Sr. Financial Analyst

University of Rochester; Hutchison (VA); On-site; USD 71,000 - 106,000; Full time

Job summary

University of Rochester is seeking an experienced accounting professional to support a large academic department with budgets, grants, and financial reporting. You will manage 100-110 accounts with approximately $20 million in expenditures and provide expert guidance on grant budgets and expenditures.

The role requires strong accounting skills, data management expertise, and knowledge of university policies and federal guidelines.

Qualifications

• Bachelor's degree in finance functional area and 5 years relevant experience in a health care and/or University setting required
• Or equivalent combination of education and experience
• Significant data management knowledge and strong accounting skills preferred
• Proficiency with Microsoft Office, FileMaker Pro/Access, and web-based systems preferred

Responsibilities

• Supports a large academic/research department and manages multiple accounts with substantial expenditures
• Prepares budgets for grant proposals and interfaces with ORPA/ORACS for funded projects and reports
• Designs financial reports for the department chair and oversees grants and salary distributions
• Advises faculty on university policy and federal guidelines and ensures compliance
• Supervises business office staff and handles confidential accounting tasks
• Participates in annual budget processes, space planning collaboration, and internal audits
• Interacts with auditors and supports annual effort certification and grant closeout activities

Skills

Data management

Microsoft Suite

Interpersonal communication

Analytical skills

Confidentiality

Organization

Education

Bachelor's degree in finance functional area

Tools

FileMaker Pro

Access

Workday

IORA

Job description

As a community, the University of Rochester is defined by a deep commitment to Meliora - Ever Better. Embedded in that ideal are the values we share: equity, leadership, integrity, openness, respect, and accountability. Together, we will set the highest standards for how we treat each other to ensure our community is welcoming to all and is a place where all can thrive.

Job Location (Full Address):

120 Trustee Rd, Rochester, New York, United States of America, 14627

Opening:

• Worker Subtype: Regular
• Time Type: Full time
• Scheduled Weekly Hours: 40
• Department: 210510 Biology
• Work Shift: UR - Day (United States of America)
• Range: UR URG 112
• Compensation Range: $70,600.00 - $105,800.00
• The referenced pay range represents the minimum and maximum compensation for this job. Individual annual salaries/hourly rates will be set within the job's compensation range, and will be determined by considering factors including, but not limited to, market data, education, experience, qualifications, expertise of the individual, and internal equity considerations.

Responsibilities:

Supports a large academic/research department. Reports to the Assistant Director of Business Administration and the Chair of the department. Manages 100-110 accounts with approximately $20 million of expenditures. Accounting responsibility for 20+ faculty members as well as 2 department operating accounts, new faculty start-up accounts, endowments, service center, and other special accounts. Performs professional accounting work within several areas of the university accounting system; financial reporting, cost analysis, classification of accounts and funds, and grant accounting. Serves as the contact person for faculty in matters related to grant budgets and expenditures.

ESSENTIAL FUNCTIONS

• Assists faculty with budgets for grant proposals and enters the budget into ASSIST/Fast Lane and IORA. Works with the Office of Research and Project Administration (ORPA) to set up and maintain funded projects. Projects expenditures required for annual reports to funding agencies. Works with the Office of Research Accounting and Costing Standards (ORACS) on annual and end-of-project financial reports used to close out grants.
• Designs financial reports for the Chair for all department expenditures and provides cost analysis and recommendations. Responsible for oversight and reports of all grants and accounts, including project expenses, cost analysis, review and control of expenditures. Responsible for processing salary distribution updates in HRMS. Advises faculty on university policy and federal guidelines. Interprets university accounting systems to department.
• Supervises the business office and meets with the Asst Director monthly to discuss progress. Directs the business office staff in accounting matters related to their respective areas. Updates FileMaker with new awards/award changes.
• Prepares special reports tailored to the needs of the College, which include forecasting expenditures to start-up accounts, college operating and special budgets, and academic year salary recovery reports. Attends Capital Budget meetings.
• Collaborates with the Space Planning Administrator to complete the University Space Survey. Collects all the personnel, grant accounts, and room usage data for the report and enters it into the system.
• Consults with university auditors on policy and procedural questions. Responsible for annual employee effort certification. Works with ORACS on annual Planned Confirmation System Review and summer salary certification.
• Works with the Dean's office on actions involving faculty salary and summer salary issues as they relate to grant charges.

MINIMUM EDUCATION & EXPERIENCE

• Bachelor's degree in finance functional area and 5 years relevant experience in a health care and/or University setting required
• Or equivalent combination of education and experience

KNOWLEDGE, SKILLS AND ABILITIES

• Position calls for significant and advanced knowledge of data management preferred.
• Must possess strong knowledge of Microsoft Suite (Word, Excel, Outlook), FileMaker Pro and/or Access, and be comfortable working within web-based systems preferred.
• Must also be familiar with accounting software such as Workday and IORA preferred.
• Ideal candidate will have excellent accounting skills preferred.
• Strong interpersonal, written and verbal communication skills, and analytical skills are essential; preferred.
• Position calls for professionalism, confidentiality, tact, diplomacy, and organization preferred.

LICENSES AND CERTIFICATIONS

Certification in CLASP administration is preferred.

The University of Rochester is committed to fostering, cultivating, and preserving an inclusive and welcoming culture to advance the University's Mission to Learn, Discover, Heal, Create - and Make the World Ever Better. In support of our values and those of our society, the University is committed to not discriminating on the basis of age, color, disability, ethnicity, gender identi