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MGR, FINANCIAL PLANNING & ANALYSIS
Job Title: MGR, FINANCIAL PLANNING & ANALYSIS
Job Code: 5455
FLSA: E
Job Level: H2
Revised Date: 09/01/2005
Supervisory Responsibility: Yes
General Description of the Job Class
Responsible for managing the creation, execution and refinement of financial analysis for assigned client group.Manage and direct seamless financial governance of business planning processes of the business units of DUHS, including financial and capital planning.
Duties and Responsibilities of this Level
Participate in the development of the Duke University Health System (DUHS) financial plan. Manage financial analysis for client groups as assigned.Develop financial analysis and related management reports in support of leadership requirements.Lead a team of financial analysts to perform non-repetitive financial analysis functions.Provide liaison with DUHS senior financial management, DUHS business CFO's, Finance Directors, University senior accounting and finance personnel, and internal auditors regarding financial and statistical reporting. Manage, document and monitor business plan development. Manage post completion project audits, as assigned.Write, evaluate and document policies and procedures; communicate process methodologies and requirements for financial analysis, budgeting and capital planning. Review work and train lower level employees.Recommend various personnel actions including, but not limited to, hiring, performance appraisals, transfers, promotions and vacation schedules. Perform other related duties incidental to the work described herein.
Required Qualifications at this Level
Education
Position requires organizational, analytical and communication skills with attention to detail evidenced by the completion of a bachelor's degree program. Master???s level college degree preferred.
Experience
Work generally requires years of progressive accounting, financial management and/or financial auditing experience including knowledge of financial reporting. Experience in an academic medical center is preferred.
Degrees, Licensure, and/or Certification
Master's Degree or CPA Preferred.
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.
Duke University is an Affirmative Action/Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, gender, gender expression, gender identity, genetic information, national origin, race, religion, sex, sexual orientation, or veteran status.
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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.
