Financial Analyst 2

Avispa MedOps; Palo Alto (CA); Hybrid; USD 63,000 - 89,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Retirement plan

Life insurance

Paid sick leave

Job summary

Leading university in Palo Alto, CA seeks a Financial Analyst 2 to perform financial analysis, budgeting, forecasting, reporting, and reconciliation for research units and service centers, focusing on trends, variance analyses, and building analytical tools for accuracy and efficiency.

Responsibilities include ad hoc analyses, budgeting support, internal control programs, and presenting complex financial data to management and external partners. Hybrid work with on-site days.

Qualifications

• 4 years of relevant experience and a Bachelor's degree.
• Bachelor's degree.
• Advanced proficiency in Microsoft Excel.
• Knowledge of GAAP.
• Familiarity with Oracle financials and iLab data structures.

Responsibilities

• Perform financial analysis, budgeting, forecasting, reporting, and reconciliation.
• Design ad hoc analyses and analyze large data sets.
• Develop budgeting data and present high-level recommendations.
• Develop reports and presentations for management and third parties.
• Support change management and process improvements.

Skills

Excel proficiency

GAAP knowledge

Data analysis

Education

Bachelor's degree

Tools

Oracle Financials

iLab Solutions

Excel (MS Office)

Job description

Financial Analyst 2 1521434

• Hourly pay: $55/hr
• Worksite: A leading university (Palo Alto, CA 94304 - Hybrid)
• W2 Employment, Group Medical, Dental, Vision, Life, Retirement Savings Program, PSL
• 40 hours/week, 6 Month Assignment (With possibility of extension)

A leading university is seeking a Financial Analyst 2 to perform financial analysis, budgeting, forecasting, financial reporting, and account reconciliation activities for assigned research units and service centers, with a key focus on analyzing financial trends, conducting budget-to-actual and variance analyses, and designing analytical tools that improve the accuracy, consistency, and efficiency of financial reporting.

Financial Analyst Responsibilities:

• Perform and design ad hoc analyses of large, complex data sets; reconcile complex accounts; identify and resolve complex issues that may span multiple areas; and recognize exceptions, participating in developing solutions that may require policy changes or new processes while maintaining a broader organizational perspective.
• Construct and assemble data for budgeting and decision-making, develop conclusions, and present high-level summaries of recommendations, which may include developing the annual budget for an individual department or unit.
• Execute internal control programs established by management, research new regulations, and recommend and implement approved changes, which may include managing the compliance program for the area of responsibility and creating complex compliance reports.
• Develop reports and presentations of complex financial data and metrics for management and third parties; provide consulting advice to client groups; serve as a resource on matters requiring specific technical, financial, or subject matter expertise; and support negotiations with external partners.
• Participate as a member of a project team supporting new initiatives, contribute to unit and organizational strategy, assist in developing change management plans and materials, maintain desktop procedures and process documentation, define requirements and perform system testing, and identify opportunities for process improvement.

Financial Analyst Qualifications:

• 4 years of relevant experience and a Bachelor's degree, or a combination of education and relevant experience.
• Bachelor's degree.
• Advanced proficiency in business applications such as the Microsoft Office suite, especially Excel.
• Demonstrated knowledge of financial systems; internet and computer literacy.
• Knowledge of GAAP.
• Understanding of research medical school operations, profit and loss statements, balance sheets, general and cost accounting theory, institutional accounting systems, service center operations, federal regulations, financial reporting, budget/forecast development, and fund accounting is preferred.
• Knowledge of databases, data extraction methods, and report presentation, including Oracle financial systems and iLab Solutions data structures and report generation, is preferred.
• Ability to work well with people of varying levels of authority and educational backgrounds and to elicit cooperation without direct authority is preferred.
• Experience with research grant management and the financial aspects of sponsored projects is preferred.

Shift:

• 9:00 AM to 5:00 PM.
• Hybrid; onsite days Wednesday and Thursday.