Expenditure Data Analyst

Position Information

Classification Title Business Operations Professional FLSA Exempt FTE 1.00 Minimum Qualifications

Requires at least a baccalaureate degree in the field. Please contact your Human Resources office for an evaluation of education/experience in lieu of the required minimum qualifications.

Preferred Qualifications

• Bachelor's degree in Accounting, Finance, Management Information Systems, Business Administration, or a related field OR Associate degree AND progressively responsible related work experience

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

• Experience using data analytics tools

• Experience creating financial reports, and providing analysis on trends

• Experience presenting financial information to interested parties

Position Summary

Reporting to the Associate Director of Expenditure Control, this position is responsible for complex reconciliations, review and analysis of expenditures and payments made by the UGA Foundation (UGAF). This includes reviewing, verifying, and evaluating all expenditures, including direct payments, scholarships, and grants. This position provides support for internal controls, business analysis, expenditure operations, and will assist the Associate Director in maintaining and updating policies and procedures. This position also provides customer service to campus users concerning expenditure requests and UGAF expenditure policy.

Responsibility consists of communicating via phone calls, emails, and other written correspondence in a courteous, informative, and professional manner. In addition, this position is responsible for the printing and distribution of payment checks for the Expenditure Control office.

Knowledge, Skills, Abilities and/or Competencies

• Strong attention to detail and demonstrated ability to analyze complex financial 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 persons

• Excellent oral and written communication skills

• Ability to deal effective and professionally with peers and other campus units

• Fluent typing skills and proficiency in Microsoft Word, Excel, and Outlook

• Work well within a team, as well as independently

• Follow directions and meet deadlines

• Apply skills and knowledge across a variety of tasks to perform successfully in new situations

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

Business Analysis

• Utilize query, reporting, and data analytics tools to support expenditure operations. Collaborate in the design, development, and enhancement of Qlik Sense projects. This function supports both the reconciliation and internal controls responsibilities, as well as the overall accuracy and consistency of expense data.

• Evaluate expenditure and request trends. Identify and coordinate opportunities for internal and external training.

• Perform monthly analysis on expense variances.

• Track expenditure projects and activities related to reimbursements paid directly by the Foundation.

• Assist with complex expenditure review within the financial accounting system.

• Contributes to ongoing projects such as fringe reporting, 1099s, inventory control, fringe benefits, and stale dated checks.

• Review of contracts and purchase orders for expenditure and financial reporting.

Percentage of time 25 Duties/Responsibilities

Expenditure Operations, Policies & Procedures

• Assist Associate Director in reviewing, updating, and implementing policies & procedures.

• Collaborate with Client Services to develop and implement expenditure training materials for the UGAF financial accounting system.

• Evaluate peer institutions for best practices and governance and make recommendations to leadership on policy and procedure updates.

• Maintain knowledge of UGA expenditure policies.

• Coordinate with campus to correct overdrawn Foundation accounts resulting from expenditures.

• Serve as backup to the Expenditure Control Manager.

• Other duties as assigned may include, but are not limited to, filing, scanning, and retrieving of information for reporting and auditing support.

• Print, reconciles, and circulates daily UGA Foundation check run. Includes corresponding with campus users for check pickup, printing of envelopes, maintaining of the check log, and distribution of accompanying check correspondence.

• Review, approve, and audit user access. Maintain signature authority across campus, and workflow within the financial accounting system.

Percentage of time 20 Duties/Responsibilities

Scholarship Expenditure Administration

• Coordinate posting of scholarship expenses to the Foundation's Financial Accounting system.

• Review and reconcile monthly scholarship activity.

• Work closely with the Office of Student Financial Aid and Bursar's Office to process scholarship payments and resolve reconciliation issues.

• Prepare and initiate monthly scholarship payments.

• Collaborate with Data Analytics and Financial Accounting to develop and maintain reconciliation tools for expense processing and reporting.

• Maintain workflow and approvals within the scholarship system.

• Support UGAF activity in ScholarshipUniverse.

Percentage of time 20 Duties/Responsibilities

UGA Grants

• Review and coordinate the UGA grant payment process. This includes recording, reviewing, and reconciling expense activity from the UGA financial system frequently.

• Evaluate expense activity and perform analysis on expenses processed through University Systems.

• Collaborate with Data Analytics and Financial Accounting to develop and maintain reconciliation tools for expense processing and reporting.

• Initiate monthly payment requests for UGA Grant activity funded by Foundation funds.

• Support UGAF activity in UGA Financial Management System.

Percentage of time 20 Duties/Responsibilities

Support for Internal Controls and Audit

• Support internal controls for UGAF expense operations. Carry out and document internal controls procedures, with emphasis on continuous monitoring and communication. Recommend additional internal controls procedures as needed to support accuracy and timeliness of expense operations.

• Assist the Expenditure Control Manager in reviewing and analyzing expenses made through the University's grant process. Coordinate and work closely with campus partners, and UGA financial team ensuring grant expenditures are processed and recorded in accordance with UGAF policies and procedures and donor fund agreements.

• Assist the Associate Director and Expenditure Control Manager with any follow-up regarding expenditures.

• Support internal and external audit functions through the fulfillment of requests for expenditure data and documentation. Assist with completion of expense audit reports.

Percentage of time 15

Contact Information

Recruitment Contact

Contact Details

For questions concerning this position or recruitment progression, please refer to the Recruitment Contact listed below.

Recruitment Contact Name Development & Alumni Relations' Office of Talent Management Recruitment Contact Email dartalent@uga.edu Recruitment Contact Phone

Posting Specific Questions

Required fields are indicated with an asterisk (*).

• How did you hear about this vacant position?

• African American Development Officers (AADO)

• Association of Fundraising Professionals (AFP)

• Annual Giving Network

• CASE

• Chronicle of Higher Education

• Chronicle of Philanthropy

• Current UGA Employee

• Diverse Jobs

• Handshake

• HigherEdJobs

• Insight Into Diversity

• LinkedIn

• Talent Management Newsletter

• UGAJobs (UGA's job board)

• Other (please provide)

Applicant Documents

Required Documents

• Resume/CV
• Cover Letter

Optional Documents

Persons needing accommodations or assistance with the accessibility of materials related to this search are encouraged to contact University HR (hrweb@uga.edu).

The University of Georgia is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, ethnicity, age, genetic information, disability, gender identity, sexual orientation or protected veteran status.