Financial Administrator 2

Department: MED-Psych & Behavioral Science Salary/Grade: EXS/7 Job Summary In order to be considered for this position, a cover letter is required. This role supports the Department of Psychiatry and Behavioral Sciences by providing problem‑solving skills and financial expertise. Responsibilities Include Overseeing Accounts Payable and Receivable Budgeting Reconciliation Payroll and Salary Administration Non‑Sponsored Project Management Reviewing Expenses for the Clinical Psychology PhD/Ma Program Position Also Handles Activities Such As Expense Reimbursements Procurement Processes Chartfield Requests Cash Handling Financial Analysis and Forecasting This role ensures that all activities are completed in compliance with associated local, state, federal, and institutional rules & regulations. While working collaboratively with central offices, this role ensures accurate, efficient, and compliant financial practices while providing guidance and insight to support decision‑making and operational effectiveness. Target budgeted salary for this position is $68,000 to $75,000 annually. Offers will be based on candidate experience and education, as well as equity within Northwestern University. This role is eligible for a hybrid work arrangement. Note: Not all aspects of the job are covered by this job description. Budget Specific Responsibilities Participates in determination of budget including fiscal resource allocation of appropriated, discretionary, endowment &/or gift revenues. Prepares analysis & reports. Provides account research. Assists with budget projects. Updates budget estimates & provides commitment tracking support for all financial activity. Ensures lead schedules are prepared. Guides units of responsibility through university budgeting and forecasting processes, reviews budget and forecasting submissions. Acts as a Budget Office expert on units and functions within portfolio of responsibilities. Coordinates &/or provides information for the annual salary review process. Reviews & reconciles actual expenses to budget per NU Audit guidelines. Approves funds reallocation within budget as necessary & appropriate. Analysis, Statements & Reporting Creates monthly, annual, &/or project end analysis & reports regarding area/unit, awards, accounts, funds, payroll, expense &/or revenue allocation. Prepares financial analysis and lead schedules for supplies, equipment, &/or personnel decisions. Records journal entries and creates reports. Performs financial account reconciliations, statement analysis, and transaction research. Provides support for annual audit workpapers and quarterly financial statement workpapers. Maintains and updates financial models and analysis. Transactions Provides review and oversight of all types of financial transactions, some of which may be complex in regard to size or duration of account. Enters individual &/or summary of transactions into journals &/or general ledger or other NU enterprise system. Reviews; ensures approval based on alternatives regarding practice & policy; analyzes and classifies transactions in accordance with established chart or coding of accounts; creates new accounts; prepares, processes, reconciles & provides receipts (as appropriate) for transactions. Processes transfer &/or appropriation charges & may balance &/or close accounts. Troubleshoots problems; performs vendor/account research as needed; obtains additional information from or provides instruction & guidance for customers/vendors; corrects or escalates. Maintains Chart of Account lists. Prepares & delivers bank deposits. Accesses multiple banking systems to process transactions, retrieve information, &/or initiate wire transfers. Provides financial policy interpretation to determine the validity of customer requests & ensure compliance. Contacts outside agencies, banks &/or banking systems to obtain clarification of rules &/or regulations. Controls account availability for all chart strings. Provides support for internal &/or granting agency audit requests. Reviews status of related university accounts, transactions and processes; troubleshoots issues as needed. Grants &/or Awards Reviews PI funding status on a monthly basis. Works with Dept Administration & Research Administrators regarding financial grants management issues. Provides data for grant proposals; submits proposals. Develops & administers budgets; coordinates IRB/IACUC, OSR/ASRSP transactions, & effort reporting. Interacts with faculty, staff & funders to build relationships, transfer knowledge, & advise on research policies & procedures. Monitors commitments and expenditures to ensure compliance with granting agency guidelines. Verifies accurate set up of sponsored project accounts. Administration Processes & presents data & information through the application of database, graphic & spreadsheet software. Obtains data by downloading from enterprise systems; develops and runs queries. Identifies sources for data & information to be used & completes special financial projects. Performs general office support activities. Manages operation of or interaction with a computer system or system processes that support the department (myHR, NUFinancials, NUPAD, COGNOS, CAESAR, NU Research Portal, NM via Citrix, Smartsheet, SharePoint, Excel). Ensures that area service level goals are met. Training Provides training and support to related university units or program participants; maintains website and training materials. Supervision Provides work direction to others. Supervises other employees. Assists with hiring employees. Minimum Qualifications Successful completion of a full 4‑year course of study in an accredited college or university leading to a bachelor's or higher degree in a major such as accounting, business administration, finance, or related; OR appropriate combination of education and experience. 4 years financial, budgeting &/or preparing account reconciliations or financial statements along with financial analysis or other relevant experience. Minimum Competencies Strong proficiency in Excel for data analysis, reporting, and reconciliation. Strong financial analysis and reporting skills. Ability to provide responsive, high‑quality financial support to faculty, staff, and institutional stakeholders. Ability to communicate financial policies and information in a clear manner. Ability to handle confidential information with discretion. Preferred Qualifications Experience with handling financial information in higher education medical department. Preferred Competencies Experience with creating and managing forms and dashboards in Smartsheet. Experience with NU enterprise systems (myHR, NUFinancials, NUPAD, COGNOS, CAESAR, NU Research Portal, NM via Citrix). Able to think creatively and strategically to successfully mediate with individuals and groups. Strong problem‑solving and decision‑making skills. Target hiring range for this position will be between $63,080 - $81,320 per year. Offered salary will be determined by the applicant’s education, experience, knowledge, skills and abilities, as well as internal equity and alignment with market data. Benefits Health, dental, vision, disability, and life insurance; paid vacation and holidays; paid medical/sick and parental leave; tuition benefits for the employee and dependents; pre‑tax and flex spending accounts for commuting and dependent care; generous retirement savings options; and wellness programs. For a comprehensive overview of available benefits, visit . Work‑Life And Wellness Northwestern offers comprehensive programs and services to help you and your family navigate life’s challenges and opportunities and adopt and maintain healthy lifestyles. We support flexible work arrangements where possible and programs to help you locate and pay for quality, affordable childcare and senior/adult care. Visit . Professional Growth & Development Northwestern supports employee career development in all circumstances whether your workspace is on campus or at home. If you’re interested in developing your professional potential or continuing your formal education, we offer a variety of tools and resources. Visit . Northwestern University is an Equal Opportunity Employer and does not discriminate on the basis of protected characteristics, including disability and veteran status. View Northwestern’s non‑discrimination statement. Job applicants who wish to request an accommodation in the application or hiring process should contact the Office of Civil Rights and Title IX Compliance. View additional information on the accommodations process. #J-18808-Ljbffr Northwestern University