Treasury Analyst managing SPV operations and ensuring compliance with lender requirements in a fintech company. Responsible for audit processes, reporting, and financial data reconciliation.
About the role
- Lead financial liaison for Economic Innovation Unit overseeing fiscal operations at West Virginia University. Develop budgets, prepare reports, and ensure fiscal accountability.
Responsibilities
- Develop, implement, and manage short- and long-term financial plans in alignment with WVU policies and the strategic priorities of the Economic Innovation Unit.
- Coordinate day-to-day accounting operations to ensure efficiency, accuracy, and compliance with internal control standards.
- Maintains and reconciles the general ledger to support accurate month-end close processes, ensuring data integrity and adherence to WVU accounting guidelines and timelines.
- Coordinate month end variance analysis.
- Develop strong relationships and serves as liaison between senior management and WVU financial offices (i.e., Shared Services, Finance, Sponsored Research Accounting, Sponsored Programs post-award, Procurement) to facilitate fiscal operations.
- Monitors financial activity of active and new funds for compliance in spending within budget, irregularities, upcoming expiration dates, expected extensions, and reallocation of funds through closeout.
- Reviews variance budget reports through WVU financial systems (i.e., MAP, MyReports) and notifying and recommending corrective measures to fund managers of over-expended budgeted line items, upcoming expiration dates, irregularities, etc.
- Initiates regular reconciliations with fund managers and central finance offices to verify expenditures, salary distributions, fringe benefits, and fund balances.
- Analyzes financial data to prepare comprehensive reports on fund status, projections, and spending patterns, highlighting burn rates and potential risks, and flagging unusual expenditures.
- Prepares labor distributions and adjustments and works with WVU Shared Services to implement.
- Payroll validation and reconciliation.
- Provide administrative and budget support the EI units for preparation of external and internal grant application, including pre-award, competing and non-competing renewals, post-award activities, closeouts of grants and final reports, ensuring that the granting agency guidelines, college/institutional guidelines are followed: budgets are calculated and balanced, all appropriate institutional information is accurate, and all cost share requirements and documents have been submitted to Sponsored Research Accounting.
- Leads the development of annual divisional budgets for Economic Innovation units, aligning fiscal planning with strategic goals and submitting finalized budgets to the Administrative Financial Planning office.
- Ensures timely completion and accuracy of specialized financial deliverables, including monthly and consolidated financial statements, internal audits, and other fiscal reports.
- Forecasts and models funding scenarios for current, pending, and prospective projects to inform strategic and operational decision-making.
- Collaborates with Economic Innovation managers to establish financial priorities and assess fiscal needs related to personnel, equipment, and operational efficiency.
- Assists with preparation of proposal budgets and budget justifications, cost-share commitment documentation, and other financial components for proposal submissions.
- Verifies that all expenditures and receipts are properly authorized, accurately recorded, and appropriate to funding sources.
- Assist in completing and compiling financial support documents for budget and assist in coordination of budget and audit review functions by state, federal, and internal and external auditors.
- Serves as liaison between EI personnel and WVU financial officers to understand processes, procedures, and address financial issues.
- Provides guidance and support to staff on financial matters such as purchasing, invoicing, and interdepartmental transfers.
- Evaluates the effectiveness of fiscal operations and recommends process improvements to enhance accuracy and efficiency.
- Assist with financial input for quarterly/monthly grant reporting as required by various external agencies.
Requirements
- Bachelor's degree in Accounting, Finance, or related field.
- A minimum of three (3) years of related professional-level work experience in finance, accounting, and/or fiscal management.
- Experience using a financial ERP, e.g. Oracle.
- Established expertise in Microsoft Office Suite, including Excel, Word, and PowerPoint.
- Any equivalent combination of related education and/or experience will be considered.
- All qualifications must be met by the time of employment.
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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