"Financial Analyst"

Job Summary

This position will be responsible for administration, support and analysis of projects and operations, report preparation, general accounting, payment services and administrative functions.

Essential Job Duties

• Under general supervision, select from established Institute policies, procedures, and practices to accomplish assignments which require exercise of discretion and judgment.
• Evaluate, review, and approve purchase requisitions, invoices, and applications for payment.
• Approve financial transactions up to a specified dollar amount.
• Participates in development and implementation of internal controls and procedures.
• Assist internal and external customers courteously, promptly, and professionally.
• Reviews internal monthly financial reports; examines and reports trends accordingly.
• Understands workflow and impact of financial operations.
• Interpret and effectively communicate general accounting and purchasing polices to staff and customers; recommend appropriate action to be taken. Refers complex issues to higher levels.
• Ensure that accounting schedules meet set deadlines.
• May provide additional administrative and financial functions as needed.
• May provide assistance to internal and/or external auditors regarding audits of financial transactions, policies, procedures, and practices.
• Assistance with the preparation of financial reports and providing analytical support to ensure efficient use of resources and adherence to budgets.
• Maintain accurate and organized records of financial transactions, budgets, and reports.
• Ensure all documentation is up-to-date and compliant with company policies.
• Ensure compliance with financial policies, procedures, and regulations.
• Assist in audits and provide necessary documentation as required. Record and categorize expenses related to facilities operations.
• Ensure accuracy in expense reporting and verify that expenses are aligned with budget allocations.

Basic Qualifications

• Bachelor's degree and 2 years' experience, or high school diploma and 4 years' experience, in accounting or finance.
• Must demonstrate outstanding oral and written communication skills and must be able to work effectively with all internal and external stakeholders of the Institute.
• Proven knowledge of accounting principles including cost accounting, budget and forecasting, reconciliations and compliance and controls.
• Must have a high degree of attention to detail and demonstrate the ability to organize, manage and prioritize multiple tasks and deadlines simultaneously.
• Experience and confidence with MS Office programs is required.

Preferred Qualifications

• Experience in Procurement including purchase orders, and processing invoices.
• Experience with Oracle, Oracle Business Intelligence (OBI), Assetworks AiM system, Jaegger e-Procurement system and or Power BI.
• Advanced Excel skills for data analysis using functions, VLOOKUPs and complex formulas.
• Bachelor's degree in a business Field.

To be considered for this position please visit our web site and apply on line at the following link: https://hr.caltech.edu/work/job_openings