Finance and Operations Analyst

The Planet Group; New York (NY); Vor Ort; USD 55.000 - 85.000; Vollzeit

Zusammenfassung

The Planet Group is seeking a Finance & Operations Analyst in New York to support financial administration and operational tasks across university departments. The role emphasizes accuracy, timely reporting, and collaboration with the DFA and finance teams.

Responsibilities include monitoring funds, analyzing spending, processing journals and payables, and assisting with subcontract management, reporting, and data cleanliness for monthly and quarterly reviews.

Qualifikationen

• Bachelor’s degree in finance, accounting, business administration, public administration, or a related field, or equivalent combination of education and relevant experience.
• 1-2 years of relevant experience in financial administration, accounting, grants administration, business operations, or a related area.
• Demonstrated ability to work with financial data, spreadsheets, and basic financial reporting.
• Experience with Microsoft Excel, including organizing, reviewing, and analyzing financial data. Familiarity with formulas, filters, sorting, and basic reporting functions preferred.
• Strong organizational skills and attention to detail, with the ability to maintain accurate financial records and documentation.

Aufgaben

• Supports the DFA with monitoring restricted and unrestricted funds and reviewing financial activity against approved budgets.
• Assists with identifying spending trends, potential budget variances, open commitments, and overruns for review with the DFA. Provides supporting information to assist with financial planning and monitoring.
• Works with departmental finance and business operations staff to support daily financial transactions, including journals, accounts receivable, and accounts payable.
• Assists with periodic and ad hoc financial analyses and reports for the Department and School by gathering, organizing, and reviewing financial data.
• Provides administrative support for subcontract activity, including preparing, submitting, tracking, and maintaining subcontract documentation and invoices in coordination with the DFA and appropriate University offices.
• Supports the DFA in monitoring project financial activity for alignment with University and sponsor requirements and escalates questions or potential issues for review.
• Maintains organized financial records, files, and supporting documentation in accordance with University requirements.
• Processes routine financial transactions, including Internal Transfer Journals (ITFs), in accordance with established procedures.
• Provides support for the annual effort certification process, including gathering and reviewing information as requested.
• Supports the maintenance of accurate and current financial information across University financial systems. Assists with preparing, organizing, and cleaning data for monthly and quarterly reporting.
• Tracks financial commitments and expenditures and provides updates to the DFA and departmental finance staff to support ongoing budget monitoring

Kenntnisse

Financial data handling

Excel proficiency

Organizational skills

Detail-oriented

Ausbildung

Bachelor’s degree in finance / related field

Tools

Microsoft Excel

Jobbeschreibung

Preferred Qualifications:

• Bachelor’s degree in finance, accounting, business administration, public administration, or a related field, or equivalent combination of education and relevant experience.
• 1-2 years of relevant experience in financial administration, accounting, grants administration, business operations, or a related area.
• Demonstrated ability to work with financial data, spreadsheets, and basic financial reporting.
• Experience with Microsoft Excel, including organizing, reviewing, and analyzing financial data. Familiarity with formulas, filters, sorting, and basic reporting functions preferred.
• Strong organizational skills and attention to detail, with the ability to maintain accurate financial records and documentation.

Finance & Operations Analyst

Finance:

• Supports the DFA with monitoring restricted and unrestricted funds and reviewing financial activity against approved budgets.
• Assists with identifying spending trends, potential budget variances, open commitments, and overruns for review with the DFA. Provides supporting information to assist with financial planning and monitoring.
• Works with departmental finance and business operations staff to support daily financial transactions, including journals, accounts receivable, and accounts payable.
• Assists with periodic and ad hoc financial analyses and reports for the Department and School by gathering, organizing, and reviewing financial data.
• Provides administrative support for subcontract activity, including preparing, submitting, tracking, and maintaining subcontract documentation and invoices in coordination with the DFA and appropriate University offices.
• Supports the DFA in monitoring project financial activity for alignment with University and sponsor requirements and escalates questions or potential issues for review.
• Maintains organized financial records, files, and supporting documentation in accordance with University requirements.
• Processes routine financial transactions, including Internal Transfer Journals (ITFs), in accordance with established procedures.
• Provides support for the annual effort certification process, including gathering and reviewing information as requested.
• Supports the maintenance of accurate and current financial information across University financial systems. Assists with preparing, organizing, and cleaning data for monthly and quarterly reporting.
• Tracks financial commitments and expenditures and provides updates to the DFA and departmental finance staff to support ongoing budget monitoring

Operations:

• Provides logistical and administrative support for departmental events, including the semester Department Symposium and career-related events.
• Assists with planning and coordinating student and departmental events designed to support student engagement and strengthen the EEE community.
• Supports event logistics, including speaker reimbursement documentation, vendor coordination, purchase requests, and Facilities setup and cleanup requests, in coordination with the DFA and departmental staff.
• Provides administrative support for semester course scheduling, including entering and updating class information and assisting with the review of schedules for accuracy and potential conflicts.
• Assists with maintaining student, faculty, and staff photo posters and coordinating student lunches and other departmental activities.
• Gathers and compiles information and statistics for University and government surveys and reporting requests.
• Provides general administrative and operational support to the department as requested.

Performs other related duties and temporary projects as assigned, consistent with the scope of the position.

Responsible for the management of a portfolio of sponsored project accounts, discretionary and gift accounts.