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Midwestern University Financial Analyst - AZ - Student Financial Services in Glendale, Arizona

Description

Summary

The Financial Analyst performs detailed financial analyses and support with a broad scope of activities related to the University requiring experienced, professional knowledge and application of accounting and financial principles. This position is a member of the Student Financial Services team. This individual will create a wide range of detailed/complex reports on an annual, quarterly, monthly and weekly basis. This individual also serves as the primary contact for accreditation related reports updated by the by the Student Financial Services department for the individual colleges and programs. This position has reporting responsibilities that cover both the Glendale, AZ and Downers Grove, IL campuses. This position reports to the Vice President of Finance.

Essential Duties and Responsibilities

  • Provide support for the annual Uniform Guidance audits for both the Glendale, AZ and Downers Grove, IL campuses.

  • Administer surveys and research to include:

  • Perform the annual tuition survey study for bond reporting.

  • Prepare the annual Student Financial Services Scholarship and Financial Aid.

  • Administer the annual cost of attendance surveys and participate in cost of attendance development.

  • Monitor and track on a bi-weekly and monthly basis:

  • Federal Work-Study spend

  • Institutional loan spend

  • MWU loan originations

  • Month-end notifications and provide aging/ past due reports.

  • Serve as the point of contact for all applicable accreditation information requests, coordinate data and submit to correct program as needed.

  • Conduct the annual review of the University's Record Retention documents and ensure continued compliance.

  • Support Policy and Procedure annual review and update.

  • Support Annual Self-Assessment Process.

  • Complete data analysis on various data sets annually and as needed including:

  • Comparative program information.

  • MWU Loan application and borrower information.

  • IPEDS information.

  • Other duties as assigned by the Vice President of Finance.

Supervisory Responsibilities

This job has no supervisory responsibilities.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Other Qualifications

Analytical, numerical, and problem-solving skills are required. The position interacts with a wide variety of University Faculty, Staff and Students; therefore, excellent interpersonal and communication skills are necessary in order to work cooperatively with persons at all levels in the University. A high attention to detail and the ability to work well under pressure and manage multiple priorities and deadlines is also required.

Education and/or Experience

Bachelor’s degree in Accounting, Finance, Data Science or related field is required. Must have 3-5 years of experience in finance or accounting with previous higher education experience preferred. The ability to present financial information effectively along with strong organizational skills is also required.

Computer Skills

Computer proficiency in MS Office (Word, Excel, Outlook, PowerPoint). Significant experience with Excel is required i.e. creating spreadsheets, charts, pivot tables and utilizing lookup functions for reporting and recordkeeping. Ability to utilize R analytical software preferred.

Language Skills

Intermediate skills: Ability to read and interpret documents such as safety rules, operating and maintenance instructions and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization.

Reasoning Ability

High skills: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form.

Mathematical Ability

Intermediate skills: Ability to calculate figures and amounts such as discounts, interests, commissions and proportions, percentages, area, circumference and volume. Ability to apply concepts of basic algebra and geometry.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this Job, the employee is occasionally required to stand, walk, use hands to handle or feel and reach with hands and arms. The employee is regularly required to sit, talk and hear. The employee must occasionally lift and /or move up to 10 pounds.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually quiet.

Midwestern University is an Equal Opportunity/Affirmative Action employer that does not discriminate against an employee or applicant based upon race; color; religion; creed; national origin or ancestry; ethnicity; sex (including pregnancy); gender (including gender expressions, gender identity; and sexual orientation); marital status; age; disability; citizenship; past, current, or prospective service in the uniformed services; genetic information; or any other protected class, in accord with all federal, state and local laws, including 41 C.F.R. 60-1.4(a), 250.5(a), 300.5(a) and 741.5(a). Midwestern University complies with the Smoke-Free Arizona Act (A.R.S. 36-601.01) and the Smoke Free Illinois Act (410 ILCS 82/). Midwestern University complies with the Illinois Equal Pay Act of 2003 and Arizona Equal Pay Acts.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

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