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Duke University · 3 weeks ago

Financial Management Analyst II, Alumni Engagement and Development

Durham, NC

Full-time

Hybrid

Mid, Senior Level

3+ years exp

Duke University is a prestigious institution seeking a Financial Management Analyst II for its Alumni Engagement and Development department. The role involves supervising staff accountants, overseeing financial operations, and ensuring compliance with financial policies while contributing to strategic financial planning.

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Responsibilities

Lead and guide Staff Accountants in the implementation and optimization of financial systems including Concur, Buy@Duke, online check requests, journal vouchers, and reconciliations. Ensure transactions are processed accurately and efficiently, while exercising judgment in resolving procedural ambiguities and recommending improvements

Provide strategic oversight and serve as a key decision-maker in resolving complex and atypical financial transactions. Act as a resource for budgetary interpretation and ensure alignment with departmental and university financial goals

Assist with budget preparation, reporting and variance analysis. Liaise with departmental directors to educate them about their annual budget and year to date spending

Independently review and approve a wide range of financial documents—including Concur travel and non-travel expense reports, online check requests, Buy@Duke POs, interdepartmental requests, and relocation reimbursement forms—ensuring compliance with university policies. Serve as an authorized signatory and contribute to quarterly reporting through data analysis and interpretation

Oversee and manage expenditures across all current unrestricted and allocated funds, leveraging SAP data to monitor trends, identify risks, and support strategic financial planning

Serve as a senior resource and liaison for departmental financial representatives, interpreting and disseminating university financial policies. Proactively identify training needs, recommend appropriate learning opportunities, and foster a collaborative environment that promotes knowledge sharing and continuous improvement

Oversee the end-to-end workflow for all departmental expenses, ensuring robust internal controls are in place and functioning effectively. Exercise judgment in identifying and mitigating financial risks, and implement process enhancements where needed

Develop and monitor key performance indicators (KPIs) for Staff Accountants, aligning them with departmental financial goals, compliance standards, and critical deadlines. Use these metrics to guide performance reviews and continuous improvement efforts

Provide regular updates and strategic recommendations to Director of Finance regarding workflow efficiency, bottlenecks, and opportunities for optimization

Lead the monthly and year-end financial close processes, ensuring accuracy, timeliness, and compliance with university standards. Take ownership of resolving complex reconciliation issues and coordinating with cross-functional teams to meet reporting deadlines

Ensure alignment of given programmatic, departmental, and/or organization-wide activities with AED strategic goals, priorities, and expectations

Exercise fiduciary responsibility for given individual, programmatic, departmental, and/or organization-wide activities in accordance with Duke’s financial policies, procedures, and standards, and AED expectations

Supervise direct reports in accordance with Duke’s human resource policies, procedures, and standards, and AED expectations

Hire & Onboard new employees (and offboard separating employees) in accordance with programmatic, departmental, and organization-wide priorities, Duke’s human resource policies, procedures, and standards, and AED expectations