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Duke University Health System · 4 days ago

Financial Management Analyst II

Durham, NC

Full-time

Hybrid

Mid Level

$63K/yr - $108K/yr

3+ years exp

Duke Health is a leading healthcare organization committed to innovation and collaboration. They are seeking a Financial Management Analyst II to oversee financial accounting and reporting functions, ensuring accurate recording and reporting of philanthropic activities while analyzing and improving processes.

Health CareMedical

Responsibilities

Ensure the accurate, timely, and complete transfer of philanthropic activity between DADD and SAP

Reconcile multiple general ledger accounts quarterly and assist in resolving outstanding open items

Provide reporting and analysis on gifts, pledges and pledge payments to Treasury Administration, Financial Services leadership, and AED

Compile credit card processing charges and other fees and allocate to the appropriate departments

Calculate sales tax on gift premiums and allocate to the appropriate departments

Prepare and provide regular reporting on departmental budget, including analysis of variances between actual and budgeted results, and verify amounts charged to department are accurate

Conduct annual pledge review and write-offs, ensuring proper documentation and communication with giving officers

Assist gift officers with questions regarding items held in suspense and update gift and/or pledge activity to transfer items from suspense

Research and resolve issues with returned checks, chargebacks, and reversals and process refunds using PaymentWorks

Oversee the collection, analysis, and reporting of data for annual Form 990 filings

Maintain working knowledge of IRS tax laws and regulations related to charitable giving, including donor-advised funds, foundations, IRA distributions, gifts-in-kind, and securities

Act as a resource on laws and tax issues affecting gifts. Coordinate with Corporate Tax, University Counsel, and the Gift Policy Committee to ensure compliance

Design, test, and implement procedures to streamline philanthropic activity processing, with an emphasis on automation

Serve as the departmental expert on SAP issues related to philanthropic activity

Create documentation/instructions for key work processes

Maintain content on ADR web site

Lead and support special projects as assigned

Perform other duties incidental to the work described

Qualification

Financial analysisSAPAccountingData analysisExcelAccessJudgmentIRS tax knowledgePeopleSoftTime managementAttention to detailCommunication skillsTeamworkInitiative

Required

Bachelor's degree in finance, accounting, or a related field

Minimum three years of experience in financial analysis, accounting, systems analysis, or data analysis; or an equivalent combination of relevant education and experience

Strong understanding of internal controls and how they are operationalized in a cash handling environment

Excellent time management skills and the ability to work in a deadline driven environment

Initiative, motivation, and a high level of attention to detail

Ability to work independently and in a team-oriented environment

Clear, tactful, and diplomatic communication manner with colleagues and donors, and the ability to interact seamlessly with a broad constituency

Excellent judgment and discretion – especially in identifying and maintaining confidential information

Experience in working with PeopleSoft, SAP, or similar ERP process management software

Strong proficiency in Excel and Access