Financial Modeling & BI Analyst (Open Rank)

University of Colorado•Aurora, CO

2d•$74,243 - $114,409•Hybrid

About The Position

The University of Colorado Anschutz is seeking a highly analytical professional with strong problem-solving skills and an interest in financial systems, planning, and data analytics for the role of Financial Modeling & BI Analyst. This position serves as a professional partner to the Budget, Planning, and Campus Strategy department, the School of Medicine (SOM), and the Executive Vice Chancellor’s Office. The role involves designing and delivering scalable Anaplan planning models, leading the development and support of complex, multi-dimensional models that integrate data from various enterprise systems. The position also supports recurring and ad hoc analytical requests and serves as a key contributor within the Anaplan Center of Excellence (CoE), assisting in the development of workflows and overseeing data collaboration. The role acts as an Anaplan model builder with primary responsibility for independently managing School of Medicine Anaplan models, ensuring their ongoing accuracy, scalability, and usability. At the principal level, this role will operate as a project lead and campus-wide financial modeling and business intelligence subject matter expert. The University will provide a structured development path including Anaplan training, certification support, mentorship, and exposure to enterprise planning initiatives.

Requirements

Senior Level: Bachelor’s degree from an accredited institution in Computer Science, Data Science, Information Technology, Business Administration, Finance, Mathematics, Statistics, or a related field.
Senior Level: A combination of education and related technical, military, or paraprofessional experience may be substituted for a bachelor’s degree on a year‑for‑year basis.
Senior Level: Two (2) years of professional experience in Business Data Analytics, Financial Planning & Analysis, Enterprise Performance Management (EPM), or a related analytical or systems role.
Senior Level: An advanced degree (Master’s or Doctorate) in a field directly related to the work assignment may be substituted for experience on a year‑for‑year basis.
Senior Level: Experience using SQL and business intelligence / analytics tools (e.g., Power BI, Tableau, or similar).
Principal Level: Bachelor’s degree from an accredited institution in Computer Science, Data Science, Information Technology, Business Administration, Finance, Mathematics, Statistics, or a related field.
Principal Level: A combination of education and related technical, military, or paraprofessional experience may be substituted for a bachelor’s degree on a year‑for‑year basis.
Principal Level: Three (3) years of professional experience in Business Data Analytics, Financial Planning & Analysis, Enterprise Performance Management (EPM), or a related analytical or systems role.
Principal Level: An advanced degree (Master’s or Doctorate) in a field directly related to the work assignment may be substituted for experience on a year‑for‑year basis.
Principal Level: Experience using SQL and business intelligence / analytics tools (e.g., Power BI, Tableau, or similar).
Applicants must meet minimum qualifications at the time of hire.
Proven ability to translate complex business questions into structured financial models, analyses, and decision‑ready insights.
Working knowledge in Financial Planning & Analysis and Human Resources.
Familiarity with best practices for data integrity, analysis, visualization, and security.
Strong understanding of data structures, relationships and data manipulation.
Ability to be self-sufficient understanding and documenting business requirements then translating them into a technology solution.
Highly motivated problem solver that is a tenacious learner, intellectually curious, and excited about learning new technologies.
Strong business analytical skills and a strong aptitude for multi-dimensional modeling tools
Proficiency in data analysis and visualization tools like Power BI, Tableau, SQL, and Python.
Proficiency in statistical concepts and methodologies
Demonstrated ability to work as part of a team in a collaborative environment, build consensus and promote the exchange of information.
Ability to understand the basic workings of databases and data flow.
Creative problem-solver with a passion for identifying needs and proposing solutions.
Ability to manage workload autonomously, work with many constituents, juggle multiple competing tasks, and set priorities to achieve results.
Ability to work under tight/changing deadlines.
Ability to learn new software and systems quickly and independently.
Strong verbal, written communication, and presentation skills.

Nice To Haves

Master’s degree and/or equivalent experience in a relevant discipline such as Data Science, Business Analytics, Computer Science, Information Technology, Finance, Economics, Mathematics, or Statistics.
Experience building multi‑dimensional financial models in a modern enterprise planning platform (e.g., Anaplan or similar).
Anaplan Model Builder certification.
Experience supporting Financial Planning & Analysis (FP&A) and/or Human Resources functions.
Experience using Python or similar scripting tools for data preparation, automation, or analysis.

Responsibilities

Design, build, and maintain multi‑dimensional financial models in Anaplan, incorporating time, versions, scenarios, and organizational hierarchies.
Recommend and implement improvements to processes and workflows to ensure data integrity, model performance, and readiness prior to publishing Anaplan models for the School of Medicine.
Serve as the primary point of contact for School of Medicine Anaplan model requests and ongoing support, including FTE Effort Reporting, GAP Analysis, Funds Flow Reconciliation, and Commitments.
Act as an Anaplan model builder for campus‑wide models, including All Funds Budgeting, Salary Setting, Mid‑Year Salary Setting, Tuition Revenue, and Administration models.
Translate existing solutions, spreadsheets, and complex business problems into scalable, maintainable Anaplan multi‑dimensional models.
Conduct comprehensive testing, validation, and troubleshooting to identify and resolve model issues and ensure accuracy and usability.
Apply Anaplan best practices related to sparse vs. dense dimensional design to balance flexibility, performance, and long‑term maintainability.
Monitor Anaplan product updates and enhancements, incorporating new functionality into existing models where appropriate and beneficial.
Collaborate with campus units and the Director of Business Optimization & Insights to develop sustainable systems, governance mechanisms, and procedures for tracking institutional data in support of strategic objectives.
(Principal Level): Operate as a subject matter expert in the areas of project management, end-user requirement gathering, process improvement, and data analysis, modeling and visualization.
(Principal Level): Influence campus or department decision making, processes and policies by providing expert consultation and data substantiated recommendations to leadership and campus stakeholders.
Write and optimize SQL queries across enterprise data platforms, including Oracle, MS SQL Server, and Snowflake, involving large relational joins, analytical functions (e.g., window functions, CTEs, subqueries), and performance tuning.
Troubleshoot and support ETL processes, data flows, and system dependencies, ensuring reliability and consistency across source systems.
Validate and reconcile data to ensure data quality, accuracy, and alignment with financial and operational models.
Present and visualize quantitative and qualitative data related to the School of Medicine’s key mission areas, supporting executive and stakeholder decision‑making.
Analyze business and technical requirements and implement assigned development tasks using appropriate tools and technologies.
Utilize Python or similar tools to support data preparation, automation, and efficiency improvements as appropriate.
(Principal Level): Operates as a technical expert; write and optimize more complex SQL queries and ETL processes and flows.
(Principal Level): Use expertise to provide comprehensive data analysis and translate complex findings into approachable insights for university leadership and stakeholders.