Shared Services Analyst
UW CODE AND REPRESENTATIVE GROUP
17331 (NE S SEIU 925 Non Supv)
23225 (NE H NI SEIU 925 Non Supv)
CLASS SERIES CONCEPT
In a Shared Services Unit, perform work on behalf of multiple units and in accordance with Generally Accepted Accounting Principles (GAAP), Washington State Office of Financial Management (OFM) regulations, and other applicable University, State, and Federal policies. Provide assistance to units in one or more areas, such as HR, payroll, procurement, and bookkeeping, following unit policies and procedures established by shared services leadership.
Shared Services Unit Definition: A Shared Services Unit (SSU) is a work group centrally located in the dean or VP’s or chancellor’s office for a major organization and which uses Workday to provide a mix of financial, budgetary and human capital management services to multiple units in the organization.
BASIC FUNCTION
Under general direction and in collaboration with client-unit staff, apply technical and policy expertise to review complex transactions in support of constituent business needs. These may include miscellaneous payments to University visitors; travel and expense reimbursements; salary and other expense transfers; Faculty Effort Certifications; grant close-out and month-end close; journal entries; hiring, compensation adjustments, academic personnel actions, leave set-up and monitoring; and other tasks as determined by shared services leadership. Collaborate with shared services colleagues in the development and application of tools, workflows, and policies that support customer service, efficiency, and compliance goals. Develop onboarding and training materials for shared services staff and/or client unit staff. Evaluate customer service, compliance, and efficiency data to identify trends, successes and challenges. Gather and analyze workload and volume data to recommend improvement initiatives to shared services colleagues and leadership/governance.
DISTINGUISHING CHARACTERISTICS
Work as the compliance expert in one or more fiscal areas on behalf of multiple client units. The work requires the application of complex unit, University, State, Federal, foundation, and international policies to local and shared services transactions. It conducts independent research and collaborates with central offices and other subject matter experts to answer complex questions. As such, it requires high attention to detail, and outstanding communication skills. The position analyzes data to determine trends and motivate the regular cadence of continuous improvement initiatives. The position is responsible for a regular shared services training cadence aimed at maintaining and enhancing subject matter expertise and fostering team culture. Positions at this level typically function in support of units with diverse activities such as research, teaching, patient care, and community service programs.
TYPICAL WORK
Develop procedures for implementation, execution, control and review/audit of fiscal operations;
Advise client units on fiscal, procurement, travel, accounts receivable, HR/payroll, grant pre-award, grant close, accounting, and other policies and procedures as determined by Shared Services leadership;
Review and approve/send back transactions in one or more of the following areas: accounting, procurement, travel, accounts receivable, HR/payroll, grant pre- and post-award, and other areas as determined by Shared Services leadership;
Analyze fiscal data and report on trends to client units and/or central offices;
Independently and/or collaboratively research College, UW, State, and Federal processes and policies as appropriate to business needs;
Analyze customer service data and other performance metrics to recommend improvement initiatives to shared services colleagues and leadership/governance;
Develop and lead a regular training cadence for shared services and client units;
Perform the work of a Shared Services Specialist;
May supervise staff; and
Perform related duties as required.
MINIMUM QUALIFICATIONS
A Bachelor’s Degree and two years of work experience providing customer service in a HR, payroll, procurement and/or finance business unit, or equivalent combination of education/experience.
CLASS SPECIFICATION HISTORY
- New Job Class: 7-29-22 as negotiated with SEIU 925.
- Revised MQ: 09-08-2023