Financial Analyst
Case Western Reserve University - Cleveland, OH

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Working with a high degree of independence and under general direction, assist the Sr. Associate Controller in providing information for executive and senior management decision making by contributing to the development and maintenance of accurate, dynamic analyses and reporting of financial results and variance explanations. Assist in the execution of financial processes and reporting requirements to ensure consistency in recording financial transactions and compliance with GAAP. Complete projects related to internal and external financial reporting, and/or assigned by the Controller or the Sr. Associate Controller.


  • Attain in-depth understanding of the accounting for a portfolio of schools, administrative departments, and financial statements line items as assigned. Identify fluctuations from expected relationships and/or changes in periods and be able to investigate and explain to the reader the reason(s).
  • Extract data from university systems and use spreadsheets, database tools, and other techniques to perform analyses on university financial data.
  • Serve as a customer service representative to financial and other administrative personnel in the various functions of the University and act as a resource to the departments on financial and accounting processes and principles. Suggest new policies, processes and reporting tools and training for new staff members within the departments.
  • Assist in the preparation of the quarterly GAAP financial statements and annual audited financial statements, and in the execution of updated monthly and quarterly financial briefing materials.
  • Assist in the preparation of internal and external reporting including, but not limited to, IPEDS, rating agencies, Census Bureau reports, etc.
  • Assist in the coordination of the various external audits for the University including, but not limited to the A-133 and pension plan audits.


  • Work with senior management in the Controller’s Office on special projects related to the business processes and/or accounting on an ad-hoc basis.
  • Act as backup for the cashiers in the Cashier’s Office.
  • Perform other duties as assigned.

    Department: Regular contact with co-workers and senior management to share information.

    University: Regular contact with department administrators, Budget Office, Office of Research Administration, and School-level Finance Offices

    External: Infrequent contact with peers from other institutions to share information.

    Students: Little or no contact.




    Experience: 3 to 5 years of experience in the field or in a related area.

    Education/licensing: Bachelor’s degree and a strong, current grasp of accounting and financial principles and practices; CPA or Master’s degree a plus.


  • Sound analytical reasoning;
  • Ability to work with others; Strong interviewing skills able to obtain information;
  • Ability to review and flowchart processes;
  • Strong verbal and written communication skills; including the ability to explain variances and processes in a clear and concise fashion;
  • High level of integrity and professionalism
  • Working knowledge of Microsoft Office with advanced skills in Excel;
  • Knowledge of ERP financial software (PeopleSoft); knowledge of database query tools.


    Normal office work environment.


    Diversity Statement

    In employment, as in education, Case Western Reserve University is committed to Equal Opportunity and Diversity. Women, veterans, members of underrepresented minority groups, and individuals with disabilities are encouraged to apply.

    Reasonable Accommodations

    Case Western Reserve University provides reasonable accommodations to applicants with disabilities. Applicants requiring a reasonable accommodation for any part of the application and hiring process should contact the Office of Inclusion, Diversity and Equal Opportunity at 216-368-8877 to request a reasonable accommodation. Determinations as to granting reasonable accommodations for any applicant will be made on a case-by-case basis.

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