Senior Financial Analyst

Case Western Reserve University • Cleveland, OH • 6h ago

POSITION OBJECTIVE

Functioning as a contributing member of the finance team, the Senior Financial Analyst will contribute to the comprehensive budgeting and forecasting for all departments in the School of Medicine. The senior financial analyst will manage all monthly reporting and ensure the proper recording of financial transactions relating to grants, projects, and endowments in conjunction with external (NIH, etc.) and internal policies for the School of Medicine clinical and bridge science departments and centers. In addition, the senior financial analyst will be involved in more advanced day-to-day functions of the Finance and Planning Office. The senior financial analyst may play a role in supporting the finance director in the School of Medicine's initiative of business process re-engineering and improved reporting/data analytics via Robotic Process Automation (RPA).

ESSENTIAL FUNCTIONS

Responsible for management and monitoring of annual operating budgets for a select group of academic and administrative departments representing over $28M in annual expenses. Serve as a resource to the departments on budgeting and forecasting matters. Prepare monthly expense projection/ forecast models for departments. Develop expertise in the operations of the basic science departments and coordinate coverage in the temporary loss of the department administrator. Responsibility for managing month-end reporting including database updates, commitment database maintenance, monthly END reporting, cross training for other month END responsibilities, monthly Projections report (backup), school level SmartView (PBCS) reporting and analysis, and development and updating of newly introduced R&T templates. Responsible for compilation of base and finalization of final IFM schedules (in coordination with dept administrators), DA funding/IDC return analysis, compilation of Basic Sciences final budget binders for Budget meeting IFM, END reporting, R&T reporting, 10-year grants rending, faculty profile reporting, helped set agendas and scheduled binder review. Manage entry and validation/reconciliation of all information in PBCS for clinical and bridge sciences and assigned administrative department budget materials. (20%)

Lead monthly financial review meetings with assigned departments. Review financial portfolios (grants and funded projects, operating accounts, faculty startup packages, and endowments) across the School of Medicine and identify trends and variances that will be useful to department leadership/management. Monitor finances for administrative departments and update monthly reports for each of the departments. Develop quarterly (and ongoing) forecasts for departments; research variances to budgets, communicate issues and concerns to the assistant dean in a timely manner. Monitor departments to ensure that budgets are achievable. Make recommendations to adjust forecasts as required. (20%)

Conduct salary analysis. Review and approve faculty salary changes, process and deliver appropriate documents to relevant parties, and maintain organized records of the changes. Verify funding for salaries. Follow up with the departments if questions arise. For human resource requests, approve renewal of academic positions and replacements for faculty positions. identify positions that may require future commitments other than salary and verify that these commitments are in the forecast model. Perform Exhibit A review for personal data and salary authorization (Personnel Data) form review to ensure they are accurate, appropriate and comply with policy, including increase pool and budget guidelines are followed which may require compiling benchmarking data for equity and promotion salary adjustments. Assist with templates, compilation and review of department submitted materials (and related updates) as part of annual faculty salary recommendation process. Conduct ad hoc

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