Employee group (Full time/Part-time/Limited/Casual): Full time
Schedule (hours/days): M-F, 37.5
Employee subgroup (FLSA Status): Exempt
Department name: DAR
Personnel area (School): Peabody
Development and Alumni Relations Office
Financial Analyst 2018
The Peabody Institute of the Johns Hopkins University
Directly reporting to the Associate Dean, in the Office of External Relations (ER). This position also has a dotted line reporting to the Sr. Financial Manager, in the Finance Office at the Peabody Institute. The position leads the finance, budgeting, and forecasting activities for the Development and Alumni Relations departments in the Office of ER, including overseeing and managing gift processing inclusive of postings in ALADIN and SAP. It requires significant collaboration and coordination with all External Relations colleagues, including its Marketing and Communications Office. The successful candidate will be a consummate professional who can work directly and independently with the Finance Office and its ER Dean to keep the Development and Finance offices closely aligned in goals and objectives.
Essential job duties
PRIMARY DUTIES AND RESPONSIBILITIES
iii) Provide guidance to ER colleagues on financial needs across the institution and university as needed, including extracting data from SAP and ALADIN.
Oversee the gift process to ensure it is executed in an accurate and timely manner from the time of donation through recording gifts in both the SAP and ALADIN systems in accordance with DAR guidelines.
In coordination with the Sr. Financial Manager and the AD for External Relations, accurately determine appropriate funds to deposit based on donor intent, successfully understanding the differences, requirements and timelines required for both gifts and endowments.
Deposit gifts and pledge payments made via checks and credit cards.
Oversee gift transaction documentation process through CPA which includes, while working in conjunction with the Development coordinator.
Processing outright gifts and pledge payments.
Setting up pledges and payment schedules.
Creating pseudo accounts.
Adding new gift and endowment accounts in ALADIN
Resolve issues and answer questions regarding gifts and pledges recorded in the ALADIN system.
Manage pledge reminder system with gift officers and administrative coordinators.
Liaise with Development Business Services, and the Office of Gift Planning regarding proper accounts to allocate gifts made via appreciated securities, and wire transfers.
Reconcile gifts temporarily deposited to the school’s development and endowment holding accounts and transfer to proper accounts.
Review and distribute the monthly gift reports to Associate Dean for External Relations and Dean of Peabody Institute.
Create and manage annual departmental operating budgets (Alumni Relations & CE; Development). Including, reconciliation of all non-personnel budgets, and personally reconcile monthly personnel expenditures.
Monitor expenditures, perform budget analysis, and perform monthly account reconciliations independently and accurately and to ensure that they comply with the sponsoring organizations stipulations.
Utilize SAP system to approve online payment of invoices, shopping cart orders, and travel reimbursements and non-payroll cost transfers.
Resolve payment discrepancies and issues involving vendors, DAR, and personnel related to Office ER.
Develop projected budgets for current and the establishment of new programs, initiatives, for grant, foundation and individual donors’ proposals.
Perform monthly reconciliations of donations in SAP and ALADIN independently within the mandated time-frames.
Submit ISRs for new hires, terminations, and salary cost transfers.
Prepare weekly and quarterly financial reports, including the Executive Dash Board for review for the Associate Dean for External Director of Finance and Administration prior to distributing to the OEA leadership team.
Extracts financial data from various systems (SAP, ALADIN), to perform complete statistical cost, projections and financial analysis to develop reports for Associate Dean and senior management.
Analyze complex financial data and extract and define relevant information while interpreting data for the purpose of determining past financial performance and/or to project a financial probability.
Work alongside the Development Coordinator to create new endowments which includes tracking gifts, ensuring transfer of gifts and assessments to correct endowment, gift, and discretionary accounts.
Work with Finance Office in ensuring that endowment payout accounts are accounted for and included in the matching of scholarships on an annual basis. (SEE Stewardship)
Develop individual annual reports on market value, historical value and payout of each endowment, while working in coordination with the stewardship officer in the Office of ER.
Prepare and submit the annual projections of cash to be received from outright gifts and pledge payments for the development of Annual Workplans (Summer) and Institute Budgeting (Jan-March) for next fiscal year.
Reconcile quarterly receipts to projections and explain differences as needed.
Liaise with the finance office and Associate Dean for ER about projections.
Develop detailed financial models for annual budgeting, projections and reporting.
On a weekly, monthly, quarterly, and yearly basis, provide cash projections to forecast fiscal year end positions, inclusive of 5-year projections.
Must be able to conceptualize and report on cash received and DAR Gifts and Pledges separately.
Prepare analysis of financial and constituent data and subsequent narrative analysis for Senior Leadership, as needed, and at each quarter for the Provost Report and annually.
Align annual gift entry to Friedberg Society gift levels, annual and campaign honor roles, and endowment reports, as well as historical and current use gift accounts.
Facilitate the annual financial reporting which enables annual scholarship assignments and stewardship reports each fiscal year, in working with the in-house liaison to stewardship reports and all major gift officers. (See Endowments).
Serve as a resource in ensuring individuals in the office of ER are being efficient of getting data and leveraging data.
Bachelor’s degree in accounting or finance; MBA preferred.
Three years progressively responsible related financial/accounting/development experience. Additional education may substitute for required experience to the extent permitted by the JHU equivalency formula: 30 undergraduate degree credits (semester hours) or 18 graduate degree credits may substitute for one year of experience. Additional related experience may substitute for required education on the same basis. For jobs where equivalency is permitted, up to two years of non-related college course work may be applied towards the total minimum education/experience required for the respective job
Knowledge or ability to learn and develop comprehensive understanding of DAR development processes, terminology, and its application to budgets, forecasting fundraising projections, tracking and analysis of current, former and future fiscal years.
Must be able to quickly learn and understand key institutional drivers and perform predictive analysis, inclusive of the development of metrics and dashboards for Senior Leadership.
Must be able to use various software applications and spreadsheets to assemble, manipulate, analyze and format data.
Management experience preferred with the ability to collaborate with a multi-faceted team inclusive of a variety of team dynamics.
Advanced knowledge in the use of spreadsheets, presentations and word processing.
MS Excel – Advanced, knowledge.
Highly detailed and organized.
Must have the ability to prioritize and handle multiple tasks and be able to effectively function in a fast-paced environment.
Excellent knowledge of accounting with strong analytical skills.
Internal Number: 12120-en_US
About Johns Hopkins University
Johns Hopkins University remains committed to its founding principle, that education for all students should be grounded in exploration and discovery. Hopkins students are challenged not just to learn but also to advance learning itself. Critical thinking, problem solving, creativity, and entrepreneurship are all encouraged and nourished in this unique educational environment. After more than 130 years, Johns Hopkins remains a world leader in both teaching and research. Faculty members and their research colleagues at the university's Applied Physics Laboratory have each year since 1979 won Johns Hopkins more federal research and development funding than any other university. The university has nine academic divisions and campuses throughout the Baltimore-Washington area. The Krieger School of Arts and Sciences, the Whiting School of Engineering, the School of Education and the Carey Business School are based at the Homewood campus in northern Baltimore. The schools of Medicine, Public Health, and Nursing share a campus in east Baltimore with The Johns Hopkins Hospital. The Peabody Institute, a leading professional school of music, is located on Mount Vernon Place in downtown Bal...timore. The Paul H. Nitze School of Advanced International Studies is located in Washington's Dupont Circle area.