Shared Services Analyst

Job Description

The College of Education has an outstanding opportunity for a motivated and talented financial professional to join the Financial Shared Services Team (EDFAST) as a Shared Services Analyst.

About this Opportunity

Reporting to the Assistant Director of Accounting Services this position provides fiscal and administrative support to meet the business needs of the College of Educations shared environment team in accordance with Generally Accepted Accounting Principles (GAAP) Washington State Office of Financial Management (OFM) regulations and other applicable University State and Federal policies. The position contributes to a regular cadence of continuous improvement initiatives that maintain and enhance published customer service efficiency and accuracy standards. The position also participates in a regular training cadence in order to maintain and enhance subject matter expertise. Primary duties include providing technical and policy expertise to complete complex transactions in Workday to support constituent business needs. These may include purchasing payments reimbursements tracking accounts receivable reconciliation billing ad hoc reporting and Fresh Service and UW Connect triage.

Key Responsibilities:

Scholarships

Conduct a monthly reconciliation of scholarship budgets to ensure accuracy and timeliness of scholarship disbursements

Perform three-way match of scholarships using internal and UW systems

In collaboration with the Office of Student and Academic Services (OSAS):

• Communicate to OSAS any discrepancy on scholarship disbursements

• Provide OSAS annual spending guidance on each scholarship fund prior to upcoming academic year

• Work with OSAS scholarship team to keep scholarship database current

• Meet with OSAS quarterly to ensure each academic quarter funding is in SDB and ready to disburse on tuition deadline

Reporting Analysis & Compliance

Provide regular financial reports analyses and updates to principal investigators (PIs) and budget managers.

Conduct monthly budget reconciliations across assigned budgets.

Enter salary costing information across all funding sources in Workday and prepare and submit journal entries and payroll accounting adjustments as needed to ensure accurate financial reporting and proper account alignment.

Perform tasks related to payroll pre- and post-award grant and contract administration procurement external invoicing and issue resolution.

Conduct compliance reviews for college Workday orders ensuring adherence to UW and college policies procedures and budget guidelines.

Serve as the subject matter expert for complex faculty and staff payroll allocation processes. This includes but is not limited to salary distribution methodologies salary-over-the-cap restrictions cross-company over-the-cap processes and other advanced payroll scenarios.

Continuously review budget contract and appointment requirements to verify that faculty and staff salaries are charged accurately and in alignment with fully executed agreements.

Other Responsibilities

Commit to continuous learning and peer sharing to maintain knowledge excellence within the group.

Actively participate in daily staff huddles weekly and monthly workshops and outreach meetings (as requested).

Collaborate with fellow EDFAST team members and serve as a member of this team to evaluate current EDFAST processes and policies develop ideas for updates and improvements and institute changes that continually reinforce our mission and values.

Actively participate in all appropriate policy business process and customer service trainings including Workday training sessions in order to maintain and expand expertise and to identify and pursue areas for process improvement.

Provide back-up support to colleagues as needed.

Perform detailed work daily that requires absolute accuracy.

Other duties as assigned.

Required Qualifications

To be considered for this opportunity your application must demonstrate you meet both the minimum qualifications and additional qualifications listed below. Equivalent education and/or experience may substitute for minimum qualifications except when there are legal requirements such as a license certification and/or registration.

Minimum Qualifications

• A Bachelors Degree and two years of work experience providing customer service in a HR payroll procurement and/or finance business unit.

• Applicants who do not meet these qualifications WILL NOT be forwarded to the Hiring Manager.

Additional Qualifications

• Experience working in online customer support or a shared service organization.

• Strong customer service skills and ability to answer questions and solve issues quickly.

• Highly developed interpersonal skills including excellent written and oral communication skills.

• Ability to handle sensitive situations and highly confidential information with tact and discretion.

• Ability to perform successfully in a challenging high-volume setting where deadlines and priorities constantly change.

• Proficiency with Microsoft Office MS Office Suite (Word Excel PowerPoint OneNote Outlook) MS Teams SharePoint and Zoom teleconferencing.

• Intermediate proficiency with Microsoft Excel spreadsheets pivot table and ability to learn new software and adoption of new tools.

• Ability to build supportive working relationships with individuals of widely divergent backgrounds and needs.

• Must be able to work independently with the ability to collaborate on team projects and proactively solve problems.

• Demonstrated attention to detail and passion for accuracy.

Preferred Qualifications

• Strong customer service orientation with effective interpersonal skills fostering positive relationships with stakeholders.

• Demonstrated ability to work independently manage multiple tasks and prioritize effectively in a fast-paced environment.

• Proven analytical abilities with a proactive approach to researching and resolving questions discrepancies and inconsistencies.

• Self-starter with exceptional judgment and critical thinking skills capable of problem-solving autonomously.

• Ability to adapt quickly and work effectively in ambiguous situations with minimal supervision.

• Proficient in interpreting and applying established policies and procedures with a keen eye for identifying discrepancies and suggesting improvements.

• Exceptional attention to detail coupled with a strategic understanding of the broader context.

• Strong organizational skills ensuring efficiency and accuracy while meeting deadlines.

• Demonstrated ability to engage with diverse populations of students faculty and staff fostering inclusivity and collaboration.

• Knowledge of UW fiscal and administrative systems and departments particularly familiarity with Workday is preferred.

About the Team
The EDFAST team prioritizes the cultivation of future leaders in Finance who embrace diverse expressions reflecting the rich tapestry of styles and cultures among our faculty staff and students. Additionally we are dedicated to fostering a supportive work environment that promotes a healthy work-life balance. The College EDFAST team embraces a hybrid work model combining both onsite and remote work arrangements.

Compensation Benefits and Position Details

Pay Range Minimum:

Pay Range Maximum:

Other Compensation:

Benefits:

Temporary or Regular

FTE (Full-Time Equivalent):

Union/Bargaining Unit:

About the UW

Working at the University of Washington provides a unique opportunity to change lives on our campuses in our state and around the world.

UW employees bring their boundless energy creative problem-solving skills and dedication to building stronger minds and a healthier return they enjoy outstanding benefits opportunities for professional growth and the chance to work in an environment known for its diversity intellectual excitement artistic pursuits and natural beauty.

Our Commitment

The University of Washington is committed to fostering an inclusive respectful and welcoming community for all. As an equal opportunity employer the University considers applicants for employment without regard to race color creed religion national origin citizenship sex pregnancy age marital status sexual orientation gender identity or expression genetic information disability or veteran status consistent with UW Executive Order No. 81.

To request disability accommodation in the application process contact the Disability Services Office at or .

Applicants considered for this position will be required to disclose if they are the subject of any substantiated findings or current investigations related to sexual misconduct at their current employment and past employment. Disclosure is required under Washington state law.