Financial Analyst (Exempt)

POSITION : Financial Analyst (Exempt)

H SU JOB FAMILY CLASSIFICATION :  Financial Analyst I or II

D EPARTMENT : Accounting Office

S UPERVISOR TITLE : Associate Vice President for Finance & Controller

F LSA STATUS : Exempt

E XEMPTION : Executive Exemption

L OCATION :  HSU Campus, Abilene, Texas

TARGET HIRE DATE :  As Soon As Possible

HSU CHRISTIAN STANDARD REQUIREMENT FOR EMPLOYMENT – Candidate mustprofess a Christian Faith, maintain membership in a local congregation, and

respect the values and distinctives central to the historically Baptist values

of HSU as reflected in the

University’s Statement of Faith.

CONTACT INFORMATION :  Human Resources 325-670-1259 or

SUMMARY / SCOPE : Applies

principles of accounting to analyze financial information and prepare financial

reports.

Responsible

for providing accurate accounting and financial reporting for the University

and its related entities and foundations. Provides excellent service levels in

budget and financial reporting. Ensures integrity and accuracy in recording

transactions, balancing accounts, and preparing reports.

This position exercises discretion

and independent judgment on matters of significance, including financial

compliance determinations, internal control oversight, fraud risk

identification, capitalization decisions, and financial analysis provided

directly to university leadership.

HSU JOB FAMILY CLASSIFICATION INCLUDES THE FOLLOWING :

Compiles

and analyzes financial information to prepare entries to accounts, such as

general ledger accounts, documenting business transactions.

Distributes expenditures, encumbrances,

receipts, and receivables according to schedules.

Analyzes financial information detailing

assets, liabilities, and capital, and prepares balance sheet, profit and loss

statement, and other reports to summarize and interpret current and projected

company financial position for other managers.

Monitors compliance with generally

accepted accounting principles and company procedures.

Reviews, investigates, and corrects

errors and inconsistencies in financial entries, documents, and reports.

Installs, modifies, documents, and

coordinates implementation of accounting systems and accounting control

procedures.

Devises and implements system for

general accounting.

ESSENTIAL DUTIES AND RESPONSIBILITIES :   These

examples do not include all possible tasks & do not limit the assignment of

related tasks.

Prepares

routine and complex journal entries.

Performs

monthly account reconciliations.

Analyze

procedures and prepare recommendations for improvement with accounts payable

and other accounting procedures. Help implement changes with assistance from

assistant controller and controller.

Analyze

the university’s cash requirements and provide weekly projection updates to the

Controller and VP of Finance.

Review

weekly check disbursement. Monitor and oversee all ACH and wire transactions to

ensure timely processing, compliance with internal controls, and adherence to

company policies.

Identify discrepancies, investigate exceptions, and

coordinate resolutions to maintain financial integrity and prevent fraud.

Conduct

bank transactions for payroll advice and tax payments. Oversee transaction for

health savings account and retirement contributions.

Perform

monthly reconciliation and monitoring of university liability accounts.

Monitor,

track, and record all construction in progress for university including budget

to actual, date of completion, expense versus capitalization, and determining

when to record completion to fixed assets.

Perform

monthly sales tax reconciliation and filing to the state.

Oversee

campus sales activity, assess tax implications, and work with faculty and staff

to ensure proper documentation and reporting for institutional compliance.

Monitor,

track, and record all construction in progress for university including budget

to actual, date of completion, expense versus capitalization, and determining

when to record completion to fixed assets.

Prepare

reports for analysis of CIP and work with VP for Finance, Controller, Assistant

Controller, maintenance and construction teams to ensure capital projects are

meeting capital budgeting proposals.

Lead

the annual budgeting input process. Assist controller and VP for Finance with

annual budgeting process including assisting campus wide department head and

managers with budget needs and input for new fiscal year.

Understand

business office and cashier function, risks, and governance to maintain

university compliance. Provide strategic leadership for Business Office

functions, encompassing cashiering, revenue management, and student accounts

billing and collections.

Assist

university departments with electronic invoicing and credit card processor

systems.

Work

with assistant controller and VP for Finance to obtain data for monthly

projections.

Analyze

projections with assistant controller and VP for Finance to ensure financial

statement groups are properly reported and in line with budget goals.

Performs

cross training and provides backup to other positions within the accounting

department.

Calculates

and analyzes budget variances on a monthly basis. Work with budget officers to

ensure appropriate budget funding through out the fiscal year.

Assists

campus budget managers in interpreting budget information, researching transactions, providing

guidance and resolving problems.

Monitors

general ledger activity, researches and resolves issues in a timely manner.

Assists

with the year-end audit, preparing schedules and supporting workpapers.

Ensures

ongoing accuracy and current maintenance of the University's general ledger by

analyzing balances in all fund groups, in addition to related entities and

foundations.

Provides

support in preparing multiple financial statements and specialized financial

reports for the University, related entities and foundations.

Prepares

and maintains spreadsheets and provides assistance in analyzing data.

Stays

abreast of current and developing accounting issues.

Other

duties as may be assigned.

SUPERVISORY RESPONSIBILITIES :

Supervises

the full-time Student Accounts Manager in the Business Office.

COMPETENCIES :   This is your opportunity to demonstrate how your education and / or experience in your current or previous job relates to each function of this position.

Interview decisions are partially based on this information.

O n a separate sheet of paper, write a paragraph for each competency listed below describing your background and qualifications in each area.

To perform the job successfully, an individual should demonstrate the following competencies.

Analytical - Synthesizes complex or

diverse information; collects and researches data; uses intuition and

experience to complement data; designs workflows and procedures.

Cooperation -

• Establishes and maintains effective relations; exhibits tact and consideration;

offers assistance and support to co-workers; works cooperatively in group

situations; works actively to resolve conflicts.

Quality Management - Looks

for ways to improve and promote quality; demonstrates accuracy and

thoroughness.

Ethics - Treats people with

respect; keeps commitments; inspires the trust of others; works with integrity

and principles; upholds organizational values.

Dependability -

Follows instructions, responds to management direction; takes responsibility

for own actions; keeps commitments; commits to long hours of work when

necessary to reach goals; completes tasks on time or notifies appropriate

person with an alternate plan

QUALIFICATIONS : To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

To

perform this job successfully, an individual must be able to perform each

essential duty satisfactorily. The requirements listed below are representative

of the knowledge, skill, and / or ability required. Reasonable accommodations may

be made to enable individuals with disabilities to perform the essential

functions.

Must

be very detail-oriented and analytical in order to work accurately with

numbers, data and spreadsheets.

Must

be highly organized, hard-working and efficient. Must be able to meet deadlines

and multi-task in a high-volume service area.

Must

be an excellent communicator in both written and verbal forms.

KNOWLEDGE, SKILLS, & ABILITIES (Language, Mathematical, Reasoning and Computer Skills) :

LANGUAGE SKILLS : Ability to read, analyze, and interpret common scientific and

technical journals, financial reports, and legal documents. Ability to respond

to common inquiries or complaints from customers, regulatory agencies, or

members of the business community. Ability to write speeches and articles for

publication that conform to prescribed style and format. Ability to effectively

present information to top management, public groups, and / or boards of

directors.

MATHEMATICAL SKILLS : Ability to work with mathematical

concepts such as probability and statistical inference, and fundamentals of

plane and solid geometry and trigonometry. Ability to apply concepts such as

fractions, percentages, ratios, and proportions to practical situations.

REASONING ABILITY : Ability to solve practical problems and deal with a variety of

concrete variables in situations where only limited standardization exists.

Ability to interpret a variety of instructions furnished in written, oral,

diagram, or schedule form.

COMPUTER SKILLS : To perform this job successfully, an individual should have

knowledge of Word Processing software; Spreadsheet software; Project Management

software; Payroll systems and Accounting software.

EDUCATION / EXPERIENCE :

Bachelor’s

degree in accounting or finance preferred.

Five or more years of experience preferred.

CERTIFICATES, LICENSES, REGISTRATIONS :

None are required for this position at this time.

PHYSICAL REQUIREMENTS :

The physical demands

described here are representative of those that must be met by an employee to

successfully perform the essential functions of this job. Reasonable

accommodations may be made to enable individuals with disabilities to perform

the essential functions.

While performing the duties of this job, the employee is regularly

required to sit and use hands to finger, handle, or feel. The employee is

frequently required to talk or hear. The

employee is occasionally required to stand and walk. The employee must

occasionally lift and / or move up to 10 pounds. Specific vision abilities

required by this job include close vision.

This job is sedentary

in nature. Must be able to sit for long periods of time while performing office

functions. Occasional light lifting may be required. Will have a standing desk

available.

WORK ENVIRONMENT : The work environment

characteristics described here are representative of those an employee

encounters while performing the essential functions of this job. Reasonable

accommodations may be made to enable individuals with disabilities to perform

the essential functions.

The

noise level in the work environment is usually quiet.