Financial Analyst II

PRIMARY FUNCTION : Serves as financial analyst for the Jefferson College of Life Sciences (JCLS) Center City as related to tracking and monitoring financial activity and budget performance, processing financial requests, generating financial reports, coordinating funding and processing of student fellowships and awards, timekeeping for staff, students & adjunct instructors, and other designated activities. ESSENTIAL FUNCTIONS: Prepares and processes College's requests for expenditure of funds and interdepartmental transfers. Assists Director of Finance in monitoring College's financial performance, budget variance analysis, and budget forecasting. Reviews financial accounts, reconciles account activity on a monthly basis, and follows up as needed to troubleshoot/correct any discrepancies. Maintains system for funding and tracking of student fellowships, assistantships and academic awards. Processes fellowship tuition, stipend, and health insurance payments and changes to funding sources. Facilitates approvals of these funding sources. Posts fellowship/scholarship awards to students' accounts in Banner, and coordinates charging of funding accounts with Tuition & Cashier's Office. Prepares and issues annual award letters. Serves as timekeeper for staff employees, adjunct faculty instructors, and teaching assistants of JCLS. Serves as timekeeper for JCLS students, and processes stipend payments through payroll and accounts payable systems. Interacts with co-workers, visitors, and other staff consistent with the core values of the University. OTHER FUNCTIONS AND COMPETENCIES : Works with academic programs to process payments to course instructors through payroll and accounts payable systems, track payments to semester budgets, and issue instructor agreements on semester basis. Assists Director of Finance in preparation of annual budgets for College. Serves as cardholder of College's procurement credit card, processes approved payments, and reconciles activity on monthly basis. Provides assistance to student and trainee organizations in processing financial requests and monitoring activity against approved budgets. Prepares reports on revenues, expenses, endowment accounts, and fellowship funding Liaises with Controller's Office, Tuition and Cashier's Office, SKMC Departments, Research Administration Center of Excellence (RACE), Office of Research Administration (ORA), Materials Management, and other offices of the University as related to financial matters. Performs other duties as required. Qualifications EDUCATIONAL/TRAINING REQUIREMENTS : Bachelor's degree in accounting/finance or business related area EXPERIENCE REQUIREMENTS : Minimum of two years' experience involving financial or budgetary analysis. Demonstrated experience using computerized financial information systems, spreadsheets, timekeeping, etc. Closing Statement About Jefferson Nationally ranked, Jefferson, which is principally located in the greater Philadelphia region and southern New Jersey, is reimagining health care and higher education to create unparalleled value. Jefferson is more than 42,000 people strong, dedicated to providing the highest-quality, compassionate clinical care for patients; making our communities healthier and stronger; preparing tomorrow's professional leaders for 21st-century careers; and creating new knowledge through basic/programmatic, clinical and applied research. Thomas Jefferson University , home of Sidney Kimmel Medical College, Jefferson College of Nursing, and the Kanbar College of Design, Engineering and Commerce, dates back to 1824 and today comprises 10 colleges and three schools offering 200+ undergraduate and graduate programs to more than 8,300 students. Jefferson Health , nationally ranked as one of the top healthcare systems in the country and the largest provider in the Philadelphia area, serves patients through millions of encounters each year at 17 hospitals and more than 160 outpatient and urgent care locations throughout the region. Jefferson Health Plans is a not-for-profit managed health care organization providing a broad range of health coverage options in Pennsylvania and New Jersey for more than 35 years.

Created: 2024-11-09