Portland Community College | Portland, Oregon Portland Community College

Financial Management Analyst

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

Job Summary

Under the direction of a Finance Division Manager(s), the Financial Management Analyst, is responsible to provide and respond to technical inquiries and information requests related to the financial operations and processes of the College, perform research and analysis, serve the internal client groups by communicating changes in finance processes, procedures and policies, provides training and guidance on budget preparation, monitors, reconciles, and highlights areas of concern. Typical responsibilities include: consulting/communicating with departments and all levels of staff and management on matters related to accounting principles, processes, and procedures, and conducting financial analysis; provides expertise to management in the preparation of the College budget, financial reports, and the interpretation and application of fiscal policies and procedures.  Provide guidance/consultation to executive and senior-level management in resolving unique financial situations requiring the interpretation and application of multiple regulations and practices within the context of the College financial systems.

Distinguishing Characteristics

The Financial Management Analyst is a senior-level professional position which provides a full range of professional and technical support and consultation, performs complex analysis and exercises judgment in the interpretation and application of related laws, regulations, practices and procedures.

Typical Duties and Responsibilities

  1. As a senior-level staff member of the Financial Services department, serves as a liaison to all levels of College staff and management by providing professional and technical expertise required to manage fiscal resources appropriately.  Maintains on-going contact with Campus Presidents, Administrative Services 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.  Works consultatively in conducting 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 and all other laws and regulations to which the College is subject.  Regularly analyzes the College’s financial information and advises senior management of financial management problem areas, areas of concern and recommended 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 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 system 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 budget 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.  Coordinates and participates in special projects related to financial activities such as labor contract negotiations.
  8. Coordinates and communicates changes in financial processes, policies, and procedures; provides training and guidance to managers and applicable staff on existing business processes.
  9. 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.
  10. Performs other duties related to financial and budget as assigned from time to time.

Minimum Qualifications

Bachelor’s Degree in Accounting, Finance, or Business Administration.  Minimum of 4-6 years of progressively responsible, related professional-level experience 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;
  • Fund accounting principles and practices;
  • Public funds administration principles and practices;
  • Generally Accepted Accounting Principles (GAAP);
  • Governmental Accounting Standard Board (GASB) principles.
Skills in:
  • Performing complex mathematical and analytical calculations;
  • Preparing and maintaining critical financial records;
  • Interpreting and applying laws, rules, and regulations;
  • Researching and resolving financial discrepancies;
  • Preparing reports;
  • Communicating complex and detailed reports and information;
  • Analyzing statistical and financial relationships in data;
  • Preparing budget documents;
  • Handling multiple priorities simultaneously;
  • Prioritizing workload;
  • Interpreting and applying accounting procedures and principles;
  • Analyzing complex financial information;
  • Recording, analyzing, verifying, reconciling, and reporting financial transactions;
  • Working with diverse academic, cultural and ethnic backgrounds of community college students and staff;
  • Utilizing computer technology used for communication, data gathering and reporting;
  • Communicating effectively through oral and written mediums.

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 and campus management.  May be required to occasionally attend Board Meetings and/or 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: 2/2020, 2/2009, 4/2007

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