Finance Analyst

REQ 81268

Hybrid Role within State of FL

Position Highlights :

The Foundation Finance Analyst will manage all phases of Foundation accounts including maintenance of new and existing accounts, review of aged accounts, and distribution of funds. The primary function of the role is to provide direct financial and operational advisory services on gift funds and sub-account activity. Additional responsibilities will include maintaining financial operating reports, reviewing and analyzing financial details, and processing distribution requests. This position serves as backup to the Foundation Finance Assistant and will occasionally perform timekeeping, purchasing, and cash / check deposit processes. Assist with various ad hoc request as needed.

Select Responsibilities :

• Oversee the management of active Foundation fund accounts and subaccounts.
• Maintain list of active fund accounts by updating fund attributes as needed. Perform fund management responsibilities for all new and existing funds by maintaining proper records.
• Reconcile individual funds by pulling gift history details, comparing details to financial database, and researching discrepancies. Prepare monthly financial fund balance reports and disseminate to appropriate personnel. Collaborate with personnel as needed to assist with their understanding of Foundation policies and procedures.
• Handling Philanthropic Financial Analysis and Reporting.
• Collaborate with Research Administrators, Principle Investigators, Accountable Officers, and other support staff to review assigned accounts and provide guidance on accessing funds.
• Prepare analysis of historical distributions, by fund or program area, as requested.
• Prepare fund balance reports monthly and disseminate to assigned personnel.
• Monitor and review open sub-accounts for utilization of balances, provide recommendation for potential closures, and work with assigned administrators to extend end dates, if needed.

Credentials and Qualifications :

Preferred :