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Wayne State University · 1 month ago

Sr. Treasury Analyst, Endowment Management

Detroit, MI

Full-time

Hybrid

Mid, Senior Level

3+ years exp

Wayne State University is searching for an experienced Sr. Treasury Analyst, Endowment Management at its Detroit campus location. The role focuses on managing the financial operations of the University’s endowment and investment activities, leading data analytics and report development, and ensuring financial accuracy and compliance across the organization.

Responsibilities

Lead the design and development of dashboards, financial models, and reporting tools to support Treasury

Translate complex financial data into clear, actionable insights that inform strategic planning and decision-making

Collaborate with cross-functional teams to ensure data consistency, accuracy, and alignment with institutional goals

Continuously enhance reporting capabilities by integrating new technologies and best practices in data visualization and analytics

Support the financial administration of the University’s endowment and investment activities

Prepare, analyze, and reconcile investment transactions across the University’s accounting system, bank statements, custodian records, and investment manager reports

Record journal entries accurately and in a timely manner to reflect endowment activity

Review endowment investment activity, calculate unit purchases and income distributions, update financial schedules, and prepare related accounting entries

Assist in preparing endowment accounting reports, including fiscal year-end financial statements and footnote disclosures

Ensure compliance with GAAP, University policies, and divisional objectives

Identify and resolve discrepancies in financial data to maintain accuracy and consistency across reporting systems

Support ad hoc analysis and reporting requests from Treasury, Finance, and other University stakeholders

Contribute to financial operations for the Wayne State University Foundation, including tax reporting, annual audit and financial statement preparation

Assist with surveys, ad hoc investment data requests, and preparation of tax and regulatory reports to ensure compliance and support external reporting

Support the operations, administration and accounting of philanthropic contributions, including stock gifts, charitable gift annuities (CGAs), and life insurance policies

Prepare journal entries related to CGAs, life insurance transactions, and stock contributions

Provide Treasury-related support to campus partners, including Development and Alumni Relations and the Office of Technology Transfer, to ensure effective financial coordination and compliance

Perform daily cash positioning to ensure sufficient liquidity for institutional needs

Provide support for payment processing, financial analysis, reporting, and benchmarking

Support oversight of University merchant credit card accounts and help maintain compliance with Payment Card Industry (PCI) standards

Qualification

Financial ManagementMicrosoft ExcelERP SystemsFinancial AnalysisAnalytical SkillsBusiness Intelligence ToolsExcel & VBAAttention to DetailProblem-Solving SkillsCommunication SkillsTeam Collaboration

Required

Bachelor's degree

Bachelor's degree, or equivalent experience. Degrees in Finance, Accounting, Business Administration, & Information Systems or similar preferred

Financial Management: 3+ years of progressive experience in reporting, analysis, and process improvement

Microsoft Excel: Proficient in spreadsheet functions

ERP Systems: Experience with enterprise resource planning systems

Financial Analysis: Strong analytical skills with ability to interpret complex financial data

Compliance: Background check clearance required for role eligibility

Analytical Skills: Strong quantitative and qualitative analysis skills to interpret financial data and identify trends in a fund accounting environment

Attention to Detail: Proven ability to maintain high levels of accuracy in data entry, documentation, and financial reporting, ensuring precision across all tasks

Financial Systems: Proficient in the use of complex financial management system software (Banner or comparable software) and Microsoft Office Suite products, primarily Excel for analysis, reporting, and decision-making

Problem-Solving Skills: Ability to identify financial issues, analyze root causes, and support decision making

Timeliness: Strong time management skills with a consistent track record of meeting deadlines and delivering work efficiently in fast-paced environments

Collaborative Culture: Demonstrated dedication to creating a respectful and welcoming workplace that values varied perspectives, promotes fairness, and supports efforts to build a collaborative and inclusive organizational culture

Communication Skills: Clear and effective communication skills to articulate financial concepts and strategies to stakeholders at all levels of the organization

Continuous Learning: Willingness to stay updated on industry trends, regulatory changes, and advancements in treasury management practices

Team Collaboration: Experience working collaboratively with cross-functional teams, including finance, accounting, legal, and operational departments