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Junior Financial and Data Analyst
The Claremont Colleges Services
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Junior Financial and Data Analyst

The Claremont Colleges Services

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Details
Posted:
September 20, 2024
Location:
Claremont, California
Salary:
Open
Type:
Full-time



Junior Financial and Data Analyst


The Claremont Colleges Services (TCCS) is the central coordinating and support organization for a highly regarded cluster of seven independent colleges known as The Claremont Colleges. TCCS, with about 300 staff members, provides exceptional shared services to 9,000 students, and almost 3,600 faculty and staff. TCCS staff work in both student-facing services as well as administrative and operational services. Our numerous departments are located throughout The Claremont Colleges campus in the beautiful city of Claremont, California.

ABOUT THE POSITION:

Purpose: A versatile team member skilled in delivering a wide range of accounting services to The Claremont Colleges Services (TCCS) and The Claremont Colleges (TCC). This role ensures that the internal departments of TCCS receive accurate and timely reports. Responsibilities include budget preparation, general accounting, internal financial reporting, and non-financial data collection. The individual in this position effectively balances independent and collaborative work, handles confidential information with discretion, and is proficient in managing tasks within the Workday system to support TCCS's overall budget model.

ESSENTIAL FUNCTIONS

The following are the fundamental duties and responsibilities of this position which the incumbent must be able to perform to fulfill the purpose and requirements of this position.

Accounting
  • Assists in preparing weekly, monthly, and quarterly journal entries, and is responsible for reviewing journal entries and Supplier Invoices in Workday.
  • Prepares recurring and ad hoc journal entries and inputs institutional TCCS Supplier Invoices in Workday.
  • Supports the creation, review, and discussion of monthly Budget to Actual reports for TCCS departments and senior management.
  • Collaborates closely with the Office of Financial Services to ensure seamless coordination of accounting activities.
  • Acts as a 'superuser' for the financial system, using expertise to develop meaningful reports and provide training to TCCS internal departments. Assists with managing Worktags - keywords or dimensions used in Workday to categorize and describe transactions and events for reporting and security purposes.
  • Provides customer service by assisting departments with accounting and budget inquiries. Reviews transactions to ensure accurate accounting classification and proper supporting documentation, in line with TCCS policies.


Budget
  • Assists in the preparation of the annual budget, including setup, data collection, and providing support to directors during budget development, ensuring timeliness and effectiveness of the process.
  • Provides customer service by assisting departments and intercollegiate programs with budget-related questions.


Data Analysis
  • Assists management in developing and maintaining organization-wide metrics and data collection processes.
  • Collects data from TCCS Departments, TCC Colleges, and TCC Programs, ensuring data quality and application accuracy for departments, providing reliable analyses with a high degree of confidence.
  • Generates recurring metrics reports (monthly, quarterly, annually) for various stakeholders, accurately informing them about the utilization and outcomes of current strategic initiatives.
  • Produces relevant graphs and charts, drafts narratives for reports to upper management, designs reports to integrate data, and provides regular updates on customer and operational data, with a focus on progress against targets and service level agreements.


QUALIFICATIONS

Education/Training: A bachelor's degree in accounting, business administration, or a related field; or the equivalent in a combination of education, training, and additional work experience beyond the minimum required.

Experience:
  • At least two (2) years of experience in accounting and financial reporting.
  • Experience using cloud-based ERP systems is required.


Knowledge, Skills, and Abilities:
  • Proficiency in MS Excel, Word, Outlook, Powerpoint, Teams and Adobe PDF required; strong Microsoft Excel knowledge required.
  • Foundational understanding of GAAP.
  • Fundamental understanding of and familiarity with maintaining confidentiality of sensitive information.
  • Ability to solve problems and work with limited direction
  • Strong verbal, and written communication in English.
  • Ability to summarize data in a clear and concise manner and communicate effectively to different stakeholders.
  • Strong interpersonal skill with the ability to foster collaboration and build positive relationships with internal and external constituencies, including with customers and vendors.
  • Strong analytical skills with an ability to synthesize and effectively articulate data.
  • Ability to manage time and assignments to meet expectations and strict deadlines.
  • Flexibility and comfort adjusting to changing priorities and challenges.
  • Demonstrate maturity, tact, openness to new ideas and change, resiliency, and composure in difficult and unexpected circumstances.
  • A service-oriented approach to individuals at all levels and across all disciplines and campuses.
  • High dedication to professionalism and ethical behavior always at all levels of the organization.
  • Commitment to always delivering excellent customer services and support.
  • Able and willing to learn new systems and technologies as needed.


Preferred Qualifications:
  • Workday experience
  • Qualtrics experience
  • Tableau experience
  • IPEDS knowledge
  • Experience in business office and administrative support functions.
  • Experience in Higher Education or other complex organizations


Competencies:
  • MS Word and Excel proficiency required
  • Ability to work well with and establish trust with diverse individuals in roles across TCC and TCCS
  • Organized, acute attention to detail
  • Strong oral and writing skills
  • Ability to solve problems and work with limited direction


Work Schedule: The regular hours for this full-time position are [8] hours scheduled from 8:00 a.m. to 5:00 p.m., Monday through Friday for 12 months annually. May be required to work holiday, weekend, and/or evening hours. Regular hours may vary due to the needs of the organization or business unit. This position is eligible for a hybrid work schedule to work partial hours remotely as approved by the supervisor.

COMPENSATION

Pay: The salary for this position is competitive and commensurate with the duties, responsibilities, and qualifications required for the position, between $70,000 - $80,000 a year depending on experience.

Benefits: This position is eligible for our employment benefits package including:
  • medical, dental, vision,
  • 10% retirement contributions after one year (no matching required),
  • group life insurance,
  • generous time off,
  • professional development funds,
  • discounts for mobile plans, software, and entertainment,
  • access to fitness facilities,
  • and more!




Disclaimer:This job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this position. When duties and responsibilities change and develop, The Claremont Colleges Services will review this job description and make changes of business necessity.

To view additional information and to apply, visit https://theclaremontcolleges.wd1.myworkdayjobs.com/en-US/TCCS_Careers/job/Claremont/Junior-Financial-and-Data-Analyst_REQ-6866

Equal Opportunity Employer:
TCCS is an equal opportunity employer. TCCS managers make employment decisions on the basis of merit, with the aim to have the best available person in every job. TCCS prohibits discrimination based on race, color, religious creed (including religious dress and grooming practices), gender (including gender identity and gender expression), national origin or ancestry, genetic information, physical or mental disability, medical condition, marital status, registered domestic partner status, age, sexual orientation, sex (which includes pregnancy, childbirth, breastfeeding, and medical conditions related to pregnancy, childbirth, or breastfeeding), military or veteran status, and status with regard to public assistance, or any other basis protected by federal, state or local law or ordinance or regulation. TCCS also prohibits discrimination based on the perception that anyone has any of these characteristics, or is associated with a person who has or is perceived as having any of these characteristics. All such discrimination is unlawful.







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Internal Number: 5651037
About The Claremont Colleges Services
The Claremont Colleges, a consortium of five undergraduate liberal arts colleges, two graduate institutions, and Claremont University Consortium, which provides shared institutional support services, is reminiscent of the Oxford-Cambridge model. The undergraduate colleges include Pomona College, Scripps College, Claremont McKenna College, Harvey Mudd College, and Pitzer College. The two graduate institutions include Claremont Graduate University and Keck Graduate Institute.
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