Job Description:

Job Category:

Professional/Administrative

Position Title:

Lead Financial Systems and Business Process Analyst

Full Time/Part Time:

Full Time

Division:

Dean of the Faculty

Department:

Information Technology Services - Services and Shared Infrastructure

Hiring Wage/Salary Range:

$110,000-$120,000

Determination:

When extending an offer, Colgate University considers factors such as (but not limited to) the scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and organizational considerations.

Benefits:

Current Benefits
Colgate University is proud to offer in-depth, competitive benefits that support the health and wellbeing of our employees and their family. The majority of benefits are effective on the date of hire.
We pride ourselves on the scope and quality of the benefits offered to our employees. We invite candidates to visit our Benefits page to learn more about our generous benefits package, which includes but is not limited to:


Health and Wellness:
Comprehensive medical, dental, vision, behavioral health benefits, disability and life insurance, 403 B Retirement with employer core and matching contributions.


Paid Time Off:
Vacation time (varies based on position classification), sick time, 13.5 holidays including a Winter Recess between Christmas and New Year's and 3 floating holidays.


Paid Family Leave:
After six months of employment, employees become eligible for up to 12 weeks of paid time off up to 67% of salary to a state maximum for bonding with a newborn, adopted or foster child, caring for a family member with a serious health condition or to help after a family member has been deployed to active military duty abroad.


Continuing Education and Professional Development:
Employees and their spouse/domestic partner may take up to 2 courses per semester at Colgate, tuition free with a $20 per course registration fee.
Funding for work related courses to obtain an undergraduate or graduate degree related to your current position.
After 7 years of service in an eligible position an employee's eligible children may be awarded up to half of Colgate's tuition to attend an accredited college, university or trade school of their choice.


Along with a generous benefits package, additional perks unique to Colgate University include but are not limited to free on campus parking, free gym membership with discounts for family members, reduced Seven Oaks Golf Course memberships, University Bookstore discount, free library access, 3 free tickets for any regular season athletic home event, access to Colgate owned Bewkes Center and Glendening Boathouse, free access to all cultural events.

Department Statement:

The Lead Financial Systems and Business Process Analyst supports the Colgate mission by analyzing needs, providing technical guidance, helping with process improvement, and recommending and implementing solutions within the finance division. This position is responsible for providing support for financial systems and users, optimizing processes and the user experience of assigned software and systems, developing sustainable interfaces and developing in-house solutions when appropriate.
Through close collaboration with stakeholders, you will facilitate communication between the IT team and the Finance and Purchasing departments ensuring a shared understanding of goals and challenges. Additionally, you will play a crucial role in change management, guiding the implementation of new IT solutions, and providing ongoing support to ensure successful integration and user adoption. The ability to bridge the gap between technology and business needs will be essential in driving innovation, improving processes, and contributing to the overall success of the Finance and Purchasing departments.
Appointed by the Director of Enterprise Applications and Data Systems as a 12-month position. Employment is subject to the terms and conditions of Colgate University Human Resources policy, consistent with the laws of New York state.


Colgate Information Technology Services (ITS) is a dynamic organization that serves the diverse technology needs of the University community. ITS prides itself on exceptional customer service and building creative solutions to meet the unique needs of our liberal arts campus. ITS endeavors to foster an inclusive environment that values diversity, professional development, creativity, and innovation to support the growth of individuals and the organization. Under the leadership of the CIO, ITS is embarking on a strategic planning process to align services and resources with several exciting new initiatives identified in Colgate's Third Century Plan.

Accountabilities:

• Primarily accountable for the creation and management of efficient projects, processes, and record keeping across the suite of finance systems.


• Responsible for the review and optimal use of University financial system and data management processes.


• Ensure optimal implementation, configuration, and management of all finance systems, processes, and data.


• Optimize business processes by automating manual processes, utilizing AI and automation tools where appropriate.


• Provide direct support to finance, accounting, and accounts payable/receivable staff for day-to-day operational needs.


• Maximize the usefulness and performance of financial systems and integration points. Deploy new modules, upgrades and fixes to assigned software applications and systems. Assist in establishing requirements, methods and procedures for routine maintenance.


• Develop and maintain custom solutions where necessary and appropriate. Perform testing, including error handling.


• Develop user guides and training documentation.


• Following generally accepted practices in programming and software development, develop system interfaces and system integrations.


• Maintain and perform upgrades on Gate Card software. Troubleshoot and resolve issues for users, including both internal constituents and outside vendors.


• Ensures financial systems are in compliance with not for profit accounting standards.


• Design, create and manage database structures for development, testing and production.


• Lead small projects and actively participate on assigned projects. Meet deadlines.


• Ability to effectively communicate with customers in an appropriate level of detail.


• Assist ITS and Finance in the development of best practices and actively engage in improving IT and finance processes.


• Participate in professional development activities.


• Perform other related duties and projects as assigned.

Name:

Financial Analysis

Description:

• Demonstrated ability to conduct moderately complex financial analysis


• Demonstrated ability to summarize results into formats and visualizations that are easy to consume and understand


• Demonstrated ability to interpret and provide meaningful insights of moderately complex financial analysis

Name:

Finance and Accounting

Description:

• Demonstrated knowledge of basic accounting concepts and GAAP


• Demonstrated ability to understand journal entries and general ledger entries


• Demonstrated ability to ensure appropriate quality control over finance applications/platforms including maintenance of test scenarios and appropriate execution of testing


• Demonstrated expertise with all applicable compliance guidelines and applicable regulatory agencies

Name:

Programming/Technical Skills

Description:

• Demonstrated ability to read, understand, and create PL/SQL procedures


• Demonstrated ability to convert user requirements into code


• Effective working knowledge of ERP and database concepts


• Demonstrates ability to research, recommend, and implement software solutions


• Develops new functionality within existing software systems

Name:

Customer Service

Description:

• Displays empathy and patience with users of all levels of technical sophistication


• Demonstrated ability to assess user sophistication and communicate (oral and written) with clients in an appropriate level of detail


• Demonstrated ability to convey confidence to the user in technical ability to solve issues

Name:

Personal Accountability for Results

Description:

Takes responsibility for decisions, performance, and outcomes; behaves in a responsible manner with a positive attitude; shows self-awareness and openness to feedback

Name:

Effective Communication

Description:

Demonstrates effective written and oral communication skills; shares information and seeks input from others; adapts communication to diverse audiences; protects private and confidential information

Name:

Problem Solving and Decision Making

Description:

Analyzes and prioritizes situations to identify and solve problems; generates solutions to improve efficiency and quality; involves others in solving problems and making decisions; factors organizational goals into decisions; makes clear, transparent, and timely decisions

Name:

Change Management

Description:

Responds positively to changing university initiatives and readily adapts behavior to maintain effective performance; understands the long-term direction of the university and can relate this to departmental area; adapts to new methodologies; identifies and acts on areas where change is appropriate

Name:

Leadership and Teamwork

Description:

Applies skills and knowledge to provide a climate to achieve departmental and organizational success; balances individual and department goals; helps others perform at their best; builds productive relationships to enhance individual and organizational effectiveness; treats others with respect; resolves conflicts among team members

Name:

Creativity and Innovation

Description:

Generates, explores, encourages, and implements innovative ways of creating strategic value for the university, division, department, and individual level; critically assesses the effectiveness of new initiatives

Name:

Diversity and Inclusion

Description:

Demonstrates respect for people and their differences; understands the benefits of a diverse workforce; earns the trust and respect of others; includes and welcomes others; works to understand the perspective of others; promotes opportunities to experience diversity within our community

Name:

Sustainability

Description:

Understands the impact of decision making and personal behavior in achieving the university's commitment to a sustainable and carbon-neutral campus; supports and advances the university's sustainability initiatives; influences others to use sustainable practices

Professional Experience/ Qualifications:

• Demonstrated broad-based knowledge of accounting principles


• Demonstrated leadership skills and ability to coach others


• Demonstrated expertise and experience in using and learning enterprise accounting and financial systems (Banner, Workday, Oracle, etc.)


• Demonstrated communication skills, both verbal and written, used to explain financial and business systems to a wide range of users


• Ability to maintain confidentiality


• Must be capable of working collegially with a diverse group of faculty, staff, and students within a university context

Preferred Qualifications:

• Bachelor's degree is strongly preferred with multiple years of experience in managing, monitoring, and working with enterprise financial systems or software


• Banner experience is preferred

Education:

Must have a minimum of a Bachelor's degree or a combination of education and experience utilizing comparable skills

Other Information:

Diversity Statement Requirement:

Colgate has a diverse student, faculty, staff, and alumni population representing a variety of races, gender identities, social economic status, sexual orientations, languages, national origins, etc. Our
Diversity, Equity & Inclusion Plan presents a framework for continuing the creation of an inclusive campus and engaging the Colgate community in this effort in the years ahead.


Please describe how you would connect and work with a diverse community. The statement can be any length (e.g. paragraph or page). You can upload the statement under the Diversity Statement document heading. For information on how to write a diversity statement, see our
Guidance on Crafting Diversity Statements.

Requisition Number:

2024S068Posting

Temporary:

No

Work Schedule:

The typical schedule is daily, Monday through Friday during regular business hours. Adjustments may be made to the regular schedule to accommodate evening, overnight, weekend and holiday work as required for system and service maintenance and upgrades.

Job Open Date:

08/22/2024

Open Until Filled:

Yes

EEO Statement:

It is the policy of Colgate University not to discriminate against any employee or applicant for employment on the basis of their race, color, creed, religion, age, sex, pregnancy, national origin, marital status, disability, protected Veterans status, sexual orientation, gender identity or expression, genetic information, being or having been victims of domestic violence or stalking, familial status, or any other categories covered by law. Colgate is an Equal Opportunity/Affirmative Action employer. Candidates from historically underrepresented groups, women, persons with disabilities, and protected veterans are encouraged to apply.

Clery Act:

CAMPUS CRIME REPORTING AND STATISTICS

The Department of Campus Safety will provide upon request a copy of Colgate's Annual Security and Fire Safety Report. This report includes statistics as reported to the United States Department of Education for the previous three years concerning reported: 1. crimes that occurred on-campus; in certain off-campus buildings or property owned or controlled by Colgate University; and on public property within, or immediately adjacent to and accessible from, the campus and 2. fires that occurred in student housing facilities. The report also includes institutional policies concerning campus security and fire safety, such as policies concerning sexual assault, life safety systems, and other related matters. You may access the report from the Clery Compliance web page at:
https://www.colgate.edu/about/offices-centers-institutes/dean-college/campus-safety-staff/clery-compliance. Printed copies of this report may be obtained upon request from the Department of Campus Safety via e-mail at
cusafety@colgate.edu.

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