What are the responsibilities and job description for the Financial Analyst position at St. John Fisher University?
Position Title
Financial Analyst
Overview
St. John Fisher University is an independent, liberal arts institution that provides a transformative education to approximately 3,800 undergraduate, master’s, and doctoral students each year. Across its five Schools, Fisher offers nearly 40 majors in the humanities, social sciences, natural sciences, business, education, and nursing; 11 pre-professional programs; and master’s and doctoral programs in business, nursing, education, pharmacy, and public health. The University’s residential campus boasts a robust living and learning community and a successful intercollegiate athletics program. Fisher is a community where all are welcome, regardless of religious or cultural background.
The University continues to honor its founders, the Congregation of St. Basil, by embracing their motto, “Teach Me Goodness, Discipline, and Knowledge.” We are located in Pittsford, N.Y., seven miles outside of the city of Rochester. The campus is situated on 164 park-like acres—a beautiful setting for a warm, friendly campus community.
The University continues to honor its founders, the Congregation of St. Basil, by embracing their motto, “Teach Me Goodness, Discipline, and Knowledge.” We are located in Pittsford, N.Y., seven miles outside of the city of Rochester. The campus is situated on 164 park-like acres—a beautiful setting for a warm, friendly campus community.
Job Responsibilities
Overview:
Under the supervision of the Controller, this position is instrumental in supporting external and internal financial reporting requirements of the University. This position requires discretion and judgment and is responsible for handling a variety of confidential and time sensitive materials. Perform various accounting and financial reporting functions, prepare the audit work papers, footnote schedules and annual tax filings and budget reports. Ensure adherence to University policies, external regulations/compliance and generally accepted accounting principles. Responsibilities include, but are not limited to, the following:
Competencies/Skills:
Must possess strong written and oral communication; a strong customer service orientation; consensus building skills; as well as a demonstrated ability to work collaboratively in a team environment. Must work independently with minimal supervision and exercise professional judgment in carrying out all assigned responsibilities.
Job Responsibilities:
- Assist in preparing preliminary and fiscal year-end financial statements and footnotes to support the University’s Financial Statement Audit. Maintain technical proficiency in the research and application of U.S. generally accepted accounting principles (GAAP) and Uniform Guidance.
- Assist with year-end closing process and annual external audit.
- Prepare the University’s tax filings including Federal Form 990, 990-T, State CT-13, and sales tax.
- Prepare external financial surveys required by Federal and State agencies on behalf of the University.
- Perform monthly and quarterly reconciliation and analysis (monthly, quarterly, and annually) of several general ledger accounts for internal reporting.
- Liaison with Advancement Office to ensure proper recording of gifts and pledges, provide financial reporting and analysis of gift and endowment accounts.
- Develop and perform analysis relative to enrollment, revenue and expense statistical data, including variance analysis on these items.
- Provide standard and custom departmental reports, and as needed for functions including budget, payroll and benefits, accounts payable, and general ledger.
- Build reports and dashboards that can be shared with senior management and the Board of Trustees.
- Reconcile construction in progress accounts with Facilities.
- Prepare fixed asset reconciliation, calculate depreciation expense, asbestos abatement.
- Assist in preparing the capital expenditures analysis.
- Reconcile construction in progress accounts with Facilities.
- Back-up departments of Accounts Payable and Payroll
- Prepare ad-hoc financial analyses and assist with special projects as requested by management.
- Other duties as assigned by management.
Functional Administrator responsibilities:
- Maintain fund and org security for Banner, Prophix, and other financial applications, i.e.BDMS.
- Reviews daily control reports to ensure daily balancing of general ledger.
- Primary liaison with Office of Information Technology on projects to improve Banner utilization and workflow capabilities for the Controller’s Office, identify opportunities to streamline and enhance processes.
- Assist in developing and maintaining financial and custom reports for management and using Prophix and Banner functionality.
- Provide standard and custom departmental reports, and as needed for functions including budget, payroll and benefits, accounts payable, and general ledger.
- Coordinate Prophix financial reporting training for Controller’s Office and all University staff who have financial access.
- Assist with year-end Banner closing process.
Education / Experience
Education/Experience:
Bachelor’s degree in Accounting required with five to seven years related experience preferably in a not-for-profit or higher education environment; MBA or CPA preferred. Will consider candidates who have fulfilled the licensure education and examination requirements but have not yet completed the one year full-time employment experience requirement. Strong knowledge of generally accepted accounting principles required. Experience analyzing financial data, using pertinent data sources to independently gather, compile and analyze financial information and coordinate and manage financial projects. Previous Banner applications experience (or another enterprise system) preferred and strong PC based computer skills, including advanced knowledge of spreadsheet products required.
Competencies / Skills
Supervision of Employees
The position may require oversight of student employees.
Work Environment
Office environment
Equipment to be Used
Computer, phone, copier/fax
Job Type
Full-time
Work Hours
35 hour work week
Special Conditions for Eligibility
Minimum Number of References Requested
2
EEO Statement
It is the policy of St. John Fisher University to provide Equal Employment Opportunity to all employees and applicants for employment in accordance with the applicable federal, state, and local laws governing non-discrimination in employment in each locality in which the University has employees.
The University does not discriminate against applicants or employees in hiring, promotion, termination or the terms and conditions of employment on the basis of race, color, religion, gender, sex, perceived sex, gender identity, gender expression, the status of being transgender, sexual orientation, national origin, citizenship, age, disability, marital status, military status, veteran status, predisposing genetic, characteristics or genetic information, arrest or conviction record, status as a victim of domestic violence, or any other characteristic protected by law.
The Title IX Coordinator is the designated University official with primary responsibility for coordinating compliance with Title IX and related federal and state laws. The Title IX Coordinator, Meg Flaherty, Ph.D., can be reached by phone (585-385-8232), email (titleix@sjfc.edu), in-person in Campus Center 209, or outside of business hours by contacting the Office of Safety and Security (585-385-8111).
The University does not discriminate against applicants or employees in hiring, promotion, termination or the terms and conditions of employment on the basis of race, color, religion, gender, sex, perceived sex, gender identity, gender expression, the status of being transgender, sexual orientation, national origin, citizenship, age, disability, marital status, military status, veteran status, predisposing genetic, characteristics or genetic information, arrest or conviction record, status as a victim of domestic violence, or any other characteristic protected by law.
The Title IX Coordinator is the designated University official with primary responsibility for coordinating compliance with Title IX and related federal and state laws. The Title IX Coordinator, Meg Flaherty, Ph.D., can be reached by phone (585-385-8232), email (titleix@sjfc.edu
Work Location
3690 East Ave., Rochester, NY 14618
FLSA
Exempt
Salary / Hourly Range
$62,000.00 - $72,000.00 per year
Notes
The salary range for this role is set based on a variety of factors, including but not limited to internal equity, qualifications, experience, and education. The above hiring range is one component of the University’s competitive Total Rewards package which can be viewed here
Posting Detail Information
Posting Number
S00686P
Desired Start Date
04/01/2025
Open Date
Open Until Filled
Yes
Special Instructions to Applicant
Salary : $62,000 - $72,000
