Financial Analyst

• This position is structured as a permanent position within the Division of Development & Alumni Relations. We are unable to sponsor a work visa for this position.

Bachelor's degree in a related field or equivalent and 2 years of professional experience

• 2 or more years of professional accounting experience - Preference to experience in higher education, Not- for-Profit or Foundation
• Experience creating, editing, and using Pivot Tables, and formulas in Excel
• Experience creating financial reports, and providing analysis on trends and variances
• Experience navigating and reporting on large data sets
• Experience working with data analytical tools for presenting financial data
• Experience working with ERP accounting system
• Exhibits behavior that supports the mission, vision, and values of the University of Georgia

• Strong attention to detail and demonstrated ability to analyze complex data
• Strong organization, prioritization, and time management skills
• Excellent verbal and nonverbal communication skills and the ability to deal effectively and professionally with a variety of people
• Self-starter, takes initiative, and can work independently as well as in a team environment
• Ability to follow directions and meet deadlines
• Demonstrated superior customer service skills
• Proficiency in Microsoft Excel, Microsoft Word, and other applications in the Microsoft Office Suite
• High standard of professionalism and adherence with confidentiality
• Ability to adapt to new technology
• Communicates and employs interpersonal actions that model high standards of professional, responsible, accountable, and ethical conduct

• Through open, honest, and respectful communication, all staff, supervisors, and colleagues of the Division of Development & Alumni Relations are expected to interact with fairness, compassion, and decency. All employees will be held accountable for meeting the expectation of promoting a stable, productive, and healthy work environment.
• Adherence to CASE standards and commonly accepted industry standards relating to fundraising reporting are expected of all fundraisers. All fundraisers will be held accountable for meeting this expectation.

• Work in a standard office environment
• Sit and work at a computer workstation for an extended amount of time
• Work using electronic mail, telephone, face-to-face discussions, paper form correspondence
• Communicate effectively in writing, speaking, and listening
• Organize and establish priorities; Remember detail; multi-task
• Lift and/or move up to 20 pounds
• Walk, stand, stoop, lift, kneel, climb

• Create and update internal metrics, analytics, and projections for current-year reporting on the unrestricted budget.
• Collaborate with Associate Director for annual budget development. Provide suggestions based on data analytics and revenue projections.
• Serve as the lead gatekeeper of unrestricted financial data. This includes the review and update of internal processes to ensure data integrity. Work with Foundation ERP and Data Analytical Tools to support quality deliverables. Make recommendations for improvements to management as needed.
• Serve as budget specialists within Foundation ERP. Load, reconcile, and maintain Operating and Academic budgets.
• Design, implement and maintain campus reports related to unrestricted funds. Work with campus partners to share financial data related to unrestricted funding.
• Create and maintain Unrestricted Budget Custom Organization within Foundation ERP
  
• Record and update Unrestricted Accounting entries in the Foundation ERP. Research any accounting issues or unusual transactions and provide explanations as appropriate.

• Report and coordinate activity on the following subsets of data. Provide suggestions to enhance and create more efficient processes including, but not limited to, UGAF Construction Funds, Foundation Fellows, reports to the President's Office including UGAF and UGAA Initiatives, PLC, and grant funding.
• Reporting and reconcile unrestricted reserves monthly.
• Provide support for financial reporting, external/internal audit, and tax reporting.
• Complete year-end activities as requested.
• Work in coordination with leadership on projects and ad hoc reporting within the Finance area.
• Serve as backup for Financial Accounting, including recording journal entries, reconciling ledgers, and adjusting transactions as needed.
• Answer questions/resolve issues for campus constituents.
• Other related duties as assigned.

• Monitor contracts and expenditures for Delta Hall and Oxford facilities with program managers, building managers, and Associate Director.
• Direct the processing of expenses and ensure timely payments to vendors.
• Track maintenance schedules for the building as well as the useful life and repair costs for major appliances. Provide leadership with recommendations on replacement schedules.
• Collaborate with Associate Direction in overseeing vendor selection, bids, contract negotiation and contract execution.
• Support processes for contracts and payments meet state and Foundation purchasing guidelines.
• Create, update, and provide monthly reports, analysis, and projections for the Foundation's Washington D.C. and Oxford property.
• Support in operations and administration for UGAF owned properties.
• Other related duties as assigned.

• Support monitoring property taxes and insurance payments.
• Direct payments for long-term debt on real property.
• Support Associate Director related to insurance activities and updates to the insurance provider for any changes made throughout the year. Assist in completing annual insurance applications to meet UGAF needs.

• Process premium invoices and payment requests for donor-funded insurance policies; reconcile transactions and coordinate with donors and providers on policy matters.
• Receive and analyze annual insurance reports. Maintain database to assist with annual review of policies and cash values.
• Prepare entry to adjust the cash value of life insurance policies.
• Maintain fixed asset schedules including real property, equipment, and depreciation.
• Maintain accounting and reporting for all UGAF real assets and property within the Asset module.
• Support campus partners and contract processing by providing or obtaining endorsement documents as needed.