Financial Analyst

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.