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Are you energized by rigorous analysis and using data to inform meaningful decisions in a mission-driven academic environment? Do you naturally ask “why,” look for patterns, and push for better ways of doing things? If you are curious, self-motivated, and ready to grow in a high-expectation setting, this is an opportunity to be a part of a team that contributes to supporting teaching, research, and institutional strategy. The Financial Assistant, IT reports to the Associate Director of IT Financial Planning & Analysis (FP&A) and plays a central role in budgeting, forecasting, financial reporting, and long-range planning. This position supports core budgeting, forecasting, and reporting activities while enhancing the accuracy, usability, and efficiency of financial information through improved processes and automation. The role independently performs complex financial analysis, contributes to budget development, and delivers clear, data-informed insights that support effective decision making and responsible stewardship of institutional resources. The ideal candidate is analytically strong, intellectually curious, and motivated to learn and grow. They are comfortable working in a fast-paced environment where asking questions and proposing solutions are encouraged. They clearly explain financial concepts, build strong relationships across teams, and demonstrate sound judgment, accountability, and a commitment to continuous improvement.
Job Responsibility:
Review and approve purchase orders and payment requests in procurement system (B2P), ensuring accurate budget allocation and compliance with University policies
Review and approve employee reimbursements, Corporate and Purchasing Card transactions in Concur, ensuring accuracy, appropriate allocation, and policy adherence
Prepare fiscal month-end and year-end close processes, including reconciliations, accrual journal entries, and prepaid expense adjustments
Serve as a financial resource to the IT department responding to transactional and budget-related inquiries
Promote consistent use of financial tools, including appropriate application of the University's chart of accounts
Develop and distribute monthly financial reports, including budget-to-actual analyses across projects and teams to inform resource allocation and decision making
Meet regularly with budget owners to review projections, analyze variances, and highlight key risks and opportunities
Monitor financial trends and identify potential budgetary or compliance issues and prepare journal entries to correct discrepancies and process chargebacks
Support the Associate Director of FP&A in preparing annual operating budgets, multi-year financial plans, and related processes
Conduct ad hoc financial analyses and assist with the development of program, project or activity-specific budgets as needed
Build trust and collaboration by being present on-site and engaging directly with colleagues and various constituents
Complete other responsibilities as assigned
Requirements:
High school diploma, GED, or equivalent
Minimum of four years' experience in finance, accounting or related field
Education beyond high school may count toward experience
Strong attention to detail and accuracy
Excellent written and verbal communication skills, including presentations
Proven ability to build relationship and collaborate across all organizational levels and with external partners
Exceptional organizational and follow-through skills, with the ability to manage multiple priorities effectively
Demonstrated ability to handle sensitive and confidential information with discretion and integrity
Advanced proficiency in Excel, including complex formulas, pivot tables, and lookup functions
Proficiency in Microsoft Office (Outlook, Word, PowerPoint) and general web-based tools
What we offer:
Generous paid time off including parental leave
Medical, dental, and vision health insurance coverage starting on day one
Retirement plans with university contributions
Wellbeing and mental health resources
Support for families and caregivers
Professional development opportunities including tuition assistance and reimbursement