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Financial Analyst

Company: Milwaukee School of Engineering (MSOE)
Location: Milwaukee
Posted on: January 28, 2023

Job Description:

Financial AnalystMilwaukee , WI Job DescriptionMilwaukee School of Engineering (MSOE) invites applications for a full-time Financial Analyst to join our Finance team. Under direction of the Associate VP of Finance, the Financial Analyst at the Milwaukee School of Engineering will perform and assist with budgeting, forecasting, financial analysis, and financial reporting. The Financial Analyst will also perform various accounting functions and assist in the financial close process. The Financial Analyst will contribute and provide financial support to leadership, chairs, and management.

Essential Job Functions

Budget and Forecasts

  • Facilitate coordination of the budget and forecast processes.
  • Develop and prepare templates and other materials used to prepare the budget and forecasts.
  • Provide support and analysis to leadership, chairs, and others in preparing budgets, monitoring budget adjustments, and preparing forecasts.
  • Contribute to the development of the organization's consolidated budget and forecasts.
  • Facilitate summarizing and reporting the organization's budget and forecasts.

    Financial Analysis

    • Prepare budget and forecast variance analyses for various levels of management.
    • Assist and provide key financial analyses to enable both day-to-day and strategic decisions.
    • Identify, interpret, and communicate financial trends.
    • Provide analysis and recommendations to help optimize the effectiveness and efficiency of processes/expenditures.

      Financial Reporting and Dashboarding

      • Support the development and maintenance of key performance metrics.
      • Create and maintain reporting tools and templates to facilitate the production of regular financial reports/analysis.
      • Develop, prepare, and communicate periodic and special financial reports and dashboards that enable the organization to make better financial decisions.

        Business Support

        • Provide financial support for the preparation of models and business cases to evaluate new initiatives and significant capital expenditures.
        • Participate in cross-functional teams to assist in quantifying risks/opportunities and to create financial analytics.
        • Collaborate with management across the organization to create understanding of financial results, drivers, and issues.


          • Participate in month-end and year-end financial close process.
          • Prepare and enter adjustments and journal entries on a monthly or as needed basis.
          • Analyze and prepare general ledger account reconciliations and journal entries.
          • Contribute to the development of procedures to make the close and reporting processes more efficient and accurate.
          • Ensure that all transactions are made in accordance with Generally Accepted Accounting Principles, as well as Federal, State, and University guidelines.

            Other Duties and Responsibilities

            • Provide education on financial concepts and processes.
            • Perform other financial projects as assigned.

              This list of duties and responsibilities is not all-inclusive and may be expanded to include other duties and responsibilities as management may deem necessary from time to time.


              • Bachelor's Degree in Accounting required.
              • 2+ years of professional accounting experience preferred.
              • Strong accounting and financial analysis skills, as well as excellent communication skills.
              • Advanced knowledge of Microsoft Excel, PowerPoint; experience using Excel as an advanced modeling tool.
              • Proficient in the use of an ERP accounting system with the ability to adapt computer skills to new systems.

                Knowledge, Skills, and Abilities

                • Ability to work both independently and with teams in a deadline and detail-oriented environment.
                • Adept at troubleshooting, problem solving, and responding to stakeholder requests.
                • Ability to deal sensitively with confidential data and use sound judgment.
                • Ability to interpret, reconcile, comprehend, and perform research on accounting records.
                • Excellent qualitative and analytical skills.
                • Ability to multi-task, work under pressure and meet deadlines.
                • Strong written and verbal communication skills.
                • Accuracy and attention to detail in daily work.
                • Ability to maintain effective working relationships and function as a team player.
                • Strong customer service skills and focus with the ability to see issues through to resolution.

                  Language Skills

                  • Ability to read and interpret documents such as safety rules, operating instructions, and procedure manuals.
                  • Ability to write routine reports and correspondence. Ability to speak effectively before others. Ability to effectively communicate in both written and oral form.

                    Mathematical Skills

                    • Ability to use numbers to solve problems involving concrete variables in standardized situations.

                      Reasoning Ability

                      • Ability to apply commonsense understanding to carry out written or oral instructions.

                        Physical Demands

                        • While performing the duties of this job, the employee is largely sedentary, but the ability to move is required. The employee is occasionally required to traverse within their work area as well as other areas on campus.

                          Work Environment

                          • This job operates in a professional office environment. This role uses standard office equipment such as computers, phones, photocopiers, and filing cabinets.

                            The above statements reflect the general details necessary to describe the principle functions of the occupation described and shall not be construed as a detailed description of all the work requirements that may be inherent in the occupation. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

                            It is the policy of MSOE to provide equal employment opportunity to all individuals regardless of their race, ethnicity, color, creed, religion, sex, age, national origin, physical or mental disability, military and veteran status, sexual orientation, gender identity, genetic characteristics, marital status or any other characteristic protected by local, state or federal law. This policy applies to all jobs at the University and to all the terms, benefits, and conditions of employment/enrollment.

                            Job Code: 222Job SummaryCompanyMilwaukee School of Engineering (MSOE)Start DateASAPEmployment Term and TypeRegular, Full TimeHours per Week40Work Hours (i.e. shift)8am - 4:30pmRequired EducationBachelor's DegreeRequired Experience2+ years

Keywords: Milwaukee School of Engineering (MSOE), Milwaukee , Financial Analyst, Accounting, Auditing , Milwaukee, Wisconsin

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