Job Details

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General Position Summary:
The Financial Systems Analyst (Analyst) for the University of Arizona Foundation Financial Services will be responsible for various projects that will include implementation of strategic processes and technological enhancements to improve customer (campus and Foundation staff) experience and operations of the Foundation. The Analyst will be responsible for driving continuous improvements and ongoing maintenance of systems utilized and supported by Foundation Financial Services. The Analyst will be an expert in all financial software systems, including, but not limited to, Blackbaud's Financial Edge NXT (FE NXT), PaperSave, SharePoint, UAFDN, Foxit PDF Editor, Sentry and other systems currently being evaluated and implemented within Foundation Financial Services with the goal to maximize efficiency and effectiveness within Financial Services and the Foundation. The Analyst will act as a liaison between Financial Services and Information Technology Services personnel, supporting the communication and understanding of business needs to ensure processes and systems are streamlined. This position will become an expert in the complexities of the systems and partner with the lead staff in each Financial Services area to represent the Financial Services in technical discussions. In addition, the Analyst will manage the integrity and maintenance of all data within all Financial Services applications as well as update, maintain, and support all Financial Services forms and training, policies, and procedures documentation. The Analyst must acquire a deep understanding of Financial Services' operations and data lifecycle.
Supervisory Responsibilities:
No supervisory responsibilities.
Essential Functions/Major Responsibilities
Process & System Improvements

• Understand Foundation Financial Services (FS) processes and procedures to develop and implement plans for increased efficiency and effectiveness by soliciting requirements, writing functional design specifications, developing test scripts, and implementing solutions.
• Act as liaison between the FS and Information Technology Services (ITS) teams, working with cross-functional teams to determine feasible solutions for complex business process or system issues.
• Lead joint meetings with FS and ITS covering current projects.
• Evaluate and document system/application issues, troubleshooting technical issues and identifying root causes, and resolve or facilitate any necessary communications between area leads and ITS and/or other application administrators.
• Collaborate with ITS to identify technological solutions that enhance learning, processes and operations within the office.
• Partner with ITS on strategies, policies, plans, deployment and maintenance of all FS software applications.
• Collaborate with campus partners and/or ITS to troubleshoot technology issues or strategize alternative workarounds and resolutions.
• Serve as the subject matter expert for the implementation and ongoing maintenance of various applications.
• Monitor the efficiency and effectiveness of operations and assess compliance with best practices, defined standards and relevant regulatory requirements.
• Take on new challenges and learn new applications quickly when needed.

Data Management & Reporting

• Understand, document and maintain all data fields within FE NXT and supporting systems.
• Assist FS areas with data audit procedures.
• Manage and enforce data governance best practices.
• Participate on committees to support data governance initiatives and best practices.
• Understand and document data dependencies between all financial systems utilized by FS.
• Ensure consistency between FS information and data shared across all platforms.
• Work with campus units to understand and define their reporting needs.
• Act as liaison by translating FS and campus requirements to the ITS Business Intelligence team to assist with the development of campus financial reporting system and reports.
• Develop and perform regularly-scheduled maintenance procedures to ensure data integrity.
• Partner with ITS to develop and execute user test cases, testing plans, and monitor/report on testing results.
• Partner with ITS to develop and manage security roles and permissions for FS applications and services.

Content Creation & Management

• Oversee FS SharePoint space as a central location for all FS documentation, including forms, policies, procedures, training and data governance information.
• Create and maintain FS communications to Foundation and campus partners.
• Update and maintain all FS forms (electronic and PDF), ensuring proper functioning and consistency between all platforms.
• Develop, update and maintain all FS policy documents.
• Develop, update and maintain training materials for all systems and processes used by FS.
• Assist with the creation and maintenance of business process guides.

Interpersonal Contacts:
This position requires frequent contact with various staff of the Financial Service Office and various contact with University departments and other Foundation department personnel. Contact with the Foundation accounting department personnel is nearly 30% face-to-face and 70% by email/Microsoft Teams. Contact with outside companies such as software managers may occur as needed.
Knowledge, Skills, and Abilities:

• Commitment to working in a collaborative team environment with shared goals.
• Ability to work efficiently with a wide variety of individuals, including donors, PAE colleagues, deans, faculty and staff.
• Excellent communication and interpersonal skills
• Ability to effectively communicate both verbally and written.
• Demonstrated commitment to exceptional customer service with the ability to translate the PAE guiding principles of donor-centricity and collaboration into work practices.
• Ability to recognize and handle highly confidential and sensitive information in a discrete and professional manner.
• Work with excellent organizational skills and attention to detail.
• Be able to work independently with the ability to prioritize multiple projects and meet strict deadlines for deliverables
• Ability to anticipate and discern work priorities and meet deadlines with little supervision.
• Adept at problem-solving and using judgment in situations requiring initiative, tact, and confidentiality.
• An exceptional work ethic and track record of personal initiative required.
• Openness to new ideas and personal flexibility with the ability to adapt and succeed in a multi-task, fast-paced environment with changing processes and occasional ambiguity.
• Ability to inspire cooperation and participation
• Proficiency in the use of personal computers and Microsoft Office software (Word, Excel, PowerPoint, and Outlook).
• Proficiency or ability to learn additional software required to perform the essential duties of the position

Minimum Qualifications:

• Bachelor's degree from an accredited college AND
• Three years progressively responsible professional experience.
• Any equivalent combination of experience, training and/or education approved by Human Resources.

Preferred Qualifications:

• Understanding of accounting principles.
• Prefer experience with Blackbaud's Financial Edge.
• Experience with financial software.
• Successful experience working at a college, university, or other nonprofit organization.
• Experience working with the University of Arizona Foundation or University of Arizona data.
• Experience in electronic document management.

Work Environment:

• Standard office environment with extensive use of computers.
• Evening and weekend work may be required.

The University of Arizona Foundation reserves the right to revise this job description at any time.