A cover letter and resume detailing relevant work experience is required for consideration. The cover letter should address your specific interest in the position and outline skills and experience that directly relate to this position. All applications must be submitted through the U-M job site.
The CHRT Financial Specialist will support the administrative and business functions of CHRT, including the financial aspects of both the core operating budget and various projects and initiatives housed at CHRT. This individual will be responsible for developing project budgets for CHRT’s business development opportunities, assisting with implementing new reports and tools within Planful, CHRT’s financial planning and analysis software, and assisting with revenue recognition activities (i.e., pulling time tracking reports and invoicing).
This position will report to the Senior Financial Analyst but will work closely with the Business Development Director on project budgets. This position will cover some Accountant related duties as backfill for PTO/vacation coverage. Cross-training will be provided.
This position requires an individual who has excellent customer service skills, with the ability to interact in a positive, professional and courteous manner with a broad range of people and organizations. This individual must be able to organize and prioritize tasks and be self-motivated. As CHRT is in the midst of overhauling many of its areas of operations, the individual filling this position must have an entrepreneurial mindset and welcome the opportunity to identify areas of need and create new processes. This position further requires to be able to work well independently as well as in a team and be flexible and resourceful in resolving issues. The candidate will possess excellent verbal and written communication skills, along with a comfort utilizing a variety of software tools and a desire to expand proficiency in building out new functionality in those tools.
30% Pre-Award Budgeting & Coordination
Coordinating with project directors and the Business Development Director to develop budgets for new and renewing projects
This position will serve as a bridge between CHRT’s business development activities and the Finance Team. In this role, the position will facilitate two-way communications, ensuring that the Finance Team is kept up-to-date on new business opportunities, while also ensuring that project budgets comply with CHRT’s finance and business development policies.
50% Planful Implementation and Development
Be an integral driver of Planful in partnership with the Senior Financial Analyst.
Manage data loads from QuickBooks and Harvest into Planful
Coordinate with the Business Development Director to ensure integration of Insightly CRM data into Planful
In coordination with the Senior Financial Analyst, develop new reports, forecasts, dashboards, and other financial tools in Planful
Assist with the implementation of the Planful Workforce Planning module, as well as budgeting and forecasting models
20% Revenue Recognition
Prepare time and payroll allocation as the basis for monthly revenue recognition.
Pull monthly Harvest reports (CHRT’s online time tracking software)
Reconcile Harvest reports with project budgets
In coordination with CHRT’s Accountant, prepare invoices, allocation recharges, and manage other contract and contributed revenue.
Follow-up on any outstanding A/R.
At least two years’ experience in Accounting, Finance, or related fields
Bachelor's degree in Business Administration, Accounting, Finance, or related fields
Experience in project budgeting
Knowledge of generally accepted accounting principles and standard business practices
Knowledge of financial analysis and reporting
Ability to generate accurate financial reports within established timelines
Extensive knowledge and experience using Excel and advanced spreadsheet functions.
Basic understanding of financial planning and analysis software with the desire and comfort to expand skills and responsibilities in this area
Demonstrated ability to work well within a team
Motivated, dependable, organized, and detail-oriented
Ability to multi-task and manage priorities effectively
Excellent customer service to internal and external customers
Clear communication skills
Excellent analytical skills
Proficiency with Planful (Host Analytics) or other financial planning & analysis software
Master’s level degree in Business Administration, Accounting or Finance
Knowledge of University financial systems (e.g. Wolverine Access, Business Objects, Journal Entries, Concur/PCard reconciliation, Accounts Payable/Procurement, Additional Pay Workflow) and policies/procedures is highly preferred
Proficiency with QuickBooks accounting software, including generating customized reports
Experience with Harvest, or other time tracking software
Michigan Medicine conducts background screening and pre-employment drug testing on job candidates upon acceptance of a contingent job offer and may use a third party administrator to conduct background screenings. Background screenings are performed in compliance with the Fair Credit Report Act. Pre-employment drug testing applies to all selected candidates, including new or additional faculty and staff appointments, as well as transfers from other U-M campuses.
Job openings are posted for a minimum of seven calendar days. The review and selection process may begin as early as the eighth day after posting. This opening may be removed from posting boards and filled anytime after the minimum posting period has ended.
The University of Michigan is an equal opportunity/affirmative action employer.
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