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Work Arrangement: 
Requisition Number:  181336
Regular or Temporary:  Regular

Durham, NC, US, 27710

Personnel Area:  UNIVERSITY
Date:  Jun 10, 2022

Duke University:


Duke University was created in 1924 through an indenture of trust by James Buchanan Duke. Today, Duke is regarded as one of America’s leading research universities. Located in Durham, North Carolina, Duke is positioned in the heart of the Research Triangle, which is ranked annually as one of the best places in the country to work and live. Duke has more than 15,000 students who study and conduct research in its 10 undergraduate, graduate and professional schools. With about 40,000 employees, Duke is the third largest private employer in North Carolina, and it now has international programs in more than 150 countries.


Job Description
Financial Management Analyst II (Duke Title)
Financial & Data Management Specialist (Sanford Title)
Job Code 1807 / Level 14
Sanford School of Public Policy
Duke University


Occupational Summary
This position reports to the Director of Budgets & Financial Analysis and will function as a financial and data management analyst for the Dean's Office. The primary functions of this role will include financial management activities which comprises transaction monitoring, payroll management, endowment oversight and budgetary assistance. Secondarily, this role will provide school institutional research analysis in the fields of data tracking, visualization, and statistical evaluation. 


Work Performed
Financial Management

  • Assists in the planning, analysis of various budgets for the school and affiliated programs. Performs analysis, communication and drafting assistance in the completion of school financial memorandums such as the budget, spring and fall variances, year-end and outyear financial projections. Collaborates closely with all school departments, centers and programs throughout the fiscal year to determine financial variances and resource planning. Manages the fiscal year-end close process which involves timely processing of accruals, deferrals, fund transfers and expenditure oversight.
  • Communicates proactively with internal and external stakeholders to coordinate funding logistics related to memorandums of understanding, budget appropriations and ad hoc transfers. Among other internal stakeholders, this position works closely with the Central Grant Management Team (CGMT) to assist in new proposals, expenditure planning and the integration of faculty research and teaching effort.
  • Actively follows all school fund balances, transfers and expenditures, flagging activity for deeper review when needed. Collaborates with the Development Office in monitoring endowment utilization and gift management. Manages all new funding source requests, existing code attribute changes and closures. Monitors all school revenues including student revenues, donors, grants and transfers. Manages the school CyberSource credit card activity, ensuring compliance with Duke Treasury and Cash Management protocols.
  • Assists in a periodic review of organizational unit financial hierarchy and communicates with necessary stakeholders to determine recommendations.


Compensation Oversight

  • Plans and monitors faculty payroll which includes teaching, research and vacancy activity while coordinating this data with other Duke stakeholders. Monitors and coordinates summer supplement activity ensuring payments are compliant with GAAP and the Duke Office of Research Costing & Compliance. 
  • Provides departments, programs and centers with student, staff and faculty payroll guidance and problem solving in collaboration with Human Resources. This may include performing occasional payroll actions involving iForms, effort certifications, timecards, supplements and manual cost distributions. Prepares ad-hoc payroll analysis as needed. 


Institutional Research

  • Manages the quantitative preparation and statistical analysis required for academic accreditation reporting and other institutional research purposes. Data would include course evaluation feedback, student enrollments, demographics, financial aid, teaching and application data among other metrics.
  • Provides timely data interpretation which includes ongoing visualization of trends and statistically significant insights to keep stakeholders informed.
  • Participates and/or leads ad-hoc workgroups convened for deeper analysis related to school-based programs. 
  • Prepares ad hoc reports and analysis for the Dean's Office and department business managers as needed. 


The above statements describe the general nature and level of work being performed by individuals assigned to this classification. This is not intended to be an exhaustive list of all responsibilities and duties required of personnel so classified. 


Minimum Qualifications

Work generally requires a Bachelor's degree in Accounting, Finance, Statistics, Economics, Business Administration or a related business field.


Work generally requires four years of experience in financial management, cost accounting, statistics and/or budget review to become familiar with acceptable accounting principles OR AN EQUIVALENT COMBINATION OF RELEVANT EDUCATION AND/OR EXPERIENCE.


In addition, the successful candidate will possess the following qualities/attributes:

  • Has a demonstrated proficiency in financial management, data management, statistical software, communication skills, Microsoft Office Excel / Excel Add-Ons, Tableau, SAP R/3 and Business Warehouse.
  • Develops professional relationships with internal and external financial stakeholders and demonstrates a high level of trustworthiness, accuracy, and confidentiality. 
  • Is a self-starter, who follows through on details, and works and communicates well in a team environment. 
  • Has excellent writing, editing, and communication skills.



Duke is an Affirmative Action/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, sexual orientation, or veteran status.


Duke aspires to create a community built on collaboration, innovation, creativity, and belonging. Our collective success depends on the robust exchange of ideas—an exchange that is best when the rich diversity of our perspectives, backgrounds, and experiences flourishes. To achieve this exchange, it is essential that all members of the community feel secure and welcome, that the contributions of all individuals are respected, and that all voices are heard. All members of our community have a responsibility to uphold these values.


Essential Physical Job Functions: Certain jobs at Duke University and Duke University Health System may include essentialjob functions that require specific physical and/or mental abilities. Additional information and provision for requests for reasonable accommodation will be provided by each hiring department.


Nearest Major Market: Durham
Nearest Secondary Market: Raleigh