Senior Financial Analyst, Capital Planning

%3Cp%3E%3Cstrong%3EWHY UT SOUTHWESTERN?%3C/strong%3E%3Cbr%3EWith over 75 years of excellence in Dallas-Fort Worth, Texas, UT Southwestern is committed to excellence, innovation, teamwork, and compassion. As a world-renowned medical and research center, we strive to provide the best possible care, resources, and benefits for our valued employees. Ranked as the number 1 hospital in Dallas-Fort Worth according to %3Ca href=%22https://www.utsouthwestern.edu/newsroom/articles/year-2022/july-us-news-best-hospital.html%22 target=%22_blank%22%3EU.S. News %26amp; World Report%3C/a%3E, we invest in you with opportunities for career growth and development to align with your future goals. Our highly competitive benefits package offers healthcare, PTO and paid holidays, on-site childcare, wage, merit increases and so much more. We invite you to be a part of the UT Southwestern team where you%27ll discover a culture of teamwork, professionalism, and a rewarding career!%26nbsp;%3Cbr%3E%3Cbr%3E%3Cstrong%3EJOB SUMMARY%3C/strong%3E%3Cbr%3ECapital Planning leads the development of the University’s annual strategic capital budget and is responsible for the review, due-diligence, approval, and tracking of capital projects. The group also coordinates with all institutional stakeholders in preparation of all documents due to UT System for the approval of major construction/renovation capital projects, including the review of all financial proformas and models. Additionally, Capital Planning tracks University commitments, funding, and assists both clinical and non-clinical departments and centers with general financial planning and analysis requests. %26nbsp;%3Cstrong%3EThis position is a hybrid role working mostly remote and expected in the office as required.%26nbsp;%3C/strong%3E%3Cbr%3E%3Cbr%3E%3Cbr%3E%3Cstrong%3EESSENTIAL FUNCTIONS OF ROLE%3C/strong%3E%3C/p%3E%3Cul%3E%3Cli%3EProvide financial analysis support to director regarding strategic business plans %26amp; financial proformas and make recommendations for optimizing the financial impact of business initiatives.%3C/li%3E%3Cli%3EComplete timely, accurate, and thorough Capital project reviews, analysis, and reporting with attention to detail.%3C/li%3E%3Cli%3EAssists in the annual Capital planning and budget development process in support of UTSW’s strategic growth.%3C/li%3E%3Cli%3EAdvice on key process improvement opportunities and serve as critical resource for implementation.%3C/li%3E%3Cli%3EAssist with overall project approval process improvements and improved customer service, including responsibility for developing relationships with all the institutional areas.%3C/li%3E%3Cli%3EPrepares financial models and conducts financial analyses.%3C/li%3E%3Cli%3EMaintain controls for policies and procedures for financial %26amp; planning systems.%3C/li%3E%3Cli%3ECompletes more complex special projects as requested.%3C/li%3E%3C/ul%3E%3Cp%3E%3Cbr%3E%3Cstrong%3EEXPERIENCE AND EDUCATION%3C/strong%3E%3Cbr%3E%3Cbr%3E%3Cstrong%3ERequired%3C/strong%3E%3C/p%3E%3Cul%3E%3Cli%3E%3Cstrong%3EEducation%3C/strong%3E%3Cbr%3EBachelor%27s Degree in finance, accounting, or other related field.%3C/li%3E%3Cli%3E%3Cstrong%3EPreferred%3C/strong%3E%3Cul%3E%3Cli%3EMBA or master%27s degree in related field.%3Cbr%3E%26nbsp;%3C/li%3E%3C/ul%3E%3C/li%3E%3C/ul%3E%3Cul%3E%3Cli%3E%3Cp%3E%3Cstrong%3EExperience%3C/strong%3E%3Cbr%3E4 years of progressively responsible experience in finance and/or accounting with experience in planning, forecasting, and financial analysis.%26nbsp;%3Cbr%3EPreferred%3C/p%3E%3Cp%3E%26nbsp;%3C/p%3E%3C/li%3E%3C/ul%3E%3Cp%3E%3Cbr%3E%3Cstrong%3EJOB DUTIES%3C/strong%3E%3C/p%3E%3Cul%3E%3Cli%3ECompletes variety of complex monthly financial management reports and reviews all reports for errors and inconsistencies; analyzes variations in forecasts and actual performance; determines reasons for variance; develops recommendations for improvement; completes written summaries of financial data.%3C/li%3E%3Cli%3EPrepares and/or supervises preparation of monthly financial reports, schedules for annual financial reports, and reports to various government agencies, ensuring conformance of such reports with applicable procedures and regulations of University of Texas System and Federal and State agencies.%3C/li%3E%3Cli%3EIdentifies areas of poor performance, presents findings, and makes recommendations to upper management.%3C/li%3E%3Cli%3EPrepares financial models and conducts financial analyses.%3C/li%3E%3Cli%3EMay maintain controls for policies and procedures for financial system; develops and maintains delegation of authority of various procedures, such as check requests, refunds, invoice approval, bad debt write-offs, etc.%3C/li%3E%3Cli%3ECompletes more complex special projects as requested.%3C/li%3E%3Cli%3EPerforms other duties as assigned.%3C/li%3E%3C/ul%3E%3Cp class=%22MsoNormal%22%3E%3Cstrong%3EKNOWLEDGE, SKILLS AND ABILITIES%3C/strong%3E%3C/p%3E%3Cul style=%22margin-top:0in;%22 type=%22disc%22%3E%3Cli class=%22MsoNormal%22 style=%22mso-list:l0 level1 lfo1;tab-stops:list .5in;%22%3EExperience with independently developing %26amp; maintaining complex financial models.%3C/li%3E%3Cli class=%22MsoNormal%22 style=%22mso-list:l0 level1 lfo1;tab-stops:list .5in;%22%3EConceptual or working knowledge of project analysis and ROI financial metrics like NPV, IRR, and breakeven analysis.%3C/li%3E%3Cli class=%22MsoNormal%22 style=%22mso-list:l0 level1 lfo1;tab-stops:list .5in;%22%3EAbility to collaborate with cross functional finance teams in developing plans and projects that impact the organization.%3C/li%3E%3Cli class=%22MsoNormal%22 style=%22mso-list:l0 level1 lfo1;tab-stops:list .5in;%22%3ESuperior internal customer service and strong communication skills.%3C/li%3E%3Cli class=%22MsoNormal%22 style=%22mso-list:l0 level1 lfo1;tab-stops:list .5in;%22%3EAbility to maintain a high level of precision in work performed.%3C/li%3E%3Cli class=%22MsoNormal%22 style=%22mso-list:l0 level1 lfo1;tab-stops:list .5in;%22%3EApply considerable judgment in interpretation of policy and application of procedures.%3C/li%3E%3Cli class=%22MsoNormal%22 style=%22mso-list:l0 level1 lfo1;tab-stops:list .5in;%22%3EKnowledge of complex financial analysis and forecasting procedures.%3C/li%3E%3C/ul%3E%3Cp%3E%3Cstrong%3EBENEFITS%3C/strong%3E%3Cbr%3EUT Southwestern is proud to offer a competitive and comprehensive benefits package to eligible employees. Our benefits are designed to support your overall wellbeing, and include:%3C/p%3E%3Cul%3E%3Cli%3EPPO medical plan, available day one at no cost for full-time employee-only coverage%3C/li%3E%3Cli%3E100% coverage for preventive healthcare-no copay%3C/li%3E%3Cli%3EPaid Time Off, available day one%3C/li%3E%3Cli%3ERetirement Programs through the Teacher Retirement System of Texas (TRS)%3C/li%3E%3Cli%3EPaid Parental Leave Benefit%3C/li%3E%3Cli%3EWellness programs%3C/li%3E%3Cli%3ETuition Reimbursement%3C/li%3E%3Cli%3EPublic Service Loan Forgiveness (PSLF) Qualified Employer%3C/li%3E%3Cli%3E%3Ca href=%22http://jobs.utsouthwestern.edu/benefits/#top%22 target=%22_blank%22%3ELearn more about these and other UTSW employee benefits!%3C/a%3E%3C/li%3E%3C/ul%3E%3Cp%3E%3Cstrong%3ESECURITY AND EEO STATEMENT%3C/strong%3E%3Cbr%3E%3Cbr%3E%3Cstrong%3ESecurity%3C/strong%3E%3Cbr%3EThis position is security-sensitive and subject to Texas Education Code 51.215, which authorizes UT Southwestern to obtain criminal history record information.%3Cbr%3E%3Cbr%3E%3Cstrong%3EEEO%3C/strong%3E%3Cbr%3EUT Southwestern Medical Center is committed to an educational and working environment that provides equal opportunity to all members of the University community. As an equal opportunity employer, UT Southwestern prohibits unlawful discrimination, including discrimination on the basis of race, color, religion, national origin, sex, sexual orientation, gender identity, gender expression, age, disability, genetic information, citizenship status, or veteran status.%3Cbr%3E%26nbsp;%3C/p%3E

Job Details
Primary Location: Texas-Dallas-5323 Harry Hines Blvd
Work Locations: 5323 Harry Hines Blvd, Dallas, 75390
Job: Professional & Executive
Organization: 506000 - Budget & Resource Planning
Schedule: Full-time
Shift: Day Job
Employee Status: Regular
Job Type: Standard
Job Posting: Aug 14, 2026, 8:52:00 AM