Finance & Operations Analyst

Planet Group; New York (NY); On-site; USD 39,000 - 41,000; Full time

Job summary

Planet Group in NYC is seeking a Finance & Operations Analyst for a 2-month on-site contract. Working full-time, 9am–5pm, you will handle financial administration, budgeting, and operations support at a university department level.

The ideal candidate has a finance-related degree and 1–2 years of experience, strong Excel skills, and meticulous record-keeping to support DFA processes and reporting.

Qualifications

• Bachelor's degree in finance, accounting, business administration, public administration, or related field or equivalent.
• 1–2 years of experience in financial administration or related areas.
• Experience with financial data, spreadsheets and basic reporting.
• Strong Excel skills with formulas, filters, and basic reporting.
• Excellent organization and attention to detail for accurate records.

Responsibilities

• Monitors restricted and unrestricted funds and reviews activity against approved budgets.
• Identifies spending trends, variances, open commitments, and overruns for budgeting.
• Supports daily financial transactions: journals, A/R, A/P.
• Performs periodic/ad hoc analyses and reports for the department/school.
• Manages subcontract activity documentation and invoicing with university offices.
• Maintains organized financial records and data for monthly/quarterly reporting.
• Tracks financial commitments and expenditures to aid budget monitoring.

Skills

Excel

Financial data analysis

Financial reporting

Attention to detail

Organizational skills

Education

Bachelor's degree in finance and related field

Job description

Finance & Operations Analyst
2 month contract
On site - NYC (10027)
Full-time : 9am- 5pm
$28-30/hr

Minimum 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.

Preferred Qualifications

• Experience in a higher education or research environment is preferred.
• Focused Grants experience

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.

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