Job Details

Financial Analyst III
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Position Number: 5816928
Location: Dallas, TX
Position Type: Business and Financial Management

Financial Analyst III

Salary Range:

Salary commensurate with experience and qualifications

About SMU

SMU's more than 12,000 diverse, high-achieving students come from all 50 states and over 80 countries to take advantage of the University's small classes, meaningful research opportunities, leadership development, community service, international study and innovative programs.

SMU serves approximately 7,000 undergraduates and 5,000 graduate students through eight degree-granting schools: Dedman College of Humanities and Sciences, Cox School of Business, Lyle School of Engineering, Meadows School of the Arts, Simmons School of Education and Human Development, Dedman School of Law, Perkins School of Theology and Moody School of Graduate and Advanced Studies.

SMU is data driven, and its powerful supercomputing ecosystem - paired with entrepreneurial drive - creates an unrivaled environment for the University to deliver research excellence.

Now in its second century of achievement, SMU is recognized for the ways it supports students, faculty and alumni as they become ethical, enterprising leaders in their professions and communities. SMU's relationship with Dallas - the dynamic center of one of the nation's fastest-growing regions - offers unique learning, research, social and career opportunities that provide a launch pad for global impact.

SMU is nonsectarian in its teaching and committed to academic freedom and open inquiry.

About the Department:

The Controller's Office consists of group a of ten personnel. The responsibilities of the department range from financial reporting, tax reporting, investment accounting, cash management, capital assets management and endowment management. Additionally, the department supports many departments around the University.

About the Position:

This role is an on-campus, in-person position.

The position is part of the Controller's Office which is within the Office of Budgets and Finance. The main purpose of this position it to support the financial reporting function of the University, both externally and internally. Additionally, this position ensures proper accounting across the University.

Essential Functions:

Financial Reporting
- Prepare quarterly financial statements and analyses.
- Compile and analyze financial data for accuracy and completeness.
- Prepare reports on pledges, bond amortizations and loan guarantees.
- Prepare post close entries and supporting schedules.
Annual audit (with external auditors)
- Prepare audited financial statements and schedules.
- Record adjustments provided by departments and ensure data integrity.
Regulatory Compliance
- Compile annual reports for outside agencies (HHS, NCES, Dept. of Education).
- Gather financial data from Benefits and Payroll for compliance.
Quarterly, Monthly and Other Reporting
- Prepare schedules to record internal amortization.
- Collect space data, analyze data and prepare allocation rates.
- Prepare historical financial data for various individuals as needed.
- Prepare monthly gift annuity entries.
- Prepare monthly separately invested investment entries and reconcile.

Qualifications

Education and Experience:

Bachelor's degree is required.

A minimum of four (4) years of experience is required

Knowledge, Skills and Abilities:

Candidate with emphasis on compliance with GAAP, audit and reporting experience is desired. Certified Public Accountant is preferred. Candidate must also demonstrate to be proficient with MS Office applications and ERP applications. Advanced Excel skills are required.

Candidate must demonstrate strong interpersonal and verbal communication skills, with the ability to communicate broadly across the University and develop and maintain effective relationships with a wide range of constituencies. Must also demonstrate strong written communication skills.

Candidate must possess strong problem-solving skills with the ability to identify and analyze problems, as well as devise solutions. Must also have strong organizational, planning and time management skills.

Physical and Environmental Demands:

Sit for long periods of time

Deadline to Apply:

December 9, 2024

EEO Statement:

SMU will not discriminate in any program or activity on the basis of race, color, religion, national origin, sex, age, disability, genetic information, veteran status, sexual orientation, or gender identity and expression. The Executive Director for Access and Equity/Title IX Coordinator is designated to handle inquiries regarding nondiscrimination policies and may be reached at the Perkins Administration Building, Room 204, 6425 Boaz Lane, Dallas, TX 75205, 214-768-3601, accessequity@smu.edu.

Benefits:

SMU offers staff a broad, competitive array of health and related benefits. In addition to traditional benefits such as health, dental, and vision plans, SMU offers a wide range of wellness programs to help attract, support, and retain our employees whose work continues to make SMU an outstanding education and research institution.

SMU is committed to providing an array of retirement programs that benefit and protect you and your family throughout your working years at SMU and, if you meet SMU's retirement eligibility criteria, during your retirement years after you leave SMU.

The value of learning at SMU isn't just about preparing our students for the future. Employees have access to a wide variety of professional and personal development opportunities, including tuition benefits.

Primary Location: USA-TX-Dallas

Job: Finance and Accounting

Organization: Office of Budget & Finance

Schedule: Regular

Shift: Staff

Employee Status: Individual Contributor

Job Type: Full-time

Job Level: Day Job

Travel: No

Job Posting: Nov 19, 2024, 5:36:48 PM

To apply, visit https://smu.taleo.net/careersection/ex/jobdetail.ftl?job=OFF00000181&tz=GMT%2B00%3A00&tzname=UTC