Financial Analyst II

The University of Texas Southwestern Medical Center; Dallas (TX); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Healthcare benefits

Paid Time Off

Retirement programs

Tuition reimbursement

Public Service Loan Forgiveness (PSLF)

Parental leave

On-site childcare

Job summary

UT Southwestern Medical Center in Dallas, TX is seeking a Financial Analyst II to join the Treasury Team. This role requires advanced financial analysis, journal entries, and reconciliations to ensure accuracy and compliance with institutional and funding regulations.

The ideal candidate will have 2+ years of finance/accounting experience, strong Excel skills, and the ability to communicate effectively with departments and stakeholders in a fast-paced environment.

Qualifications

• Bachelor's degree in finance, accounting, or related field.
• 2 years of progressively responsible experience in finance and/or accounting.

Responsibilities

• Complete monthly financial management reports and analyze variances.
• Prepare and review journal entries in accordance with policies.
• Perform complex reconciliations of transactions and accounts.
• Provide financial guidance to departments and respond to inquiries.
• Develop and improve accounting processes and internal controls.

Skills

Accounting principles

Financial reporting

Reconciliation processes

Excel proficiency

Attention to detail

Analytical thinking

Verbal and written communication

Education

Bachelor's degree in finance or accounting

Tools

Microsoft Excel

Microsoft Word

Job description

WHY UT SOUTHWESTERN?

With over 75 years of excellence in Dallas-Fort Worth, Texas, UT Southwestern is committed to excellence, innovation, teamwork, and compassion. As a world-renowned medical and research center, we strive to provide the best possible care, resources, and benefits for our valued employees. Ranked as the number 1 hospital in Dallas-Fort Worth according to U.S. News & World Report, we invest in you with opportunities for career growth and development to align with your future goals. Our highly competitive benefits package offers healthcare, PTO and paid holidays, on-site childcare, wage, merit increases and so much more. We invite you to be a part of the UT Southwestern team where you'll discover a culture of teamwork, professionalism, and a rewarding career!

JOB SUMMARY

The Office of Accounting and Fiscal Services is seeking a highly skilled and motivated Financial Analyst II to join its Treasury Team. We are looking for an experienced accounting professional who demonstrates advanced financial analysis capabilities, excels at conducting complex financial research, and can work both independently and collaboratively in a fast-paced environment. This position plays a critical role in ensuring the accuracy and integrity of financial processing, reconciliation, reporting, and compliance with institutional and funding regulations. The Financial Analyst II will be responsible for analyzing and resolving complex accounting issues, performing reconciliations, preparing and reviewing journal entries, and providing financial guidance to departments.

Key Responsibilities:

• Review, research, correct, and post deposits to the appropriate department owners within PeopleSoft.
• Prepare and review journal entries to ensure accuracy and compliance with accounting standards and institutional policies.
• Perform complex reconciliations of transactions, accounts, and departmental financial activity.
• Analyze accounting data and financial trends to support reporting, decision-making, and process improvements.
• Investigate and resolve accounting discrepancies, exceptions, and variances.
• Prepare financial reports and supporting documentation for internal and external stakeholders.
• Ensure compliance with applicable institutional, state, and funding-source policies and procedures.
• Assist in developing and improving accounting processes, internal controls, and reporting practices.
• Provide guidance and support to departments regarding financial transactions and accounting procedures.

Ideal Candidate Profile:

• Strong knowledge of accounting principles, financial reporting, and reconciliation processes.
• Advanced analytical, problem-solving, and critical-thinking skills.
• Exceptional attention to detail and commitment to accuracy.
• Advanced proficiency in Microsoft Excel and proficiency in Microsoft Word.
• Ability to apply mathematical and accounting reasoning to analyze financial data, identify discrepancies, and recommend solutions.
• Sound judgment in interpreting and applying policies, procedures, regulations, and accounting standards.
• Demonstrated ability to manage multiple priorities, meet deadlines, and work independently with minimal supervision.
• Strong written and verbal communication skills.

BENEFITS

UT Southwestern is proud to offer a competitive and comprehensive benefits package to eligible employees. Our benefits are designed to support your overall wellbeing, and include:

• PPO medical plan, available day one at no cost for full-time employee-only coverage
• 100% coverage for preventive healthcare-no copay
• Paid Time Off, available day one
• Retirement Programs through the Teacher Retirement System of Texas (TRS)
• Paid Parental Leave Benefit
• Wellness programs
• Tuition Reimbursement
• Public Service Loan Forgiveness (PSLF) Qualified Employer
• Learn more about these and other UTSW employee benefits!

EXPERIENCE AND EDUCATION

Required

• Education
  Bachelor's Degree in finance, accounting, or other related field
  
• Experience
  2 years of progressively responsible experience in finance and/or accounting with experience in planning, forecasting, and financial analysis
  

JOB DUTIES

• Completes variety of monthly financial management reports and reviews all reports for errors and inconsistencies; analyzes variations in forecasts and actual performance; determines reasons for variance; develops recommendations for improvement; completes written summaries of financial data.
• Prepares monthly financial reports, schedules for annual financial reports, and reports to various government agencies, ensuring conformance of such reports with applicable procedures and regulations of University of Texas System and Federal and State agencies concerned.
• Identifies areas of poor performance, presents findings, and makes recommendations to upper management.
• Prepares financial models and conducts financial analyses.
• May maintain controls for policies and procedures for financial system; develops and maintains delegation of authority of various procedures, such as check requests, refunds, invoice approval, bad debt write-offs, etc.
• Completes special projects as requested.
• Performs other duties as assigned.

SECURITY AND EEO STATEMENT

Security

This position is security-sensitive and subject to Texas Education Code 51.215, which authorizes UT Southwestern to obtain criminal history record information.

EEO

UT Southwestern Medical Center is committed to an educational and working environment that provides equal opportunity to all members of the University community. As an equal opportunity employer, UT Southwestern prohibits unlawful discrimination, including discrimination on the basis of race, color, religion, national origin, sex, sexual orientation, gender identity, gender expression, age, disability, genetic information, citizenship status, or veteran status.