Financial Mgmt Analyst I

POSITION SUMMARY

The Financial Management Analyst I is responsible for supporting and assisting in the preparation, monthly tracking, and projecting of the Office of Information Technology’s annual budget.  This position works closely with various operational staff and management in the preparation, distribution, and tracking of various financial reports and analyses.  The position is responsible for supporting the Administration of Duke’s mobile device management program, as well as serving as the point of contact for the development and tracking of expedited and high priority purchase orders. This includes, but is not limited to, reviewing, analyzing and reporting information within assigned areas of responsibility.

 

DUTIES & WORK PERFORMED  

•  Assist in the preparation of the operational budget; review and analyze departmental budget requests and advise departments regarding changes in budgets to meet OIT’s needs
• Assist with monitoring budget expenditures and prepare written reports and analyses to management setting forth progress, adverse trends and appropriate recommendations or conclusions.
• Prepare and coordinate distribution of various financial reports and analyses for higher management and external agencies to include financial analysis of individual departments supported
• Maintain liaison with departmental managers and administrative staff the preparation and analysis of financial reports to provide information and to resolve problems concerning variances from approved budget.
• In coordination with Management, provide information to various external agencies and professional organizations concerning fiscal operations.
• Assist Duke Departmental Business Managers & Administrative Account Managers in support of Duke Enterprise-wide cellular program
• Consult with Duke departmental Account Managers on how to use Verizon and AT&T portals. Coordinate training for Business Managers & Administrative Account Managers in the usage of Duke Enterprise-wide cellular program. Serve as the primary contact for Enterprise-wide communications with departmental Account Managers.
• Serve as Administrator for Duke cellular portals, create new department accounts, create new user accounts, reset passwords, and coordinate transfer of responsibility for phone lines coming off or on Duke’s portfolio.
• Trouble shoot user reported problems with cellular portal &devices, escalate issues with vendors and IT Support staff as appropriate.
• Monitor, track, analyze, and report on the status of various large sized multimillion dollar projects in the Office of Information Technology. Advise leadership of any changes in performance relative to budget; identify, track, and report on reasons for variance to budget, recommend corrective actions.
• In coordination with your financial team members and management, serve as OIT liaison for fast track and high priority orders and leases; managing and coordinating the process with Operational Managers, technical staff, outside vendors, other department Business Managers, and Procurement to ensure that all required information is received in a timely manner to ensure that the process flows smoothly. Monitor the progress of orders, coordinate with Operational Managers and vendors to trouble shoot and resolve issues as they come up throughout the procurement process.
• Assist finance team research and locate financial information. Serve as backup when other members are out of office to research and respond to manager/ customer inquiries. Work with team members to help train on new processes and procedures. Support managers by creating ad hoc reports to meet customer needs
• Maintain Revenue Tracking Sheet of Journal Vouchers written and reconcile accounts in SAP/R3. Work with outside departments (DUHS) when asked for documentation/attachments in SAP they are unable to access
• Coordinate with OIT functional areas to obtain information necessary to develop and process monthly journal vouchers. Monitor and review financial performance, identify reasons for variances to budget, recommend corrective actions based upon your analysis
• Use the Buy@Duke portal to create orders for OIT, other departments across the University, and other company codes, gathering and attaching all required documentation. Research information in Buy@Duke to determine the status of requests.
• Work with outside vendors to obtain invoices and packing slips for invoices. Verify three-way match for Purchase order, packing slip, and invoices for accuracy prior to submitting invoices for payment. Work closely with Accounts Payable to resolve invoice issues and verify payment.
• Create, maintain, and update the Master Vendor Tracking sheet of all orders for accurate tracking and reciliation to SAP/R3 to ensure and or correct General Ledg