Financial Analyst/Planner Specialist

Location : Peoria, IL USA

FTE : 1

Work Schedule : M - F, 8 a.m. - 4 p.m. Shift : Days # of Positions : 1 Workplace Type : On-Site Salary Range (commensurate with experience): $28.36 - $34.00 Please note that this position is not remote and is onsite in Peoria, IL. About UICOMP The University of Illinois College of Medicine Peoria (UICOMP) educates 244 medical students and nearly 300 physician residents annually. It is one of four campuses that make up the nation’s largest public medical school. The Peoria campus is known among students for its small class sizes, rigorous curriculum and hands‑on clerkships; to residents and fellows for the strong academic setting, large referral base and exceptional facilities; and by physicians seeking the ideal combination of teaching and practicing medicine in a research‑based university setting. This position is intended to be eligible for benefits . This includes Health, Dental, Vision, LifeInsurance, a Retirement Plan, Paid time Off, and Tuition waivers for employees and dependents. Position Summary Under the general direction of the Accountant III, the Financial Analyst / Planner Specialist performs computer-based financial analysis, assists in overseeing fiscal management and long‑term planning, while providing high-level financial support to the Department of Administrative Affairs. This includes preparation and monitoring of unit budgets, development and analysis of financial reports, and presentation of reports to the Accountant III and to the Chief Financial Officer and Executive Director of Fiscal Affairs. The Planner Specialist works closely with the departmental units to monitor spending trends, fund balances, and provides analysis‑based recommendations to address financial problems. Analyzes, interprets, and communicates budget and income statement variances with departmental units. Assists University Accounting during audits and provides project leadership as assigned. Duties & Responsibilities Prepare and submit year-end Fact Sheets for UICOMP self-supporting and Medical Service Plan fund types to ensure University financial statements comply with Generally Accepted Accounting Principles (GAAP). Review and investigate underlying transactions to verify the appropriate year-end expense accruals or deferrals. Compiles data throughout the fiscal year for inclusion in the year-end reports. Perform follow-up reviews as requested by UAFR and/or auditors. Performs complex financial analysis/studies, evaluation, and modeling for the development of in-depth reports used for financial management, decision-making, and long-term planning within Administrative Affairs. Assists in service center rate calculations for UICOMP service funds in compliance with System Government Costing (SGC) policies and procedures. Serves as project leader for system improvement projects, working with staff as needed. Provides design options based on the user's needs and goals. Prepares, reconciles, analyzes and/or distributes periodic financial reports. Breadth includes standardized reports for internal UICOMP usage as well as those requested by other University of Illinois administrative units. Provides interpretation and follow-up as needed. Trains, mentors, and advises the Admin Affairs staff and other UICOMP operating units in matters of data sourcing, fiscal analysis, and planning. This function includes providing guidance regarding the selection of appropriate standardized reports, assistance in understanding complex report results, consultation regarding analytical techniques, and interpretation and application of University policies and procedures. Analysis/review of fiscal activity for accuracy and compliance with University policies. Entry of transactions into University systems to record new activity or correct noncompliant entries. Maintains databases for analytical purposes. Recommends enhancements as necessary. Serves as back up for the cashiering operations of UICOMP. Collect, record and balance payments received at the cashier window for student and staff fees including parking, printing, postage, and shipping. Serve as custodian of cashiering change fund. Prepare and process currency orders for change funds. Reconcile parking token sales and counts from the security/reception area. Tabulate Medical Service Plan payments received from UICOMP medical clinics. Track and reconcile credit/debit card payment activity. Prepare bank deposits and associated reports to facilitate proper revenue distribution among UICOMP operating units. Perform other duties as assigned. Performs duties listed in lower level of this classification series. Stays abreast of new data analysis/modeling systems and applications, recommends changes, and shares knowledge and skills with users. Minimum Qualifications Any one or combination totaling four (4) years (48 months) from the categories below: college coursework comparable to that in a field related to financial analysis/planning such as accounting, business administration, economics, finance, statistics, or a closely related field 30 semester hours equals one (1) year (12 months) Associate Degree (60 semester hours) equals eighteen (18) months 90-semester hours equals two (2) years (24 months) Bachelor’s Degree (120 semester hours) equals three (3) years (36 months) Master’s Degree equals four (4) years (48 months) work experience in developing financial or economic analyses, research designs, strategic plans, or data models. One (1) year (12 months) of professional level progressively responsible financial work experience. Illinois Residency is required within 180 days of employment. Sponsorship for work authorization is not available for this position. The University of Illinois System is an equal opportunity employer, including but not limited to disability and/or veteran status, and complies with all applicable state and federal employment mandates. Please visit Required Employment Notices and Posters to view our non-discrimination statement and find additional information about required background checks, sexual harassment/misconduct disclosures, and employment eligibility review through E-Verify. Artificial Intelligence (AI) tools may be used in some portions of the candidate review process for this position, however, all employment decisions will be made by a person. Looking for more University of Illinois positions? We invite you to search for positions at each of the University of Illinois locations, the University of Illinois System Office and the University of Illinois Foundation. The University of Illinois System Office supports the primary missions of teaching, research, public service, and economic development for all of the Universities and offers positions in all locations. The University of Illinois Foundation is the official fundraising and private gift-receiving agency for the University of Illinois and also offers position in all locations. Click the links below to search for other University of Illinois positions. The University of Illinois System is an equal opportunity employer, including but not limited to disability and/or veteran status, and complies with all applicable state and federal employment mandates. Please visit Required Employment Notices and Posters to view our non-discrimination statement and find additional information about required background checks, covid sexual harassment/misconduct disclosures, and employment eligibility review through E-Verify. Artificial Intelligence (AI) tools may be used in some portions of the candidate review process for this position, however, all employment decisions will be made by a person. #J-18808-Ljbffr UIC