University of Connecticut University of UC Title Fallback Connecticut

Financial Services Analyst (Fiscal Manager), UCP 7

Under the direction of the Director of Sponsored Program Services, and working closely with SPS Team Leads and SPS Financial Services Manager, the Financial Services Analyst is responsible for managing a portfolio of student aid fellowship accounts and serving in two other key analyst functions.  One as a Team Support Financial Analyst and the other as a Cash Operations Analyst.  As a Team Support Analyst, this role analyzes and resolves complex financial and business logistical problems for SPS team activities, and in the Cash Operations Analyst function, the role analyzes, evaluates, and documents financial processes, operational procedures and fiscal control measures in support of Cash and Financial Management Operations at Storrs and UConn Health campuses.


  1. Manage an assigned project portfolio of student and fellowship accounts, as well as a project portfolio of significant complexity, from account setup in KFS and InfoEd throughout the life-cycle of the award including reporting and closeout, requiring an advanced level of knowledge and experience.
  2. Provides analyst support in resolving complex and complicated financial and logistical business problems for team activities.
  3. Assist with the management of Cash Management/Financial Service functions across all UConn campuses, including the Health Center through business process review and streamlining activities that include the planning, direction, assignment and coordination of staffing in their respective areas of responsibility.
  4. Assist the Director in verifying proper fiscal controls are in place and that they are sufficient; assist in aligning business functions (i.e. Letter of Credit, Accounts Receivable, Invoicing, Cash Deposits and Collection) so that they are consistent and streamlined across both Storrs and Farmington campuses, and assist with change management activities resulting from cross campus initiatives.
  5. Clarify and streamline processes and implement operational efficiencies resulting in cohesive delivery of services.
  6. Assists with the management and maintenance of all financial records, budget control and internal record keeping and signs financial documents as required for normal business activities, assuring adherence to sound accounting principles.
  7. Analyze and resolve problems and discrepancies related to financial compliance or availability of funds. Protect against deficits and improper expenditures. Participate and ensure the timely and accurate coordination of billings, collections, letter of credit drawdowns, electronic transmittal of funding, and other receipt of monies related to sponsored research
  8. Serve as University-liaison with sponsoring agencies in the negotiation of terms, budget revisions, and change in scope and effort commitments or no cost extensions, as required.
  9. Prepare and submit financial reports, invoices, journal vouchers or related transactional documents required for the proper recording of billing and collection or transmittal of funding from sponsors to the University.
  10. Responsible for developing, preparing, and maintenance of financial report documentation and work papers that accurately represent UConn’s financial expenses to sponsors. Work papers should entail the adjustments, reconciliations, compliance justifications, cost share information, program income and all other facets involved in the accurate reporting of a sponsored project.
  11. Responsible for the reconciliation of the University’s accounting records with various subsidiary records, including internal accounts receivable subsidiary ledger and Federal record of letter of credit activity.
  12. Participate in maintenance of monthly or other billing cycles, including preparation of accounts receivable invoices to sponsors, processed through a variety of invoicing systems. Follows up on outstanding invoices as necessary.
  13. Participate in generating financial statements, invoices, aging schedules, and letter of credit quarterly reports, as well as performs analysis as appropriate to meet State, Federal, University and Departmental requirements.
  14. Serves as a resource and University liaison regarding fiscal matters and in the resolution of problems.
  15. May develop and deliver training for staff and university constituencies.
  16. Performs related duties as required.


  1. Bachelor’s degree in accounting, business or related field.
  2. One to three years of experience in a position with financial accountability and/or financial analysis responsibilities.
  3. Knowledge of financial controls, regulations, policies and operations related to the billing, collection, recording and deposit of monies.
  4. Experience with electronic/online financial processing.
  5. Excellent accuracy and attention to detail.
  6. Excellent interpersonal skills, with customer-service and team orientation.
  7. Excellent project management, time management and organizational skills.
  8. Excellent verbal and written communication skills.
  9. Proficiency with Microsoft Office Suite, including Outlook, Word and Excel.


  1. Certified Public Accountant, or Master’s degree in accounting or a related field with commensurate experience.
  2. Familiarity with the financial management, analysis, and controls.
  3. Familiarity with GASB/generally accepted accounting principles.
  4. Experience working in an institution of higher education.
  5. Experience developing and delivering training related to financial services.


The University of Connecticut offers a comprehensive package of salary and benefits.  For a full list of duties and responsibilities please refer to the position description located at .


Applicants must submit a letter of interest, resume and a list of at least three professional references via UConn Jobs at, Staff Positions.   Screening of applicants will begin immediately.  Employment of the successful candidate will be contingent upon the successful completion of a pre-employment criminal background check.  (Search # 2018256)

For confidential inquiries or additional information please contact:

Laurie Pudlo, Administrative Manager
Office of the Vice President for Research
University of Connecticut

This job posting is scheduled to be removed at 11:59 p.m. Eastern time on November 22, 2017.

All employees are subject to adherence to the State Code of Ethics which may be found at

The University of Connecticut is committed to building and supporting a multicultural and diverse community of students, faculty and staff. The diversity of students, faculty and staff continues to increase, as does the number of honors students, valedictorians and salutatorians who consistently make UConn their top choice. More than 100 research centers and institutes serve the University’s teaching, research, diversity, and outreach missions, leading to UConn’s ranking as one of the nation’s top research universities. UConn’s faculty and staff are the critical link to fostering and expanding our vibrant, multicultural and diverse University community. As an Affirmative Action/Equal Employment Opportunity employer, UConn encourages applications from women, veterans, people with disabilities and members of traditionally underrepresented populations.