Senior Dashboarding & Reporting Analyst, Finance Systems

Wake Forest University•Winston Salem, NC

About The Position

This position is responsible for the strategic design, advanced development, testing, and maintenance of reports and dashboards that support Wake Forest University’s data-driven strategies and decision-making. The role partners with Finance functional units and the business partner community to address reporting needs efficiently and consistently. It leads the reporting application lifecycle, conducts impact analyses for system upgrades, and serves as a primary liaison between Information Systems and Finance to support data integrity and process efficiency. The role also maintains and reviews application security to protect data. The position develops financial data extracts and repositories, governs metadata and data models, and works with Finance to validate and reconcile data across systems. It gathers business requirements and creates reports and dashboards, including visualizations of trends, anomalies, and strategic KPIs. The role provides consultation on data availability and self-service reporting, manages reporting projects and documentation, and supports quality assurance, testing, system upgrades, and issue resolution. It also identifies opportunities to automate and improve reporting workflows and communicates the upstream and downstream effects of system changes. This is a full-time position. It is not eligible for sponsorship of non-immigrant or immigrant visa status through Wake Forest University. Final staff candidates are subject to background investigations and drug screens.

Requirements

Bachelor’s degree in a business-, accounting-, or computer science-related major and five to seven years of experience with ERP systems and related applications, or an equivalent combination of education and experience.
Expert-level SQL authoring skills.
Advanced proficiency in Workday Report Writer, Prism, and Power BI.
Deep understanding of ETL processes and relational database concepts.
Experience with data warehousing concepts and development.
Experience creating compelling visualizations to communicate data insights effectively.
Ability to maintain the security and confidentiality of proprietary or sensitive data.
Experience documenting, developing, and testing reports.
Knowledge of project management methodologies and practices.
Knowledge of Microsoft Office, including Access and Visio, and Google Workspace.
Strong written and verbal communication skills and the interpersonal finesse to work effectively within the organization and with external suppliers.
Above-average interpersonal skills, including the ability to resolve technical conflicts and explain complex data concepts to non-technical audiences without escalation.
Experience working in a finance or accounting function.
Ability to work as a team participant and lead cross-functional project teams, while managing multiple high-priority deadlines in a fast-paced environment.
Exceptional organizational skills, attention to detail, and the ability to follow projects and issues through to completion.
Ability to work in an environment emphasizing continuous improvement, teamwork, and excellent customer service.
Creative problem-solving ability, including identifying opportunities, improving processes, and designing intuitive, actionable visualizations.
Ability to adapt when facing obstacles and explore new reporting tools or functionality, assessing appropriate use cases.

Nice To Haves

Experience in higher education administration and knowledge of related current best practices and leading-edge technologies.
Workday Pro Reporting certification or Advanced certification in Power BI.

Responsibilities

Develop data extracts from key systems, such as Workday, to populate a financial data repository for dashboard development.
Architect and govern metadata descriptions, including complex data models, flow diagrams, and advanced data definitions.
Work with Finance to validate and reconcile data across systems and ensure its accuracy, completeness, and integrity; recommend automated solutions.
Gather business requirements and translate complex business needs into reports and dashboards.
Use advanced visualization techniques to highlight trends, anomalies, and strategic KPIs for executive review.
Coordinate with functional users and Information Systems to deploy reports and dashboards to production in a timely manner, with appropriate security and sharing.
Advise the business partner community on data availability and self-service reporting capabilities.
Develop and manage reporting and dashboard project plans across the project lifecycle, including scope, timelines, stakeholder communications, and deliverables.
Create and maintain comprehensive project documentation.
Develop, maintain, and review report application security access to maintain internal controls and prevent unauthorized access.
Perform quality assurance checks and develop and execute test plans to verify reports’ accuracy, consistency, specifications, efficiency, and security.
Evaluate the impact of system upgrades, patches, fixes, and business change requests; coordinate testing with functional users, Information Systems, and third parties.
Lead investigation and resolution of reporting issues, log support incidents, and coordinate timely resolution with users and Information Systems staff as needed.
Stay current on reporting and analytics practices and trends, and identify, recommend, and implement improvements that automate and streamline reporting workflows.
Understand and communicate upstream and downstream impacts of system changes to stakeholders.
Perform other related functions and duties as required.