Financial Analyst II

University of Louisville; United States; On-site; USD 54,000 - 82,000; Full time

Job summary

The University of Louisville is seeking a Financial Analyst to join the Provost Finance Office. The role focuses on financial analysis, forecasting, reporting, and collaboration with academic units to align with approved financial plans.

The analyst will manage month-end close, perform variance analyses, and support planning, budgeting, and management reporting for Provost areas. Strong Excel and Workday Finance experience are preferred.

Qualifications

• Bachelor's degree in a related field; two years of relevant experience or equivalent combination.
• Proficient in financial analysis, forecasting, and reporting.
• Experience with budgeting, variance analysis, and month-end close processes.

Responsibilities

• Prepare financial analyses, budgets, and forecasts for Provost areas.
• Lead month-end close activities including accruals and revenue recognition.
• Develop and present management reports and dashboards for leadership.
• Perform variance analysis and explain budget-to-actual results.
• Support planning and forecasting activities across multiple units.
• Coordinate with Directors on budget development and reporting.

Skills

Excel

Forecasting

Budgeting

Financial analysis

Dashboards

Education

Bachelor's degree in related field

Two years of relevant experience

Tools

Workday Finance

Excel

Job description

Department:

Location:

Belknap Campus Time Type:

Full time Worker Type:

Regular Job Req ID:

R109684 Minimum Requirements:

Bachelor's degree in a related field and two (2) years of relevant experience or an equivalent combination of education and experience Grade 6 (Salaried) Position Description:

The Financial Analyst in the Provost Finance Office at the University of Louisville provides financial analysis, forecasting, and reporting to support academic units and institutional decision-making. This role prepares and analyzes budgets, financial statements, and monthly, quarterly, and annual reports, ensuring accuracy and alignment with approved financial plans.

The Financial Analyst performs month-end close activities, including expense allocations, accruals, reconciliations, and revenue recording; conducts budget-to-actual and variance analysis; and supports forecasting and planning efforts. The position serves as a financial partner to Provost areas, leading monthly budget discussions with Directors, preparing management reports and presentations, and escalating financial issues as needed.

Essential Duties and Responsibilities

• Prepare, coordinate, and document financial analysis projects, including financial and expense performance, rate of return, depreciation, and working capital.
• Provide forward-looking financial and business analysis, including forecasting and trend analysis of financial and general business conditions.
• Develop and analyze monthly, quarterly, and annual financial reports, ensuring accuracy and completeness of financial data.
• Perform month-end close activities, including expense allocations, accruals, amortization of prepaid expenses, revenue recognition, and adjusting journal entries.
• Conduct general ledger account analysis and reconciliations, including bank reconciliations, accruals, and prepaid expenses.
• Prepare accounts receivable analysis and reports; record revenue and receivables.
• Review general ledger activity to ensure transactions are posted correctly and aligned with intended budget locations.
• Analyze monthly budget-to-actual reports and perform variance analysis to support financial statements and identify trends or issues.
• Prepare financial statements and management reports for Provost areas.
• Support general financial forecasting and planning activities.
• Conduct ad hoc financial analysis and special projects by location, vendor, or program.
• Assist in the development of financial analyses and presentations for management and senior leadership.
• Support budget development activities, including assisting with budget entry and preparation as approved by Directors and senior leadership.
• Prepare, analyze, and communicate budget and financial reports for all Provost areas.
• Lead monthly budget-to-actual meetings with area Directors, identify financial risks or concerns, and escalation issues to leadership as appropriate.

Preferred Qualifications

• Expert in Excel
• Experience with Workday Finance or similar Financial Management System
• Proficient in Outlook and Word
• Experienced in accounting, financial systems and analysis, budget creation and forecasting, system maintenance, dashboards, and troubleshooting.

Competencies

• Financial analysis and reporting
• Budgeting and forecasting
• Accounting and financial controls
• Analytical thinking and problem-solving
• Communication and collaboration
• Attention to detail
• Organization and time management
• Financial systems and technical proficiency

Target Compensation Maximum:

$81,529.00

Target Compensation Minimum:

$54,318.00

Compensation will be commensurate to candidate experience.

Equal Employment Opportunity

The University of Louisville is an Equal Employment Opportunity employer. The University strives to provide equal employment opportunity on the basis of merit and without unlawful discrimination on the basis of race, sex, age, color, national origin, ethnicity, creed, religion, disability, genetic information, sexual orientation, gender, gender identity or expression, veteran status, marital status, or pregnancy. In accordance with the Rehabilitation Act of 1973 and the Vietnam Era Veteran Readjustment Act of 1974, the University prohibits job discrimination of individuals with disabilities, Vietnam era veterans, qualified special disabled veterans, recently separated veterans, and other protected veterans. The University acknowledges its obligations to ensure affirmative steps are taken to ensure equal employment opportunities for all employees and applicants for employment. It is the policy of the University that no employee or applicant for employment be subject to unlawful discrimination in terms of recruitment, hiring, promotion, contract, contract renewal, tenure, compensation, benefits, and/or working conditions. No employee or applicant for employment is required to endorse or condemn a specific ideology, political viewpoint, or social viewpoint to be eligible for hiring, contract renewal, tenure, or promotion.

Consistent