Senior Finance Analyst

The University of Kansas Health System; Kansas City (MO); On-site; USD 93,000 - 139,000; Full time

Job summary

The University of Kansas Health System seeks a Senior Finance Analyst to lead robust budgeting, forecasting and planning analyses to support both short- and long-term financial strategies across the institution. You will manage complex budget reporting, build models, collaborate with departments and stakeholders, and drive continuous improvement of budgeting processes.

A CPA or Master’s in accounting and 5+ years of relevant experience are preferred; Workday and Adaptive systems experience is

Qualifications

• Bachelor’s degree in accounting, economics, business, or related field.
• This position requires advanced knowledge and analytical skills.
• Five years’ experience in financial budget, planning, analysis and/or accounting.
• Five years’ experience in reporting to internal and external stakeholders.
• Experience using Budgeting and ERP systems.
• Experience with large, complex organizational settings.
• Experience building models and reports within a complex accounting system.
• Three years’ experience in variation analysis and reconciliation.
• Eight years of relevant work experience (preferred in some postings).
• Experience using Workday and Adaptive financial and budgeting systems.
• ERP implementation experience.
• Experience adhering to state or legal compliance requirements.
• Experience with GAAP and planning/forecasting.

Responsibilities

• Identify, strategize, develop and implement best practices within the financial planning system.
• Departmental analysis, detail reviews, forecasting.
• Compile and analyze monthly and quarterly area reports.
• Assist areas with multi-year planning and commitments process.
• Set goals and best practices with university-wide groups and estimate research revenue.
• Budgeting, evaluation and reporting of funding usage.
• Evaluate funding requests using budget analysis and communication with requestor.
• Perform risk-based reviews of projections and recommendations.
• Support continuous improvement of policies, procedures and processes.
• Identify opportunities to streamline planning and forecasting processes.

Skills

Budgeting

Forecasting

Financial analysis

Reporting

Modeling

GAAP

Communication

Presentation

Problem solving

Education

Bachelor’s degree in accounting/economics/business

Master’s degree in accounting

Tools

Workday

Adaptive

ERP systems

Job description

Department:

Institutional Finance: Budget

Budget

Position Title:

Senior Finance Analyst

Job Family Group:

Professional Staff

Job Description Summary:

The senior finance analyst will be responsible for robust analysis and reporting on financial budgets, forecasts and planning in order to support the institutions short and long-term financial planning strategies. It will lead reporting on institutional-wide budgets / forecasts, and long-term projections for strategic decision making by stakeholders inside and outside the organization. The senior finance analyst will manage the budget analysis for complex organizational business areas.

Job Description:

Job Duties

• Identify, strategize, develop and implement best practices and processes within the financial planning system to support the University areas (departments).
• Departmental analysis, detail reviews, forecasting.
• Compile and analyze monthly and quarterly area reports.
• Assist areas with multi-year planning and commitments process.
• Work with University-wide group to set goals and best practices, and implementation of estimating research revenue.
• Budgeting, Evaluation and Reporting of use of funding.
• Evaluate requests for funding using budget analysis and communication with area requesting.
• Perform risk-based reviews of projections and make recommendations.
• Support continuous improvement of institutional policies, procedures, and processes.
• Identify opportunities to streamline the planning and forecasting processes and enhance methodologies to improve effectiveness of the budget/forecast system.
• Provide timely queries and reports and assist in data analysis to support Area goals and objectives.
• Promote an approach of collaboration, continuous improvement, and service excellence within the organization.
• Review and approve appropriateness of funding allocations.
• Support the Central Budget Office in special projects, research and other requests as needed.

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. It is only a summary of the typical functions of the job, not an exhaustive list of all possible job responsibilities, tasks, duties, and assignments. Furthermore, job duties, responsibilities and activities may change at any time with or without notice.

Required Qualifications

Education: Bachelor’s degree in accounting, economics, business, or related field.

This position requires a formal degree in the cited discipline area(s) to ensure that candidates have advanced knowledge, analytical skills and professional competencies necessary to perform the duties of the position. The level of degree is commonly recognized as the standard qualification for similar roles in the public and private sector, ensuring that the university remains competitive with industry aligned practices, enhances collaboration with external partners, and supports the delivery of services and programs that meet professional and market-driven expectations.

Work Experience:

• Five years’ experience in financial budget, planning, analysis and/or accounting.
• Five years’ experience in reporting to internal and external stakeholders.
• Experience using Budgeting and ERP systems.
• Experience with large, complex organizational settings.
• Experience building models and reports within a complex accounting system.
• Three years’ experience in variation analysis and reconciliation

Preferred Qualifications

Education: Master’s degree in accounting

Certifications: Certified Public Accountant.

Work Experience:

• Eight years of relevant work experience.
• Experience using Workday and Adaptive financial and budgeting systems.
• ERP implementation experience.
• Experience adhering to state or legal compliance requirements.
• Experience with GAAP and principles of planning and forecasting.

Skills

• Computer skills.
• Presentation skills.
• Communication.
• Interpersonal skills.
• Strong analytical, problem-solving, and decision-making skills.

Required Documents

• Resume/CV
• Cover Letter

Comprehensive Benefits Package:

Coverage begins on day one for health, dental, and vision insurance and includes health expense accounts with generous employer contributions if the employee participates in a qualifying health plan. Employer-paid life insurance, long-term disability insurance, and various additional voluntary insurance plans are available. Paid time off, including vacation and sick, begins accruing upon hire, plus ten paid holidays. One paid discretionary day is available after six months of employment, and paid time off for bereavement, jury duty, military service, and parental leave is available after 12 months of employment. A retirement program with a generous employer contribution and additional voluntary retirement programs (457 or 403b) are available. https://www.kumc.edu/human-resources/benefits.html

Employee Type:

Regular

Time Type:

Full time

Rate Type:

Salary

Compensation Statement:

The pay range listed for this position is determined by our compensation program using market data and salary benchmarking. A combination of factors is considered in making compensation decisions including, but not limited to, education, experience and training, qualifications relative to the requirements of the position, and funding. At the University of Kansas Medical Center, a reasonable estimate for the starting pay range will be the minimum to midpoint of the posted range, taking into account the combination of factors listed above.

Pay Range:

$92,800.00 - $139,200.00

Minimum

$92,800.00

Midpoint

$116,000.00

Maximum

$139,200.00