, or veteran status in its services, programs, activities, employment, and education, including in admission and enrollment.

EOE, including disability/veterans. The University is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities. To request reasonable accommodation in the employment application and interview process, contact the [ADA Coordinator]). For inquiries regarding nondiscrimination policies, contact the [Title IX Coordinator]).