Duke University
Financial Management Analyst II, Alumni Engagement and Development
Duke University, Durham, North Carolina, United States, 27703
Financial Management Analyst II, Alumni Engagement and Development
This position serves as the direct supervisor for the Staff Accountants supporting Alumni Engagement & Development (AED) and plays a strategic role in overseeing financial operations across ~25+ cost centers and 100+ cardholders.
In addition to reviewing shopping carts, online check requests, Concur expense reports, JVs, and reconciliations, this role exercises significant discretion in interpreting and applying Duke University Financial Services policies to ensure compliance and data integrity. The incumbent is expected to make informed decisions on complex financial matters, resolve escalated issues, and proactively identify process improvements that enhance operational efficiency and financial stewardship.
Responsibilities
Lead and guide Staff Accountants in the implementation and optimization of financial systems including Concur, Buy@Duke, online check requests, journal vouchers, and reconciliations.
Provide strategic oversight, serve as a key decision-maker in resolving complex and atypical financial transactions, and act as a resource for budgetary interpretation and alignment with departmental and university financial goals.
Assist with budget preparation, reporting and variance analysis; liaise with departmental directors to educate them about their annual budget and year-to-date spending.
Independently review and approve a wide range of financial documents—including Concur travel and non-travel expense reports, online check requests, Buy@Duke POs, interdepartmental requests, and relocation reimbursement forms—ensuring compliance with university policies; serve as an authorized signatory and contribute to quarterly reporting through data analysis and interpretation.
Oversee and manage expenditures across all current unrestricted and allocated funds, leveraging SAP data to monitor trends, identify risks, and support strategic financial planning.Serve as a senior resource and liaison for departmental financial representatives, interpreting and disseminating university financial policies; proactively identify training needs, recommend appropriate learning opportunities, and foster a collaborative environment that promotes knowledge sharing and continuous improvement.
Oversee the end-to-end workflow for all departmental expenses, ensuring robust internal controls are in place and functioning effectively; exercise judgment in identifying and mitigating financial risks and implement process enhancements where needed.
Develop and monitor key performance indicators (KPIs) for Staff Accountants, aligning them with departmental financial goals, compliance standards, and critical deadlines; use these metrics to guide performance reviews and continuous improvement efforts.
Provide regular updates and strategic recommendations to Director of Finance regarding workflow efficiency, bottlenecks, and opportunities for optimization.
Lead the monthly and year-end financial close processes, ensuring accuracy, timeliness, and compliance with university standards; resolve complex reconciliation issues and coordinate with cross-functional teams to meet reporting deadlines.
Represent Duke University as “employer” to direct reports and ensure alignment of given programmatic, departmental, and organization-wide activities with AED strategic goals, priorities, and expectations.
Exercise fiduciary responsibility and supervise direct reports in accordance with Duke’s financial policies, procedures, standards, and AED expectations; hire, onboard, and offboard employees as programs dictate.
Qualifications
Bachelor’s degree in Accounting, Finance, Economics, Business Administration or a related field; CPA is desirable.
Experience: Three years experience in financial management, cost accounting or a field directly related to specialized area of assignment; OR an equivalent combination of relevant education and/or experience.
Preferred Experience: Five years of progressive finance experience, including supervisory responsibilities.
Skills: Accounting, Excel, SAP, Financial Accounting and budgeting, Management Experience.
Anticipated Pay Range: USD $62,694.00 to USD $107,633.00.
Equal Opportunity Statement Duke is an Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, gender, gender expression, gender identity, genetic information, national origin, race, religion, sex (including pregnancy and pregnancy related conditions), sexual orientation or veteran status. All members of our community have a responsibility to uphold these values.
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In addition to reviewing shopping carts, online check requests, Concur expense reports, JVs, and reconciliations, this role exercises significant discretion in interpreting and applying Duke University Financial Services policies to ensure compliance and data integrity. The incumbent is expected to make informed decisions on complex financial matters, resolve escalated issues, and proactively identify process improvements that enhance operational efficiency and financial stewardship.
Responsibilities
Lead and guide Staff Accountants in the implementation and optimization of financial systems including Concur, Buy@Duke, online check requests, journal vouchers, and reconciliations.
Provide strategic oversight, serve as a key decision-maker in resolving complex and atypical financial transactions, and act as a resource for budgetary interpretation and alignment with departmental and university financial goals.
Assist with budget preparation, reporting and variance analysis; liaise with departmental directors to educate them about their annual budget and year-to-date spending.
Independently review and approve a wide range of financial documents—including Concur travel and non-travel expense reports, online check requests, Buy@Duke POs, interdepartmental requests, and relocation reimbursement forms—ensuring compliance with university policies; serve as an authorized signatory and contribute to quarterly reporting through data analysis and interpretation.
Oversee and manage expenditures across all current unrestricted and allocated funds, leveraging SAP data to monitor trends, identify risks, and support strategic financial planning.Serve as a senior resource and liaison for departmental financial representatives, interpreting and disseminating university financial policies; proactively identify training needs, recommend appropriate learning opportunities, and foster a collaborative environment that promotes knowledge sharing and continuous improvement.
Oversee the end-to-end workflow for all departmental expenses, ensuring robust internal controls are in place and functioning effectively; exercise judgment in identifying and mitigating financial risks and implement process enhancements where needed.
Develop and monitor key performance indicators (KPIs) for Staff Accountants, aligning them with departmental financial goals, compliance standards, and critical deadlines; use these metrics to guide performance reviews and continuous improvement efforts.
Provide regular updates and strategic recommendations to Director of Finance regarding workflow efficiency, bottlenecks, and opportunities for optimization.
Lead the monthly and year-end financial close processes, ensuring accuracy, timeliness, and compliance with university standards; resolve complex reconciliation issues and coordinate with cross-functional teams to meet reporting deadlines.
Represent Duke University as “employer” to direct reports and ensure alignment of given programmatic, departmental, and organization-wide activities with AED strategic goals, priorities, and expectations.
Exercise fiduciary responsibility and supervise direct reports in accordance with Duke’s financial policies, procedures, standards, and AED expectations; hire, onboard, and offboard employees as programs dictate.
Qualifications
Bachelor’s degree in Accounting, Finance, Economics, Business Administration or a related field; CPA is desirable.
Experience: Three years experience in financial management, cost accounting or a field directly related to specialized area of assignment; OR an equivalent combination of relevant education and/or experience.
Preferred Experience: Five years of progressive finance experience, including supervisory responsibilities.
Skills: Accounting, Excel, SAP, Financial Accounting and budgeting, Management Experience.
Anticipated Pay Range: USD $62,694.00 to USD $107,633.00.
Equal Opportunity Statement Duke is an Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, gender, gender expression, gender identity, genetic information, national origin, race, religion, sex (including pregnancy and pregnancy related conditions), sexual orientation or veteran status. All members of our community have a responsibility to uphold these values.
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