Financial Analyst

Financial Analyst

Title:   Financial Analyst

DEPARTMENT:  Finance and Business

Employment Status: Full Time



JOB PURPOSE: The Finance and Business Office is responsible for the overall integrity of the College’s fiscal activities.  This office provides timely and accurate financial information to key stakeholders, while protecting College assets, both real and intangible, and ensuring College compliance with federal, state, and local tax laws from a financial and fiduciary vantage point.

The Financial Analyst role will report directly to the Controller and Vice President for Finance and Business, and will be independently responsible for the management, execution, and support of several complex strategic and operational financial activities.  He/she will become a key member of our team, and be responsible for analysis of data, including the operating budget, the College’s investment portfolio, and the College’s endowment.


Essential Functions

  • On a monthly basis, review investment statements and prepare a monthly endowment report/endowment analysis
  • Prepare quarterly investment reports for entry to general ledger (investment income, realized and unrealized gains/losses, etc.)
  • Make quarterly endowment journal entries to the general ledger
  • Track all contributions received for the fiscal year, and control the funding of gifts periodically to our investment portfolio
  • Prepare annual unitization report and endowment income/spending journal entries
  • Prepare a breakout of all endowment spending to each donor-restricted account
  • Attend all Investment Committee meetings and take minutes
  • Complete annual NACUBO report for the College
  • Support the preparation of reports and presentations on budget performance and supplemental analyses
  • Assist with monthly, quarterly, and annual deliverables, such as budget reconciliations, revenue/expense projections, actual versus budgeted expenditures, and variance analysis
  • Assist in compiling financial information and documentation needed by the College for external reporting
  • Handle the accounting for contributions, working in conjunction with the College’s Institutional Advancement Office
  • Prepare all contribution journal entries, and ensure sufficient backup is maintained for the proper classification of contributions
  • Reconcile pledges receivable and contribution revenue on a monthly basis

Non-Essential Functions

  • Assist with work assignments and special projects within the department as requested
  • Interact daily, in-person, via telephone and through e-mail, with College administration and outside agencies, providing assistance and information regarding financial and general inquiry

Nothing in this job description restricts Management’s right to assign or reassign duties and responsibilities to this job at any time.



  • Bachelor's Degree in Accounting or Finance, plus 5 years of accounting experience
  • MS in Accounting or MBA, preferred
  • Financial experience with an institution of higher education or non-profit organization is highly desirable

Desired Work Traits:

  • Experience in Higher Education, a plus
  • Strong initiative and ability to manage multiple projects
  • Ability to complete projects timely and accurately
  • Must be detail oriented with strong organizational and analytical skills

Computer Skills:

  • Proficiency in Microsoft Office applications
  • Experience in Jenzabar CX software, a plus

Communication/Interpersonal Skills:         

  •  Must exhibit competence with verbal and written communication skills and an ability to maintain effective relationships with various campus departments and outside organizations
  • Ability to work individually or as part of a team

Salary: Commensurate with qualifications and experience

To apply, please direct letters of interest and resumes to:

John Carrescia, VP of  Finance and Business/Chief Financial Officer

Wagner College

One Campus Road

Staten Island, NY 10301

or with the subject line "Financial Analyst"

No phone calls please. The review of applications will begin immediately.