Financial Data and Reporting Analyst or Senior Financial Data and Reporting Analyst

University of Virginia•Charlottesville, VA

About The Position

The School of Medicine Dean's Office is hiring a Financial Data and Reporting Analyst or Senior Financial Data and Reporting Analyst for its Budgeting, Financial Reporting, and Analysis team. Appointment level depends on the candidate's experience. The position gathers, analyzes, and reports financial and operational data for budgeting, forecasting, long-range planning, ongoing management reporting, and emerging business needs. It translates complex data into clear, actionable information for School leadership and other stakeholders. The team uses Anaplan, a cloud-based planning and reporting platform. The successful candidate is expected to become proficient in Anaplan and use it to build and enhance financial models, reports, and analytical tools. The position collaborates with stakeholders across the School, Health System, and University. Senior analysts coordinate with all levels of management, consult on financial policies and procedures, and may provide functional and technical direction to other financial staff. This is an exempt, benefited position and will remain open until filled. Applicants must be currently authorized to work in the United States; the University will not sponsor or consider candidates who require employment visa sponsorship now or in the future. Background checks will be conducted on hires if required. The job is primarily sedentary, involving extensive desktop computer use, and occasionally requires travel some distance to attend meetings and programs.

Requirements

Bachelor's degree in Finance, Accounting, Business, Economics, Management Information Systems, or a related field, or equivalent relevant experience.
At least one year of relevant experience; at least five years for the senior appointment.
Ability to achieve Anaplan Professional Model Builder Certification within 90 days of the start date.
Strong analytical and problem-solving skills, including the ability to synthesize information from multiple sources into clear conclusions and recommendations.
Strong written and verbal communication skills and ability to work effectively with stakeholders at all organizational levels.
Advanced proficiency and experience working with large and complex data sets.
Sound judgment and discretion when handling sensitive and confidential information.
Ability to manage multiple priorities, work in ambiguous and evolving environments, and adapt to changing needs.
Attention to detail and commitment to accuracy in financial data and reporting.
Applicants must be currently authorized to work in the United States and must not require employment visa sponsorship now or in the future.

Nice To Haves

Anaplan experience.
Experience developing models with Tableau, Power BI, or comparable ERP, budgeting, and reporting platforms.
Experience using AI tools to improve analysis, review materials, or strengthen finance workflows.

Responsibilities

Independently manage complex financial planning, budgeting, and analytical processes for the School of Medicine, ensuring timely and accurate completion of deliverables.
Prepare and deliver financial analyses and reports for Health System partners, including balance sheet and variance analyses with explanations and justifications of results.
Analyze financial results, trends, and underlying drivers to identify issues, explain variances, and support planning and management decisions.
Gather, organize, and analyze information from multiple financial and operational sources to support forecasts, planning, and management reporting.
Provide analytical support and financial guidance to School of Medicine departments and leadership on complex financial and planning matters.
Resolve complex analytical issues and ensure work meets organizational standards, timelines, and financial policies.
Develop and maintain Anaplan models, modules, dashboards, and applications for financial planning and reporting.
Work with stakeholders to translate reporting needs and business and financial requirements into Anaplan solutions, including reporting modules, calculations, workflows, and user-facing applications.
Analyze processes and identify opportunities to use Anaplan and other technologies to improve efficiency, data quality, transparency, and user experience.
Test and validate system functionality and reporting solutions for accuracy and alignment with business requirements.
Guide and support Anaplan users and help stakeholders use planning and reporting tools effectively.
Develop solutions for new analytical and reporting needs as business requirements and technologies evolve.
Build effective working relationships across the School, Health System, and University.
Communicate financial information, methodologies, and results clearly to financial and non-financial audiences.
Serve as a resource on assigned planning and reporting processes and consult management on financial policies, procedures, and their application.
Contribute to broader School priorities and perform other duties as assigned.