Financial Analyst 2

WHY UT SOUTHWESTERN?
With over 75 years of excellence in Dallas-Fort Worth, Texas, UT Southwestern is committed to excellence, innovation, teamwork, and compassion. As a world-renowned medical and research center, we strive to provide the best possible care, resources, and benefits for our valued employees. Ranked as the No. 1 hospital in Dallas-Fort Worth according to U.S. News & World Report, we invest in you with opportunities for career growth and development to align with your future goals. Our highly competitive benefits package offers healthcare, PTO and paid holidays, on-site childcare, wage, merit increases and so much more. We invite you to be a part of the UT Southwestern team where you'll discover a culture of teamwork, professionalism, and a rewarding career! 

JOB SUMMARY
The Financial Analyst II works under general supervision to provide skilled financial analysis and support for departmental operations. This position performs financial reviews, develops forecasting models, and prepares fiscal performance reports to support leadership decision-making.  The ideal candidate will be\:

• A quick learner with the ability to adapt to new processes and financial systems.
• Experienced working within a healthcare or academic medical institution.
• Highly proficient in Microsoft Excel, including financial analysis and reporting.
• Comfortable preparing and presenting financial information to executive and C-suite leadership.

Key Responsibilities\:

• Conduct financial analyses and develop financial models and forecasts.
• Prepare and present fiscal performance reports to departmental leadership.
• Review general ledger accounts to ensure the accuracy of income and expenses and maintain appropriate account balances.
• Reconcile monthly and annual salary reports and investigate discrepancies.
• Assist with the development and implementation of new or revised accounting and operational procedures.
• Provide financial data and analysis to support departmental planning, budgeting, and operational decisions.
   

BENEFITS
UT Southwestern is proud to offer a competitive and comprehensive benefits package to eligible employees. Our benefits are designed to support your overall wellbeing, and include\:

• PPO medical plan, available day one at no cost for full-time employee-only coverage
• 100% coverage for preventive healthcare-no copay
• Paid Time Off, available day one
• Retirement Programs through the Teacher Retirement System of Texas (TRS)
• Paid Parental Leave Benefit
• Wellness programs
• Tuition Reimbursement
• Public Service Loan Forgiveness (PSLF) Qualified Employer
• Learn more about these and other UTSW employee benefits!

EXPERIENCE AND EDUCATION

Required

• Education
  Bachelor's Degree in finance, accounting, or other related field 
   

• Experience
  2 years of progressively responsible experience in finance and/or accounting with experience in planning, forecasting, and financial analysis 
   

JOB DUTIES

• Completes variety of monthly financial management reports and reviews all reports for errors and inconsistencies; analyzes variations in forecasts and actual performance; determines reasons for variance; develops recommendations for improvement; completes written summaries of financial data.
• Prepares monthly financial reports, schedules for annual financial reports, and reports to various government agencies, ensuring conformance of such reports with applicable procedures and regulations of University of Texas System and Federal and State agencies concerned.
• Identifies areas of poor performance, presents findings, and makes recommendations to upper management.
• Prepares financial models and conducts financial analyses.
• May maintain controls for policies and procedures for financial system; develops and maintains delegation of authority of various procedures, such as check requests, refunds, invoice approval, bad debt write-offs, etc.
• Completes special projects as requested.
• Performs other duties as assigned.

Knowledge, Skills and Abilities

• Work requires ability to complete work with high level of precision.
• Work requires exercise of considerable judgment in interpretation of policy and application of procedures.
• Work requires knowledge of financial analysis and forecasting procedures.

PHYSICAL REQUIREMENTS/WORKING CONDITIONS

Working Conditions

• Office Setting

Salary Information
Salary is commensurate with education, skills, and relevant experience.

SECURITY AND EEO STATEMENT

Security
This position is security-sensitive and subject to Texas Education Code 51.215, which authorizes UT Southwestern to obtain criminal history record information.

EEO
UT Southwestern Medical Center is committed to an educational and working environment that provides equal opportunity to all members of the University community. As an equal opportunity employer, UT Southwestern prohibits unlawful discrimination, including discrimination on the basis of race, color, religion, national origin, sex, sexual orientation, gender identity, gender expression, age, disability, genetic information, citizenship status, or veteran status.
 

WHY UT SOUTHWESTERN?
With over 75 years of excellence in Dallas-Fort Worth, Texas, UT Southwestern is committed to excellence, innovation, teamwork, and compassion. As a world-renowned medical and research center, we strive to provide the best possible care, resources, and benefits for our valued employees. Ranked as the No. 1 hospital in Dallas-Fort Worth according to U.S. News & World Report, we invest in you with opportunities for career growth and development to align with your future goals. Our highly competitive benefits package offers healthcare, PTO and paid holidays, on-site childcare, wage, merit increases and so much more. We invite you to be a part of the UT Southwestern team where you'll discover a culture of teamwork, professionalism, and a rewarding career! 

JOB SUMMARY
The Financial Analyst II works under general supervision to provide skilled financial analysis and support for departmental operations. This position performs financial reviews, develops forecasting models, and prepares fiscal performance reports to support leadership decision-making.  The ideal candidate will be\:

• A quick learner with the ability to adapt to new processes and financial systems.
• Experienced working within a healthcare or academic medical institution.
• Highly proficient in Microsoft Excel, including financial analysis and reporting.
• Comfortable preparing and presenting financial information to executive and C-suite leadership.

Key Responsibilities\:

• Conduct financial analyses and develop financial models and forecasts.
• Prepare and present fiscal performance reports to departmental leadership.
• Review general ledger accounts to ensure the accuracy of income and expenses and maintain appropriate account balances.
• Reconcile monthly and annual salary reports and investigate discrepancies.
• Assist with the development and implementation of new or revised accounting and operational procedures.
• Provide financial data and analysis to support departmental planning, budgeting, and operational decisions.
   

BENEFITS
UT Southwestern is proud to offer a competitive and comprehensive benefits package to eligible employees. Our benefits are designed to support your overall wellbeing, and include\:

• PPO medical plan, available day one at no cost for full-time employee-only coverage
• 100% coverage for preventive healthcare-no copay
• Paid Time Off, available day one
• Retirement Programs through the Teacher Retirement System of Texas (TRS)
• Paid Parental Leave Benefit
• Wellness programs
• Tuition Reimbursement
• Public Service Loan Forgiveness (PSLF) Qualified Employer
• Learn more about these and other UTSW employee benefits!

EXPERIENCE AND EDUCATION

Required

• Education
  Bachelor's Degree in finance, accounting, or other related field 
   

• Experience
  2 years of progressively responsible experience in finance and/or accounting with experience in planning, forecasting, and financial analysis 
   

JOB DUTIES

• Completes variety of monthly financial management reports and reviews all reports for errors and inconsistencies; analyzes variations in forecasts and actual performance; determines reasons for variance; develops recommendations for improvement; completes written summaries of financial data.
• Prepares monthly financial reports, schedules for annual financial reports, and reports to various government agencies, ensuring conformance of such reports with applicable procedures and regulations of University of Texas System and Federal and State agencies concerned.
• Identifies areas of poor performance, presents findings, and makes recommendations to upper management.
• Prepares financial models and conducts financial analyses.
• May maintain controls for policies and procedures for financial system; develops and maintains delegation of authority of various procedures, such as check requests, refunds, invoice approval, bad debt write-offs, etc.
• Completes special projects as requested.
• Performs other duties as assigned.

Knowledge, Skills and Abilities

• Work requires ability to complete work with high level of precision.
• Work requires exercise of considerable judgment in interpretation of policy and application of procedures.
• Work requires knowledge of financial analysis and forecasting procedures.

PHYSICAL REQUIREMENTS/WORKING CONDITIONS

Working Conditions

• Office Setting

Salary Information
Salary is commensurate with education, skills, and relevant experience.

SECURITY AND EEO STATEMENT

Security
This position is security-sensitive and subject to Texas Education Code 51.215, which authorizes UT Southwestern to obtain criminal history record information.

EEO
UT Southwestern Medical Center is committed to an educational and working environment that provides equal opportunity to all members of the University community. As an equal opportunity employer, UT Southwestern prohibits unlawful discrimination, including discrimination on the basis of race, color, religion, national origin, sex, sexual orientation, gender identity, gender expression, age, disability, genetic information, citizenship status, or veteran status.