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Financial Analyst

University of Texas at Dallas

University of Texas at Dallas

IT, Accounting & Finance
Richardson, TX, USA
Posted 6+ months ago
Posting Details
Posting Number S04701P
Position Title
Functional Title
Department Callier Ctr Communication
Salary Range $68,000 - DOQ
Pay Basis Monthly
Position Status Regular full-time
Location Dallas
Position End Date (if temporary)
Posting Open Date 04/28/2023
Posting Close Date
Open Until Filled Yes
Desired Start Date 05/22/2023
Job Summary
Job Summary

The Financial Analyst is a full-time position, reporting to the Director of Business Operations. The position plays an integral team role in Callier’s operating activities and maintenance of detailed financial records.

Working closely with the Executive Director, Director of Business Operations, Senior Director of Development, and members of the Callier Center’s Board of Trustees, volunteers and donors, the Financial Analyst will have a wide range of responsibilities that will support the successful operation of the Callier Center’s financial, clinical and fundraising activity.
Minimum Education and Experience
Bachelor’s degree in Accounting or other Business area with experience in financial analysis and reporting. Three years of progressively responsible related financial/accounting/budget experience or an equivalent combination of education and experience.Knowledge of Federal Regulations, Microsoft Office, advanced knowledge of financial reporting tools (i.e. Access, Advanced Excel, Crystal Reporting, etc.).
Preferred Education and Experience
  • Bachelor degree in Finance or Accounting
  • 5 years of advanced level accounting work, financial analysis and forecasting experience
  • Advanced knowledge/experience with financial databases
  • Strong analytical skills and problem resolution experience with complex financial matters.
  • Demonstrated proficiency in gathering, analyzing, and presenting financial data and advanced skills in Excel
  • Professional demeanor with experience employing diplomacy, discretion, and confidentiality in all business matters
  • Detail-oriented self-starter
Essential Duties and Responsibilities
Business Department and Clinic Operations Responsibilities
  • Prepare a five-year clinical financial forecast and Callier financial model
  • Complete case study of Callier academic services which benefit other departments
  • Analyze and interpret budgetary financial data related to the center to advise management on the strategic and appropriate use of funds
  • Ensure the integrity of funds is upheld by monitoring, analyzing, and assessing account trends, balances, expenditures, and encumbrances while maintaining compliance with university, state, and federal guidelines for appropriate and reasonable spending
  • Assist with creating Callier annual budget and contract budgets including but not limited to UTSW Child Development annual Budget and various school district/medical facilities contract budgets; financial statements; monthly and annual financial reports; and financial forecast reports as required
  • Manage and create Business Department process planning documents/manual for daily, monthly, and annual processes to improve workflow efficiency
  • Provide backup services to review/approve/reject the center’s requisitions as needed
  • Provide strategic, professional, timely, and accurate communication with staff
  • Maintain and archive backup documentation related to financial compliance
  • Produce ad hoc accounting statistical reports and financial analysis
  • Complete assigned monthly account reconciliations and supporting documentation
  • Assist with oversight of Callier Food Services’ financial operations, reporting, and compliance
  • Assist with oversight of Callier accountant

Development Office Responsibilities
  • Maintain/ensure fidelity to University’s financial policies and procedures in recording and accepting gifts from Foundations, individuals, and the Foundation Board of Trustees
  • Review Callier gift records monthly to ensure that gifts have been credited properly in Raiser’s Edge
  • Review spending plans for endowments and gift cost centers quarterly
  • Record all gifts to the Foundation and manage the accounting for checks to be written back
  • Produce monthly financial reports for the Foundation, including reports on investment performance
  • Produce an annual budget for the Foundation with relevant committee chairs
  • Manage annual tax return process for the Foundation with relevant committee chairs
  • Manage annual audit process for the Foundation with relevant committee chairs
  • Manage signature authority for the Foundation’s bank accounts
  • Work with the senior director of development and trustees to establish an annual audit committee and finance committee meeting agendas and reports
  • Produce minutes of Foundation Board meetings and committee meetings
Physical Activities
Working Conditions
Additional Information
Vaccine Requirements:
Some positions within the University are subject to federal vaccination requirements . For example, all faculty, staff and students who are working in the Callier Clinics must be fully vaccinated by April 21, 2022 in accordance with the emergency federal vaccination requirements for health care facilities established by the Centers for Medicare & Medicaid Services’ (CMS) Final Rule.

Newly hired employees who are subject to federal vaccination requirements will be required to submit proof of vaccination (e.g., vaccination card, immunization records from health care provider) prior to their first date of employment, and may be required to show compliance annually if a federal vaccine requirement requires an annual booster vaccine.

UTD will consider exemptions for employees seeking a medical or religious exemption to the vaccination requirement

What we have to offer:
UT Dallas is an Equal Opportunity Employer. We are committed to fostering, cultivating, and preserving a culture of diversity and inclusiveness. We offer an employee-friendly work environment with a comprehensive benefit package including:
Competitive Salary
Tuition Benefits
Internal Training
Medical insurance – including 100% paid employee medical coverage for full-time employees
Dental Insurance
Vision Insurance
Long and short-term disability
Retirement Plan Options
Paid time off
Paid Holidays All UT Dallas employees have access to various professional development opportunities, including a membership to Academic Impressions, LinkedIn Learning, and UT Dallas Bright Leaders Program.

About UT Dallas
The University of Texas at Dallas is committed to graduating well-rounded members of the global community whose education has prepared them for rewarding lives and productive careers in a constantly changing world. A diversity of people, ideas and perspectives is crucial to our vision and mission. A charter member of SEA (STEMM Equity Achievement) Change, UT Dallas is a place where members of the community are welcomed, treated fairly, and encouraged to their pursuit of excellence.

What You Should Know
UT Dallas is ranked among the “Best of the Best Colleges” for LGBTQ Inclusion by Campus Pride. The Office of Diversity, Equity and Inclusion hosts a variety of programs and leads initiatives toward efforts to cultivate a culture of equity and belonging for all members of the campus community. “LilyPad” lactation facilities are located throughout campus for private use by nursing parents. The University currently supports nine Employee Resource Groups (ERGs) that are communities of faculty and staff from various identities along with advocates and allies (e.g., Black Faculty and Staff Alliance, Universal Access ERG, Military and Veteran ERG). The University of Texas at Dallas is committed to providing an educational, living and working environment that is welcoming, respectful and inclusive of all members of the university community. The University prohibits unlawful discrimination against a person because of their race, color, religion, sex (including pregnancy), sexual orientation, gender identity, gender expression, national origin, age, disability, genetic information, or veteran status. Visit https://institutional-initiatives.utdallas.edu/ for more information.
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