Financial Analyst II - Budgeting & Forecasting (Hybrid)

Avispa Technology; Palo Alto (CA); Hybride; USD 63 000 - 89 000; Plein temps

Avantages offerts par ce poste

Group Medical

Dental

Vision

Life Insurance

Retirement Savings Program

PSL

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Excel

GAAP knowledge

Financial analysis

Budgeting

Formation

Bachelor's degree

Outils

Oracle

iLab Solutions

Description du poste

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