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Form of workDescription
Job Summary:
The Budget and Financial Analyst performs moderately complex job duties to support preparation and maintenance of the institutional operating and capital budgets, legislative appropriations requests, and financial information systems. Implements enhancements to budgeting systems and processes, under the direction of the VP, Finance. Serves as a liaison to department and service line leaders in the financial management of their areas and associated financial report maintenance and delivery. Analyzes and prepares timely and accurate budgetary, financial, cost, productivity, statistical, and legislative data and reports for UT Tyler, UT Health Science Center, UT Health Northeast and UT System administration, department and service line leaders, and other government agencies. Work is performed under general supervision, with limited latitude for the use of initiative and independent judgment.
Major Responsibilities / Duties / Critical Tasks:
• Supports preparation and maintenance of the University's annual operating and capital budgets and legislative appropriations requests.
• Implements enhancements to budget processes and procedures, requiring a combination of existing and acquired proficiency in Oracle Hyperion Planning and Budgeting, PeopleSoft Financials, PeopleSoft Human Capital and Management System, Kronos Analytics, Microsoft Excel, Epic and similar systems.
• Serves as a liaison to department and service line leaders in the financial management of their areas, and associated financial report maintenance and delivery.
• Administers PeopleSoft Financials Chart-Field tables and updates and maintains PeopleSoft queries and nVision reports.
• Supports financial systems implementations, upgrades, data ownership standards, and systems maintenance, in collaboration with IT Specialists.
• Analyzes a variety of budgetary, financial, cost, productivity, statistical, and legislative information and professionally summarizes results in charts, graphs, and reports, applying judgment to determine data points of interest to the given audience.
• Responsible for the budgetary approval and processing of financial documents in the budget and general ledger systems.
• Ensures compliance with the applicable UT Tyler, UT Health Science Center, UT Health Northeast and UT System policies and prepares timely and accurate Financial and statistical data for administration and departments.
• Assists clinical, research, administrative, and academic departments with establishing and maintaining operating and capital budgets.
• Prepares and analyzes financial data and reports in a timely and accurate manner for various government agencies, UT Tyler, UT Health Science Center, UT Health Northeast and UT System administration, and department and service line leaders.
• Executes the University's departmental account reconciliation and segregation of duties monitoring plan in compliance with UT System Policy 142.1.
• Provides excellent customer service to both internal and external customers.
• Ensures compliance with applicable UTT, UTHSCT, UTHET, and UT System policies and procedures.
• Completes other duties as assigned.
Accompanying Knowledge, Skills, Abilities and Competencies:
• Ability to apply financial, budgetary, and fiscal planning techniques in a University academic, healthcare, and research setting.
• Ability to establish and maintain effective work relationships with administration, faculty, and staff.
• Ability to gain proficiency in and assist others with University financial, budgetary, cost, productivity, and statistical systems, as well as in Microsoft Excel.
• Ability to understand the principles behind and apply monitoring techniques associated with the University's departmental account reconciliation and segregation of duties standards and principles.
• Excellent verbal and written communications skills.
• Ability to work with competing and shifting priorities in a matrix structure.
• Professionalism, sensitivity, and discretion in handling confidential information.
Qualifications
Required Education / Experience:
Job Summary:
The Budget and Financial Analyst performs moderately complex job duties to support preparation and maintenance of the institutional operating and capital budgets, legislative appropriations requests, and financial information systems. Implements enhancements to budgeting systems and processes, under the direction of the VP, Finance. Serves as a liaison to department and service line leaders in the financial management of their areas and associated financial report maintenance and delivery. Analyzes and prepares timely and accurate budgetary, financial, cost, productivity, statistical, and legislative data and reports for UT Tyler, UT Health Science Center, UT Health Northeast and UT System administration, department and service line leaders, and other government agencies. Work is performed under general supervision, with limited latitude for the use of initiative and independent judgment.
Major Responsibilities / Duties / Critical Tasks:
• Supports preparation and maintenance of the University's annual operating and capital budgets and legislative appropriations requests.
• Implements enhancements to budget processes and procedures, requiring a combination of existing and acquired proficiency in Oracle Hyperion Planning and Budgeting, PeopleSoft Financials, PeopleSoft Human Capital and Management System, Kronos Analytics, Microsoft Excel, Epic and similar systems.
• Serves as a liaison to department and service line leaders in the financial management of their areas, and associated financial report maintenance and delivery.
• Administers PeopleSoft Financials Chart-Field tables and updates and maintains PeopleSoft queries and nVision reports.
• Supports financial systems implementations, upgrades, data ownership standards, and systems maintenance, in collaboration with IT Specialists.
• Analyzes a variety of budgetary, financial, cost, productivity, statistical, and legislative information and professionally summarizes results in charts, graphs, and reports, applying judgment to determine data points of interest to the given audience.
• Responsible for the budgetary approval and processing of financial documents in the budget and general ledger systems.
• Ensures compliance with the applicable UT Tyler, UT Health Science Center, UT Health Northeast and UT System policies and prepares timely and accurate Financial and statistical data for administration and departments.
• Assists clinical, research, administrative, and academic departments with establishing and maintaining operating and capital budgets.
• Prepares and analyzes financial data and reports in a timely and accurate manner for various government agencies, UT Tyler, UT Health Science Center, UT Health Northeast and UT System administration, and department and service line leaders.
• Executes the University's departmental account reconciliation and segregation of duties monitoring plan in compliance with UT System Policy 142.1.
• Provides excellent customer service to both internal and external customers.
• Ensures compliance with applicable UTT, UTHSCT, UTHET, and UT System policies and procedures.
• Completes other duties as assigned.
Accompanying Knowledge, Skills, Abilities and Competencies:
• Ability to apply financial, budgetary, and fiscal planning techniques in a University academic, healthcare, and research setting.
• Ability to establish and maintain effective work relationships with administration, faculty, and staff.
• Ability to gain proficiency in and assist others with University financial, budgetary, cost, productivity, and statistical systems, as well as in Microsoft Excel.
• Ability to understand the principles behind and apply monitoring techniques associated with the University's departmental account reconciliation and segregation of duties standards and principles.
• Excellent verbal and written communications skills.
• Ability to work with competing and shifting priorities in a matrix structure.
• Professionalism, sensitivity, and discretion in handling confidential information.
Qualifications
Required Education / Experience:
- Bachelor's Degree in accounting, finance, or related field, or the equivalent combination of education, training and experience in the relevant field.
- Five (5) years' experience in a combination of accounting, budgeting, financial analysis, statistical analysis, auditing, or legislative appropriations requests. Master of Accountancy degree may be substituted for up to two (2) years of this experience.
- Knowledge of Governmental Accounting Standards Board (GASB) principles and practices in fund accounting and Budgeting in the healthcare, sponsored program, and academic arenas.
- Intermediate or above proficiency in using Microsoft Excel.
- Proficiency in using other Microsoft Office products (Word, Access, Outlook, PowerPoint, etc.) and a solid working knowledge of various accounting software systems.
- Intermediate or above proficiency in analytical skills and corresponding ability to summarize results in charts, graphs, and reports.
