Financial Management Analyst I

Role Overview

• Serve as the procurement expert for assigned units, advising on transaction appropriateness and recommending the optimal procurement mechanisms.
• Initiate or delegate purchase orders, Buy@Duke carts, journal vouchers, and accounts payable check requests in alignment with University policies.
• Request new financial codes and close dormant codes.
• Process and monitor incoming gifts and bursar deposits.
• Respond to balance inquiries and maintain accurate, timely financial documentation.
• Administer research subject payments—including cash, checks, and ClinCard—and act as fiduciary for cash funds.
• Support senior analysts with annual budget preparation and variance reporting.
• Train faculty and staff on Duke’s financial systems and processes, including ETRs, APs, IRI, Buy@Duke, SAP R/3, and corporate card procedures.
• Monitor and resolve stuck workflow items.
• Oversee the corporate card program, liaising with card services, following up on overdue transactions, and processing new card requests or limit adjustments.
• Disburse and track internal seed and catalyst program funding.
• Complete month-end close procedures such as reconciliations using the FAM tool, overdraft review, and CAS compliance.
• Provide reporting to senior analysts on delinquent items, write-offs, and interest charges.
• Review and distribute problem invoice reports.
• Serve as reconciliation tool expert and complete periodic financial lookbacks.
• Prepare analytical and narrative reports for assigned endowments.
• Collaborate with Principal Investigators and CGMT to process and close research expenditures.
• Manage high volumes of independent contractor agreements and Outside Services Agreements (OSAs).
• Provide backup support to team members, including I-9 verification for student hires.
• Perform other duties as assigned to support seamless financial operations.

Requirements

• Bachelor’s degree in Accounting, Business, or a directly related field; OR an equivalent combination of relevant education and experience.
• No experience required with a qualifying bachelor’s degree; relevant financial or administrative experience may substitute for education.
• Strong problem-solving abilities with the capacity to handle competing priorities.
• Outstanding organizational skills and exceptional attention to detail.
• Excellent interpersonal, written, and verbal communication abilities.
• Ability to work effectively at all organizational levels, influence decisions, and negotiate outcomes.
• Proficiency in Microsoft Office and familiarity with Duke systems such as Duke@Work and SAP.
• Comfort navigating new technologies and financial platforms.

Benefits

• comprehensive and competitive medical and dental care programs
• generous retirement benefits
• wide array of family-friendly and cultural programs to eligible team members