Financial Analyst II

Rochester, NY


Under general direction from the Administrator, and with considerable latitude for independent judgement and initiative, this role is responsible for the financial success of the Department of Biomedical Genetics. Conducts specialized and highly complex analysis of financial data for the Department and makes independent assessments. Provides quantitative and qualitative analysis of current and proposed business operations, and oversees the ongoing review and analysis of financial performance for the Department. Requiring knowledge and application of accounting theory, techniques and practices, a deep understanding of sponsored projects accounting and UR financial systems and system relationships.

Functions as compliance officer responsible for interpreting and ensuring compliance of all financial requirements as specified per UR policy. Using understanding prepares and presents detailed financial reports including trending and variance analysis . Manages a part-time bookkeeper. Acts as a procurement manager. Supports the department and Principal Investigators (PI’s) with grant applications and other high level administrative responsibilities in support of 17 faculty laboratories.


  • Manages the Department’s sponsored program research and financial reporting (about 5M over the year). This includes all NIH, NYSDOH, DOD and other grant agencies grants, contract, subawards, and other research funds, totaling approximately 68 FAO’s. Using knowledge and application of accounting theory, techniques and practices, ensures the analysis of month to date surplus and deficit projection and identifies potential carry forward. Conducts and presents the analysis and ensures the Principal Investigator follows agencies’ policies and procedures in issues of effort redistributions, no-cost extensions, equipment purchases, and other post-award issues. Acts as a liaison and maintains monthly contact with the Office of Research Accounting and Costing Standards (ORACS) to ensure all award closeouts and invoices to funding agencies are prepared in a timely and accurate manner. Inaccurate or late preparation of these documents could result in funds being returned to the agency, or allow grants to run a deficit, which will require department accounts to fund the balance or may potentially impact the department’s ability to obtain future funding. Meet with Department administrator and faculty PIs to advise on current financial standing. Prepares specialized reports on trends, spending patterns, deficit analysis and surplus projection for use by Department administrator and Chair.

  • Provides the lead oversight of Department financial staff and procedures to ensure success of the Department, making independent decisions as appropriate. Develops and adapts procedures and guidelines to meet Department needs using UR Financials, URGEMS and other UR systems. Sets up accounts within various (new and everchanging) systems, identifying potential problems, and making recommendations and suggestions to improve and strengthen results and procedures. Reconciles approx.. 68 FAOs. Coordinates the training of staff involved in the use of these systems including purchasing systems. Participates in the Medical Center ad hoc committees relating to financial systems.

  • Supports the department in applying for new, renewal and supplemental grants for funding and in preparing progress reports for 17 active faculty members. Prepares correspondence for program directors to submit to funding agencies (i.e., change in effort requests, no-cost extensions, budget modifications, carry forward requests, etc.) Communicates directly with Office of Research and Project Administration (ORPA), and funding agencies on behalf of PIs. Reviews the funding agency and internal notices of awards to check for accuracy and follow up to correct any errors discovered promptly.

  • Ovesses effort of all faculty, staff and trainees in the department. Performs effort analysis, comparison to budget on grant applications and institutional budgets, and implements changes in effort as appropriate. Meets with and counsels the faculty regarding their own effort contribution levels. Collaborates with administrator on the feasibility and financial implications of potential new hires.

  • Uses knowledge and application of accounting theory, techniques and practices to prepare special reports, projections and analyses as requested by administrator and department Chair. This includes developing projections and forecasts regarding staff effort that may be used for annual institutional budgets. Develops and implements sustainable financial solutions. Executes the annual Plan Confirmation System review. Collaborates with PIs to prepare budgets for new and competitive renewal applications for sponsored projects. These include R-series applications, (with or without subcontracts), F30 and F31 applications, federal and private contracts, multiple project applications, collaborative agreements, and others. Maintains up-to-date knowledge of federal guidelines. Ensures faculty are aware of the guidelines and follows them.

  • Makes presentations to faculty in areas of research funding analysis. Conducts informal meetings with new faculty and directs staff regarding departmental accounting procedures as well as UR accounting procedures. Communicates regularly to present new, improved systems and changes. Meets with and counsels new faculty on spending projections for awards and start-up funding.

  • Daily communication with UR departments; ORACS, ORPA, Finance, Purchasing and Payroll, to ensure a high level of data maintenance and accuracy in order to obtain continued financial success of the department. Maintains frequent communication with federal and state agencies such as NIH, DOD and NYSDOH, to make sure all requirements are met. Represents the department administrator and Chair to all internal and external departments and agencies. Maintain CLASP certification. Participates in Medical School Administrators Group (MSAG) and Research Administrators Group (RARA) meetings.

Other duties as assigned.


  • Bachelor’s degree in Accounting or Business Administration required.

  • Master’s and / or CPA preferred.

  • 4 years of related experience; or an equivalent combination of education and experience required.

  • Previous experience in similar higher education and academic environment preferred.

  • Strong analytical skills, attention to detail, and ability to work independently with minimal supervision preferred.

  • Strong interpersonal, presentation and communication skills, including written communication preferred.

  • CLASP certified, or CLASP certification obtained within 1 st year in this position.

The University of Rochester is committed to fostering, cultivating, and preserving a culture of equity, diversity, and inclusion to advance the University’s mission to Learn, Discover, Heal, Create – and Make the World Ever Better. In support of our values and those of our society, the University is committed to not discriminating on the basis of age, color, disability, ethnicity, gender identity or expression, genetic information, marital status, military/veteran status, national origin, race, religion/creed, sex, sexual orientation, citizenship status, or any other status protected by law. This commitment extends to the administration of our policies, admissions, employment, access, and recruitment of candidates from underrepresented populations, veterans, and persons with disabilities consistent with these values and government contractor Affirmative Action obligations.

How To Apply

All applicants must apply online.

EOE Minorities/Females/Protected Veterans/Disabled

Pay Range

Pay Range: $59,197 - $82,888 Annually

The referenced pay range represents the minimum and maximum compensation for this job. Individual annual salaries/hourly rates will be set within the job’s compensation range, and will be determined by considering factors including, but not limited to, market data, education, experience, qualifications, expertise of the individual, and internal equity considerations.

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Location: School of Medicine & Dentistry
Full/Part Time: Full-Time