Financial Analyst Jobs

About The Position

Requirements

• Bachelor's degree in Finance, Accounting, Economics, Business Analytics, Data Analytics, or a related field.
• Minimum of seven (7) years of progressively responsible experience in financial analysis, budgeting, accounting, institutional research, or business intelligence.
• Data Visualization tools experience required.
• Advanced proficiency in Microsoft Excel, including financial modeling, PivotTables, Power Query, Power Pivot, dynamic arrays, XLOOKUP, INDEX/MATCH, and complex formulas.
• Advanced experience developing Power BI reports or comparable data visualization tools.
• Experience working with ERP financial systems; PeopleSoft experience preferred.
• Strong understanding of budgeting, forecasting, variance analysis, and financial reporting.
• Demonstrated ability to analyze large and complex datasets while maintaining data accuracy and integrity.
• Strong statistical, quantitative, and analytical problem-solving skills.
• Excellent written and verbal communication skills with the ability to communicate technical financial information to diverse audiences.
• Strong organizational skills with the ability to manage multiple priorities and meet deadlines.
• Demonstrated initiative, attention to detail, and commitment to continuous process improvement.
• Ability to work independently while fostering collaborative relationships across the University.

Nice To Haves

• Higher education or nonprofit financial experience preferred.
• Master's degree in Business Administration, Finance, Data Analytics, or related field.
• Microsoft Certified: Power BI Data Analyst Associate certification or equivalent.
• Certified Public Accountant (CPA), or Financial Planning & Analysis Professional (FPAC) certification.
• Experience with higher education budgeting, fund accounting, grants, and restricted funds.
• Practicing Catholics who will advance the mission of the school are preferred for this position.

Responsibilities

• Extract ERP data and utilize it to develop, maintain, and distribute recurring financial reports, dashboards, and performance metrics.
• Analyze budget-to-actual results and identify significant variances, trends, and financial risks.
• Prepare monthly, quarterly, and annual financial analyses for the office of the CFO.
• Develop complex financial models supporting budget development, enrollment analysis, departmental planning, and institutional initiatives.
• Perform ad hoc financial analyses in support of operational and executive decision-making.
• Prepare Board, leadership, accreditation, grant, and regulatory financial reports assigned.
• Assist in the annual operating and capital budget development process.
• Monitor departmental budgets and provide financial guidance to budget managers.
• Design and maintain interactive Power BI dashboards and visualizations for institutional financial reporting.
• Develop and optimize data models utilizing Power BI, Excel Advanced Analysis and related Microsoft data tools.
• Extract, validate, transform, and analyze financial and operational data from the University's ERP and supporting systems.
• Utilize advanced Excel techniques, including Power Query, Power Pivot, PivotTables, XLOOKUP, INDEX/MATCH, dynamic arrays, and financial modeling.
• Ensure the integrity, consistency, and accuracy of financial reporting data.
• Identify opportunities to automate recurring reports and improve reporting efficiency.
• Participate in ERP reporting enhancements, testing, implementations, and system upgrades.
• Document reporting procedures and maintain reporting standards.
• Recommend improvements to financial reporting processes and data management practices.
• Collaborate with Information Technology and Business Office staff to improve reporting capabilities and data accessibility.
• Assist with internal and external audit requests by preparing financial analyses and supporting documentation.
• Partner with academic and administrative departments to understand reporting needs and provide analytical support.
• Explain financial reports and analytical findings to both financial and non-financial stakeholders.
• Serve as a resource for financial reporting and data analysis throughout the University.
• Maintain confidentiality of institutional financial information.
• Perform other duties as assigned.