Portland Community College | Portland, Oregon

Financial Management Analyst

• Title: Financial Management Analyst
• Category: Confidential
• FLSA: Exempt
• Grade: KK

Job Summary

Under the supervision of the Budget Director, the Financial Management Analyst is responsible for leading financial and data analysis work to support transparent and innovative budget, multi-year forecasting and reporting.  This position performs technical analysis requiring complex analytical tools and financial system queries to produce customized reports and dashboards to meet the needs of the budget group, PCC leadership, and other academic, student and support services departments of the college.  The Financial Management Analyst is tasked with monitoring, reconciling, and highlighting any areas of concern. This position is responsible for developing budget training and drafting budget guidance and procedures. The Financial Management Analyst responds to and resolves budget and accounting inquiries, multi-year financial reporting and return on investment decisions to financial operations and processes of the College. This position performs research, analysis and serves internal client groups by communicating changes in finance processes, procedures and policies. This position will work closely and partner with the Institutional Effectiveness and Enrollment departments to adequately forecast resources and enrollment trends impacting tuition budgeting.

Distinguishing Characteristics

The Financial Management Analyst is a senior-level professional position which provides a full range of professional and high-level technical support and consultation. This position coaches employees within the budget team and provides guidance for staff in other departments.  Routinely exercises sound judgment in the interpretation and application of all related laws, regulations, budget practices, and procedures.

Typical Duties and Responsibilities

1. Serves as a liaison to all levels of College staff and management by providing professional and technical expertise required to manage College fiscal resources appropriately.  Maintains on-going contact with Campus Executive Leadership, Management, and related staff to better understand their objectives and challenges to utilize resources to the best advantage of the College and the students served.  Consults and conducts analytical reviews of varied situations to identify alternative solutions while adhering to application of financial laws, regulations, and practices.
2. Ensures compliance with Oregon Revised Statutes, IRS, Generally Accepted Accounting Principles (GAAP), Sarbanes-Oxley Act, Oregon Ethics Law, budget rules and policies and all other laws and regulations to which the College is subject.  Regularly analyzes the College’s financial information and advises senior leadership of problem areas in financial management, areas of concern and provides appropriate recommendations and actions to address these areas of concern.
3. Prepares, reviews, and submits a variety of reports, reconciliations, communications, schedules, tables, and/or statements to and from internal departments, financial institutions, and external agencies; researches, interprets, updates, audits and maintains a variety of financial records and/or logs.
4. Analyzes and monitors College compliance with financial, reporting, and legal requirements.
5. Maintains appropriate records and monitors the College’s property and fixed asset inventory to ensure they are correctly stated and reported in the comprehensive annual financial statement of the College.
6. Reviews, analyzes and ensures proper functioning and accountability of financial records and systems such as reimbursement for the financial aid program; financial aid accounting and reporting of information to the applicable governmental agencies, audit/maintain positions, position numbers, budget activities, salaries, fringes, etc., ensuring conformity with budgetary guidelines and limits.
7. Leads, participates in, and/or assists with strategic financial analysis and planning processes; participates in the implementation of action plans and tactics in support of College goals and objectives.
8. Coordinates and participates in special projects related to financial activities such as labor contract negotiations.
9. Prepares statistical analysis in concert with the Institutional Effectiveness department in the area of student counts tracked by FTE and course.
10. Prepares enrollment, tuition, fees and the Community College Support Fund (CCSF) forecasts based on enrollment trends and course offerings.
11. Monitors, tracks and forecasts fee revenue and tuition waivers and the corresponding impact on revenue. Coordinates and communicates changes in financial processes, policies, and procedures; provides comprehensive training and guidance to managers and all applicable staff on existing business processes.
12. Organizes, prepares, and reviews a variety of budget and/or grant documentation; determines revenue and expenditure coding; reviews expenditure and fund requests; reconciles budget proceeds.
13. Performs other duties and/or projects related to PCC finance and budget as assigned from time to time.

Minimum Qualifications

Bachelor’s Degree in Accounting, Finance, Business Administration, or related discipline. Relevant experience may substitute for the degree requirement on a year-for-year basis. Minimum of 4-6 years’ experience related to the area of assignment and required to carry out the senior-level responsibilities of the position.

Knowledge and Skills

Knowledge of:

• Budgetary principles;
• Financial accounting systems and principles;
• Applicable Federal, State, and local laws, rules, and regulations;
• Mathematical principles;
• Advanced research methods and techniques;
• Financial control practices and procedures;
• Automated budgeting and financial systems;
• Financial reporting methods;
• Higher Education or governmental accounting;
• Fund accounting principles and practices;
• Public funds administration principles and practices;
• Creating, developing, and maintaining information systems;
• Generally Accepted Accounting Principles (GAAP);
• Governmental Accounting Standard Board (GASB) principles.

Skills in:

• Performing complex mathematical, statistics, and analytical calculations;
• Preparing and maintaining critical financial records;
• Interpreting and administering all applicable laws, rules, and regulations;
• Researching and resolving financial and accounting discrepancies;
• Preparing, defining, developing, and customizing reports to meet the needs of various section managers;
• Communicating complex and detailed reports and information;
• Preparing complex financial forecasts and planning documentation based on multiple years of transactions and history;
• Analyzing and interpreting complex financial, statistical and accounting information;
• Preparing HECC and NWCCU forecasts and budget requirements;
• Preparing budget documents and training materials;
• Handling multiple priorities effectively and simultaneously and prioritizing workload;
• Working side by side with leadership to establish resolutions for complex and unique budgetary challenges/needs;
• Interpreting and applying accounting procedures and principles and procedures;
• Analyzing complex financial data;
• Recording, analyzing, verifying, reconciling, and reporting financial transactions;
• Working with diverse academic, cultural and ethnic backgrounds of community college students, staff, and leadership;
• Utilizing computer technology for communication, data gathering and reporting;
• Strategic listening, with the capacity to provide customized, creative financial management strategies within the framework of all laws, rules and regulations applicable to the College;
• Highly effective communication through both oral and written mediums;
• Experience successfully working as part of a team with a collaborative approach to problem solving;
• Providing budgetary best practice training to collaborators in various departments with distinctive needs.

Work Environment and Physical Requirements

Work is generally performed in an office environment with frequent interruptions and irregularities in the work schedule. Travel throughout the district is required in the liaison role to maintain relationships with district staff and management.  Work to lead/support financial training typically held in person at various campus locations or via virtual web meetings and conferences.  Occasional attendance at College Board Meetings and/or College Budget Committee meetings. No special coordination beyond that used for normal mobility and handling of everyday objects and materials is needed to perform the job satisfactorily.

Revised: 3/2024, 2/2020, 2/2009, 4/2007

• Reviewed: 12/2018
• Replaces: Financial Management Analyst 04/07