Financial Analyst, Endowment/Gift Analyst

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Job Description - Financial Analyst, Endowment/Gift Analyst

We are seeking a Financial Analyst, Endowment/Gift Analyst who will monitor and ensures compliance with the gift and endowment process for the Johns Hopkins University School of Medicine.

Specific Duties & Responsibilities

Coordinates

  • Monitors the gift and endowment process and associated activity.
  • Ensures expense activities are in compliance to donor intent and administrative obligations.

Applies

  • Applies knowledge of the gift and endowment process as well as the purpose and intent of the gifts and endowments.

Creates/Prepares/Develops

  • Prepares and interprets reports on available endowed and gift funding to ensure active and proper usage of funds.

Analyzes/Interprets

  • Interprets donor intent in alignment with JHU and SOM gift and endowment policies to determine compliance.

Manages

  • Manages the gift and endowment process.
  • Ensures gifts and endowments are maximized.
  • Ensures compliance to the gift and endowment agreement and JHU and SOM gift and endowment policies.
  • Prepares reports on gift and endowment funding.

Problem Solving

  • Ensures gift and endowment funds are used in compliance with donor intent and administrative obligations.
  • Elevates severe compliance issues to leadership.

Thinking Critically

  • Identifies funds that are under-utilized and determines which to take to leadership to advise of opportunities.
  • Suggests and implements enhancements to the gift and endowment process based on knowledge of the process and relevant compliance and other issues.

Trains/Communicates

  • Ensures School and department colleagues are aware of JHU and SOM gift and endowment policies.

Collaborates

  • Partner with Manager of Business Operations; FP&A colleagues; Department Directors, Administrators, and Staff; University Controller.

Additional Knowledge, Skills & Abilities

  • Ability to analyze data for budgeting, operations, auditing, accounts receivable, and reserve analysis.
  • Understanding of and commitment to the organization's mission.
  • Knowledge of other Microsoft Office products, including Word and PowerPoint.
  • Strong customer service orientation and focus on details, accuracy and meeting pre-determined deadlines.
Minimum Qualifications
  • Bachelor's Degree in Finance, Accounting, Business or a related field.
  • Three years of progressively responsible financial and business operations experience, preferably in a large and complex organization.
  • Advanced Excel skills, with demonstrated knowledge of Pivot tables, formulas and other functions required.
  • Proven communication, organizational, and analytic skills
  • Additional education (master's in a related field) may substitute for required experience and additional related experience may substitute for required education, to the extent permitted by the JHU equivalency formula.
Preferred Qualifications
  • Experience in research financial management and academic business operations.
  • SAP accounting knowledge preferred.
  • Experience with other data reporting tools.

Classified Title: Financial Analyst
Job Posting Title (Working Title): Financial Analyst, Endowment/Gift Analyst
Role/Level/Range: ATP/03/PC
Starting Salary Range: $53,300 - $93,500 Annually ($65,000 targeted; Commensurate with experience
Employee group: Full Time
Schedule: 37.50
Exempt Status: Exempt
Location: Hybrid/School of Medicine Campus
Department name: SOM Admin Finance Operations
Personnel area: School of Medicine

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