Financial Analyst

As a Financial Analyst at The University of Texas MD Anderson Cancer Center, you will support the Social Work department with financial management, operational reporting, reconciliation, forecasting, and day-to-day fiscal stewardship. This hybrid (onsite/remote) role partners with leadership to support budgeting, compliance, process improvement, and data-driven decision making within a mission-driven healthcare environment.

Role Focus

• Serve as a financial partner to departmental leadership for budgeting, compliance, and fiscal management.
• Produce recurring and ad hoc reporting that supports spending oversight, trend analysis, and informed resource decisions.
• Maintain reporting integrity through reconciliations, internal control practices, and accurate financial closeout processes.
• Contribute to forecasting efforts using projection models and rolling forecasts to support extended fund usage planning.

Key Responsibilities

• Prepare monthly, quarterly, and annual financial reports covering free balance, personnel trending, account balances, transfers, and corrective actions by fund group.
• Review expenditures for compliance with institutional policies and procedures across departmental funds.
• Oversee preparation of the annual department budget, including verification of accurate budget loading.
• Monitor budget performance throughout the fiscal year and analyze trends impacting fiscal goals.
• Review and verify monthly financial closeout activities to support internal control compliance.
• Develop projection models, rolling forecasts, databases, and reporting tools.
• Process departmental donations and provide financial reporting to department and finance leadership.
• Recommend fund utilization strategies and productivity enhancements to support departmental outcomes.
• Design custom reports to identify, analyze, and track operational and financial variances.
• Advise leadership on spending trends, goals, financial concerns, and mitigation strategies.
• Manage financial and reconciliation activities for designated department accounts.
• Perform monthly CRM reconciliations for donor funds and maintain financial integrity controls, including appropriate segregation of duties.
• Collaborate with Social Work and finance leadership on fund planning and fiscal management.
• Resolve accounting transaction and reconciliation issues with institutional stakeholders.
• Prepare quarterly and annual donor reports and assist with grant and contract closeouts.
• Identify funding gaps and present resource opportunities to leadership.
• Initiate account setups, purchase order requests, account closeouts, FACT table maintenance, NSCTs, and IDTs.
• Review pro-card reconciliations, monitor deadlines, and verify appropriate expense reallocations.
• Support billing optimization efforts through collaboration with other departments and divisions.
• Review purchase requisitions, invoice vouchers, reimbursement requests, and open purchase orders, including monitoring for unauthorized purchases and assisting with corrective actions.
• Communicate fund balances, usage requirements, and closeout activities to leadership.
• Participate in institutional audits and submit statistical sample reconciliations for compliance.
• Review Concur expense requests to confirm funding availability and proper chart field usage.
• Oversee fund stewardship and ensure expenditures are appropriate and allowable.
• Support reporting workflows using Excel, PowerPoint, PeopleSoft, OBIEE, CRM, and related systems.
• Assist stakeholders with financial processes, reporting, and account management, and coordinate to ensure reporting accuracy and quality.
• Create analytics, projections, spreadsheets, databases, presentations, charts, and graphs supporting budget reporting and key measurements.
• Track projects, milestones, and progress through customized reporting tools, and identify process gaps to strengthen oversight and reconciliation.

Location, Status, and Schedule

• Location: Houston, TX (Hybrid Onsite/Remote), with onsite presence required based on business need.
• Employment Status: Full-Time
• Employee Status: Regular
• Work Week: Days
• Requisition ID: 183319
• FLSA: Exempt (not eligible for overtime pay)
• #LI-Hybrid

Salary

• USD 68,500 to USD 102,500 per year
• Minimum: USD 68,500
• Midpoint: USD 85,500
• Maximum: USD 102,500

Minimum Qualifications

• Bachelor's Degree in Business Administration or related business specialty.
• 2 years of business experience including project management, data analysis, or accounting.

Technology & Systems

• Excel, PowerPoint, PeopleSoft, OBIEE, CRM
• Concur, SmartView
• FACT table, NSCTs, IDTs

Benefits

• Employer-paid medical coverage starting day one for employees working 30+ hours/week, plus optional group dental, vision, life, AD&D, and disability insurance.
• PTO accruals and Extended Illness Bank, plus paid holidays, wellness, childcare, and other leave options.
• Tuition Assistance Program after six months of service and access to extensive wellness, fitness, and employee resource groups.
• Defined-benefit pension through the Teachers Retirement System, voluntary retirement plans, and employer-paid life and reduced salary protection programs.

Additional Information

• Fund Type: Hard
• Pivotal Position: No
• Referral Bonus Available: No
• Relocation Assistance Available: No

Security and Integrity of Critical Infrastructure: This position may be responsible for maintaining the security and integrity of critical infrastructure, as defined in Section 113.001(2) of the Texas Business and Commerce Code, and may require routine reviews and screening. Maintaining eligibility is a condition of hire and continued employment.

EEO Statement: MD Anderson is an equal employment opportunity employer and provides equal employment opportunity without regard to race, color, religion, age, national origin, sex, gender, sexual orientation, gender identity/expression, disability, protected veteran status, genetic information, or any other basis protected by institutional policy or federal, state, or local laws unless required by law.