Sr. Financial Analyst, Endowments & Gifts - 117407

The Johns Hopkins University; Baltimore (MD); Hybrid; USD 62,000 - 111,000; Full time

Job summary

An established industry player is seeking a Sr. Financial Analyst to oversee endowments and gifts within the School of Medicine's Financial Operations team. This pivotal role involves ensuring compliance with donor intent and university policies while collaborating with various stakeholders. The ideal candidate will leverage their advanced Excel skills and financial acumen to analyze data, prepare reports, and recommend improvements to processes. Join a dynamic environment where your expertise will directly contribute to the financial stewardship of the institution's resources and help fulfill its mission of excellence in education and research.

Qualifications

• 5+ years of progressively responsible financial/accounting experience.
• Ability to analyze data for budgeting, operations, and auditing.

Responsibilities

• Provide financial oversight and management for endowments and gifts.
• Prepare detailed reports on gift and endowment funding.

Skills

Advanced Excel skills

Financial analysis

Problem-solving

Compliance knowledge

Communication skills

Education

Bachelor's Degree in Finance

Master's Degree in a related field

Tools

SAP accounting

Microsoft Office

Data reporting tools

Job description

Sr. Financial Analyst, Endowments & Gifts - 117407

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Requisition ID: 117407

Sr. Financial Analyst, Endowments & Gifts

The School of Medicine's Financial Operations team is looking for a Sr. Financial Analyst, Endowments and Gifts to provide financial oversight and management for contributions to include endowments across the School’s departments and central business units. This key role will also collaborate with stakeholders in the Fund for Johns Hopkins Medicine and the departments to provide oversight of gift planning and usage in accordance with donor intent and be responsible for ensuring compliance with University policies and GAAP accounting standards.

Specific Duties & Responsibilities

Thinking Critically

• Identifies under-utilized gift and endowment payout funds and proactively seeks spending opportunities in alignment with donor intent and departmental objectives.
• Recommends and implements improvements to the gift and endowment process, leveraging deep knowledge of relevant compliance requirements and operational issues.
  
  
  

Problem Solving

• Ensures compliance with relevant policies and gift agreements.
• Identifies potential surplus gift opportunities and proposes spending strategies to the leadership.
  
  
  

Prepares/Develops

• Prepares detailed reports on gift and endowment funding on a monthly, quarterly, and annual basis.
• Prepares monthly journal entries to accurately reflect endowment and gift fund balances for the School of Medicine and its departments.
• Develops comprehensive contribution analyses for month-end and quarter-end reporting.
  
  
  

Monitors/Manages

• Oversees the execution of gift spending plans developed by departments. Monitors departmental compliance with spending plans and communicates deficiencies and proposes remediation efforts associated with gift spending plans.
• Oversees the gift and endowment process, ensuring the optimal utilization of gifts and endowments.
• Tracks and monitors all gift and endowment-related activity.
• Ensures that incoming gifts are accompanied by appropriate gift and endowment agreements for review.
• Monitors endowment payout activities to ensure proper distribution.
• Monitors CAF assessments on gifts and endowments to ensure accurate reporting.
  
  
  

Analyzes/Interprets

• Analyzes the financial impact of endowment and gift activities on month-end, quarter-end, and annual financial reports.
• Reviews available endowed and gift funding to ensure it is being used effectively, in alignment with donor intent and administrative obligations.
• Evaluates gift and endowment expenses, ensuring they are in compliance with donor restrictions.
• Collaborates with FJHM to prepare reports and analyze data relating to the usage of gift funds.
  
  
  

Coordinates/Collaborates

• Establish partnership with FP&A colleagues; Faculty Practice colleagues; Research colleagues; Department Directors, Administrators, and Staff; University Controller; FJHM colleagues.
• Communicates with departments and central offices and ensures compliance with SOM and JHU policies as well as laws and regulations around gift and endowment management.
• Utilizes communication, organizational, and analytic skills required to achieve goals in a complex organization.
• Ensures School and department colleagues are aware of JHU and SOM gift and endowment policies.
  
  
  

Additional Knowledge, Skills, And Abilities

• Advanced Excel skills, with demonstrated knowledge of Pivot tables, formulas and other functions required. Experience with other data reporting tools also required.
• Demonstrated knowledge of other Microsoft Office products, including Word and PowerPoint.
• Strong customer service orientation with an attention to detail, accuracy, and a dedicated focus on meeting established deadlines.
• Proven communication, organizational, and analytic skills in a complex organization.
• Understanding of and commitment to the mission.
• Ability to analyze data for budgeting, operations, auditing, accounts receivable, and reserve analysis.
  
  
  

Minimum Qualifications

• Bachelor's Degree in Finance, Accounting, Business or related field.
• Five years of progressively responsible related financial/accounting experience.
• Additional education (master's in a related field) may substitute for required experience and additional related experience may substitute for required education, to the extent permitted by the JHU equivalency formula.
  
  
  

Preferred Qualifications

• Experience in research financial management and academic business operations.
• SAP accounting knowledge.
  
  
  

Classified Title: Sr. Financial Analyst

Job Posting Title (Working Title): Sr. Financial Analyst, Endowments & Gifts

Role/Level/Range: ATP/04/PD

Starting Salary Range: $62,900 - $110,100 Annually ($86,500 targeted; Commensurate w/exp.)

Employee group: Full Time

Schedule: Mon-Fri, 8.30am-5.00pm

FLSA Status: Exempt

Location: Hybrid/School of Medicine Campus

Department name: SOM Admin Finance Operations

Personnel area: School of Medicine

Total Rewards

The referenced base salary range represents the low and high end of Johns Hopkins University’s salary range for this position. Not all candidates will be eligible for the upper end of the salary range. Exact salary will ultimately depend on multiple factors, which may include the successful candidate's geographic location, skills, work experience, market conditions, education/training and other qualifications. Johns Hopkins offers a total rewards package that supports our employees' health, life, career and retirement. More information can be found here: https://hr.jhu.edu/benefits-worklife/.

Education and Experience Equivalency

Please refer to the job description above to see which forms of equivalency are permitted for this position. If permitted, equivalencies will follow these guidelines: JHU Equivalency Formula: 30 undergraduate degree credits (semester hours) or 18 graduate degree credits may substitute for one year of experience. Additional related experience may substitute for required education on the same basis. For jobs where equivalency is permitted, up to two years of non-related college course work may be applied towards the total minimum education/experience required for the respective job.

Applicants Completing Studies

Applicants who do not meet the posted requirements but are completing their final academic semester/quarter will be considered eligible for employment and may be asked to provide additional information confirming their academic completion date.

Background Checks

The successful candidate(s) for this position will be subject to a pre-employment background check. Johns Hopkins is committed to hiring individuals with a justice-involved background, consistent with applicable policies and current practice. A prior criminal history does not automatically preclude candidates from employment at Johns Hopkins University. In accordance with applicable law, the university will review, on an individual basis, the date of a candidate's conviction, the nature of the conviction and how the conviction relates to an essential job-related qualification or function.

Diversity and Inclusion

The Johns Hopkins University values diversity, equity and inclusion and advances these through our key strategic framework, the JHU Roadmap on Diversity and Inclusion.

Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

EEO is the Law

https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12ScreenRdr.pdf

Accommodation Information

If you are interested in applying for employment with The Johns Hopkins University and require special assistance or accommodation during any part of the pre-employment process, please contact the Talent Acquisition Office at [e-mail]. For TTY users, call via Maryland Relay or dial 711. For more information about workplace accommodations or accessibility at Johns Hopkins University, please visit https://accessibility.jhu.edu/.

Vaccine Requirements

Johns Hopkins University strongly encourages, but no longer requires, at least one dose of the COVID-19 vaccine. The COVID-19 vaccine does not apply to positions located in the State of Florida. We still require all faculty, staff, and students to receive the seasonal flu vaccine. Exceptions to the COVID and flu vaccine requirements may be provided to individuals for religious beliefs or medical reasons. Requests for an exception must be submitted to the JHU vaccination registry. This change does not apply to the School of Medicine (SOM). SOM hires must be fully vaccinated with an FDA COVID-19 vaccination and provide proof of vaccination status. For additional information, applicants for SOM positions should visit https://www.hopkinsmedicine.org/coronavirus/covid-19-vaccine/ and all other JHU applicants should visit https://covidinfo.jhu.edu/health-safety/covid-vaccination-information/.

The following additional provisions may apply, depending upon campus. Your recruiter will advise accordingly.

The pre-employment physical for positions in clinical areas, laboratories, working with research subjects, or involving community contact requires documentation of immune status against Rubella (German measles), Rubeola (Measles), Mumps, Varicella (chickenpox), Hepatitis B and documentation of having received the Tdap (Tetanus, diphtheria, pertussis) vaccination. This may include documentation of having two (2) MMR vaccines; two (2) Varicella vaccines; or antibody status to these diseases from laboratory testing. Blood tests for immunities to these diseases are ordinarily included in the pre-employment physical exam except for those employees who provide results of blood tests or immunization documentation from their own health care providers. Any vaccinations required for these diseases will be given at no cost in our Occupational Health office.

Hybrid: On-site 3-4 days a week

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Higher Education

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