Financial Analyst Intermediate

University of Michigan (Ann Arbor, MI); Ann Arbor (MI); Hybrid; USD 60,000 - 85,000; Full time

Job summary

The University of Michigan Survey Research Center (SRC) is seeking a Financial/Business Analyst, Intermediate, to join the SRO Finance Group in Ann Arbor. After orientation, a hybrid schedule with at least three days on site per week may be requested.

You will analyze financial topics across payroll, HR, revenue, and procurement, and provide standard and ad hoc reports to managers. Qualified candidates have a BA in business/finance with 2–5 years of related experience, strong Excel and database

Qualifications

• BA degree in business or finance with 2–5 years in accounting or finance.
• Strong Excel skills with complex functions and database software for financial reporting.
• Ability to collaborate with staff at all levels on financial management.

Responsibilities

• Perform data analysis on payroll, HR, revenue and procurement.
• Create and maintain project-level budget and projections.
• Produce standard and ad-hoc financial reports for managers.
• Audit financial transactions and reconcile department processes.
• Monitor account balances and invoice status.
• Assist with sponsor requirements and proposals.

Skills

Excel

Financial reporting

Stakeholder collaboration

Education

Bachelor's degree in business or finance

Tools

SQL

Data warehouse

Database software

Job description

Job Summary

The following is a job posting for a Financial or Business Analyst Intermediate position at the University of Michigan Survey Research Center.The Survey Research Center (SRC) within the Institute of Social Research (ISR), has been a national and international leader in interdisciplinary social science research involving the collection of data from scientific sample surveys. SRC is part of the Institute for Social Research (ISR), and the Survey Research Operations (SRO) is the operations branch of the SRC.SRO provides many services in survey and statistical design, data collection and processing, and data analysis. SRO provides these services to clients from SRC, to other departments within the University, and to researchers and organizations outside the University. Within SRO, staff members work on projects across a variety of substantive areas, using leading survey methodology and project management techniques, and state-of-the-art technical systems.You will be part of the SRO Finance Group, reporting to the Financial Analyst Lead or the Finance Group Director. After a period of orientation, it is possible to request a hybrid schedule with at least three days per week worked on site.

Responsibilities

• Perform data analysis for projects or department on a variety of financial related topics such as payroll, human resources, revenue, and procurement.
• Conduct routine and ad hoc analyses on a specific project and across projects and department.
• Query and summarize datasets for project managers.
• Monitor the general accounting of project accounts and initiate appropriate corrections.
• Monitor overall account balance on projects and status of invoice payments.
• Communicate with project team on project spending requirements such as carryforward restrictions, smoothing and small business spending requirements.
• Enter and maintain project level budget and projection data in department cost reporting system.
• Provide standard and customized reports to managers.
• Perform projection analysis using cost data from past projects, budget assumptions and current work scope assumptions.
• Create accurate projections of project future expense.
• Initiate the set-up of account structures to support the required level of data needed to perform analysis.
• Monitor the active status of accounts and process account closeout.
• Maintain an archive of financial documents as related to sponsored projects.
• Provide information as requested promptly to financial operations.
• Conduct audits of financial transactions, reconcile multiple department accounting processes and initiate corrections.
• Review proposals and take appropriate action based on specific sponsor requirements.
• Monitor proposal budget allocations against MPathways Budget Ledger budget allocation.
• Maintain the department's multiple reconciliation processes and perform necessary accounting corrections.
• Also responsible for various financial reports and controls.
• Some finance database maintenance support.

Salary

Salary will be dependent upon qualifications and experience of selected candidate.

Required Qualifications

• B.A. degree in a field related to business or finance, and 2-5 years of experience with an emphasis in either accounting or finance or an equivalent combination of work experience and education.
• Demonstrated competency with Excel (can perform complex functions) and database software to perform financial reporting and management.
• Demonstrated ability to work with staff at all levels with varying degrees of financial management experience.

Desired Qualifications

• 1+ years of experience performing financial analysis in a project-based environment.
• 1+ years of experience with database design and query writing.
• Detailed knowledge of university financial processes.
• Detailed knowledge of university financial data warehouse or large-scale financial data sets.