Senior Financial Analytics & Reporting Analyst

UNC-Chapel HillChapel Hill, NC
Hybrid

About The Position

This position is eligible for a hybrid work arrangement that includes a partially remote work location, consistent with System Office policy. UNC -Chapel Hill employees are generally required to reside within a reasonable commuting distance of their assigned duty station. The Senior Financial Analytics & Reporting Analyst serves as the senior individual contributor within the Financial Data Analytics & Reporting team, supporting the development, maintenance, and enhancement of financial reporting, analytics, dashboards, and data solutions that support the University’s budget, planning, and operational decision-making processes. The position partners with Finance, Human Resources, ITS , and campus stakeholders to deliver accurate, consistent, and actionable financial information. The role applies advanced analytical expertise to financial reporting, budgeting, forecasting, data validation, and business intelligence initiatives. This role requires extensive knowledge of UNC -Chapel Hill financial systems, business processes, and institutional data structures, as well as a comprehensive understanding of how financial and HR data interact to support budgeting, compensation analysis, position management, and long-range financial forecasting. The position routinely integrates information from financial, payroll, and human resources systems to provide a complete view of the University’s financial and operational performance. Deep understanding of the University’s chartfield structure, funding sources, position funding methodology, budget development processes, and institutional financial controls is essential to ensure the accuracy and consistency of reporting used by campus leadership and external stakeholders. The position must understand how employee and position data flow through payroll, budgeting, and financial systems and how changes in workforce activity affect institutional budgets, forecasts, and financial performance. Because the role supports critical recurring financial reporting, annual budget development, workforce planning, financial forecasting, and executive decision-making, a thorough working knowledge of UNC -Chapel Hill-specific financial and HR processes is necessary to ensure continuity of operations and maintain the integrity of institutional reporting. This position provides expert guidance on financial business processes, reporting requirements, data governance, and interpretation of complex financial and workforce data, enabling campus leaders to make informed decisions based on reliable and consistent information.

Requirements

  • Demonstrated expertise in financial management, budgeting, and reporting processes, preferably within UNC or a comparable higher education environment.
  • Strong understanding of financial data structures and their relationship to HR/payroll data, including implications for budgeting, forecasting, and financial analysis.
  • Proven ability to lead and deliver complex financial reporting and analytics initiatives that support executive and operational decision-making.
  • Experience interpreting financial data and translating it into clear, actionable insights for leadership audiences.
  • Knowledge of internal controls, data validation practices, and financial reporting standards to ensure accuracy and consistency.
  • Ability to operate independently and exercise sound judgment in resolving complex financial data and reporting issues.
  • Strong written and verbal communication skills, with the ability to present financial information clearly to non-technical stakeholders.
  • Extensive knowledge of UNC -Chapel Hill financial systems, business processes, and institutional data structures.
  • Comprehensive understanding of how financial and HR data interact to support budgeting, compensation analysis, position management, and long-range financial forecasting.
  • Deep understanding of the University’s chartfield structure, funding sources, position funding methodology, budget development processes, and institutional financial controls.
  • Understanding of how employee and position data flow through payroll, budgeting, and financial systems and how changes in workforce activity affect institutional budgets, forecasts, and financial performance.
  • Thorough working knowledge of UNC -Chapel Hill-specific financial and HR processes.

Nice To Haves

  • Direct experience working with UNC financial and HR systems, including knowledge of financial reporting practices.
  • Experience supporting school- or division-level budgeting, forecasting, or long-range financial planning processes.
  • Familiarity with public higher education finance, including UNC System reporting requirements.
  • Experience partnering with Finance and HR leaders to develop standardized financial reporting and performance metrics.
  • Experience interpreting and reconciling financial, payroll, and HR data to support budgeting, forecasting, and decision-making.
  • Experience contributing to financial system implementations, reporting transformations, or process improvement initiatives.
  • Experience working with enterprise financial systems (e.g., PeopleSoft) in support of financial operations and reporting.

Responsibilities

  • Support the development, maintenance, and enhancement of financial reporting, analytics, dashboards, and data solutions.
  • Partner with Finance, Human Resources, ITS, and campus stakeholders to deliver accurate, consistent, and actionable financial information.
  • Apply advanced analytical expertise to financial reporting, budgeting, forecasting, data validation, and business intelligence initiatives.
  • Integrate information from financial, payroll, and human resources systems to provide a complete view of the University’s financial and operational performance.
  • Provide expert guidance on financial business processes, reporting requirements, data governance, and interpretation of complex financial and workforce data.
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