Job Description
Job ID
12444
Location
Case Main Campus
Full/Part Time
Full-Time
Regular/Temporary
Regular
Job Description
POSITION OBJECTIVE
Functioning as a contributing member of the finance team, the Junior Analyst will contribute to the budgeting and forecasting for all departments in the School of Medicine. The Junior Analyst will assist with a number of monthly reporting activities and processes. In addition, the Junior analyst will be involved in multiple day-to-day functions of the Finance and Planning Office and special projects as needed.
ESSENTIAL FUNCTIONS
Support the management and monitoring of annual operating budgets, monthly expense projections, and forecast models by running reports, creating templates, distributing reports and maintain communication and coordination with departments. Serve as a resource to the departments on budgeting and forecasting matters. Support various monthly Finance and Planning activities including Access database update, Commitment, R&T and Endowment reporting, Funded Summary, running/troubleshoot monthly RPA (Robotic Process Automation) reporting process. Assist with multiple budget schedules during budget cycle by creating templates and managing distributions to the departments. Perform entry and reconciliation of budgets in planning module. (40%)
Coordinate faculty salary change process with Faculty Affairs as needed. (10%)
Support new speedtype creation process, including properly filling out necessary forms, following up with relevant stakeholders in process, updating database with new commitments/speedtypes as needed (10%)
Assist with affiliate invoicing process, including invoice creation, review of student level detail, follow-up communications with departments and customers. (10%)
Review and authorize transactions and financial activity of medical school departments including staff HR requisitions, and financial purchase requisitions. Support and maintain school user access to mission critical systems like PeopleSoft Financials, HCM, Oracle PBCS, Box, Tableau and other university internal systems by analyzing access need, reviewing appropriate levels of access, and granting necessary access. (10%)
Organize Box folders and records for faculty commitments including consistent structure and naming convention. Standardize and document SOPs for common processes and improvement recommendation. (5%)
Conduct ad hoc requests as needed and general support of Finance and Planning day-to-day activities including data needs, reports, access, etc. (10%)
NONESSENTIAL FUNCTIONS
Perform special projects/other duties as assigned (5%)
CONTACTS.
Department: Contact with finance director, assistant finance director, assistant dean for finance and planning, assistant dean for administrative operations, finance and planning staff, business managers/ administrators, vice deans and associate deans.
University: Contact with the Controller's Office, Office of Research Administration, central Budget and Planning Office and Information Technology Services.
External: Contact with vendors, affiliated hospitals administrators and staff.
Students: Contact with student interns.
SUPERVISORY RESPONSIBILITY
No direct supervisory responsibility.
QUALIFICATIONS
Experience: 1 or more years related experience; experience in an academic and/or medical center environment preferred; experience with fund accounting desired.
Education: Bachelor's degree required.
REQUIRED SKILLS
Knowledge of financial management, analysis, budgeting, and reporting skills.
Effective communicator. Ability to work independently and as part of a team.
Excellent organizational skills. Detailed oriented.
High degree of professionalism and discretion.
Proven solid decision making skills. Sound analytical reasoning.
Self starter. Customer service oriented.
Ability to meet consistent attendance.
Ability to interact with colleagues, supervisors, and customers face to face.
Working knowledge of Microsoft Office programs with advanced skills in Excel. Familiarity with ERP system value flows (Peoplesoft) including queries is a plus. Knowledge and familiarity of database design and prior experiences with SQL coding is preferred.
WORKING CONDITIONS
Normal office work environment. The employee will perform repetitive motion using computer mouse and keyboard to type.
Hybrid Eligibility
This position is eligible for hybrid work arrangement up to two remote days per week at the discretion of the department. New employees may begin a hybrid schedule upon approval from the supervisor, successful completion of an orientation period and signing the remote work checklist certification form.
Diversity Statement
In employment, as in education, Case Western Reserve University is committed to Equal Opportunity and Diversity. Women, veterans, members of underrepresented minority groups, and individuals with disabilities are encouraged to apply.
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Reasonable Accommodations
Case Western Reserve University provides reasonable accommodations to applicants with disabilities. Applicants requiring a reasonable accommodation for any part of the application and hiring process should contact the Office of Equity at 216-368-3066 to request a reasonable accommodation. Determinations as to granting reasonable accommodations for any applicant will be made on a case-by-case basis.
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Case Western Reserve University strives to maintain a diverse and inclusive work environment. All applicants are protected under Federal law from discrimination based on race, color, religion, sex, national origin, disability, age and genetics.
