Endowment Analyst (HEOa)

Endowment Analyst (HEOa)

POSITION DETAILS

The Endowment Analyst will report to the Endowment Accounting Manager.

In addition to the CUNY Title Overview, the Endowment Analyst will:

? Cash management strategy and analysis: analyzes and creates reports on target allocations and rebalancing of funds of the Short-Term Assets

? Investment analysis: analyzes and creates reports on actual versus target asset allocations and rebalancing of funds of the Long-Term Assets.

? Participates in endowment spending policy reviews to ensure funds are in compliance with Foundation policy and donor intentions and creates related reports.

? Coordinates the preparation of investment documentation for audit process.

? Prepares and enters investment return allocation calculations.

? Compiles and analyzes data to prepare and distribute financial reports and presentations on the pools.

? Develops and runs queries from internal and external systems to create reports.

? Updates office databases, lists, and files to ensure completeness and accuracy.

? Maintains current information on department web site(s), manuals, and other materials.

? Calculates administrative fees.

? Reconcile old accounts.

? Participates in special projects as assigned.

QUALIFICATIONS

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

Preferred Qualifications:

? Bachelor's degree in accounting or related field.

? MBA or other advanced degree in a business discipline preferred; Licensed CPA may replace 1 year of experience;

? Professional accounting or financial licensure/certification (CPA) preferred;

? Knowledge of GASB reporting requirements strongly preferred;

? Intermediate to advanced proficiency using MS Excel spreadsheet functions to perform complex data analyses (VLOOKUP, pivot tables, sorting) strongly preferred;

? Detail oriented and accurate with strong numerical analysis, evaluation and research skills;

? Strong writing, verbal, interpersonal communication and presentation skills;

? Work effectively individually and collaboratively with diverse stakeholders of various; organizational levels, and follow up and complete assignments.

CUNY TITLE OVERVIEW

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

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

Job Title Name: Finance Specialist

CUNY TITLE

Higher Education Assistant

FLSA

Exempt

COMPENSATION AND BENEFITS

Salary Range: $75,465 - $86,645. 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.

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:

• Go to www.cuny.edu and click on "Employment"
• Click "Search job listings"
• Click on "More options to search for CUNY jobs"
• Search for Job Opening ID number: 29936
• 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

April 20, 2025.

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.

Job ID

Location

City College of New York