About Student Affairs: Student Affairs at Northwestern University envisions building a just, healthy, and meaningful student learning experiences by pursuing equity, justice, and belonging. This work happens with all of us as people holding multiple identities. Through the frame of collective impact, we strive to center the voices, experiences, and needs of our most marginalized communities. This calls for both individual and collective responsibility and work that supports universally designed solutions that benefit not just individuals, but the full community. Learn more about the Division of Student Affairs here: https://www.northwestern.edu/studentaffairs/about/strategic-plan/strategic-themes.html
The Financial Analyst position in Student Affairs Operations and Services will support and advise the division in the management and oversight of budget planning and analysis, food services billing and financial activity, student account billing and other financial services. The position will track and interpret data to streamline financial systems and processes. The position will assist with revenue and expense projections and budget monitoring for Dining Services.
Workplace Flexibility: This position is eligible to work remotely up to 2 days per week.
Participates in determination of budget including fiscal resource allocation of appropriated, discretionary, endowment and/or gift revenues under supervision of the Executive Director – Administration and Finance.
Prepares analysis and reports, with primary emphasis on food service activity.
Provides account research.
Assists with budget projects.
Updates budget estimates and provides commitment tracking support for all financial activity.
Ensures lead schedules are prepared.
Assist the Executive Director – Administration and Finance to guide units of responsibility through university budgeting and forecasting processes, reviews budget and forecasting submissions.
Reviews and reconciles actual expenses to budget per NU Audit guidelines.
Recommends funds reallocation within budget as necessary and appropriate.
Analysis, Statements, and Reporting 30%
Assist with daily, monthly, annual, and/or project end analysis and reports regarding area/unit accounts, funds, payroll, expense and/or revenue allocation, customer service activity, etc.
Prepares financial analysis and lead schedules for supplies, equipment, and/or personnel decisions.
Records journal entries and creates reports.
Performs financial account reconciliations, statement analysis, and transaction research.
Provides support for audits and quarterly financial statement preparation
Maintains, and updates financial models and analysis.
Provides review of all types of financial transactions some of which may be complex in regard to size or duration of account.
Enters individual and/or summary of transactions into journals and/or general ledger or other NU enterprise system for approval of management team.
Reviews and ensures approval based on alternatives regarding practice and policy; analyzes and classifies transactions in accordance with established chart or coding of accounts; creates new accounts; prepares, processes, reconciles and provides receipts (as appropriate) for transactions.
Processes transfer and/or appropriation charges and may balance and/or close accounts. Works with NU Student Organization Finance Office (“SOFO”) to reconcile student activity funds.
Troubleshoots problems; performs vendor/account research as requested; obtains additional information from or provides instruction and guidance for customers/vendors; corrects or escalates.
Prepares and delivers bank deposits
Contacts outside agencies, banks and/or banking systems to obtain clarification of rules and/or regulations.
Assists with account availability for all chart strings.
Provides support for internal and/or granting agency audit requests.
Reviews status of related university accounts, transactions, and processes; troubleshoots issues as needed.
Processes and presents data and information through the application of database, graphic and spreadsheet software.
Obtains data by downloading from enterprise systems; develops and runs queries.
Identifies sources for data and information to be used and completes special financial projects
Performs general office support activities
Manages operation of or interaction with a computer system or system processes that support the area or program.
Ensures that area service level goals are met.
Other duties as assigned 5%
Bachelor’s degree with coursework in accounting, business, finance or related field or the combination of education and experience where similar knowledge, skills and abilities may be acquired.
Two years financial, budgeting and/or preparing account reconciliations or financial statements along with financial analysis experience.
Knowledge of financial accounting with an understanding of accounting principles, methods and procedures, enabling the candidate to quickly understand the overall account structure used for budgeting and financial record keeping and reporting purposes;
Knowledge and experience with Microsoft Office applications
Excellent verbal and written communication skills;
Strong interpersonal and teamwork skills;
The ability to build and maintain positive working relationships;
A proven record of administrative, leadership, organizational, and supervisory skills;
The ability to work in diverse and changing environments and to work successfully in a multi-faceted organization;
The ability to maintain confidential and sensitive personal and financial information with discretion.
Strong interest in analyzing data and information, understanding the relationships between the types of data collected, and reaching conclusions about the patterns the data and information reveal;
Ability to be responsive to the challenge of problem-solving;
Highly developed oral and written communication skills;
Ability to prepare written materials and presentations with a minimum of editorial oversight;
Interpersonal skills necessary to work with a variety of internal and external contacts, and to interact with faculty, staff and students;
Ability to establish priorities and react promptly to a large number of requests and needs;
Experience in University budget management and in developing tools and systems that provide critical financial and operational information are preferred.
Prefer demonstrated sound judgment; fiduciary stewardship and a high level of integrity; an innovative approach to work; and the ability to incorporate best practices into the organizational culture.
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 us at https://www.northwestern.edu/hr/benefits/work-life/index.html to learn more.
Professional Growth and 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 us at https://www.northwestern.edu/hr/learning/index.html to learn more.
Northwestern requires all staff and faculty to be vaccinated against COVID-19, subject to limited exceptions. For more information, please visit our COVID-19 and Campus Updates website.
The Northwestern campus sits on the traditional homelands of the people of the Council of Three Fires, the Ojibwe, Potawatomi, and Odawa as well as the Menominee, Miami and Ho-Chunk nations. We acknowledge and honor the original people of the land upon which Northwestern University stands, and the Native people who remain on this land today.
Northwestern University is an Equal Opportunity, Affirmative Action Employer of all protected classes, including veterans and individuals with disabilities. Women, racial and ethnic minorities, individuals with disabilities, and veterans are encouraged to apply. Click for information on EEO is the Law.
Northwestern University is a major private research university with 12 academic divisions located on three campuses in Evanston, Chicago, and Education City in Doha, Qatar. We have approximately 2,500 full-time faculty members, 17,000 graduate and undergraduate students, and over 5,700 full and part-time staff. Northwestern University combines innovative teaching and pioneering research in a highly collaborative environment. It provides students and faculty exceptional opportunities for intellectual, personal and professional growth.