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FINANCIAL ANALYST III

Job Title: FINANCIAL ANALYST III
Job Code: 5043
FLSA: E
Job Level: G2
Revised Date: 06/13/2005
Supervisory Responsibility: Yes

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General Description of the Job Class

Plan, develop and coordinate the preparation of financial analyses and reports including, but not limited to, operational and capital budgets, financial statements, statistical reports, cost analyses and other financial information; perform complex and specialized assignments in assigned area of expertise; perform lead role in coordinating complex projects.

Duties and Responsibilities of this Level

Plan, develop and coordinate the preparation of financial analyses and reports including, but not limited to, operational and capital budgets, financial statements, statistical reports, cost analyses and other financial information.

Maintain liaison with business unit financial managers to advise units regarding financial position, cash flows, accounts, budgets, budget requests and related financial matters.

Supervise, coordinate and participate in the preparation of various financial reports and analyses for senior leadership and external agencies.

Assist in the development, implementation and management of financial systems, cost accounting systems and/or financial policies and procedures as appropriate.

Recommend various personnel actions including, but not limited to, hiring, performance appraisal, promotions, transfers and vacation schedules. Perform other related duties incidental to the work described herein.

Required Qualifications at this Level

Education

Work requires a Bachelor's degree in Accounting, Finance, Economics, Business Administration or a related field. CPA is desirable.

Experience

Work requires a minimum of six years experience in financial management, cost accounting or a field directly related to specialized area of assignment.

Degrees, Licensure, and/or Certification

N/A

Knowledge, Skills, and Abilities

N/A

Distinguishing Characteristics of this Level

N/A


The intent of this job description is to provide a representative and level of the types of duties and responsibilities that will be required of positions given this title and shall not be construed as a declaration of the total of the specific duties and responsibilities of any particular position. Employees may be directed to perform job-related tasks other than those specifically presented in this description.


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Essential Physical Job Functions

Certain jobs at Duke University and Duke University Health System may include essential job functions that require specific physical and/or mental abilities. Additional information and provision for requests for reasonable accommodation will be provided by each hiring department.