Financial Analyst

Financial Analyst

CFS has partnered with a higher education organization to identify their new Financial Analyst. The Financial Analyst will be responsible for assisting in Accounts Payable tasks, including workflow allocation and invoice processing. Additionally, they support month-end and year-end audits by processing journal entries and preparing account analyses.

About the organization:

• Private university and a designated minority-serving institution.
• Consistently ranks as a top school in NYS for a few different categories.
• Newly created role due to growth.
• Opportunity to take on more responsibilities.
• Strong benefits package - generous 401k match and free tuition
• Strong management team and a commitment to mentoring and training.

Responsibilities:

• Manage corporate card program, including credit limits and cardholder lists.
• Review corporate card submissions for policy adherence.
• Maintain and update Travel and Expense and Corporate Card Policies.
• Review expense reimbursements for policy compliance.
• Ensure documentation of expenses business purpose and benefit to the organization.
• Extract, verify, analyze, and report institutional data.
• Complete periodic account reconciliations.
• Assist in Accounts Payable workflow allocation.
• Support monthly and annual audit reporting.
• Coordinate special projects, including data collection and analysis.
• Assist in policy and procedure development.
• Stay updated on new technologies for Finance Office efficiency.
• Perform general month-end and year-end audit support tasks.

Requirements:

• Ability to manage time effectively and meet goals.
• Flexibility in completing work assignments.
• Participation in departmental performance improvement activities.
• Strong communication skills.
• Willingness to learn and develop technical expertise.
• Collaboration with other employees and departments.
• Initiative in problem-solving and task completion.
• Continuous learning and professional development.
• Professional and respectful communication with clients and colleagues.
• Compliance with departmental and university policies and procedures.