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The School of Medicine has an outstanding opportunity for a Budget/Fiscal Analyst.
Expertly manage complex financial information systems including a document management system, vouching management system, and travel management system. Provide management information reporting and analysis of large data sets and support overall fiscal operations for the Dean of Medicine (DoM) and UW Medicine Central Budget units.
General duties will include, but are not limited to:
Fiscal/Electronic Systems Expert
Using Microsoft Access, Excel, and UW information systems, manipulate large data sets to extract relevant information related to compliance with DOM fiscal policies and guidelines. Conduct complex analysis of extracted information for inclusion in reports to department leadership. Develop/recommend new fiscal policies, as needed, to address concerns raised by analysis.
Modify and maintain Dean’s Office electronic document management system (DocStar) , evaluate document workflow and storage and revise practices as needed to maximize efficient document retrieval.
Developing expertise with travel management system, CBT AirPortal with Concur. Serve as subject matter expert on technical aspects of travel management system. Maintain intranet web pages using SharePoint and updating training videos as needed.
Actively participate in overhaul of Vouching Management System to update to current department needs, contributing suggestions and collaborating with department staff to implement changes.
Develop a thorough understanding of the complex annual SOM Technology Recharge and Workday Headcount Fee processes and related timelines and prepare relevant data using Excel and Access.
Extract large data sets from Electronic Data Warehouse (EDW/BI Portal) and/or other systems, as needed for reporting and analysis.
Budgeting, Forecasting and Costing Allocations
Manage cost allocations for the SOM Technology Recharge Fee and Workday Headcount Fee processes for the School of Medicine, SOM Dean’s Office, and UW Medicine Central Budget (CB) units, approximately 8,000 employees.
Provide expert support for Dean’s Office budgeting and forecasting processes for approximately 20 units with 400 employees.
Purchasing
As a member of the Financial Support Services team, analyze purchasing supporting documents for compliance with University and SoM Dean’s Office policies and state and agency rules and regulations.
Periodically focus on expenditure patterns emerging as at risk for non-compliance with established policies/procedures. Prepare analysis of expenditures at risk and make recommendations for development of new fiscal policies, as needed, to ensure compliance with SOM and UW policies and state regulations.
Analyze discretionary spending, reconcile Project Cost Accounting (PCA) coding in Microsoft Access database, and resolve discrepancies.
Fiscal Reporting/Transaction Analysis
Using Access, Excel, and UW information systems, assist in the preparation and compilation of various fiscal reports such as year-end reports, budgetary reports, and auditing reports.
Provide high-level review and monitoring of status of approximately 300+ budget reviews each month in 20 units, scrutinizing for discrepancies, unusual transactions, and patterns that emerge over time.
Prepare Journal Vouchers (JVs) and Expense Transfers, as directed.
Coordinate year-end and biennium close processes for Dean’s Office units.
Conducting periodic reviews to ensure compliance with departmental, institutional and granting agency policies, rules and regulations and resolve problems, as necessary.
Other Duties
Evaluate processes for improvement and make suggestions to management.
Maintain and update documentation of policies and procedures and an operations manual.
Prepare specialized reports, conduct special studies to research and/or justify fiscal request/needs. As appropriate, consult with other SOM and UW units and learn new UW financial information systems to retrieve relevant information.
Serve as backup for other financial positions as needed within the unit.
Minimum Requirements:
A Bachelor's Degree with major study in accounting, business administration, or related field and two years of work experience as a Fiscal Specialist, or equivalent combination of education/experience.
Additional Requirements:
Experience with financial accounting information systems.
Ability to demonstrate intermediate/advanced expertise with Microsoft Excel complex formulas and pivot tables with V-Lookup.
Experience working with large data sets in Access and Excel, experience with relational databases, and strong technical skills and willingness to learn new software packages.
Ability to utilize Microsoft Access database to extract data from linked tables in SQL database.
Excellent written and oral communication skills and a demonstrated ability to communicate effectively with a variety of constituents. Establishes and maintains positive, ethical, and professional working relationships with faculty, staff, and students, and from a wide variety of backgrounds—including members of racial, ethnic, and sexual minority populations—and is respectful of individual and cultural differences.
Excellent customer service skills and ability to provide timely assistance.
Desired:
Experience with and a firm grasp of UW and state policies and procedures related to fiscal compliance.
Experience with UW fiscal, purchasing and accounting systems such as MyFD, ARIBA (eProcurement, BPO, eTravel, etc.), and ASTRA, with demonstrated ability to master new on-line systems.
Upper-division undergraduate coursework in accounting.
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