Financial Planning and Analysis Specialist

7 days ago

Durham, North Carolina, United States Duke University Full time
Job Summary

The Financial Management Analyst III provides coordination and direction for financial management, planning, budgeting, reporting, accounting and analysis activities within the Provost area management center.

Key Responsibilities
  • Administers and coordinates across the management center various financial management processes and activities including strategic, operating, capital, and multi-year planning.
  • Facilitates accounting and compliance activities requiring a high degree of financial acumen.
  • Serve as the primary liaison for assigned units and represent Provost office on various aspects of budget and finance oversight.
  • Guide and collaborate through strong working relationships with key finance/business managers in various management center units.
Financial Planning and Analysis
  • Instruct unit finance leads/business manager with complex financial analysis and budget preparations.
  • Track and monitor performance against plans throughout the year.
  • Interact with senior academic and administrative officers to advise and assist with development and preparation of budget materials.
Financial Management and Control
  • Track and report on various funds that support Provost priorities including both endowment and university funds.
  • Work with academic leadership with oversight of sources of funds to capture and track commitments against them.
Advisory, Management Center Accounting Structure
  • Understand university accounting structures including fund flows and the interactions with the reporting.
  • Provide guidance and training to finance/business managers to ensure reporting is developed in a consistent and standard manner.
Management Center Policy, Internal Control
  • Complete all assigned units' management workflow approvals for journal entries, vouchers, and travel expenditures that meet thresholds established by central accounting or Provost leadership in compliance with university policy.
  • Assist Finance Director with tracking policy exception approvals authorized by the management center.
Financial Oversight - Strategic Finance Oversight
  • Assist Finance Director with strategic finance oversight for all Provost area centralized funding distributions including those designated for strategic initiatives, academic priorities and reserves.
  • Assist with creating reporting for strategic funding and share with senior leadership periodically.
Preferred Qualifications
  • Familiarity with Duke systems and policies.
  • Demonstrated success in staff supervision and performance management.
  • Ability to analyze and resolve complex issues.
Essential Physical Job Functions

Certain jobs at Duke University and Duke University Health System may include essential job functions that require specific physical and/or mental abilities.

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