Finance Specialist- Endowment Analyst - Cuny

Finance Specialist- Endowment Analyst

Job ID

26218

Location

City College of New York

Full/Part Time

Full-Time

Regular/Temporary

Regular

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POSITION DETAILS

Duties

In addition to the CUNY Title Overview, duties may include, but are not limited to the following

Reporting to the Endowment Manager, the Endowment Analyst will be providing capacity to analyze, report on and support the operation of the endowment. This position will overall drive the growth of the department by supporting the Foundation budget projections and to remain more fully invested in the market.

• Investment analysis. Analyzes and creates reports on actual versus target asset allocations and rebalancing of funds of the Long -Term Assets
• Coordinates the preparation of investment documentation for audit process
• Admin fee calculation. Participates in special projects as assigned
• Performs other related duties as assigned
• Cash management strategy and analysis. Analyzes and creates reports on target allocations and rebalancing of funds of the Short- Term Assets
• Maintains current information on department web site(s), manuals, and other materials
• Updates office databases, lists, and files to ensure completeness and accuracy
• Returns allocation. Compiles and analyzes data to prepare and distribute financial reports and presentations on the Pools
• Old account reconciliation
• Regular communications to divisions. Develops and runs queries from internal and external systems to create reports
• Participates in endowment spending policy reviews to ensure funds are in compliance with Foundation policy and donor intentions and creates related reports

Qualifications

Bachelor's Degree and four years' related experience required.

Preferred Qualifications

• Knowledge of GASB reporting requirements strongly preferred
• Work effectively individually and collaboratively with diverse stakeholders of various; organizational levels, and follow up and complete assignments
• Strong writing, verbal, interpersonal communication and presentation skills
• Intermediate to advanced proficiency using MS Excel spreadsheet functions to perform complex data analyses (vlookup, pivot tables, sorting) strongly preferred
• Bachelor's degree in Accounting or related field, or MBA or other advanced degree in a business discipline preferred; Advanced degree or CPA may replace 1 year of service
• Professional accounting or financial licensure/certification (CPA) preferred
• Detail oriented and accurate with strong numerical analysis, evaluation and research skills

Vaccine Requirement

Candidates will be required to provide proof of being fully vaccinated against COVID-19 upon commencing employment. Exemption (medical or religious) requests to this requirement will be considered in accordance with applicable law. Being fully vaccinated is defined for this purpose as being at least two weeks past their final dose of an authorized COVID-19 vaccine regimen. Final candidates must be fully vaccinated as of their first day of employment.

Please note: Until further notice, this is a hybrid position, eligible to work remotely and work in the office.

Cuny Title Overview

Coordinates financial matters for a program or department under management direction.

• Tracks and maintains financial data to provide fiscal reports to management; produces forecasting projections
• Maintains financial accounts for income and spending; administers the allocation of funds
• Performs related duties as assigned.
• Manages the collection of revenue and accounts receivable
• Monitors the financial condition of operating centers to ensure efficient use of resources
• Analyzes spending, income trends and usage to recommend improvements
• Performs ad hoc reporting and analysis as necessary
• May supervise subordinate staff

Job Title Name: Finance Specialist

CUNY TITLE

Higher Education Assistant

FLSA

Exempt

Compensation And Benefits

$64,649 - $75,465; Salary commensurate with education and experience.

CUNY's benefits contribute significantly to total compensation, supporting health and wellness, financial well-being, and professional development. We offer a range of health plans, competitive retirement/pension benefits and savings plans, tuition waivers for CUNY graduate study and generous paid time off. Our staff also benefits from the extensive academic, arts, and athletic programs on our campuses and the opportunity to participate in a lively, diverse academic community in one of the greatest cities in the world.

IMPORTANT NOTICE: Health Plan Coverage for Employees Hired on or after October 1, 2022 City of New York employees and employees of Participating Employers and their eligible dependents hired on or after October 1, 2022 will only be eligible to enroll in the EmblemHealth HIP HMO Preferred Plan and must remain in the HIP HMO Preferred Plan for the first year (365 days) of employment.

After 365 days of employment, the employee will have the option of either remaining in the HIP HMO Preferred Plan or selecting a different health plan within 30 days before the end of the 365th day period.

If a new health plan is selected, the new plan will be effective on the 366th day.

Only after the 365th day can the employee participate in any Annual Fall Transfer Period. An employee who needs to request an exemption from the required enrollment in the HIP HMO Preferred Plan can do so by submitting a HIP HMO Opt-Out Request Form to EmblemHealth. An employee, or eligible dependent, must meet certain criteria and the request must be approved by EmblemHealth before the exemption is granted. The HIP HMO Opt-Out Request Form and HIP service area are available on the EmblemHealth website.

How To Apply

If you are viewing this job posting in CUNYFirst, please click on "Apply Now" on the bottom of this page and follow the instructions.

If you are viewing this job posting externally, please apply as follows:

• Search for Job Opening ID number: 26218
• Click on "More options to search for CUNY jobs"
• Click "Search job listings"
• Go to www.cuny.edu and click on "Employment"
• Click on the "Apply Now" button and follow the instructions.

PLEASE NOTE THAT YOU MUST UPLOAD A COVER LETTER AND RESUME AS ONE DOCUMENT IN ANY OF THE FOLLOWING FORMATS: doc, .docx, .pdf, .rtf, or text format.

CLOSING DATE

Open unit filled with review of resumes February 15, 2023

JOB SEARCH CATEGORY

CUNY Job Posting: Managerial/Professional

EQUAL EMPLOYMENT OPPORTUNITY

CUNY encourages people with disabilities, minorities, veterans and women to apply. At CUNY, Italian Americans are also included among our protected groups. Applicants and employees will not be discriminated against on the basis of any legally protected category, including sexual orientation or gender identity. EEO/AA/Vet/Disability Employer.