Review financial transactions for compliance and stewardship
Execute monthly financial activities including overdraft monitoring and reconciliation review
Complete annual effort certification
Ensure accurate WebCentral space coding
Collaborate with CGMT on effort changes and project closeouts
Manage BFR structure, workflow, permissions, and fund codes
Review Provost, school, and endowment commitments
Prepare monthly actuals
Build 1-year and 5-year projections
Produce quarterly problematic transaction reports
Develop funding projections with CGMT
Prepare payroll and vacation liability reports
Develop and communicate stewardship policies
Partner with leadership to develop and submit the annual budget
Train and mentor unit staff
Participate in special projects

A Bachelor’s degree in Accounting, Finance, Economics, Business Administration, or related field (required)
Three years of financial management, cost accounting, or related experience
Research administration experience (essential); business manager experience preferred
Strong understanding of university financial systems and compliance
Analytical and communication skills with leadership partnership experience
Commitment to accuracy, stewardship, and collaboration

Financial Management Analyst II

Key skills