About the Kellogg School of Management at Northwestern University
The Kellogg School of Management at Northwestern University is a premier institution for management education. Founded in 1908 and based just outside of Chicago, Kellogg is home to a renowned, research-based faculty and the best and brightest MBA students from around the world.
Global business education is different today because of the teamwork and collaboration models that Kellogg pioneered 40 years ago. And, in the 21st century, Kellogg is truly a different voice in management education: We believe business can be bravely led, passionately collaborative and world changing.
At Kellogg, we are educating, equipping and inspiring leaders to excel in today’s complex Collaboration Economy. As a global community, Kellogg welcomes and embraces diverse perspectives that together enrich learning. Our vibrance can be seen throughout our dynamic community:
Kellogg studentslearn to build strong organizations that drive value creation in markets, harness the architectures of collaboration, deftly navigate between the private and public sectors, and innovate in the marketplace at firms large and small.
Our world-class faculty are recognized thought leaders whose teaching and cutting-edge research change how the world thinks about complex problems affecting business and society.
The school’s powerful global alumni network is 54,000-strong, comprised of true Kellogg leaders who lead top organizations.
About the Position
The Senior Financial Analyst will play a key role as a member of the financial reporting team within Kellogg’s Financial Planning and Analysis department. The incumbent will oversee a portfolio of multiple Kellogg units and will be responsible for providing the units with detailed budget data and collaborating with the units to develop regular performance forecasts. In partnership with other members of the reporting team, the Senior Financial Analyst will advance the quality, accuracy, and timeliness of consolidated data for decision-making by senior Kellogg leadership.
Please note: Supervisor provides objectives & deadlines. Work is reviewed for fulfillment of objective & deadlines & overall compliance with policy & procedures. Employee completes some activities without direction, informing supervisor only of potentially controversial matters, &/or far-reaching implications.
Manages a university accounting-related area or program.
Manages financial operations &/or analysis in support of area/unit's mission & in coordination with central offices such as HR, Budget, Financial Aid, Facilities, Purchasing, IT, Provost, etc.
Reviews a portfolio of multiple schools/depts' financial operations comprised of work that involves some extremely difficult problems &/or decisions.
Manages daily, monthly, quarterly and annual financial processes for the area or program.
Applies industry and professional standards, interprets area policy and procedure, federal and state laws, granting agency guidelines, and other regulations (as applicable); recommends accounting policy for the university.
Represents &/or guides business area on internal & external financial affairs by recommending alternatives & suggestions.
Serves a primary role in the development & implementation of annual budget including fiscal resource allocation of appropriated, discretionary, endowment & gift revenues & expenses.
Manages budget & provides timely, accurate financial status for the current fiscal & future plan.
Guides units of responsibility through university budgeting and forecasting processes, reviews budget and forecasting submissions.
Reviews & reconciles actual expenses to budget per NU Audit guidelines.
Approves funds reallocation within budget as necessary & appropriate.
Analysis, Statements & Reporting:
Measures individual net performance of all areas/units as well as consolidated area/unit income statement & balance sheet with the use of pre-defined analytical financial tools.
Recommends changes to tools to improve analysis, forecasting, modeling & reporting & ultimately quality of financial information & analyses provided to management for planning, evaluating & controlling operations.
Oversees monthly reconciliation & reports on current financial performance, impact on year-end forecast & opportunities & risks.
Prepares area or program financial statements and regulatory reports.
Prepares sections of the Kellogg’s annual financial report.
Performs complex financial account reconciliations, statement analysis, and transaction research.
Builds, maintains, and updates financial models and associated financial analysis.
Provides optimal customer service and financial guidance to areas/units.
Reviews status of related university unit accounts and processes; troubleshoots issues as needed.
Identifies current & future resource planning & allocation issues & develops, leads, & supervises complex studies & analyses that will assist senior staff in reaching resource planning and allocation decisions.
Processes & presents associated data & information through the application of sophisticated database, graphic & spreadsheet tools.
Acts act as project manager for design and implementation of regulatory and system changes.
Provides training and support to related university units or program participants.
Performs other duties as assigned.
Successful completion of a full 4-year course of study in an accredited college or university leading to a bachelor's or higher degree in a major such as accounting, business administration, finance, or related; OR appropriate combination of education and experience.
5 years financial, budgeting &/or preparing account reconciliations or financial statements along with financial analysis or other relevant experience.
Minimum Competencies: (Skills, knowledge, and abilities.)
Excellent computer skills including proficiency in the use of spreadsheet, database, and presentation software
Experience working with large data sets
Comfortable extracting and manipulating data from a variety of systems
Strong understanding of financial reporting
Strong analytical skills
Detail-oriented and focused on accuracy
Ability to collaborate with others to create yearly and multi-year reports
Demonstrated project management skills, with the ability to multi-task and complete multiple projects independently
Experience implementing process improvement
Demonstrated ability to create, interpret, and present management-level reports
Proven verbal and written communication skills, customer service orientation, and decision-making skills
Ability to establish and follow processes in a respectful manner, engage people, and listen to multiple viewpoints
Focused on collaboration with constituents and provision of superior customer service in order to solve problems
Comfortable interacting with colleagues at all levels of the organization, including senior leadership
Ability to present financial information to colleagues with non-financial backgrounds
Demonstrated ability to influence rather than exert direct control over business decisions
Demonstrates logic, rationality, and objectivity to make educated decisions
Preferred Competencies: (Skills, knowledge, and abilities)
Working knowledge of Peoplesoft products, including financial and HR modules
Working knowledge of Cognos reporting tools
Northwestern University is an Equal Opportunity, Affirmative Action Employer of all protected classes, including veterans and individuals with disabilities. Women, racial and ethnic minorities, individuals with disabilities, and veterans are encouraged to apply. Hiring is contingent upon eligibility to work in the United States.
Internal Number: 37313
About Northwestern University
Northwestern University is a major private research university with 12 academic divisions located on three campuses in Evanston, Chicago, and Education City in Doha, Qatar. We have approximately 2,500 full-time faculty members, 17,000 graduate and undergraduate students, and over 5,700 full and part-time staff. Northwestern University combines innovative teaching and pioneering research in a highly collaborative environment. It provides students and faculty exceptional opportunities for intellectual, personal and professional growth.