Financial Management Analyst II, Alumni Engagement and Development

Occupational Summary

This position serves as the direct supervisor for the Staff Accountants supporting Alumni Engagement & Development (AED) and plays a strategic role in overseeing financial operations across ~25+ cost centers and 100+ cardholders. In addition to reviewing Shopping Carts, Online Check Requests, Concur Expense Reports, JVs, and reconciliations, this role exercises significant discretion in interpreting and applying Duke University Financial Services policies to ensure compliance and data integrity. The incumbent is expected to make informed decisions on complex financial matters, resolve escalated issues, and proactively identify process improvements that enhance operational efficiency and financial stewardship. This position reports to the Director of AED Finance and contributes to broader planning and policy discussions within the department.

Work Performed

Financial Management

• Lead and guide Staff Accountants in the implementation and optimization of financial systems including Concur, Buy@Duke, online check requests, journal vouchers, and reconciliations. Ensure transactions are processed accurately and efficiently, while exercising judgment in resolving procedural ambiguities and recommending improvements.
• Provide strategic oversight and serve as a key decision-maker in resolving complex and atypical financial transactions. Act as a resource for budgetary interpretation and ensure alignment with departmental and university financial goals.
• Assist with budget preparation, reporting and variance analysis. Liaise with departmental directors to educate them about their annual budget and year to date spending.
• Independently review and approve a wide range of financial documents-including Concur travel and non-travel expense reports, online check requests, Buy@Duke POs, interdepartmental requests, and relocation reimbursement forms-ensuring compliance with university policies. Serve as an authorized signatory and contribute to quarterly reporting through data analysis and interpretation.
• Oversee and manage expenditures across all current unrestricted and allocated funds, leveraging SAP data to monitor trends, identify risks, and support strategic financial planning.
• Serve as a senior resource and liaison for departmental financial representatives, interpreting and disseminating university financial policies. Proactively identify training needs, recommend appropriate learning opportunities, and foster a collaborative environment that promotes knowledge sharing and continuous improvement.

Workflow and Process Improvement

• Oversee the end-to-end workflow for all departmental expenses, ensuring robust internal controls are in place and functioning effectively. Exercise judgment in identifying and mitigating financial risks, and implement process enhancements where needed.
• Develop and monitor key performance indicators (KPIs) for Staff Accountants, aligning them with departmental financial goals, compliance standards, and critical deadlines. Use these metrics to guide performance reviews and continuous improvement efforts.
• Provide regular updates and strategic recommendations to Director of Finance regarding workflow efficiency, bottlenecks, and opportunities for optimization.
• Lead the monthly and year-end financial close processes, ensuring accuracy, timeliness, and compliance with university standards. Take ownership of resolving complex reconciliation issues and coordinating with cross-functional teams to meet reporting deadlines.

Management Duties - Manager

• Representative Duties - Appropriately represent Duke University as "employer" to direct reports and direct reports as "employees" to Duke University
• Programmatic Duties - Ensure alignment of given programmatic, departmental, and/or organization-wide activities with AED strategic goals, priorities, and expectations.
• Financial Duties - Exercise fiduciary responsibility for given individual, programmatic, departmental, and/or organization-wide activities in accordance with Duke's financial policies, procedures, and standards, and AED expectations.
• Personnel Duties - Supervise direct reports in accordance with Duke's human resource policies, procedures, and standards, and AED expectations.
• Personnel Duties - Hire & Onboard new employees (and offboard separating employees) in accordance with programmatic, departmental, and organization-wide priorities, Duke's human resource policies, procedures, and standards, and AED expectations.

Perform other related duties incidental to the work described herein.

The above statements describe the general nature and level of work being performed by individuals assigned to this classification. This is not intended to be an exhaustive list of all responsibilities and duties required of personnel so classified.

Skills

• Accounting
• Excel
• SAP
• Financial Accounting and budgeting
• Management Experience

Preferred Experience

5 years

Duke is an Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, gender, gender expression, gender identity, genetic information, national origin, race, religion, sex (including pregnancy and pregnancy related conditions), sexual orientation or military status.

Duke aspires to create a community built on collaboration, innovation, creativity, and belonging. Our collective success depends on the robust exchange of ideas-an exchange that is best when the rich diversity of our perspectives, backgrounds, and experiences flourishes. To achieve this exchange, it is essential that all members of the community feel secure and welcome, that the contributions of all individuals are respected, and that all voices are heard. All members of our community have a responsibility to uphold these values.

Essential Physical Job Functions

Certain jobs at Duke University and Duke University Health System may include essential job functions that require specific physical and/or mental abilities. Additional information and provision for requests for reasonable accommodation will be provided by each hiring department.

Duke is an Affirmative Action/Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, gender, gender expression, gender identity, genetic information, national origin, race, religion, sex, sexual orientation, or veteran status.

Duke aspires to create a community built on collaboration, innovation, creativity, and belonging. Our collective success depends on the robust exchange of ideas-an exchange that is best when the rich diversity of our perspectives, backgrounds, and experiences flourishes. To achieve of this exchange, it is essential that all members of the community feel secure and welcome, that the contributions of all individuals are respected, and that all voices are heard. All members of our community have a responsibility to uphold these values.

Anticipated Pay Range:

Duke University provides an annual base salary range for this position as USD $62,694.00 to USD $107,633.00. Duke University considers factors such as (but not limited to) scope and responsibilities of the position; candidate's work experience, education/training, and key skills; internal peer equity; as well as market and organizational considerations when extending an offer.

Your total compensation goes beyond the dollars on your paycheck. Duke provides comprehensive and competitive medical and dental care programs, generous retirement benefits, and a wide array of family- friendly and cultural programs to eligible team members. Learn more at: https://hr.duke.edu/benefits/

Essential Physical Job Functions:

Certain jobs at Duke University and Duke University Health System may include essential job functions that require specific physical and/or mental abilities. Additional information and provision for requests for reasonable accommodation will be provided by each hiring department.

Work requires a Bachelor's degree in Accounting, Finance, Economics, Business Administration or a related field. CPA is desirable.

Work requires three years experience in financial management, cost accounting or a field directly related to specialized area of assignment. OR AN EQUIVALENT COMBINATION OF RELEVANT EDUCATION AND/OR EXPERIENCE

N/A