Budget and Finance Analyst

Full Job Description

Reporting to the Business Center Manager, the Budget & Finance Analyst performs accounting functions for assigned divisions/departments, including a skilled level of financial and budgetary data review and reporting.

Accounting

• Reviews and reconciles unreconciled transactions in Banner Finance General Ledger.
• Reviews journal entry requests, transaction information and supporting documentation for accuracy and compliance.
• Prepares, reviews and distributes department finance reports and analyses.
• Reviews financial reports and analyses with vice presidents, deans, department heads and directors and addresses questions and concerns.
• Retains financial records and files according to adopted naming conventions, organization and retention protocols.

Budget Services

• Monitors budgets, reports significant deviations and facilitates necessary budget transfers.
• Works with Budget Services to maintain specialist budgetary data reports.
• Supports departmental leaders in an advisory capacity on budget strategy, planning and projections.
• Processes the encumbrance liquidation for payrolls.

Accounts Receivable

• Processes routine payments received via cash, check and credit card and updates accounts receivables.
• Creates monthly revenue reports for online credit card payments.
• Reconciles credit card payments received with provided documentation.
• Processes payments received for department-sponsored activities.
• Retains financial records and files according to adopted naming conventions, organization and record retention protocols.
• Assists in the preparation of routine, standardized reports.
• Fields employee questions and escalates complex accounts receivable processing concerns.

Consultative Services

• Provides direction to deans, department heads and directors on business guidelines and policies to ensure compliance.
• Serves as first level of escalation for financial and HR transactional issues.
• Evaluates the effectiveness of policies and guidelines across assigned departments and makes recommendations to Business Center Manager, as needed.

Support Functions

• Provides guidance to student employees.
• Creates and maintains procedural documentation.
• Serves as backup for other members of the assigned Business Center.

Requirements

• Bachelor’s degree and at least two years of finance or accounting experience using Banner or similar enterprise software system; an equivalent combination of education and experience may be considered.
• Intermediate proficiency with Microsoft Excel, including pivot tables, aggregation formulas and lookup functions.
• Working knowledge of accounting principles and best practices.
• Knowledge of federal and state laws and guidelines related to business practices preferred.
• Working knowledge of human resources terminology and best practices preferred.
• Working knowledge of Winthrop’s finance and human resources policies and procedures.
• Demonstrated ability to effectively analyze data and inquiries, think critically and make appropriate decisions.
• Proven problem-solving skills with the ability to navigate ambiguity and adapt to continuously evolving processes in a dynamic work environment.
• Demonstrated ability to communicate effectively orally and in writing.
• Demonstrated ability to maintain confidentiality in compliance with rules and regulations on the disclosure of information, including HIPAA and FERPA.
• Effective interpersonal skills and the ability to build and maintain positive relationships within and outside reporting lines.
• Demonstrated ability to establish priorities and meet deadlines.
• Sufficient technical skills to master required software.

Qualifications

• Proficiency with Adobe and Microsoft Word, PowerPoint and SharePoint.
• Experience serving multiple units as part of a service team.
• Relevant experience at an institution of higher education.

Additional Information

Travel/Overtime Requirements: Occasional work outside normal business hours.

To apply go to https://winthrop.peopleadmin.com/postings/21269.

Telecommuting: Employees are not eligible for telecommuting/remote work during their 12-month probationary period. After that time, certain positions may be eligible for telecommuting/remote work at the discretion of the supervisor and in accordance with Winthrop policies.