Financial Analyst II

Thomas Jefferson University & Jefferson Health; Philadelphia (Philadelphia County); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Retirement plans

Tuition assistance

Job summary

Thomas Jefferson University seeks a Financial Analyst to manage budgeting, financial reporting and variance analysis. The role supports budgeting processes, monetary transfers, and reporting across departments while maintaining data integrity and confidentiality.

Ideal candidates have 3+ years of financial analysis experience and a degree in finance or accounting. The position emphasizes collaboration with department leadership and adherence to institutional values.

Qualifications

• Bachelor’s degree in finance, Accounting or Business Administration.
• 3+ years of progressive experience in financial analysis.
• Finance or accounting experience highly desirable.
• Ability to maintain confidential/sensitive information.

Responsibilities

• Interacts with co-workers, visitors, and other staff consistent with the values of Jefferson.
• Budgeting: Assist with the preparation and submission of annual operating and capital budget.
• Financial Reporting: Ensure all revenue and expenditures are accurately recorded and accrued to appropriate cost centers.
• Business Partnership: Lend technical assistance to department leadership for preparation of the annual budget.

Skills

Budgeting

Forecasting

Financial reporting

Communication

Education

Bachelor’s degree in finance, Accounting or Business Administration

Tools

Excel

Job description

Number of Positions In Requisition

1

Job Details

The Financial Analyst is responsible for overseeing financial accounts and provides financial analysis, planning, and strategic decision support across the organization. The Financial Analyst will be responsible for budgeting, financial reporting and monitoring, and financial analyses. The Financial Analyst also supports the optimization of financial processes and systems while ensuring the integrity and confidentiality of sensitive financial data.

Job Description

Essential Functions

• Interacts with co-workers, visitors, and other staff consistent with the values of Jefferson.
• Budgeting: Assist with the preparation and submission of annual operating and capital budget. Assist in the reconciliation of all department accounts.
• Financial Reporting: Ensure all revenue and expenditures are accurately recorded and accrued to appropriate cost centers. Provide timely reporting of revenue and expenditures. Review budget variance reports and prepare interdepartmental transfers. Monitor faculty and staff effort and salary source distribution changes. Provide variance analysis and monthly forecasts using financial performance and budget data.
• Business Partnership: Lend technical assistance to department leadership for preparation of the annual budget. Identifies and reports on budget variances.
• Data Stewardship & Financial Integrity: Maintain the integrity or sensitive financial datasets. Process and analyze confidential data with absolute discretion.

Competencies (Knowledge, Skills, and Abilities Required):

• Experience in budget preparation, analysis and forecasting.
• Good communication skills, exercise initiative, judgment and problem-solving skills.
• Ability to multi-task and prioritize and meet deadlines. Ability to maintain confidential/sensitive information.
• Coordinates and assumes other duties or special projects as assigned or directed.

Minimum Education and Experience Requirements:

Education:

• Bachelor’s degree in finance, Accounting or Business Administration.

AND

Experience

• 3+ years of progressive experience in financial analysis, with a proven track record of handling increase responsibility.
• Finance or accounting experience highly desirable.

Job Description Disclaimer: This position description provides the major duties/responsibilities, requirements and working conditions for the position. It is intended to be an accurate reflection of the current position, however management reserves the right to revise or change as necessary to meet organizational needs. Other responsibilities may be assigned when circumstances require.

Work Shift

Workday Day (United States of America)

Worker Sub Type

Regular

Employee Entity

Thomas Jefferson University

Primary Location Address

1020 Walnut Street, Philadelphia, Pennsylvania, United States of America

Nationally ranked, Jefferson, which is principally located in the greater Philadelphia region, Lehigh Valley and Northeastern Pennsylvania and southern New Jersey, is reimagining health care and higher education to create unparalleled value. Jefferson is more than 65,000 people strong, dedicated to providing the highest-quality, compassionate clinical care for patients; making our communities healthier and stronger; preparing tomorrow's professional leaders for 21st-century careers; and creating new knowledge through basic/programmatic, clinical and applied research. Thomas Jefferson University, home of Sidney Kimmel Medical College, Jefferson College of Nursing, and the Kanbar College of Design, Engineering and Commerce, dates back to 1824 and today comprises 10 colleges and three schools offering 200+ undergraduate and graduate programs to more than 8,300 students. Jefferson Health, nationally ranked as one of the top 15 not-for-profit health care systems in the country and the largest provider in the Philadelphia and Lehigh Valley areas, serves patients through millions of encounters each year at 32 hospitals campuses and more than 700 outpatient and urgent care locations throughout the region. Jefferson Health Plans is a not-for-profit managed health care organization providing a broad range of health coverage options in Pennsylvania and New Jersey for more than 35 years.

Jefferson is committed to providing equal educational and employment opportunities for all persons without regard to age, race, color, religion, creed, sexual orientation, gender, gender identity, marital status, pregnancy, national origin, ancestry, citizenship, military status, veteran status, handicap or disability or any other protected group or status.

Benefits

• medical (including prescription)
• supplemental insurance
• dental
• vision
• life and AD&D insurance
• short- and long-term disability
• flexible spending accounts
• retirement plans
• tuition assistance
• voluntary benefits, which provide colleagues with access to group rates on insurance and discounts.
• Colleagues have access to tuition discounts at Thomas Jefferson University after one year of full time service or two years of part time service.
• All colleagues, including those who work less than part-time (including per diem colleagues, adjunct faculty, and Jeff Temps), have access to medical (including prescription) insurance.

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