Johns Hopkins University
Financial Analyst, Endowment/Gift Analyst
Johns Hopkins University, Baltimore, Maryland, United States, 21276
We are seeking a
Financial Analyst, Endowment/Gift Analyst
who will monitor and ensure compliance to the gift and endowment process for the School of Medicine.
Specific Duties & Responsibilities
CoordinatesMonitors the gift and endowment process and associated activity. Ensures expense activities are in compliance to donor intent and administrative obligations.
AppliesApplies knowledge of the gift and endowment process as well as the purpose and intent of the gifts and endowments.
Creates/Prepares/DevelopsPrepares and interprets reports on available endowed and gift funding to ensure active and proper usage of funds.
Analyzes/InterpretsInterprets donor intent in alignment with JHU and SOM gift and endowment policies to determine compliance.
ManagesManages the gift and endowment process including ensuring gifts and endowments are maximized, ensuring compliance to the gift and endowment agreement and JHU and SOM gift and endowment policies, and preparing reports on gift and endowment funding.
Problem SolvingEnsures gift and endowment funds are used in compliance with donor intent and administrative obligations. Elevates severe compliance issues to leadership.
Thinking CriticallyIdentifies funds that are under-utilized and determines which to take to leadership to advise of opportunities.Suggests and implements enhancements to the gift and endowment process based on knowledge of the process and relevant compliance and other issues.
Trains/CommunicatesEnsures School and department colleagues are aware of JHU and SOM gift and endowment policies.
CollaboratesPartner with Manager of Business Ops; FP&A colleagues; Department Directors, Administrators, and Staff; University Controller.
Special Knowledge, Skills, & AbilitiesAdvanced Excel skills, with demonstrated knowledge of Pivot tables, formulas and other functions required. Experience with other data reporting tools also required.Demonstrated knowledge of other Microsoft Office products, including Word and PowerPoint.Strong customer service orientation and focus on details, accuracy and meeting pre-determined deadlines.Proven communication, organizational, and analytic skills in a complex organization.Ability to analyze data for budgeting, operations, auditing, accounts receivable, and reserve analysis.Understanding of and commitment to the mission.
Physical RequirementsSitting in a normal seated position for extended periods of time.Finger dexterity required to manipulate objects with fingers rather than with whole hand(s) or arm(s), for example, using a keyboard.Occasionally lifting, carrying objects weighing 10lbs. or less.Occasionally pushing, pulling objects weighing 30lbs. or less.
Minimum QualificationsBachelor's Degree in Finance, Accounting, Business or related field.Three plus years of progressively responsible related financial/accounting experience.Additional education may substitute for required experience and additional related experience may substitute for required education, to the extent permitted by the JHU equivalency formula.
Preferred QualificationsExperience in research financial management and academic business operations.SAP accounting knowledge preferred.
Classified Title: Financial AnalystJob Posting Title (Working Title):Financial Analyst, Endowment/Gift AnalystRole/Level/Range: ATP/03/PCStarting Salary Range: $53,800 - $94,400 Annually ($74,100 targeted; Commensurate with experience)Employee group: Full TimeSchedule: Mon-Fri, 8.30am-5.00pmExempt Status:ExemptLocation:Hybrid/School of Medicine CampusDepartment name: SOM Admin Finance OperationsPersonnel area: School of Medicine
Financial Analyst, Endowment/Gift Analyst
who will monitor and ensure compliance to the gift and endowment process for the School of Medicine.
Specific Duties & Responsibilities
CoordinatesMonitors the gift and endowment process and associated activity. Ensures expense activities are in compliance to donor intent and administrative obligations.
AppliesApplies knowledge of the gift and endowment process as well as the purpose and intent of the gifts and endowments.
Creates/Prepares/DevelopsPrepares and interprets reports on available endowed and gift funding to ensure active and proper usage of funds.
Analyzes/InterpretsInterprets donor intent in alignment with JHU and SOM gift and endowment policies to determine compliance.
ManagesManages the gift and endowment process including ensuring gifts and endowments are maximized, ensuring compliance to the gift and endowment agreement and JHU and SOM gift and endowment policies, and preparing reports on gift and endowment funding.
Problem SolvingEnsures gift and endowment funds are used in compliance with donor intent and administrative obligations. Elevates severe compliance issues to leadership.
Thinking CriticallyIdentifies funds that are under-utilized and determines which to take to leadership to advise of opportunities.Suggests and implements enhancements to the gift and endowment process based on knowledge of the process and relevant compliance and other issues.
Trains/CommunicatesEnsures School and department colleagues are aware of JHU and SOM gift and endowment policies.
CollaboratesPartner with Manager of Business Ops; FP&A colleagues; Department Directors, Administrators, and Staff; University Controller.
Special Knowledge, Skills, & AbilitiesAdvanced Excel skills, with demonstrated knowledge of Pivot tables, formulas and other functions required. Experience with other data reporting tools also required.Demonstrated knowledge of other Microsoft Office products, including Word and PowerPoint.Strong customer service orientation and focus on details, accuracy and meeting pre-determined deadlines.Proven communication, organizational, and analytic skills in a complex organization.Ability to analyze data for budgeting, operations, auditing, accounts receivable, and reserve analysis.Understanding of and commitment to the mission.
Physical RequirementsSitting in a normal seated position for extended periods of time.Finger dexterity required to manipulate objects with fingers rather than with whole hand(s) or arm(s), for example, using a keyboard.Occasionally lifting, carrying objects weighing 10lbs. or less.Occasionally pushing, pulling objects weighing 30lbs. or less.
Minimum QualificationsBachelor's Degree in Finance, Accounting, Business or related field.Three plus years of progressively responsible related financial/accounting experience.Additional education may substitute for required experience and additional related experience may substitute for required education, to the extent permitted by the JHU equivalency formula.
Preferred QualificationsExperience in research financial management and academic business operations.SAP accounting knowledge preferred.
Classified Title: Financial AnalystJob Posting Title (Working Title):Financial Analyst, Endowment/Gift AnalystRole/Level/Range: ATP/03/PCStarting Salary Range: $53,800 - $94,400 Annually ($74,100 targeted; Commensurate with experience)Employee group: Full TimeSchedule: Mon-Fri, 8.30am-5.00pmExempt Status:ExemptLocation:Hybrid/School of Medicine CampusDepartment name: SOM Admin Finance OperationsPersonnel area: School of Medicine