Senior Financial Analyst

The University of Texas at Dallas; Richardson (TX); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Tuition benefits

Medical insurance options

Disability insurance

Paid time off

Job summary

The Senior Financial Analyst at The University of Texas at Dallas serves as the finance team lead and financial SME for the Bass School. This role ensures timely and accurate financial data, develops complex analyses and projections, and supports leadership with strategic insights.

Reporting to the Director of Finance & Administration, the position oversees all financial transactions, guides fund types, and supervises administrative staff.

Qualifications

• Bachelor’s degree in Accounting, Finance or related area.
• 3-5 years experience with PeopleSoft or other ERP accounting systems.
• 5-7 years progressively responsible financial/accounting/budgeting experience.
• 1-3 years capital accounting and/or budgeting experience.
• Equivalency considered.

Responsibilities

• Serve as the financial subject matter expert for the Bass School and ensure timely, accurate data.
• Prepare a variety of financial reports, transactions, analyses and projections.
• Create and distribute monthly financial reporting to leadership and budget managers.
• Provide variance explanations and strategic insights to support decision-making.
• Supervise administrative staff within the finance team.

Skills

Financial analysis

ERP systems

Budgeting experience

Financial reporting

Data analysis

Education

Bachelor’s degree in Accounting, Finance or related area

Master’s degree, CPA or other professional certification

Tools

PeopleSoft

Job description

The Senior Financial Analyst is the finance team lead and the financial subject matter expert for the Bass School. The role is accountable for the timeliness and accuracy of the School’s financial data and for a wide range of financial reports, transactions, complex analyses, and projections.

Reporting to and serving as the right hand to the Director of Finance & Administration, the Senior Financial Analyst oversees all financial transactions for a large, complex area, ensuring compliance with School and University policy and that University deadlines are met. The role guides the appropriate use of fund types, supervises administrative staff, manages One Card activity and grants, and provides monthly financial reporting to leadership and a large number of budget managers.

Reports to: Director of Finance & Administration

Supervises: Administrative staff within the finance team

Minimum Education and Experience

• Bachelor’s degree in Accounting, Finance or related area.
• 3-5 years experience working with PeopleSoft or other complex ERP Accounting Systems.
• 5-7 years progressively responsible related financial/accounting/budgeting experience.
• 1-3 years capital accounting and/or budgeting experience.
• An equivalent combination of relevant education and experience may be considered.

Preferred Education and Experience

• Experience in higher education or a similarly complex, fund-based environment.
• Working knowledge of university fund types (e.g., unrestricted, restricted, gift, endowment, and sponsored funds).
• Experience administering a purchasing card program, including audit preparation and cardholder training.
• Experience supervising or leading administrative staff.
• Experience with grant financial management, including internal and external awards.
• Master’s degree, CPA , or other relevant professional certification.

Other Qualifications

To the extent this position requires the holder to research, work on, or have access to critical infrastructure as defined in Section 117.001(2) of the Texas Business and Commerce Code, the ability to maintain the security or integrity of the critical infrastructure is a minimum qualification to be hired and to continue to be employed in the position.

Essential Duties and Responsibilities

Financial Reporting, Analysis & Projections

• Serve as the financial subject matter expert for the Bass School, ensuring the timeliness and accuracy of all financial data.
• Prepare a variety of financial reports, transactions, and complex analyses and projections.
• Create and distribute monthly financial reporting to School leadership and a large number of budget managers.
• Provide variance explanations and strategic insights that support sound decision-making.
• Serve as the right hand to the Director of Finance & Administration on financial planning and operations.

Reconciliation & Fund Management

• Perform precise monthly reconciliation of all funds, down to the cent.
• Communicate and oversee all financial transactions for a large, complex area to ensure compliance and that University deadlines are met.
• Inform and guide budget managers and staff on the appropriate use of fund types.

Revenue

• Invoice and reconcile revenue on a monthly basis.

One Card Program

• Manage all One Card activity for the division, including review and reconciliation of all One Card transactions.
• Serve as the subject matter expert for card usage, documentation standards, audit preparedness, and policy interpretation.
• Train cardholders and department staff on procedures, expense coding, and compliance expectations.

Grants & Compliance

• Oversee internal and external grants from a financial perspective.
• Ensure full compliance with School and University financial policies and procedures.

Faculty Funding & Stakeholder Communication

• Communicate annual funding to faculty and serve as their point of contact for funding questions.
• Act as a trusted resource for budget managers, faculty, and leadership on financial matters.

Supervision & Operations

• Supervise administrative staff, including assigning work, setting priorities, and evaluating performance.
• Exercise strong judgment in managing high-volume processes and ensure operational efficiency within the department.

Physical Demands and Working Conditions

• Primarily office-based work with extended computer use.
• Workload peaks around month-end, fiscal year-end, and University reporting and audit deadlines, and may require flexibility in hours during those periods.
• Regular interaction with faculty, leadership, budget managers, and central University offices.

Additional Information

This position is not eligible for H1-B sponsorship.

This position is not eligible for fully remote work. Following successful completion of an initial training period, a hybrid work schedule may be available, subject to business needs and departmental approval. Employee must be located within the Dallas/Fort Worth Metroplex area and have the ability to be on campus for work activities as scheduled and/or with 24-hour notice. Completion and approval of a UT Dallas Remote Work Agreement will be required, and use of personal computer, internet, and other standard equipment may be required. Remote work arrangements are subject to regular review and re-approval and may be cancelled.

What We Can Offer

UT Dallas is an Equal Opportunity Employer. We offer an employee-friendly work environment with a comprehensive benefits package including:

• Tuition Benefits
• BCBS PPO Medical Insurance Options – including 100% paid employee medical coverage for full‑time employees
• Optional Long and Short‑term Disability
• Fertility BenefitsPaid time off

All UT Dallas employees have access to various professional development opportunities, including a membership to Academic Impressions, LinkedIn Learning, and UT Dallas Bright Leaders Program.

UT Dallas is a top public research university located in one of the nation’s fastest-growing metropolitan regions. Our seven schools offer more than 140 undergraduate and graduate programs, plus professional certificates and fast‑track programs. Our student body is 31,000 strong, reflecting students from over 100 countries and a multiplicity of identities and experiences. UT Dallas is committed to graduating well‑rounded members of the global community whose education has prepared them for rewarding lives and productive careers in a constantly changing world.

Rich with visual and performing arts venues, museum districts, professional and semi‑professional athletics teams, botanical gardens, accessible trails and so much more, the Dallas‑Fort Worth (DFW) metroplex has something for everyone to explore. UT Dallas partners with regional higher education institutions and school districts and with the Richardson Innovation Quarter (Richardson IQ), a major hub for innovation, entrepreneurship, and educational activities.

Special Instructions Summary

1) All employees serve as a representative of the University and are expected to display respect, civility, professional courtesy, consideration of others and discretion in all interactions with members of the UT Dallas community and the general public.

2) The University of Texas at Dallas is committed to providing an educational, living, and working environment that is welcoming, respectful, and inclusive of all members of the university community. UT Dallas does not discriminate on the basis of race, color, religion, sex (including pregnancy), sexual orientation, gender identity, gender expression, age, national origin, disability, genetic information, or veteran status in its services, programs, activities, employment, and education, including in admission and enrollment. The University is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities. To request reasonable accommodation in the employment application and interview process, contact the ADA Coordinator. For inquiries regarding nondiscrimination policies, contact the Title IX Coordinator.

Human Resources,
800 West Campbell Road, AD3.418
Richardson,
TX 75080-3021