University of Washington
BUDGET FISCAL ANALYST LEAD
University of Washington, Seattle, Washington, us, 98127
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Benefits:
As a UW employee, you will enjoy generous benefits and work/life programs. For detailed information on Benefits for this position, click here. This position has been reposted; if you have previously applied, you need not submit again. As a UW employee, you have a unique opportunity to change lives on our campuses, in our state, and around the world. UW employees offer their boundless energy, creative problem-solving skills, and dedication to build stronger minds and a healthier world. The Budget/Fiscal Analyst Lead at the Department of Atmospheric and Climate Science is responsible for leading and directing the complex fiscal work of the grants team and will report directly to the Administrator. The successful candidate must exercise initiative, display competence in managing workflow, attend to multiple assignments concurrently, and excel in a team environment. The Department offers training, cross-training, and opportunities for growth. DUTIES AND RESPONSIBILITIES Lead Fiscal Team (70%)
Act as Lead to the grants team of 2 Budget/Fiscal Analysts. Assign duties to team members. Manage the daily operations and workflow needs of the team. Allocate and manage staff resources with oversight of the day-to-day work. Triage tasks as needed to balance workloads during peak times. Train and support team members in the tools and processes to ensure consistent work quality. Identify and propose new policies and procedures to streamline work processes. Participate in Business Office strategic planning efforts. Implement new financial data systems (Workday, Sage, internal recharge center billing software, etc.) in the business office. Act as the Department’s subject matter expert in grants proposal, sub-awards, pre-awards, and post-awards; train others in system business processes. Provide or ensure team members have backup for various duties including ProCard reconciliation, recharge center tasks including budget analysis and projections, and forecasting and reconciliation of budgets. Act as the central contact and subject matter expert on purchase orders placed in Workday. Delegate purchase order requests to front office staff as needed. Act as an approver, verifying purchases are allocated to proper budgets and object codes. Ensure compliance with university and state policies including records retention. Act as compliance approver for reimbursements, travel reimbursements, and other payments on Department budgets processed in Workday and TREQ. Provide transaction data to the Administrator and report on trends or anomalies. Working closely with the Administrator, provide statistical reporting and analysis to the department’s faculty and staff leadership on a variety of financial and personnel data points in the Allen School utilizing BI Portal or internal data collection systems for strategic planning purposes. Manage and provide fiscal support including budget projections, approving expenditures, tracking spending, reconciling budgets, reporting balances, and ensuring compliance with university and state policies for teaching professors and instructors, the Department’s DEI budgets, and the Department’s student groups in conjunction with student advising program managers. Coordinate with the Administrator to ensure allowable expenditures. Attend training and seek out other materials to keep up-to-date with changes in UW policy and operational changes. Manage records retention policies and procedures for the business office. Ensure timely and accurate records management.
Payroll Responsibilities (30%)
Identify costing allocations, develop missing or incomplete information, and reconcile discrepancies. Coordinate with payroll team members to obtain missing fiscal information and ensure all issues are resolved.
Other duties as assigned. MINIMUM REQUIREMENTS A Bachelor’s Degree with major study in accounting, business administration, or related field and two years of work experience as a Fiscal Specialist II or Budget/Fiscal Analyst, or equivalent combination of education/experience. ADDITIONAL REQUIREMENTS Experience leading teams and/or supervising others. Experience and skills in building productive relationships with the ability to lead teams and work in cross-functional team collaborations. Demonstrated ability to prioritize work efforts and work under pressure while maintaining team and individual effectiveness. Strong collaborative, proactive, and positive working style with customer service focus. Excellent analytical, as well as written and verbal communication skills with the ability to develop and deliver communications to team members and all levels of management. Ability to initiate and implement creative solutions while dealing with trade-offs and conflict collaboratively and positively. Ability to work with complex financial data and distill meaning. Ability to formulate recommendations and interpret financial information. Ability to prepare complex financial analyses and interpretations with a high degree of accuracy. Proficiency with MS Office applications; advanced Excel skills. Proficiency with databases and information systems. DESIRED QUALIFICATIONS At least two years of advanced fiscal experience in a university academic setting. Knowledge of University of Washington fiscal regulations and procedures, and experience with the University of Washington’s online financial systems. Experience with UW or other university/college student funding, awards, insurance, and tuition. Progressively more responsible experience in finance and financial/budget planning. WORKING CONDITIONS This is a strictly in-person position, Monday through Friday (8:30 AM - 5:00 PM). To meet project timelines and deadlines, flexibility with your schedule and the possibility of working additional hours beyond standard office hours may be required. Application Process:
The application process may include completion of a variety of online assessments to obtain additional information that will be used in the evaluation process. These assessments may include Work Authorization, Cover Letter and/or others. Any assessments that you need to complete will appear on your screen as soon as you select “Apply to this position”. Once you begin an assessment, it must be completed at that time; if you do not complete the assessment, you will be prompted to do so the next time you log into your “My Jobs” page. If you choose to take it later, it will appear on your "My Jobs" page to take when you are ready. Please note that your application will not be reviewed, and you will not be considered for this position until all required assessments have been completed. Committed to attracting and retaining a diverse staff, the University of Washington will honor your experiences, perspectives and unique identity. Together, our community strives to create and maintain working and learning environments that are inclusive, equitable and welcoming. To request disability accommodation in the application process, contact the Disability Services Office at 206-543-6450 or dso@uw.edu. Applicants considered for this position will be required to disclose if they are the subject of any substantiated findings or current investigations related to sexual misconduct at their current employment and past employment. Disclosure is required under Washington state law.
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As a UW employee, you will enjoy generous benefits and work/life programs. For detailed information on Benefits for this position, click here. This position has been reposted; if you have previously applied, you need not submit again. As a UW employee, you have a unique opportunity to change lives on our campuses, in our state, and around the world. UW employees offer their boundless energy, creative problem-solving skills, and dedication to build stronger minds and a healthier world. The Budget/Fiscal Analyst Lead at the Department of Atmospheric and Climate Science is responsible for leading and directing the complex fiscal work of the grants team and will report directly to the Administrator. The successful candidate must exercise initiative, display competence in managing workflow, attend to multiple assignments concurrently, and excel in a team environment. The Department offers training, cross-training, and opportunities for growth. DUTIES AND RESPONSIBILITIES Lead Fiscal Team (70%)
Act as Lead to the grants team of 2 Budget/Fiscal Analysts. Assign duties to team members. Manage the daily operations and workflow needs of the team. Allocate and manage staff resources with oversight of the day-to-day work. Triage tasks as needed to balance workloads during peak times. Train and support team members in the tools and processes to ensure consistent work quality. Identify and propose new policies and procedures to streamline work processes. Participate in Business Office strategic planning efforts. Implement new financial data systems (Workday, Sage, internal recharge center billing software, etc.) in the business office. Act as the Department’s subject matter expert in grants proposal, sub-awards, pre-awards, and post-awards; train others in system business processes. Provide or ensure team members have backup for various duties including ProCard reconciliation, recharge center tasks including budget analysis and projections, and forecasting and reconciliation of budgets. Act as the central contact and subject matter expert on purchase orders placed in Workday. Delegate purchase order requests to front office staff as needed. Act as an approver, verifying purchases are allocated to proper budgets and object codes. Ensure compliance with university and state policies including records retention. Act as compliance approver for reimbursements, travel reimbursements, and other payments on Department budgets processed in Workday and TREQ. Provide transaction data to the Administrator and report on trends or anomalies. Working closely with the Administrator, provide statistical reporting and analysis to the department’s faculty and staff leadership on a variety of financial and personnel data points in the Allen School utilizing BI Portal or internal data collection systems for strategic planning purposes. Manage and provide fiscal support including budget projections, approving expenditures, tracking spending, reconciling budgets, reporting balances, and ensuring compliance with university and state policies for teaching professors and instructors, the Department’s DEI budgets, and the Department’s student groups in conjunction with student advising program managers. Coordinate with the Administrator to ensure allowable expenditures. Attend training and seek out other materials to keep up-to-date with changes in UW policy and operational changes. Manage records retention policies and procedures for the business office. Ensure timely and accurate records management.
Payroll Responsibilities (30%)
Identify costing allocations, develop missing or incomplete information, and reconcile discrepancies. Coordinate with payroll team members to obtain missing fiscal information and ensure all issues are resolved.
Other duties as assigned. MINIMUM REQUIREMENTS A Bachelor’s Degree with major study in accounting, business administration, or related field and two years of work experience as a Fiscal Specialist II or Budget/Fiscal Analyst, or equivalent combination of education/experience. ADDITIONAL REQUIREMENTS Experience leading teams and/or supervising others. Experience and skills in building productive relationships with the ability to lead teams and work in cross-functional team collaborations. Demonstrated ability to prioritize work efforts and work under pressure while maintaining team and individual effectiveness. Strong collaborative, proactive, and positive working style with customer service focus. Excellent analytical, as well as written and verbal communication skills with the ability to develop and deliver communications to team members and all levels of management. Ability to initiate and implement creative solutions while dealing with trade-offs and conflict collaboratively and positively. Ability to work with complex financial data and distill meaning. Ability to formulate recommendations and interpret financial information. Ability to prepare complex financial analyses and interpretations with a high degree of accuracy. Proficiency with MS Office applications; advanced Excel skills. Proficiency with databases and information systems. DESIRED QUALIFICATIONS At least two years of advanced fiscal experience in a university academic setting. Knowledge of University of Washington fiscal regulations and procedures, and experience with the University of Washington’s online financial systems. Experience with UW or other university/college student funding, awards, insurance, and tuition. Progressively more responsible experience in finance and financial/budget planning. WORKING CONDITIONS This is a strictly in-person position, Monday through Friday (8:30 AM - 5:00 PM). To meet project timelines and deadlines, flexibility with your schedule and the possibility of working additional hours beyond standard office hours may be required. Application Process:
The application process may include completion of a variety of online assessments to obtain additional information that will be used in the evaluation process. These assessments may include Work Authorization, Cover Letter and/or others. Any assessments that you need to complete will appear on your screen as soon as you select “Apply to this position”. Once you begin an assessment, it must be completed at that time; if you do not complete the assessment, you will be prompted to do so the next time you log into your “My Jobs” page. If you choose to take it later, it will appear on your "My Jobs" page to take when you are ready. Please note that your application will not be reviewed, and you will not be considered for this position until all required assessments have been completed. Committed to attracting and retaining a diverse staff, the University of Washington will honor your experiences, perspectives and unique identity. Together, our community strives to create and maintain working and learning environments that are inclusive, equitable and welcoming. To request disability accommodation in the application process, contact the Disability Services Office at 206-543-6450 or dso@uw.edu. Applicants considered for this position will be required to disclose if they are the subject of any substantiated findings or current investigations related to sexual misconduct at their current employment and past employment. Disclosure is required under Washington state law.
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