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University of Georgia

Financial Analyst

University of Georgia, Athens, Georgia, us, 30604

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Posting Details

Posting Details

Posting Number S14163P

Working Title Financial Analyst

Department DAR-UGAF Financial Accounting

About the University of Georgia Chartered by the state of Georgia in 1785, the University of Georgia is the birthplace of public higher education in America and is the state's flagship university

() . The proof is in our more than 240 years of academic and professional achievements and our continual commitment to higher education. UGA is currently ranked among the top 20 public universities in U.S. News & World Report. The University's main campus is located in Athens, approximately 65 miles northeast of Atlanta, with extended campuses in Atlanta, Griffin, Gwinnett, and Tifton. UGA employs approximately 3,100 faculty and more than 7,700 full-time staff. The University's enrollment exceeds 41,000 students including over 31,000 undergraduates and over 10,000 graduate and professional students. Academic programs reside in 19 schools and colleges, including our newly established School of Medicine.

About the College/Unit/Department The University of Georgia Foundation enriches the quality of education at the university by supporting scholarships, endowed chairs and professorships and other programs that rely on private funds. With more than $1 billion in assets, a large portion of which is endowed, the foundation provides an average of more than $65 million annually to UGA to advance its mission of teaching, research, and public service. The foundation was established in 1937. As a steward of donor funds, the Foundation has a strong record of fiscal and financial management. Its investment portfolio has consistently outperformed key benchmarks. Growth in the foundation's assets has allowed for greater financial support of the university's mission.

Mission of the University of Georgia Foundation The mission and purpose of the University of Georgia Foundation is to provide support for the teaching, research, public service, and outreach programs of the University of Georgia by means of volunteer leadership and assistance in development and fundraising activities; fiduciary care for the assets of the foundation for the long-term benefit and enhancement of the university; and broad advice, consultation, and support to the president of the university. The foundation shall operate as a cooperative organization in accordance with policies of the University System of Georgia Board of Regents.

College/Unit/Department website uga-foundation/

Posting Type External

Retirement Plan TRS or ORP

Employment Type Employee

Benefits Eligibility Benefits Eligible

Full/Part time Full Time

Work Schedule

Additional Schedule Information 8:00am-5:00pm; Must be willing and able to work evenings and weekends, as necessary.

Advertised Salary $65,000+ commensurate qualifications and experience

Posting Date 09/22/2025

Open until filled Yes

Closing Date

Proposed Starting Date 11/01/2025

Special Instructions to Applicants This position is structured as a permanent position within the Division of Development & Alumni Relations. We are unable to sponsor a work visa for this position.

Location of Vacancy Athens Area

EEO Policy Statement The University of Georgia is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, disability, genetic information, national origin, race, religion, sex, or veteran status or other protected status. Persons needing accommodations or assistance with the accessibility of materials related to this search are encouraged to contact Central HR (

).

USG Core Values Statement The University System of Georgia is comprised of our 26 institutions of higher education and learning, as well as the System Office. Our USG Statement of Core Values are Integrity, Excellence, Accountability, and Respect. These values serve as the foundation for all that we do as an organization, and each USG community member is responsible for demonstrating and upholding these standards. More details on the USG Statement of Core Values and Code of Conduct are available in USG Board Policy 8.2.18.1.2 and can be found online at

policymanual/section8/C224/#p8.2.18_personnel_conduct .

Additionally, USG supports Freedom of Expression as stated in Board Policy 6.5 Freedom of Expression and Academic Freedom found online at

policymanual/section6/C2653 .

Position Information

Classification Title Financial Analyst II

FLSA Exempt

FTE 1.00

Minimum Qualifications Bachelor's degree in a related field or equivalent and 2 years of professional experience

Preferred Qualifications

2 or more years of professional accounting experience - Preference to experience in higher education, Not- for-Profit or Foundation

Experience creating, editing, and using Pivot Tables, and formulas in Excel

Experience creating financial reports, and providing analysis on trends and variances

Experience navigating and reporting on large data sets

Experience working with data analytical tools for presenting financial data

Experience working with ERP accounting system

Exhibits behavior that supports the mission, vision, and values of the University of Georgia

Position Summary As part of the UGA Foundation's Financial Accounting and Reporting team, this position is responsible for financial reporting on subsets of data to enhance management's oversight of financial information. This position works with the UGA Foundation operating budget, and other unrestricted resources, including periodic reporting, projections, budget development and financial analysis for clear and concise reporting to management. Financial reports should clearly communicate actual results, forecasted performance, and variances to the reader(s). This position provides interim assurance and reconciliation reports to management. This position will assist the Associate Director in managing two study-away properties, providing financial analysis to leadership for decision making. All job duties support the trust and treasury functions of the UGA Foundation.

Knowledge, Skills, Abilities and/or Competencies

Strong attention to detail and demonstrated ability to analyze complex data

Strong organization, prioritization, and time management skills

Excellent verbal and nonverbal communication skills and the ability to deal effectively and professionally with a variety of people

Self-starter, takes initiative, and can work independently as well as in a team environment

Ability to follow directions and meet deadlines

Demonstrated superior customer service skills

Proficiency in Microsoft Excel, Microsoft Word, and other applications in the Microsoft Office Suite

High standard of professionalism and adherence with confidentiality

Ability to adapt to new technology

Communicates and employs interpersonal actions that model high standards of professional, responsible, accountable, and ethical conduct

Additional Division Expectations: Through open, honest, and respectful communication, all staff, supervisors, and colleagues of the Division of Development & Alumni Relations are expected to interact with fairness, compassion, and decency. All employees will be held accountable for meeting the expectation of promoting a stable, productive, and healthy work environment.

Adherence to CASE standards and commonly accepted industry standards relating to fundraising reporting are expected of all fundraisers. All fundraisers will be held accountable for meeting this expectation.

Physical Demands

Work in a standard office environment

Sit and work at a computer workstation for an extended amount of time

Work using electronic mail, telephone, face-to-face discussions, paper form correspondence

Communicate effectively in writing, speaking, and listening

Organize and establish priorities; Remember detail; multi-task

Lift and/or move up to 20 pounds

Walk, stand, stoop, lift, kneel, climb

Is driving a responsibility of this position? No

Is this a Position of Trust? Yes

Does this position have operation, access, or control of financial resources? Yes

Does this position require a P-Card? No

Is having a P-Card an essential function of this position? No

Does this position have direct interaction or care of children under the age of 18 or direct patient care? No

Does this position have Security Access (e.g., public safety, IT security, personnel records, patient records, or access to chemicals and medications) Yes

Credit and P-Card policy Be advised a credit check will be required for all positions with financial responsibilities. For additional information about the credit check criteria, visit the

UGA Credit Background Check website .

Background Investigation Policy Offers of employment are contingent upon completion of a background investigation including, a criminal background check demonstrating your eligibility for employment with the University of Georgia; confirmation of the credentials and employment history reflected in your application materials (including reference checks) as they relate to the job-based requirements of the position applied for; and, if applicable, a satisfactory credit check. You may also be subject to a pre-employment drug test for positions with high-risk responsibilities, if applicable. Please visit the

UGA Background Check website .

Duties/Responsibilities

Duties/Responsibilities UGA Foundation (UGAF) Budget Activity and Unrestricted Resources

Work in coordination with the Associate Director to manage the following for further reporting to leadership, the UGAF Board of Trustees, and campus partners related to unrestricted resources: Create and update internal metrics, analytics, and projections for current-year reporting on the unrestricted budget.

Collaborate with Associate Director for annual budget development. Provide suggestions based on data analytics and revenue projections.

Serve as the lead gatekeeper of unrestricted financial data. This includes the review and update of internal processes to ensure data integrity. Work with Foundation ERP and Data Analytical Tools to support quality deliverables. Make recommendations for improvements to management as needed.

Serve as budget specialists within Foundation ERP. Load, reconcile, and maintain Operating and Academic budgets.

Design, implement and maintain campus reports related to unrestricted funds. Work with campus partners to share financial data related to unrestricted funding.

Create and maintain Unrestricted Budget Custom Organization within Foundation ERP

Record and update Unrestricted Accounting entries in the Foundation ERP. Research any accounting issues or unusual transactions and provide explanations as appropriate.

Percentage of time 45

Duties/Responsibilities Financial & Monthly Reporting Report and coordinate activity on the following subsets of data. Provide suggestions to enhance and create more efficient processes including, but not limited to, UGAF Construction Funds, Foundation Fellows, reports to the President's Office including UGAF and UGAA Initiatives, PLC, and grant funding.

Reporting and reconcile unrestricted reserves monthly.

Provide support for financial reporting, external/internal audit, and tax reporting.

Complete year-end activities as requested.

Work in coordination with leadership on projects and ad hoc reporting within the Finance area.

Serve as backup for Financial Accounting, including recording journal entries, reconciling ledgers, and adjusting transactions as needed.

Answer questions/resolve issues for campus constituents.

Other related duties as assigned.

Percentage of time 25

Duties/Responsibilities Property Operations - Delta Hall and Oxford Monitor contracts and expenditures for Delta Hall and Oxford facilities with program managers, building managers, and Associate Director.

Direct the processing of expenses and ensure timely payments to vendors.

Track maintenance schedules for the building as well as the useful life and repair costs for major appliances. Provide leadership with recommendations on replacement schedules.

Collaborate with Associate Direction in overseeing vendor selection, bids, contract negotiation and contract execution.

Support processes for contracts and payments meet state and Foundation purchasing guidelines.

Create, update, and provide monthly reports, analysis, and projections for the Foundation's Washington D.C. and Oxford property.

Support in operations and administration for UGAF owned properties.

Other related duties as assigned.

Percentage of time 15

Duties/Responsibilities UGAF Operations, Asset Management, & Insurance Operations Support monitoring property taxes and insurance payments.

Direct payments for long-term debt on real property.

Support Associate Director related to insurance activities and updates to the insurance provider for any changes made throughout the year. Assist in completing annual insurance applications to meet UGAF needs.

Asset Management & Insurance Process premium invoices and payment requests for donor-funded insurance policies; reconcile transactions and coordinate with donors and providers on policy matters.

Receive and analyze annual insurance reports. Maintain database to assist with annual review of policies and cash values.

Prepare entry to adjust the cash value of life insurance policies.

Maintain fixed asset schedules including real property, equipment, and depreciation.

Maintain accounting and reporting for all UGAF real assets and property within the Asset module.

Support campus partners and contract processing by providing or obtaining endorsement documents as needed.

Percentage of time 15