Financial Analyst-Facilities

Job SummaryThe Financial Analyst supports Facilities Finance and Business Operations department and provides broad analytical, financial and operational support across all areas of the TCU Facilities business. This position analyzes the financial status of all budgets under the facilities area of responsibility, including university capital, by collecting, monitoring, and analyzing data and information; recommending actions. The position develops reporting and works closely with facility department managers to assess and analyze business performance, to help support planning assumptions, and explain business results. The financial analyst is critical support for the Director of Financial Operations in budget development, monitoring financial results, and ensuring the accuracy of financial records for departments under TCU Facilities area of responsibility.

Duties & Essential Job Functions1. Supports the overall development of the Facilities Operations Budget and the University Capital Budget by providing necessary analyses and guidance to Facilities Finance and Business Operations leadership.

2. Monitors organizational spending to ensure the division is within budget; confirms funding of requisitions and contract spend; approves exceptions from the automated purchase order/invoice match system.

3. Prepares budget adjustment/amendment requests, based upon approved changes to overall funding.

4. Provides department and expense analysis ensuring timely transparency in operating performance. Conducts trend analysis, in a timely manner; evaluates data points, develop best practices for analyzing classification of work performed on a historic basis.

5. Develops reporting, including but not limited to, operational initiatives/metrics, facilities budget status, university capital reporting. Creates ad hoc performance reports, as necessary, to assist management in evaluating business performance. Creates presentations to communicate financial and operational results.

6. Assists with project setup, status and closeout within Facilities systems and university Accounting

7. Generates monthly internal management reports to track financial status and ensure costs are accurately stated; processes correcting journal entries as necessary and chargeback entries to departments.

8. Stays up to date on current market trends.

9. Performs business case, return on investment analysis to draw logical conclusions and make recommendations to management team.

10. Maintains metrics, planning assumptions, historical and trend data.

11. Performs other related duties and special projects, as assigned.

Required Education & Experience

• Bachelor’s degree in Business, Finance, Accounting or related field of study
• 3 years of experience in financial management, accounting, forecasting, or reporting and analysis.

Preferred Education & Experience

• Experience with reporting tools, such as Peoplesoft and NVision

Required Licensure/Certification/Specialized Training

• None

Preferred Licensure, Certification, and/or Specialized Training

• None

Knowledge, Skills & Abilities

• Knowledge of basic research techniques.
• Knowledge of accounting processes.
• Knowledge of problem-solving techniques.
• Knowledge of local, state and federal laws and regulations required to perform the job.
• Knowledge of department specific software.
• Knowledge of university procure-to-pay automation software.
• Knowledge of university financial system.
• Knowledge and good understanding of internal controls.
• Skills in Excel (Advanced) and other Microsoft Office tools (proficiency).
• Ability to use and maintain strong interpersonal and customer service skills.
• Ability to communicate clearly both orally and in writing, especially with non-finance staff.
• Ability to be detail-oriented, multi-task, maintain accuracy of information, and meet deadlines with minimal supervision
• Ability to communicate clearly, both orally and in writing.
• Ability to develop reports and extract information electronically.
• Ability to think analytically and summarize financial information.
• Ability to use data analytic and/or reporting tools such as PowerBI, NVision.
• Ability to recognize and maintain confidentiality of sensitive information.

TCU Core CompetenciesUniversity Core Competencies definitions may be found on the Human Resources website and in the staff performance management system.

Physical Requirements (With or Without Accommodations)

• Visual acuity to read information from computer screens, forms and other printed materials and information.
• Able to speak (enunciate) clearly in conversation and general communication.
• Hearing ability for verbal communication/conversation/responses via telephone, telephone systems, and face-to-face interactions.
• Manual dexterity for typing, writing, standing and reaching, flexibility, body movement for bending, crouching, walking, kneeling and prolonged sitting.
• Lifting and moving objects and equipment up to 10 lbs.

Work Environment

• Work is indoors and sedentary and is subject to schedule changes and/or variable work hours.
• There are no harmful environmental conditions present for this job.
• The noise level in this work environment is usually moderate.
• This role is an on campus, in-person position.

AA/EEO StatementAs an AA/EEO employer, TCU recruits, hires, and promotes qualified persons in all job classifications without regard to age, race, color, religion, sex, sexual orientation, gender, gender identity, gender expression, national