Financial Analyst 2 (ONSITE)

University of Miami; United States; On-site; USD 70,000 - 90,000; Full time

Job summary

University of Miami seeks a Financial Analyst 2 to support the School/College/Hospital with budgeting, forecasting, and financial analysis. You will prepare reports, models, and dashboards to inform leadership decisions and drive financial performance.

The role emphasizes accuracy, policy adherence, and collaboration with multiple departments and external partners, including sponsored project administration and post-award activities.

Qualifications

• Bachelor’s degree in a relevant field is required.
• Minimum of 3 years of relevant experience is required.
• Certification requirements vary by department as described in the job posting.

Responsibilities

• Develops, prepares, and coordinates financial analyses, budgets, forecasts, and presentations.
• Identifies trends and advises senior management on financial implications.
• Provides analytical evaluation for forward-looking projects and forecasts.
• Supports in forecasting, reconciliation, and performance dashboards.
• Ensures accuracy of financial data and adherence to policies.
• Trains junior staff and oversees their end work product.
• Supports post-award financial management for sponsored projects.
• Interacts with departments, vendors, and external parties as needed.

Skills

Learning agility

Teamwork

Technical proficiency

Communication

Education

Bachelor’s degree in relevant field

Tools

Workday

BI

Job description

Financial Analyst 2 - School/College/Hospital

Examines the financial status of the assiged school/college/hospital by collecting, monitoring, and studying data and developing projections, reports, and presentations to assist senior staff in financial decision-making processes. The incumbent establishes and enforces policies and procedures that further the school/college/hospital's financial goals and objectives.

CORE JOB FUNCTIONS

• Develops, prepares, and coordinates documentation of financial analysis projects such as budgets, forecasts, projections, expense performance, and presentations.
• Identifies trends and developments in competitive environments and makes recommendations to senior management.
• Provides analytical evaluation for forward-looking financial or business-related projects.
• Devises financial forecasting and reconciliation of accounts.
• Reviews reports and ensures that financial information has been recorded accurately.
• Compares results with plans and forecasts and makes recommendations for adjustments.
• Trains and oversees junior staff members to ensure accuracy and efficiency in the end work product.
• Assists in the development and organization of department and project budgets.
• Develops performance and productivity dashboards, models, and/or analyses.
• Assists with profitability and pricing on product offerings and develops performance indicators to enable the analysis of business segments and new product lines.
• Conducts research on different strategic initiatives.
• Acts as liaison to other departments, vendors, and external parties to complete assignments.
• Adheres to University and unit-level policies and procedures and safeguards University assets.

CORE QUALIFICATIONS

• Education: Bachelor’s degree in relevant field required
• Certification and Licensing: Refer to department description for applicable certification requirements
• Experience: Minimum 3 years of relevant experience required

DEPARTMENT JOB FUNCTIONS

• Provides financial management and post-award support for sponsored projects and research activities within the School of Nursing and Health Studies.
• Develops, prepares, and analyzes financial reports, projections, and account summaries for sponsored projects to support faculty investigators, department leadership, and strategic decision-making.
• Reconciles sponsored project accounts utilizing Workday, BI, and other institutional reporting tools to ensure financial accuracy and compliance.
• Monitors sponsored project expenditures and financial activity to ensure compliance with sponsor requirements, university policies, and approved project budgets.
• Assists faculty investigators and administrators with financial planning, budget monitoring, and expenditure forecasting for sponsored awards.
• Reviews financial transactions, including purchase requisitions, supplier invoices, expense reimbursements, journal entries, and cost transfers, ensuring accuracy and compliance with applicable regulations and policies.
• Analyzes account balances, spending trends, and financial performance and makes recommendations regarding budget utilization and financial management of sponsored funds.
• Develops and maintains financial tracking tools, dashboards, reports, and other analytical resources to support research administration and operational decision-making.
• Reviews award terms and conditions and assists faculty and administrators in understanding financial requirements, reporting obligations, and budgetary restrictions.
• Tracks subcontract agreements and reviews subcontractor invoices to ensure compliance with award requirements and available funding.
• Assists with financial forecasting, reporting, and closeout activities for sponsored awards to ensure timely and accurate project completion.
• Conducts financial analyses and special projects to support departmental, school, and research-related strategic initiatives.
• Serves as liaison between faculty investigators, departmental administrators, the Office of Research Administration, and other university offices regarding sponsored project financial management.
• Adheres to University and unit-level policies and procedures and safeguards University assets.

Knowledge, Skills and Abilities

• Learning Agility: Ability to learn new procedures, technologies, and protocols, and adapt to changing priorities and work demands.
• Teamwork: Ability to work collaboratively with others and contribute to a team environment.
• Technical Proficiency: Skilled in using office software, technology, and relevant computer applications.
• Communication: Strong and clear written and verbal communication skills for interacting with colleagues and stakeholders.

This is a core job profile description and is not reflective of all duties that may be assigned to a specific position in each individual department. The above statements are intended to describe the general nature and primary responsibilities of this core job profile. Specific duties and tasks may vary based upon departmental needs. Other duties may be assigned to the above consistent with the knowledge, skills, and abilities required for the job.

The University of Miami is recognized as one of the nation’s premier research institutions and academic health systems and is among the largest employers in South Florida. With more than 20,000 faculty and staff, the University is committed to excellence and guided by a mission to positively impact the lives of students, patients, and communities locally and globally. We are dedicated to fostering a culture where every individual feels valued and empowered to contribute meaningfully. United by shared values, the University community works together to build an environment defined by purpose, collaboration, and service.

The University of Miami is an Equal Opportunity Employer. Applicants and employees are protected from discrimination based on certain categories protected by Federal law.

Job Status: Full time Employee Type: Staff

The mission of the University of Miami is to transform lives through education, research, innovation, and service. A vibrant and diverse academic and healthcare community, the University of Miami and the University of Miami Health System ("UHealth") have rapidly progressed to become one of the nation’s top research universities and academic medical centers in the nation. The University comprises 12 schools and colleges serving undergraduate and graduate students in more than 350 majors and programs. Visit welcome.miami.edu/about-um to learn more about our points of pride. The University ranks No. 55 on U.S. News & World Report’s 2022 Best Colleges list and ranked No. 49 in the 2022 Wall Street Journal/Times Higher Education College Rankings. Bascom Palmer Eye Institute is ranked the #1 eye hospital in the USA and offers some of the nation's premiere eye doctors to treat every eye condition for adults. Sylvester Comprehensive Cancer, part of the Miller School of Medicine, received the prestigious National Cancer Institute designation in 2019. The University of Miami and UHealth have also ranked among the Forbes Best Employers and Best Employers for Women on several occasions, most recently in 2022. With more than 17,000 faculty and staff, the University strives for excellence, and is driven by a powerful mission to transform and impact the lives of its students, patients, members of the community, and people across the globe.