FINANCIAL MANAGEMENT ANALYST I

Duke University:

Duke University was created in 1924 through an indenture of trust by James Buchanan Duke. Today, Duke is regarded as one of America’s leading research universities. Located in Durham, North Carolina, Duke is positioned in the heart of the Research Triangle, which is ranked annually as one of the best places in the country to work and live. Duke has more than 15,000 students who study and conduct research in its 10 undergraduate, graduate and professional schools. With about 40,000 employees, Duke is the third largest private employer in North Carolina, and it now has international programs in more than 150 countries.

The financial management analyst manages assigned projects and financial project portfolios for the Nicholas School of the Environment. In the preparation and coordination of various financial reports and analyses for operating units.

Operations/Financial Management Responsibilities – 100%

• Analyze monthly project/program financial statements to determine the proper charging of revenues and expenditures in accordance with the School’s policies and procedures. Monitor and report on the financial performance of individual projects/programs within the School; and recommend corrective actions based on analysis. Prepare and coordinate distribution of various financial reports and analyses for management including reconciliation of assigned fund codes. (20%)

• Assist in performing monthly and year-end general operating closing activities including but not limited to identifying and generating required journal vouchers and research and analysis of financial data for assigned portfolios as needed. Make recommendations to improve financial systems, analyze deficiencies, and report findings/solutions to the manager. (15%)

• This position must verify all charge activity is consistent with authorization requests and resulting charges for assigned portfolios. Provide oversight for checks and purchase orders. Vet transactions prepared by the accounting specialist; prepare more complex transactions for business manager approval. Provide guidance and support to the accounting specialists in the implementation of corporate card administration and processing for assigned portfolios. (15%)

• Oversee resolution of problems invoices; prepare and track invoices for special services provided by NSOE units, including developing and obtaining approval for costing rates; and manage Bursar/Cashier deposits. (10%)

• Coordinate delivery of needs with the assigned portfolio manager to ensure the securing of necessary equipment and materials through internal and external vendors. Supervise and coordinate the preparation of materials for various functions, including but not limited to

outsourcing events, ordering, and securing contracts. Manage independent contractor’s process. Coordinate the proper allocation of shared resource costs to all stakeholders in accordance with agreed-upon terms to ensure receipt of funds transfer. (20%)

• Advise and assist in the establishment and implementation of policies and procedures to improve business functions and ensure compliance with all University policies. Oversee procurement card management process and Concur expense reports, including quarterly write-offs, and general purchasing processes for his/her assigned portfolio. Serve as an internal resource to staff for designated general business inquiries. Work closely with external departments to resolve issues, meet deadlines, and improve efficiency. Perform other related duties incidental to the work described herein. (20%)

Work requires analytical, communication, and organizational skills. Ability to analyze data and formulate conclusions.

Ability to interpret and apply Duke policies and procedures.

Ability to manage and prioritize multiple projects/tasks simultaneously.

Ability to develop, analyze, and carry out project objectives and work well with others in achieving organizational goals.

Ability to research, synthesize, and organize information to produce concise reports using various resources.

Ability to work independently and follow through on assignments with minimal direction.

Must have interpersonal as well as written and verbal communication skills to interact with staff at all levels.

The above statements describe the general nature and level of work being performed by individuals assigned to this classification. This is not intended to be an exhaustive list of all responsibilities and duties required of personnel.

Work generally requires a Bachelor's degree in Accounting, Economics or a related business field.

No experience required for candidates who possess a Bachelor's degree in a field of study related to the specific position.

Duke is an Affirmative Action/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, sexual orientation, or veteran status.

Duke aspires to create a community built on collaboration, 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 essentialjob functions that require specific physical and/or mental abilities. Additional information and provision for requests for reasonable accommodation will be provided by each hiring department.