Financial Analyst 2

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

Benefits offered by this job

Group Medical

Dental

Vision

Life Insurance

Retirement Savings Program

PSL

Job summary

A leading university in Palo Alto, CA is seeking a Financial Analyst 2 to perform financial analysis, budgeting, forecasting, reporting, and account reconciliation for assigned research units and service centers. The role emphasizes analyzing trends, variance analysis, and building tools for more accurate financial reporting.

The position requires strong Excel skills, GAAP knowledge, and experience with financial systems, with a hybrid work arrangement and a 6-month assignment with potential

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 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.

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.

Skills

Excel

GAAP knowledge

Financial analysis

Budgeting

Education

Bachelor's degree

Tools

Oracle

iLab Solutions

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.