Endowment Finance Jobs

1 job found

1mo ago

Financial Analyst

The Medical College of Wisconsin, Inc. Milwaukee, WI

Milwaukee, WI

1mo ago Closed

Full time Analytical Skills Budget Management Data Analysis

This position is no longer accepting applications (closed Aug 17, 2026).

Job Description

The Financial Analyst on-site in Milwaukee supports the Academic Affairs department with complex financial analysis, data manipulation, and forecast preparation, delivering monthly and annual financial reports and recommendations to administrative leaders.

Responsibilities

Analyze monthly financial performance compared to budget.
Generate and maintain monthly financial reports for department leaders for institutional, grant, project, and endowment accounts.
Generate monthly forecasts and submit to budget office and other internal stakeholders as needed.
Generate data and reports from MCW systems to analyze financial trends (revenue, expense).
Monitor monthly spend against budget and identify areas where expense management can be adjusted for annual budget cycle.
Perform complex analysis, data manipulation, and report generation that requires gathering data from multiple sources to generate financial analysis and reports.
Respond to ad hoc requests and provide financial interpretation and analysis.
Create financial presentations for various audiences and levels of complexity.
Assist with preparation of annual budgets including development of department budget guidelines, processes, and entry into the MCW budget system.
Serve as primary for approving expenditures against approved budget ensuring accuracy and timely completion.
Monitor grant expenditures to ensure compliance of grant requirements and partners with investigators on grant compliance. Serve as the primary budget analyst on grants and projects in eBridge.
Prepare ad hoc reports as requested.
Provide guidance on MCW financial policies to ensure compliance.
Develop and maintain standard operating procedures for monthly financial reporting.
Identify and propose solutions to inefficiencies and opportunities for cost reduction.
Oversee completion of special projects as assigned.
Participates in department and MCW workgroups, committees and specific project groups as assigned.

Requirements

Knowledge of technical, business, consultation, project management, and cultural awareness.
Knowledge of accounting and financial reporting practices.
Knowledge and above average skills in Excel including heavy use and creation of pivot tables and linking large files and complex formulas.
Attention to detail and accuracy.
Customer service focus, building trust, communication, critical thinking, and influencing skills.

Technologies

Excel
eBridge

Benefits

Outstanding Healthcare Coverage, including Health, Vision, and Dental, along with Flexible Spending options.
403B Retirement Package
Competitive Vacation and Paid Holidays offered
Tuition Reimbursement
Paid Parental Leave
Employee & Family Assistance Program (EFAP)
Pet Insurance
On campus Fitness Facility, offering onsite classes
Additional discounted rates on items such as select cell phone plans, local fitness facilities, Milwaukee recreation and entertainment, etc.

Qualifications

Minimum Required Education: Bachelor’s degree
Minimum Required Experience: 5 years of progressive experience in financial analysis and/or budgeting
Preferred Education: Degree in finance, accounting, or business
Preferred Experience: Experience in higher education

Sensory Acuity

Ability to detect and translate speech or other communication required. May occasionally require the ability to distinguish colors and perceive relative distances between objects.

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