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Position Classification Description

Position Class Code / Title: B4008 / Financial Analyst
Recruitment Tier: Tier 1
FLSA: Exempt
Grade: 14

This is a description of a Staff Position Classification. It is not an announcement of a position opening. To view descriptions of current openings, please go to UNMJobs and Search Postings to view positions that are currently accepting applications.

The following statements are intended to describe, in broad terms, the general functions and responsibility levels characteristic of positions assigned to this classification. They should not be viewed as an exhaustive list of the specific duties and prerequisites applicable to individual positions that have been so classified.

Summary

Performs and/or oversees strategic, broad-impact financial analysis, reporting, and systems development for a major, multi-unit operating entity of the university. Leads and coordinates the design and implementation of financial/accounting/budget systems and reports. May develop and deliver financial and business training programs, as appropriate.

Duties and Responsibilities

  1. Oversees the design, documentation, and implementation of various integrated systems and applications for periodic and ad hoc financial reporting, utilizing complex electronic financial information from UNM systems and databases.
  2. Compiles and analyzes financial information from all components of the organizational entity, and develops integrated revenue/expense analyses, projections, reports, and presentations.
  3. Coordinates, compiles, and analyzes annual financial statements for the organization and its component units, utilizing complex spreadsheet and database applications.
  4. Collaborates with and coordinates all components of the organization to ensure consistent reporting and adherence to federal and state financial reporting regulations and guidelines, and conformity with university fiscal policies and procedures.
  5. Analyzes, designs, documents, and implements internal financial reporting systems and procedures for the organization or business entity.
  6. Designs, coordinates, and implements training programs for personnel within the organization and its components regarding the nature and application operating policies and procedures.
  7. Provides leadership, administrative management, and operational coordination to various technical, professional, and/or administrative personnel engaged in specified project activities, as appropriate to the position.
  8. Performs miscellaneous job-related duties as assigned.

Minimum Job Requirements

  • Bachelor's degree; at least 3 years of experience directly related to the duties and responsibilities specified.
  • Completed degree(s) from an accredited institution that are above the minimum education requirement may be substituted for experience on a year for year basis.

Knowledge, Skills and Abilities Required

  • Strong interpersonal and communication skills and the ability to work effectively with a wide range of constituencies in a diverse community.
  • Ability to provide technical guidance and leadership to professional personnel in area of expertise.
  • Database management skills.
  • Skill in examining and re-engineering operations and procedures, formulating policy, and developing and implementing new strategies and procedures.
  • Ability to plan, implement, and administer financial information and control systems.
  • Knowledge of a range of automated financial systems and applications software.
  • Ability to compile, analyze, interpret, and present complex annual financial reports, statements, and/or projections.
  • Knowledge of Federal and State financial regulations.
  • Knowledge of the principles, processes, and standards for integrated financial analysis and reporting as related to a public institution.
  • Ability to develop and present educational programs and/or workshops.

Working Conditions and Physical Effort

  • No or very limited physical effort required.
  • No or very limited exposure to physical risk.
  • Work is normally performed in a typical interior/office work environment.

The University of New Mexico provides all training required by OSHA to ensure employee safety.

Revised Date: 03/20/2017