FINANCIAL MGMT ANALYST III

Duke PF; Durham (NC); On-site; USD 75,736 - 142,004; Full time

Job summary

Duke University School of Medicine seeks a finance professional to plan, develop and coordinate the preparation of financial analyses and reports, including budgets, statements, and cost analyses, with leadership input.

Required: a Bachelor's degree in a related field, six years of financial management experience, and strong Excel abilities. The anticipated pay range is USD 75,736 to 142,004 per year, with comprehensive benefits.

Qualifications

• Bachelor's degree in Accounting, Finance, Economics, Business Administration or related field.
• CPA is desirable.
• Six years of experience in financial management, cost accounting or related field, or equivalent combination of education/experience.

Responsibilities

• Lead in University budget preparation and monitor expenditures; prepare reports with progress, trends and recommendations.
• Prepare monthly financial analyses and explain variances to budget and cash needs.
• Manage CME event budgets, endowment expenditures, and annual risk assessments.
• Coordinate ICE document updates and FAM validation with the School of Medicine office.
• Assist year-end close by reviewing balances and preparing necessary entries.

Skills

Customer service

Excel

Accounting

Education

Bachelor's degree in Accounting/Finance/Economics/Business Administration

Job description

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School of Medicine Established in 1930, Duke University School of Medicine is the youngest of the nation's top medical schools. Ranked sixth among medical schools in the nation, the School takes pride in being an inclusive community of outstanding learners, investigators, clinicians, and staff where interdisciplinary collaboration is embraced and great ideas accelerate translation of fundamental scientific discoveries to improve human health locally and around the globe. Composed of more than 2,600 faculty physicians and researchers, nearly 2,000 students, and more than 6,200 staff, the Duke University School of Medicine along with the Duke University School of Nursing, and Duke University Health System comprise Duke Health, a world-class academic medical center. The Health System encompasses Duke University Hospital, Duke Regional Hospital, Duke Raleigh Hospital, Duke Health Integrated Practice, Duke Primary Care, Duke Home Care and Hospice, Duke Health and Wellness, and multiple affiliations.

Be You.

Occupational Summary

Plan, develop and coordinate the preparation of financial analyses and reports including, but not limited to, operational and capital budgets, financial statements, statistical reports, cost analyses and other financial information; perform complex and specialized assignments in assigned area of expertise; perform lead role in coordinating complex projects.

Skill Sets Necessary to be Successful

• Must have excellent customer service skills as the position works with a wide variety of skill sets amongst its customers. Must be able to balance high volume workload of simultaneous tasks and continue to meet deadlines.
• Proficiency with the use of Excel and other Microsoft applications. Must have strong accounting skills with attention to detail and accustomed to working with large volume of data to prepare analyses. Must be able to take the large volume of data and interpret/present in a manner that is concise and meaningful to ensure senior leaders are able to understand the issues presented and make sound business decisions based on the information presented.

Be Bold.

Work Performed

Lead in University budget preparation. This includes fall/spring projections or other periodic projections as requested. Monitor budget expenditures and prepare written reports and analyses to management, setting forth progress, adverse trends and appropriate recommendations or conclusions. Assist as needed in DHIP budget process.

Prepare monthly reports and perform analysis of the financial activities which includes monthly explanations of variances to budget, overdrafts, expense controls, and trending analysis. Responding to investigative concerns found including those raised by leadership.

Monthly ensure FAM validation and related procedures are completed for the department by the university deadline. Work with the central School of Medicine office to update the ICE document as requested.

Prepare CME event reconciliations in working with the departmental CME team to develop framework budgets in advance of meetings to set targets. Complete final reconciliation once event is complete and share results with leadership. Complete expense approval requests per School of Medicine guidelines for events.

Track endowment expenditures, including projection of year end balances to ensure dollars are not overspent. Audit expenditures to ensure spending is appropriate. Complete School of Medicine Endowment Transfer form as necessary.

Analyze month end cash needs and prepare entries to ensure sufficient coverage. Assist in year end close by reviewing balances, reports and making recommendations for necessary yearly entries needed to close the department’s ledger.

Financial oversight of the Merchant account. This includes account reconciliations, annual departmental compliance for training, and annual risk assessment review.

Prepare and process I-Forms, as needed, in Duke@Work. Work with appropriate personnel to ensure correct information is input into the system.

Perform other related duties incidental to the work described herein.

Minimum Qualifications

Education

Work requires a Bachelor's degree in Accounting, Finance, Economics, Business Administration or a related field. CPA is desirable.

Experience

Work requires a minimum of six years experience in financial management, cost accounting or a field directly related to specialized area of assignment. OR AN EQUIVALENT COMBINATION OF RELEVANT EDUCATION AND/OR EXPERIENCE

Degrees, Licensures, Certifications

Work requires a minimum of six years experience in financial management, cost accounting or a field directly related to specialized area of assignment. OR AN EQUIVALENT COMBINATION OF RELEVANT EDUCATION AND/OR EXPERIENCE

Choose Duke.

Anticipated Pay Range: Duke University provides an annual base salary range for this position as USD $75,736.00 to USD $142,004.00. Duke University considers factors such as (but not limited to) scope and responsibilities of the position; candidate's work experience, education/training, and key skills; internal peer equity; as well as market and organizational considerations when extending an offer.

Your total compensation goesbeyond the dollars on your paycheck. Duke provides comprehensive and competitive medical and dental care programs, generous retirement benefits, and a wide array of family-friendly and cultural programs to eligible team members. Learn more at: https://hr.duke.edu/benefits/

Equal Opportunity Employer: Duke is an Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, gender,gender expression, gender identity, genetic information, national origin, race, religion, sex (including pregnancy and pregnancy- related conditions), sexual orientation, or military status.

Duke aspires to create a community built oncollaboration, innovation, creativity, and belonging. Our collective success depends on the robust exchange of ideas—an exchange that is best when the rich diversity of our perspectives, backgrounds, and experiences flourishes. To achieve this exchange, it is essential that all members of the community feel secure and welcome, that the contributions of all individuals are respected, and that all voices are heard. All members of our community have a responsibility to uphold these values.

Essential Physical Job Functions: Certain jobs at Duke University and Duke University Health System may include essential job functions that require specific physical and/or mental abilities. Additional information and reasonable accommodation(s) can be requested with Duke Access and Accommodations Services (email: [e-mail]; phone: [phone]).

Read more about Duke’s commitment to affirmative action and nondiscrimination at hr.duke.edu/eeo.

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