FINANCIAL & SYSTEM ANALYST
Under general direction, provides financial and system support to the Budget & Analysis office. Maintains the
Banner Finance System standard processes. Interacts with different departments and ensures quality control
of the financial system. Assist the finance area with the gathering of data and with the developing of reports.
Performs a wide variety of analytical duties to include budget related matters and financial system reporting.
Maintains all aspects of the Chart of Accounts, (FOAPAL). Responsible for individual banner user access
Maintaining the Banner approval queues.
Assist with the audit of user access. 10%
Serves as technical resource in assisting banner users with trouble shooting and correcting issues; provides
guidance on appropriate courses of action to resolve budget and financial reporting questions and problems.
Performs wide variety of analytical duties to include budget related matters and financial reporting to ensure
financial system accuracy. This includes account reviews, audits and trend analysis on accounts. Reviews,
approves, and analyzes detailed budgets across the institution and communicates with departments as
Produces and enter budget revisions.
Produces journal vouchers as required.
Closes expired travel encumbrances in coordination with the travel and SPA offices. 15%
Works with IT staff to determine financial report necessity and assist in design of needed reports. 10%
Coordinates fiscal procedures with Associate Director to determine methods of improving fiscal procedures
and reporting services provided. 5%
Ensures that month end financial procedures are carried out accurately and thoroughly throughout campus.
Responsible for the annual year-end close process; ensures encumbrances are closed or rolled over to the
next FY. 10%
Assists with budget preparation and all functions of the Budget & Analysis office; including the I-9 process for
Maintains the Budget office website and provides back up assistance to the Associate Director of Budget when
Performs special assignments, projects and other duties as assigned.
Bachelor's Degree in Business or related field. 3 years of experience directly related to the function of this
position. Proficient in Microsoft Office products and experience with advanced functions including significant
expertise with Excel and the ability to learn new software programs.
Strong technical ability, computer and data manipulation skills.
Strong critical thinking and problem solving skills.
Knowledge of accounting standards and basic financial operations.
Ability to analyze complex multiple transactions and apply accounting theory, policies and procedures, and regulations.
Ability to interact in a professional, pleasant and enthusiastic manner with the university community and the public. Teamwork and interpersonal skills.
Strong ability to communicate effectively, both verbally and in writing, with the university community and the public under favorable and unfavorable circumstances.
Experience with reading, interpreting, and analyzing fiscal and other types of administrative reports.
Demonstrated high level of accuracy, thoroughness and attention to detail.
Ability to organize work effectively, conceptualize and prioritize objectives and exercise independent judgement
based on an understanding of organizational policies and activities.
Master's Degree in Business or related field.
Experience working with Banner or similar ERPs and Argos or similar reporting software. Fund accounting and budget experience in higher education.
Experience with programming languages: Visual Basic, SQL, etc. Experience with Adobe Acrobat.
(f)requently, (o)ccasionally, or (s)eldom
0 - 15 pounds (f)
15 - 30 pounds (o)
30 - 50 pounds (s)
Crawling Climbing Reaching 1%