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Financial Analyst, Endowment/gift Analyst
3 months ago
We are seeking a **_Financial Analyst, Endowment/Gift Analyst_** who will monitor and ensures compliance with the gift and endowment process for the Johns Hopkins University School of Medicine.
**Specific Duties & Responsibilities**
- Coordinates_
- Monitors the gift and endowment process and associated activity.
- Ensures expense activities are in compliance to donor intent and administrative obligations.
- Applies_
- Applies knowledge of the gift and endowment process as well as the purpose and intent of the gifts and endowments.
- Creates/Prepares/Develops_
- Prepares and interprets reports on available endowed and gift funding to ensure active and proper usage of funds.
- Analyzes/Interprets_
- Interprets donor intent in alignment with JHU and SOM gift and endowment policies to determine compliance.
- Manages_
- Manages the gift and endowment process.
- Ensures gifts and endowments are maximized.
- Ensures compliance to the gift and endowment agreement and JHU and SOM gift and endowment policies.
- Prepares reports on gift and endowment funding.
- Problem Solving_
- Ensures gift and endowment funds are used in compliance with donor intent and administrative obligations.
- Elevates severe compliance issues to leadership.
- Thinking Critically_
- Identifies funds that are under-utilized and determines which to take to leadership to advise of opportunities.
- Suggests and implements enhancements to the gift and endowment process based on knowledge of the process and relevant compliance and other issues.
- Trains/Communicates_
- Ensures School and department colleagues are aware of JHU and SOM gift and endowment policies.
- Collaborates_
- Partner with Manager of Business Operations; FP&A colleagues; Department Directors, Administrators, and Staff; University Controller.
**Additional Knowledge, Skills & Abilities**
- Ability to analyze data for budgeting, operations, auditing, accounts receivable, and reserve analysis.
- Understanding of and commitment to the organization's mission.
- Knowledge of other Microsoft Office products, including Word and PowerPoint.
- Strong customer service orientation and focus on details, accuracy and meeting pre-determined deadlines.
**Minimum Qualifications**
- Bachelor's Degree in Finance, Accounting, Business or a related field.
- Three years of progressively responsible financial and business operations experience, preferably in a large and complex organization.
- Advanced Excel skills, with demonstrated knowledge of Pivot tables, formulas and other functions required.
- Proven communication, organizational, and analytic skills
- Additional education (master's in a related field) may substitute for required experience and additional related experience may substitute for required education, to the extent permitted by the JHU equivalency formula.
**Preferred Qualifications**
- Experience in research financial management and academic business operations.
- SAP accounting knowledge preferred.
- Experience with other data reporting tools.
Classified Title: Financial Analyst
Job Posting Title (Working Title): Financial Analyst, Endowment/Gift Analyst
Role/Level/Range: ATP/03/PC
Starting Salary Range: $53,300 - $93,500 Annually ($65,000 targeted; Commensurate with experience
Employee group: Full Time
Schedule: 37.50
Exempt Status: Exempt
Location: Hybrid/School of Medicine Campus
Department name: SOM Admin Finance Operations
Personnel area: School of Medicine