Financial Analyst Job Listing at UT Dallas in Dallas, TX (Job ID 30088)

Description

The Financial Analyst is a full-time role that reports to the Director of Business Operations and serves as a key member of the Callier Center team. This position plays an essential role in supporting day-to-day operations while ensuring the accuracy and integrity of financial records.
In this role, the Financial Analyst will collaborate with the Executive Director, Director of Business Operations, Senior Director of Development, as well as the Callier Center's Board of Trustees, volunteers, and donors. With responsibilities spanning financial, clinical, and fundraising activities, this position offers the opportunity to make a meaningful impact on the Center's mission while gaining broad exposure to both operational and strategic initiatives.

Minimum Education and Experience

Bachelor's degree in Accounting or other Business area with experience in financial analysis and reporting. Three years of progressively responsible related financial/accounting/budget experience or an equivalent combination of education and experience.Knowledge of Federal Regulations, Microsoft Office, advanced knowledge of financial reporting tools (i.e. Access, Advanced Excel, Crystal Reporting, etc.). 

Preferred Education and Experience

Preferred Education and Experience

• Master's degree in Finance or Accounting
• 5 years of progressive experience in accounting, financial analysis, and forecasting, with demonstrated ability to work at an advanced level

Essential Duties and Responsibilities

Business Department and Clinic Operations Responsibilities

• Collaborates in the development of a five-year clinical financial forecast and supports the Callier financial model. 
• Complete case study of Callier Academic Services, which benefits other departments
• Analyze and interpret budgetary financial data related to the center to advise management on the strategic and appropriate use of funds
• Ensure the integrity of funds is upheld by monitoring, analyzing, and assessing account trends, balances, expenditures, and encumbrances while maintaining compliance with university, state, and federal guidelines for appropriate and reasonable spending
• Assist with creating Callier's annual budget and contract budgets, including but not limited to UTSW Child Development annual Budget and various school district/medical facilities contract budgets; financial statements; monthly and annual financial reports; and financial forecast reports as required
• Manage and create Business Department process planning documents/manual for daily, monthly, and annual processes to improve workflow efficiency
• Provide backup services to review/approve/reject the center's requisitions as needed
• Provide strategic, professional, timely, and accurate communication with staff
• Maintain and archive backup documentation related to financial compliance
• Produce ad hoc accounting statistical reports and financial analysis
• Complete assigned monthly account reconciliations and supporting documentation
• Assist with oversight of Callier Food Services' financial operations, reporting, and compliance
• Assist with oversight of the Callier accountant

Development Office Responsibilities

• Maintain/ensure fidelity to the University's financial policies and procedures in recording and accepting gifts from Foundations, individuals, and the Foundation Board of Trustees
• Review Callier gift records monthly to ensure that gifts have been credited properly in Raiser's Edge
• Review spending plans for endowments and gift cost centers quarterly
• Record all gifts to the Foundation and manage the accounting for checks to be written back
• Produce monthly financial reports for the Foundation, including reports on investment performance
• Produce an annual budget for the Foundation with relevant committee chairs
• Manage the annual tax return process for the Foundation with relevant committee chairs
• Manage the annual audit process for the Foundation with relevant committee chairs
• Manage signature authority for the Foundation's bank accounts
• Work with the senior director of development and trustees to establish an annual audit committee and finance committee meeting agendas and reports
• Produce minutes of Foundation Board meetings and committee meetings

Knowledge, Skills, and Abilities

• Advanced knowledge/experience with financial databases
• Strong analytical skills and problem resolution experience with complex financial matters. Demonstrated proficiency in gathering, analyzing, and presenting financial data and advanced skills in Excel
• Professional demeanor with experience employing diplomacy, discretion, and confidentiality in all business matters
• Detail-oriented self-starter

Additional Information

Work Notice:
Work will be performed on-site and in person.
 What We Can Offer
UT Dallas is an Equal Opportunity Employer. We offer an employee-friendly work environment with a comprehensive benefit package including:
Competitive Salary
Tuition Benefits
Internal Training
Medical insurance – including 100% paid employee medical coverage for full-time employees
Dental Insurance
Vision Insurance
Long and short-term disability
Retirement Plan Options
Paid time off
Paid Holidays All UT Dallas employees have access to various professional development opportunities, including a membership to Academic Impressions, LinkedIn Learning, and UT Dallas Bright Leaders Program.

Visit https://hr.utdallas.edu/employees/benefits/ for more information.

Important Message

1) All employees serve as a representative of the University and are expected to display respect, civility, professional courtesy, consideration of others and discretion in all interactions with members of the UT Dallas community and the general public.

2) The University of Texas at Dallas is committed to providing an educational, living, and working environment that is welcoming, respectful, and inclusive of all members of the university community. UT Dallas does not discriminate on the basis of race, color, religion, sex (including pregnancy), sexual orientation, gender identity, gender expression, age, national origin, disability, genetic information, or veteran status in its services, programs, activities, employment, and education, including in admission and enrollment. The University is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities. To request reasonable accommodation in the employment application and interview process, contact the ADA Coordinator. For inquiries regarding nondiscrimination policies, contact the Title IX Coordinator.

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