Financial Analyst 1 (H)

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The University of Miami/UHealth Department of The Miami Project has an exciting opportunity for a full-time Financial Analyst 1 to work in Miami, FL. The Financial Analyst 1 compiles and analyzes financial information for the assigned division(s)/department(s) efficiently and accurately. The Financial Analyst 1 assists management in the decision-making process and strategic planning by presenting relevant financial reports in a clear, concise, and timely manner.

Core Responsibilities:

• Prepares and coordinates documentation of financial analysis projects such as budgets, forecasts, projections, expense performance, and presentations.

• Identifies trends and developments in competitive environments and presents findings.

• Provides analytical support for forward-looking financial or business-related projects.

• Performs financial forecasting and reconciliation of accounts.

• Designs and builds various models that summarize several different scenarios around growth and expansion initiatives or opportunities.

• Develops and maintains performance and productivity dashboards, models, or analyses.

• Collects, interprets, and analyzes relevant data or metrics.

• May develop and maintain reports to support plans, business decisions, operational changes, strategic plans, and new services.

• Resolves any reporting issues.

• Makes recommendations to align policies and procedures with best practices and capitalize on financial opportunities.

• Adheres to University and unit-level policies and procedures and safeguards University assets.

Department Specific Functions

The Financial Analyst must be proficient in Microsoft Office Suite, Adobe Suite, and Workday (preferably), with the ability to quickly learn and adapt to new financial systems and technologies. Strong organizational skills, attention to detail, multitasking abilities, and the capacity to build effective working relationships across departments are essential. In addition, this position must work on-site as a core responsibility includes the receipt, processing, safeguarding, and deposit of physical checks and other financial documents, which require in-person handling to ensure compliance with University policies, internal controls, and banking procedures. The position also serves as a key point of contact for departmental financial transactions and provides direct support to faculty and staff regarding purchasing, reimbursements, deposits, and financial processes.

• Procurement and Requisition Management

• Create, review, and submit both catalog and ad-hoc purchase requisitions in Workday, ensuring compliance with institutional purchasing policies and funding source guidelines.

• Verify appropriate worktags, spend categories, and documentation are attached to all requisitions prior to submission for approval.

• Purchase Order Monitoring and Reconciliation

• Run and review Open Purchase Order (PO) reports in Workday monthly to ensure timely closure of completed or paid POs.

• Communicate with vendors to request outstanding invoices and coordinate with Accounts Payable to ensure accurate and timely payment processing.

• Expense Reimbursements

• Prepare and submit expense reimbursements for faculty, staff, and students in Workday, ensuring adherence to university travel and reimbursement policies.

• Review all supporting receipts and documentation for compliance and accuracy before submission.

• Corporate Card Management

• Reconcile corporate card transactions for Miami Project individuals, ensuring proper coding, documentation, and justification for all expenses.

• Address discrepancies promptly and maintain audit-ready records.

• Research Participant Payments

• Process check requests in Workday for research participant payments and reimbursements, following confidentiality standards.

• Gift Donation Logging/Cash Management - Miscellaneous Reimbursements

• Log and process all gift donations using Excel and CashPro, ensuring accuracy, transparency, and compliance with Advancement and Controller’s Office guidelines.

• Prepare and process miscellaneous reimbursements in CashPro, verifying account accuracy and compliance with university financial policies.

• Must be highly proficient in Excel and Adobe Suite.

• Vendor Relations and Support

• Serve as the primary liaison with vendors for onboarding, order status updates, and invoice-related inquiries.

• Build and maintain professional relationships to ensure efficient service delivery and timely resolution of procurement issues.

This list of duties and responsibilities is not intended to be all-inclusive and may be expanded to include other duties or responsibilities as necessary.

CORE QUALIFICATIONS

• Bachelor’s degree in relevant field required

• Minimum 1 year of relevant experience required

• Learning Agility: Ability to learn new procedures, technologies, and protocols, and adapt to changing priorities and work demands.

• Teamwork: Ability to work collaboratively with others and contribute to a team environment.

• Technical Proficiency: Skilled in using office software, technology, and relevant computer applications.

• Communication: Strong and clear written and verbal communication skills for interacting with colleagues and stakeholders

This is a core job profile description and is not reflective of all duties that may be assigned to a specific position in each individual department. The above statements are intended to describe the general nature and primary responsibilities of this core job profile. Specific duties and tasks may vary based upon departmental needs. Other duties may be assigned to the above consistent with the knowledge, skills, and abilities required for the job.

Any appropriate combination of relevant education, experience and/or certifications may be considered.

The University of Miami offers competitive salaries and a comprehensive benefits package including medical, dental, tuition remission and more.

UHealth-University of Miami Health System, South Florida's only university-based health system, provides leading-edge patient care powered by the ground breaking research and medical education at the Miller School of Medicine. As an academic medical center, we are proud to serve South Florida, Latin America and the Caribbean. Our physicians represent more than 100 specialties and sub-specialties, and have more than one million patient encounters each year. Our tradition of excellence has earned worldwide recognition for outstanding teaching, research and patient care. We're the challenge you've been looking for.

The University of Miami is an Equal Opportunity Employer. Applicants and employees are protected from discrimination based on certain categories protected by Federal law.

Job Status:

Full time

Employee Type:

Staff