As part of a team of accounting and financial professionals operating in a fast-paced, deadline-driven environment, the Financial Analyst is a primary contact between the Division of Financial Affairs (DFA), all Cornell University colleges and units that hold investments (including Weill Cornell Medicine and Jacobs Technion-Cornell Institute), and Alumni Affairs and Development (AA&D).
The position will maintain investment accounting records to accurately report, analyze and understand the activity within the University endowment & other invested funds. The Financial Analyst is responsible for the Long Term Investment Pool (LTIP) share maintenance in FUNDRIVER software, reconciliations, and the review and approval of investment transactions.
The Financial Analyst must understand the accounting cycle and transactions related to a large volume of complex and non-routine investments in order to assist with investment accounting questions. The person in this role will need to interpret donor documentation, apply generally accepted accounting principles (GAAP) guidance and university policy and procedures to make decisions on correct accounting treatment and recording.
This position bears responsibility for producing investment related financial statement footnotes, financial statement preparation and analysis, and will be a subject matter expert for campus units on investment policy, process and GAAP accounting questions.
This role requires the ability to apply advanced Microsoft Access, Excel, and query writing skills to precisely analyze data, process entries, and provide guidance, as well as demonstrated exceptional written and verbal communication skills to manage across functions at various levels.
The person in this position will be expected to work additional hours outside standard university operating hours including nights and weekends as business needs require.
All DFA employees are accountable for supporting the organization's values of collegiality, integrity, initiative, excellence, civility, and stewardship; and supporting inclusive and sustainable practices in carrying out everyday responsibilities. Employees are required to attend staff development training. Employees will participate in performance evaluations including dialogues, 360 degree surveys, assessments, etc.
Bachelor's degree in accounting or finance, with at least three to five years of accounting or finance experience, or an equivalent combination of education and experience is required.
Fundamental accounting experience including working knowledge of GAAP.
Advanced proficiency with Microsoft Excel/Access. Experience with data query tools is essential.
Strong analytic, written and oral communication, and interpersonal skills.
Ability to use sound judgment, analytical and data-gathering skills, problem-solving, and decision-making in accomplishing tasks. Possess solid business acumen.
Demonstrated experience effectively working independently as well as collaboratively as part of a team. Experience building and maintaining effective working relationships.
Experience developing and delivering presentations and training.
Ability to be adaptable and flexible while responding to deadlines on assignments and workflow fluctuations.
Ability to take initiative and set priorities to manage multiple, competing demands.
Ability to maintain confidentiality related to sensitive donor documentation.
Familiar with Kuali Financial System, data query tools used by Cornell (Brio, OBIEE) and working experience with accounting in higher education or other not-for-profit organizations.
Knowledge of New York Prudent Management of Institutional Funds Act (NYPMIFA) helpful. CFA or CPA or actively pursuing either helpful.
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No Visa sponsorship is available for this position.
No relocation assistance is available for this position.
University Job Title:
Finance Specialist III
Pay Rate Type:
Number of Openings:
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