Senior Financial Analyst

Edtech.com's Summary

University of Texas at Dallas is hiring a Senior Financial Analyst. The role manages day-to-day financial operations for NSM, including budget tracking, reconciliation, and payroll actions, while developing financial workflows and automation solutions. The analyst provides financial reports, resolves budget issues, supports the annual budget cycle, and communicates guidance to faculty and leadership.

Highlights

Manage financial operations for NSM including reconciliation, variance monitoring, and budget tracking.

Prepare and maintain financial reports, analyze spending trends and budget issues.

Assist with annual budget cycle and payroll-related processes.

Develop and implement financial workflows and automation using Power Automate, Microsoft Forms, Lists, SharePoint, and CoPilot.

Create training materials and provide financial guidance and staff training.

Serve as a subject-matter expert and represent NSM on finance and budgeting committees.

Develop tracking tools, dashboards, and financial reporting systems using Excel and Microsoft platforms.

Bachelor's degree in Accounting, Finance or related field required with 5-7 years financial experience and 3-5 years ERP system experience.

Salary offered is $85,000 monthly with comprehensive benefits including medical, retirement, tuition, and paid time off.

Support compliance, monitor workflows, troubleshoot payroll, and respond to urgent financial risks.

Senior Financial Analyst Full Description

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Posting Details

Posting Number	S06797P
Position Title	Senior Financial Analyst
Functional Title	Sr. Financial Analyst
Department	NSM Deans Office
Salary Range	$85,000
Pay Basis	Monthly
Position Status	Regular full-time
Location	Richardson
Position End Date (if temporary)
Posting Open Date	12/19/2025
Posting Close Date
Open Until Filled	Yes
Desired Start Date	02/01/2025
Job Summary	Manage day-to-day financial operations for NSM, including reconciliation, variance monitoring, and budget tracking. Prepare and maintain financial reports such as budget vs. accruals, spending trends, analysis of overspending, and other ad hoc financial analyses. Identify, investigate, and resolve budget issues, deficits, and spending irregularities. Assist with the annual budget cycle, including gathering departmental submissions, validating data, and preparing summaries for leadership. Conduct payroll-related actions including processing supplemental pay, coordinating salary reallocations, and troubleshooting payroll errors. Lead the development, documentation, and implementation of financial and operational workflows. Establish budgetary guidance and stewardship practices for departments. Identify automation opportunities and build solutions using Power Automate, Microsoft Forms, Microsoft Lists, SharePoint, and CoPilot. Create training materials, guidance documents, and SOPs for faculty and staff. Support compliance and reporting requirements through the institution’s budget reconciliation process. Communicate financial guidance, process changes, and updates to departments and School leadership. Train faculty and staff on financial and operational procedures. Provide regular updates to School leadership on budget status, issues, and operational improvements. Serve as a subject-matter expert on financial processes for departmental staff working under a dotted-line reporting structure. Represent NSM on committees, task forces, and cross-campus working groups focused on budgeting, finance, and operational effectiveness. Develop tracking tools, logs, dashboards, and reporting systems using Excel, SharePoint, and related Microsoft platforms. Maintain documentation repositories, budget models, and financial datasets that support decision-making. Monitor system workflows and respond to issues that disrupt financial operations. Respond to urgent budget concerns, deficits, and other financial risks. Troubleshoot payroll crises or errors in collaboration with departments and central offices.
Minimum Education and Experience	Bachelor’s degree in Accounting, Finance or related area. - 3-5 years experience working with PeopleSoft or other complex ERP Accounting Systems. - 5-7 years progressively responsible related financial/accounting/budgeting experience. - 1-3 years capital accounting and/or budgeting experience. An equivalent combination of relevant education and experience may be considered.
Preferred Education and Experience	Bachelor’s degree and seven years of related accounting and office management experience. 3 years supervisory experience
Other Qualifications	To the extent this position requires the holder to research, work on, or have access to critical infrastructure as defined in Section 117.001(2) of the Texas Business and Commerce Code, the ability to maintain the security or integrity of the critical infrastructure is a minimum qualification to be hired and to continue to be employed in the position.
Essential Duties and Responsibilities	To assist a school/department with a large volume of complex work processes, and to supervise administrative staff in the operation of the department, exercising a high degree of initiative and judgment. To provide financial oversight of a large, complex budget as well as provide financial reports and statistics as needed. The Senior Financial Analyst supports the financial and operational infrastructure of the School of Natural Sciences and Mathematics (NSM) by overseeing day-to-day financial activities, ensuring accuracy, compliance, and effective workflow management across all budget and finance functions. This position plays a key role in sustaining internal controls, maintaining institutional financial integrity, and supporting NSM’s annual budgeting, reconciliation, and payroll processes. The Senior Financial Analyst leads process improvement initiatives related to financial operations, including developing workflows, documentation, standard operating procedures, and automation opportunities using tools such as Power Automate, Microsoft Forms, Microsoft Lists, SharePoint, and CoPilot. The role provides guidance to departments on budgetary practices, communicates process and policy changes, and trains faculty and staff on new procedures. While this position does not have direct supervisory responsibilities initially, it will maintain dotted-line oversight of departmental staff whose work is tied to financial processes. This position represents NSM in meetings, committees, and cross-campus working groups focused on finance, budgeting, and process improvement. The Senior Financial Analyst exercises a high degree of autonomy and judgment in identifying and resolving budget issues, troubleshooting payroll concerns, developing financial analyses, and making recommendations to leadership to ensure sustainable and responsible use of resources.
Physical Demands and Working Conditions	Normal office environment with long periods of sitting, working on computer, and attending meetings.
Physical Activities
Working Conditions
Additional Information	What We Can Offer UT Dallas is an Equal Opportunity Employer with an employee-friendly and supportive work environment. Our comprehensive compensation and benefits package that is effective as of your hire date includes: Competitive Salary Tuition Benefits BCBS PPO Medical Insurance Options AD&D Insurance Dental & Vision Plan Options Long and short-term disability TRS Retirement Plan Fertility Benefits Paid time off Remote Work Options – approved by department All UT Dallas employees have access to various professional development opportunities, including a membership to Academic Impressions, LinkedIn Learning, and UT Dallas Bright Leaders Program. Visit https://hr.utdallas.edu/employees/benefits/ for more information.
Special Instructions Summary
Important Message	1) All employees serve as a representative of the University and are expected to display respect, civility, professional courtesy, consideration of others and discretion in all interactions with members of the UT Dallas community and the general public. 2) The University of Texas at Dallas is committed to providing an educational, living, and working environment that is welcoming, respectful, and inclusive of all members of the university community. UT Dallas does not discriminate on the basis of race, color, religion, sex (including pregnancy), sexual orientation, gender identity, gender expression, age, national origin, disability, genetic information, or veteran status in its services, programs, activities, employment, and education, including in admission and enrollment. The University is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities. To request reasonable accommodation in the employment application and interview process, contact the *ADA Coordinator. For inquiries regarding nondiscrimination policies, contact the Title IX Coordinator*.

Supplemental Questions

Required fields are indicated with an asterisk (*).

Do you have experience analyzing and documenting business processes?
- Yes
- No
Please describe your experience creating, analyzing, and interpreting financial reports.
(Open Ended Question)
How many years of work experience in a higher education environment do you have?
- None
- Less than two years
- Two to five years
- Five to seven years
- More than seven years
Please indicate years of relevant experience:
- None
- Less than one year
- One to three years
- Three to five years
- Five years plus
What is your experience level with process automation?
- No response
- Beginner 0-2 years
- Intermediate 2-5 years
- Advanced 5+ years

Applicant Documents

Required Documents

Resume
Cover Letter/Letter of Application

Optional Documents

Veteran Employment Preference - Form DD-214

Human Resources,
800 West Campbell Road, AD3.418
Richardson,
TX 75080-3021

972.883.2221

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Original Job Description

Toggle navigation

Senior Financial Analyst Bookmark this Posting Print Preview | Apply for this Job

Posting Details

Posting Number	S06797P
Position Title	Senior Financial Analyst
Functional Title	Sr. Financial Analyst
Department	NSM Deans Office
Salary Range	$85,000
Pay Basis	Monthly
Position Status	Regular full-time
Location	Richardson
Position End Date (if temporary)
Posting Open Date	12/19/2025
Posting Close Date
Open Until Filled	Yes
Desired Start Date	02/01/2025
Job Summary	Manage day-to-day financial operations for NSM, including reconciliation, variance monitoring, and budget tracking. Prepare and maintain financial reports such as budget vs. accruals, spending trends, analysis of overspending, and other ad hoc financial analyses. Identify, investigate, and resolve budget issues, deficits, and spending irregularities. Assist with the annual budget cycle, including gathering departmental submissions, validating data, and preparing summaries for leadership. Conduct payroll-related actions including processing supplemental pay, coordinating salary reallocations, and troubleshooting payroll errors. Lead the development, documentation, and implementation of financial and operational workflows. Establish budgetary guidance and stewardship practices for departments. Identify automation opportunities and build solutions using Power Automate, Microsoft Forms, Microsoft Lists, SharePoint, and CoPilot. Create training materials, guidance documents, and SOPs for faculty and staff. Support compliance and reporting requirements through the institution’s budget reconciliation process. Communicate financial guidance, process changes, and updates to departments and School leadership. Train faculty and staff on financial and operational procedures. Provide regular updates to School leadership on budget status, issues, and operational improvements. Serve as a subject-matter expert on financial processes for departmental staff working under a dotted-line reporting structure. Represent NSM on committees, task forces, and cross-campus working groups focused on budgeting, finance, and operational effectiveness. Develop tracking tools, logs, dashboards, and reporting systems using Excel, SharePoint, and related Microsoft platforms. Maintain documentation repositories, budget models, and financial datasets that support decision-making. Monitor system workflows and respond to issues that disrupt financial operations. Respond to urgent budget concerns, deficits, and other financial risks. Troubleshoot payroll crises or errors in collaboration with departments and central offices.
Minimum Education and Experience	Bachelor’s degree in Accounting, Finance or related area. - 3-5 years experience working with PeopleSoft or other complex ERP Accounting Systems. - 5-7 years progressively responsible related financial/accounting/budgeting experience. - 1-3 years capital accounting and/or budgeting experience. An equivalent combination of relevant education and experience may be considered.
Preferred Education and Experience	Bachelor’s degree and seven years of related accounting and office management experience. 3 years supervisory experience
Other Qualifications	To the extent this position requires the holder to research, work on, or have access to critical infrastructure as defined in Section 117.001(2) of the Texas Business and Commerce Code, the ability to maintain the security or integrity of the critical infrastructure is a minimum qualification to be hired and to continue to be employed in the position.
Essential Duties and Responsibilities	To assist a school/department with a large volume of complex work processes, and to supervise administrative staff in the operation of the department, exercising a high degree of initiative and judgment. To provide financial oversight of a large, complex budget as well as provide financial reports and statistics as needed. The Senior Financial Analyst supports the financial and operational infrastructure of the School of Natural Sciences and Mathematics (NSM) by overseeing day-to-day financial activities, ensuring accuracy, compliance, and effective workflow management across all budget and finance functions. This position plays a key role in sustaining internal controls, maintaining institutional financial integrity, and supporting NSM’s annual budgeting, reconciliation, and payroll processes. The Senior Financial Analyst leads process improvement initiatives related to financial operations, including developing workflows, documentation, standard operating procedures, and automation opportunities using tools such as Power Automate, Microsoft Forms, Microsoft Lists, SharePoint, and CoPilot. The role provides guidance to departments on budgetary practices, communicates process and policy changes, and trains faculty and staff on new procedures. While this position does not have direct supervisory responsibilities initially, it will maintain dotted-line oversight of departmental staff whose work is tied to financial processes. This position represents NSM in meetings, committees, and cross-campus working groups focused on finance, budgeting, and process improvement. The Senior Financial Analyst exercises a high degree of autonomy and judgment in identifying and resolving budget issues, troubleshooting payroll concerns, developing financial analyses, and making recommendations to leadership to ensure sustainable and responsible use of resources.
Physical Demands and Working Conditions	Normal office environment with long periods of sitting, working on computer, and attending meetings.
Physical Activities
Working Conditions
Additional Information	What We Can Offer UT Dallas is an Equal Opportunity Employer with an employee-friendly and supportive work environment. Our comprehensive compensation and benefits package that is effective as of your hire date includes: Competitive Salary Tuition Benefits BCBS PPO Medical Insurance Options AD&D Insurance Dental & Vision Plan Options Long and short-term disability TRS Retirement Plan Fertility Benefits Paid time off Remote Work Options – approved by department All UT Dallas employees have access to various professional development opportunities, including a membership to Academic Impressions, LinkedIn Learning, and UT Dallas Bright Leaders Program. Visit https://hr.utdallas.edu/employees/benefits/ for more information.
Special Instructions Summary
Important Message	1) All employees serve as a representative of the University and are expected to display respect, civility, professional courtesy, consideration of others and discretion in all interactions with members of the UT Dallas community and the general public. 2) The University of Texas at Dallas is committed to providing an educational, living, and working environment that is welcoming, respectful, and inclusive of all members of the university community. UT Dallas does not discriminate on the basis of race, color, religion, sex (including pregnancy), sexual orientation, gender identity, gender expression, age, national origin, disability, genetic information, or veteran status in its services, programs, activities, employment, and education, including in admission and enrollment. The University is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities. To request reasonable accommodation in the employment application and interview process, contact the *ADA Coordinator. For inquiries regarding nondiscrimination policies, contact the Title IX Coordinator*.

Supplemental Questions

Required fields are indicated with an asterisk (*).

Do you have experience analyzing and documenting business processes?
- Yes
- No
Please describe your experience creating, analyzing, and interpreting financial reports.
(Open Ended Question)
How many years of work experience in a higher education environment do you have?
- None
- Less than two years
- Two to five years
- Five to seven years
- More than seven years
Please indicate years of relevant experience:
- None
- Less than one year
- One to three years
- Three to five years
- Five years plus
What is your experience level with process automation?
- No response
- Beginner 0-2 years
- Intermediate 2-5 years
- Advanced 5+ years

Applicant Documents

Required Documents

Resume
Cover Letter/Letter of Application

Optional Documents

Veteran Employment Preference - Form DD-214

Human Resources,
800 West Campbell Road, AD3.418
Richardson,
TX 75080-3021

972.883.2221

Check Us Out on Social Media

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Senior Financial Analyst

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