FINANCIAL MGMT ANALYST III, DCRI

School of Medicine Established in 1930, Duke University School of Medicine is the youngest of the nation's top medical schools. Ranked sixth among medical schools in the nation, the School takes pride in being an inclusive community of outstanding learners, investigators, clinicians, and staff where interdisciplinary collaboration is embraced and great ideas accelerate translation of fundamental scientific discoveries to improve human health locally and around the globe. Composed of more than 2,500 faculty physicians and researchers, more than 1,300 students, and more than 6,000 staff, the Duke University School of Medicine along with the Duke University School of Nursing, Duke University Health System and the Private Diagnostic Clinic (PDC) comprise Duke Health. a world-class academic medical center. The Health System encompasses Duke University Hospital, Duke Regional Hospital, Duke Raleigh Hospital, Duke Primary Care, Duke Home and Hospice, Duke Health and Wellness, and multiple affiliations.

Position Summary

Plan, develop and coordinate the preparation of DCRI financial analyses and reports including, but not limited to, operational and capital budgets, financial statements, statistical reports, cost analyses and other financial information; perform complex and specialized assignments in assigned area of expertise; perform lead role in coordinating cross-functional projects.

** NOTE: This position may have an opportunity to work remotely.  All Duke University and Duke Health remote workers must reside in one of the following states or districts:  Arizona; California; Florida; Georgia; Hawaii; Illinois; Maryland; Massachusetts; Montana; New Jersey; New York; North Carolina; Pennsylvania; South Carolina; Tennessee; Texas; Virginia or Washington, DC.

Primary Responsibilities and Tasks

• Plan, develop and coordinate the preparation of financial analyses and reports including, but not limited to, operational and capital budgets, financial statements, statistical reports, cost analyses and other financial information.
• Maintain liaison with business unit leaders to advise units regarding financial position, accounts, budgets, budget requests and related financial matters.
• Maintain liaison with IT to ensure data integrity, provide necessary data to populate financial systems for reporting, and troubleshoot inconsistencies.
• Supervise, coordinate and participate in the preparation of various financial reports and analyses for senior leadership and other internal/external customers.
• Assist in the development, implementation and management of financial systems, cost accounting systems and/or financial policies and procedures as appropriate.
• Management of personnel, including, but not limited to, hiring, performance appraisals, promotions, performance management, workflow management, and vacation schedules.

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 so classified.

Other Duties

Performs other related duties incidental to the work described herein.

Required Qualifications

Education/Training:  (refer to the Duke HR website for minimum qualifications required if applicable)

• Work requires a Bachelor's degree in Accounting, Finance, Economics, Business Administration or a related field.

Experience: (refer to the Duke HR website for minimum qualifications required if applicable)

• Work requires a minimum of six years’ experience in financial management, accounting, or a field directly related to specialized area of assignment.
• Or an equivalent combination of relevant education and/or experience.

Knowledge, Skills and Abilities: 

Successful candidates will have:

• A strong background or knowledge of data analytics as it pertains to financial reporting.
• Strong accounting skills with attention to detail.
• The ability to present and explain financial models to customers outside of the financial discipline.
  • This includes the ability to synthesize large data sets into visual reports that are meaningful and useful to operations for decision making purposes.
• A natural curiosity with respect to financial trends, and variances to trends along with the investigative skills to determine the accuracy and appropriateness of the financial data.
• The ability to design and prepare ad-hoc analyses timely and accurately, drawing relevant information from large data sets from multiple data sources.
• The ability to bridge the gap between Finance and Operations - presenting financial findings and translating them into operational recommendations.
  • This will be accomplished through clear and concise written and oral communication skills, easily consumed across various functional areas.
• Proficiency in Microsoft Office (currently using Office 2016) – Excel, Word, Powerpoint, Access is a plus.
• SAP experience is desired, however, proven ability to learn and navigate various ERP systems will satisfy this requirement.
• Critical thinking and troubleshooting skills in order to drive continual progress.
• Experience with the documentation of processes.
• The ability to make recommendations with respect to process improvement.
• The ability to successfully design and implement process improvement initiatives.
• A strong background or knowledge of financial reporting systems, data warehouses, and data uploads and output.

Registration, Certification or Licensure: 

• CPA or CPA equivalent is desirable.

Minimum Qualifications
Education

Work requires a Bachelor's degree in Accounting, Finance, Economics, Business Administration or a related field. CPA is desirable.

Experience

Work requires a minimum of six years experience in financial OR AN EQUIVALENT COMBINATION OF RELEVANT EDUCATION AND/OR EXPERIENCE management, cost accounting or a field directly related to specialized area of assignment.

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.