Financial Analyst

Caltech is a world-renowned science and engineering institute that marshals some of the world's brightest minds and most innovative tools to address fundamental scientific questions. We thrive on finding and cultivating talented people who are passionate about what they do. Join us and be a part of the diverse Caltech community.

Job Summary

This full-time position will be responsible for administration, support and analysis of projects and operations, report preparation, general accounting, payment services and administrative functions.

Essential Job Duties

• Responsible for following all safety procedures and maintaining a safe and secure work environment.
• Under general supervision, select from established Institute policies, procedures, and practices to accomplish assignments which require exercise of discretion and judgment.
• Evaluate, review, and approve purchase requisitions, invoices, and applications for payment.
• Approve financial transactions up to a specified dollar amount.
• Review and produce financial data and research discrepancies.
• Determine appropriate set up of project funding, and process account set-up in Oracle project management system.
• Analyze project transactions and prepare projects for closure, in coordination with central accounting department.
• Design, develop, analyzes and produces diverse financial reports that require interpretation of data using complex query tools and multiple databases.
• Participates in development and implementation of internal controls and procedures.
• Assist internal and external customers courteously, promptly and professionally.
• Reviews internal monthly financial reports; examines and reports trends accordingly.
• Understands workflow and impact of financial operations.
• Interpret and effectively communicate general accounting and purchasing polices to staff and customers; recommend appropriate action to be taken. Refers complex issues to higher levels.
• Ensure that accounting schedules meet set deadlines.
• May provide additional administrative and financial functions as needed.
• May provide assistance to internal and/or external auditors regarding audits of financial transactions, policies, procedures, and practices.

Basic Qualifications

• The successful candidate must have a Bachelor's degree and 2 years' experience, or high school diploma and 4 years' experience, in accounting or finance.
• Candidate must be able to communicate effectively in writing, by phone, and in person with people throughout the Institute and outside Caltech. Outstanding oral and written communication skills and ability to work effectively with fellow employees and management.
• The selected candidate must pass a pre-employment background investigation to be hired for this position.
• Solid knowledge of accounting principles.
• The successful candidate must work with a high degree of detail and must be able to organize, manage and prioritize multiple tasks and deadlines.
• Experience with MS Office programs.

Preferred Qualifications

• Experience in Procurement including purchase orders, and processing invoices.
• Experience with Oracle, Oracle Business Intelligence (OBI), Assetworks AiM system, Jaegger e-Procurement system and or Power BI.
• Bachelor's degree in a business Field.

Required Documents

• Resume.