Fiscal & Business Analyst I

This is a professional position providing financial analysis and projections, budget management, and fiscal resource management for a college, campus, or division; or for a complex program or department with multiple grant, auxiliary, and/or foundation funding sources. The primary purpose of this position is to analyze financial and accounting data to and keep management and/or faculty investigators informed on the financial and budget status of the unit. This position monitors and analyzes budget and accounting data to ensure compliance with statutes, regulations, and accounting principles, and keeps manager informed regarding the financial and budget status of their departments. Prepares cash balance report for Auxiliary funds. Prepares budget forecasts and annual budgets. Prepares various forecast and trend reports at moderate difficulty level. This job will report into an administrative management position such as a Director, Associate or Assistant Director, Dean, Associate or Assistant Dean, Program Director, Department Head, or similar position. This job class specializes in financial reporting and analysis, fiscal resource management, and budget analysis. The Fiscal and Business Analyst provides financial information through budget projections and financial forecasting (e.g., expected cash flow, anticipated revenue or income) to help in financial planning, identifying trends in departmental spending, etc. Positions in this job class develop financial reports, statements and spreadsheets for use by management in determining current and future financial position. This is administrative and analytical work which is directly related to the mission and fiscal well-being of the institution, requiring the application of discretion and judgment on matters of significance with respect to budget planning, allocation of fiscal resources, and financial reporting and control. As such the duties of this position are intended to qualify for exempt status under the administrative duties exemption of the Fair Labor Standards Act. The job is responsible for recommending, developing and/or implementing accounting and financial control policies at the department, division, or college level. This job also ensures that financial activities are in compliance with all applicable federal and state regulations (e.g., grant/OMB compliance, GAAP, etc.), and USF policies and procedures. The Fiscal and Business Analyst may supervise a limited number of employees in fiscal support positions; however supervision is not mandatory for this job class. This position serves as a liaison with central departments such as the Controller''s Office, Division of Research, Budgets, or Purchasing. This position typically has approval authority for expenditures and budget transfers, and may have a role of significance in cash collection and control.

Working at USF

With approximately 16,000 employees, the University of South Florida is one of the largest employers in the Tampa Bay area. We are dedicated to cultivating a talented, engaged and driven workforce that strives to be bold. Employees excel in USF's rich academic environment, which fosters their development and advancement. In 2025, Forbes recognized USF as one of Florida's best large employers, ranked No. 1 among the state's 12 public universities. Our first-class benefits package includes medical, dental and life insurance plans, retirement plan options, employee and dependent tuition programs, generous leave, and hundreds of employee perks and discounts.

About USF

The University of South Florida is a top-ranked research university serving approximately 50,000 students from across the globe at campuses in Tampa, St. Petersburg, Sarasota-Manatee and USF Health. USF is recognized by U.S. News & World Report as a top 50 public university and the best value in Florida. U.S. News also ranks the USF Health Morsani College of Medicine as the No. 1 medical school in Florida and in the highest tier nationwide. USF is a member of the Association of American Universities (AAU), a group that includes only the top 3% of universities in the U.S. With an all-time high of $738 million in research funding in 2024 and as a top 20 public university for producing U.S. patents, USF uses innovation to transform lives and shape a better future. The university generates an annual economic impact of more than $6 billion. USF's Division I athletics teams compete in the American Athletic Conference. Learn more at www.usf.edu.

Compliance and Federal Notices

This position may be subject to a Level 1 or Level 2 criminal background check.

Applicants have rights under Federal Employment Laws:

The University of South Florida is an equal opportunity employer that does not discriminate against any employee or applicant for employment based on any characteristic protected by law. The University maintains programs for protected veterans and individuals with disabilities in accordance with all applicable federal and state laws.

Family and Medical Leave Act (FMLA)

Applicants for USF employment are entitled to request reasonable accommodation(s) in the application process. A request is to be made at least five (5) working days prior to the time the accommodation(s) is needed. Visit the Central Human Resources ADA Accommodations webpage for more information on requesting an accommodation during the application/interview process.

Equal Employment Opportunity

The University of South Florida is an equal opportunity employer that does not discriminate against any employee or applicant for employment based on any characteristic protected by law. The University maintains affirmative action programs for protected veterans and individuals with disabilities in accordance with all applicable federal and state laws. This job description does not constitute an employment contract.

This position requires a Bachelor''s degree in Accounting, Finance, or Business Administration or other field directly related to the position''s specific responsibilities and 0-2 years of fiscal related work experience. Or-

• A Bachelor''s degree in no specific required field and two years of fiscal related work experience.
• Degree Equivalency Clause: Four years of direct experience for a bachelor's degree.

Performs detailed review and analysis of the actual vs. budget for numerous revenue-generating accounts. Advises management/faculty/PIs of potential areas of over/under allocation, and when any budget transfers need to take place.

• Prepares revenue-specific financial reports (including UBIT), department and customer statements and spreadsheets to consolidate financial activities, which are utilized by management, PIs and/or accountable officers.
• Reconciles all account receivable customer accounts and resolves any discrepancies. May review and make adjustments to initial reconciliations done by fiscal support positions. May maintain additional transaction logs / schedules for reconciliation against University financial system.
• Prepares and develops financial projections/forecasts, "what if" scenarios, budget control systems, cash management systems, etc. and works with management on financial planning and reporting at monthly, quarterly and yearly intervals.
• Gathers data and assists in the preparation of the yearly operating budget/plan to be submitted to the central Budget office and/or other administrative departments.
• Assists department leadership / faculty / PIs with revenue budget development and other related fiscal activities.
• Manages cash flow for an Auxiliary operation, department, or grant by monitoring revenue transactions and associated merchant statements.
• Recommends appropriate accounting controls to be implemented and develops new and/or makes revisions to previous fiscal procedures for the department, division, grant or college.
• Has approval authority for all revenue related activities and provides oversight by monitoring how revenue activities, including billing adjustments and write-offs, are affecting the budget, for compliance with USF policies and OMB guidelines, and for appropriate customer credit extension (limits of customer account balances).
• Includes review, initial RMD-level approval, and submission of revenue processes including check and credit card deposits, EFT deposit journals, interdepartmental billing journals, customer account reconciliations and collections, billing adjustments and refunds, customer account write-offs, AR customer status and detail reporting

to departments, and adhoc TouchNet reporting to departments.

• Monitors revenue activity and may advise on appropriate chartfields/accounts for revenue transactions. Assists in planning for future revenue budget allocations.
• Performs other revenue-specific financial or budget related activities.
• Serves as a liaison with other USF departments and/or external agencies by problem solving, resolving budget issues, and providing appropriate information for various financial, budget or grant related inquiries.
• Assists with preparation of annual revenue budgets for assigned programs to submit to Financial Leadership.
• Perform analysis of departmental merchant statements including review of ledger to merchant actuals variances on all assigned merchants.
• Analysis should also ensure that all activity is in compliance with departmental policy, USF policies/regulations and state/federal statutes.
• Complete in-year forecasting and prepare historical trend analysis reports.
• Review and make adjustments to initial reconciliations of revenue transactions completed by Fiscal & Business Specialists.
• Performs other duties as assigned.

Performs detailed review and analysis of the actual vs. budget for numerous revenue-generating accounts. Advises management/faculty/PIs of potential areas of over/under allocation, and when any budget transfers need to take place.

• Prepares revenue-specific financial reports (including UBIT), department and customer statements and spreadsheets to consolidate financial activities, which are utilized by management, PIs and/or accountable officers.
• Reconciles all account receivable customer accounts and resolves any discrepancies. May review and make adjustments to initial reconciliations done by fiscal support positions. May maintain additional transaction logs / schedules for reconciliation against University financial system.
• Prepares and develops financial projections/forecasts, "what if" scenarios, budget control systems, cash management systems, etc. and works with management on financial planning and reporting at monthly, quarterly and yearly intervals.
• Gathers data and assists in the preparation of the yearly operating budget/plan to be submitted to the central Budget office and/or other administrative departments.
• Assists department leadership / faculty / PIs with revenue budget development and other related fiscal activities.
• Manages cash flow for an Auxiliary operation, department, or grant by monitoring revenue transactions and associated merchant statements.
• Recommends appropriate accounting controls to be implemented and develops new and/or makes revisions to previous fiscal procedures for the department, division, grant or college.
• Has approval authority for all revenue related activities and provides oversight by monitoring how revenue activities, including billing adjustments and write-offs, are affecting the budget, for compliance with USF policies and OMB guidelines, and for appropriate customer credit extension (limits of customer account balances).
• Includes review, initial RMD-level approval, and submission of revenue processes including check and credit card deposits, EFT deposit journals, interdepartmental billing journals, customer account reconciliations and collections, billing adjustments and refunds, customer account write-offs, AR customer status and detail reporting

to departments, and adhoc TouchNet reporting to departments.

• Monitors revenue activity and may advise on appropriate chartfields/accounts for revenue transactions. Assists in planning for future revenue budget allocations.
• Performs other revenue-specific financial or budget related activities.
• Serves as a liaison with other USF departments and/or external agencies by problem solving, resolving budget issues, and providing appropriate information for various financial, budget or grant related inquiries.
• Assists with preparation of annual revenue budgets for assigned programs to submit to Financial Leadership.
• Perform analysis of departmental merchant statements including review of ledger to merchant actuals variances on all assigned merchants.
• Analysis should also ensure that all activity is in compliance with departmental policy, USF policies/regulations and state/federal statutes.
• Complete in-year forecasting and prepare historical trend analysis reports.
• Review and make adjustments to initial reconciliations of revenue transactions completed by Fiscal & Business Specialists.
• Performs other duties as assigned.