Lead Financial Analyst

Responsibilities

• Develop and conduct financial analysis across all fund types, including operating budgets, cash flows, financial statements, strategic sourcing, cost analysis and efficiencies, and long-term financial planning to identify trends, risks, and actionable insights.
• Contribute to short- and long-range financial plan development in support of the University’s mission.
• Reporting to the AVP of Finance & Operations, assist the CFO, AVP, and Finance team in preparing ad-hoc analyses, reports, dashboards, and presentations to support strategic initiatives and financial planning.
• Provide clear and accurate budget-to-actuals variance analysis and explanations.
• Design, build, and maintain financial KPIs, scorecards, and dashboards using platforms such as Power BI, Workday, Synario, and Adaptive, ensuring accuracy, timeliness, and integrity of financial data.
• This includes building new tools from scratch to support executive, administrative, and academic resources reporting needs.
• Maintain planning models and tools to support scenario planning, forecasting, and strategic decision-making using Synario, Excel, and Adaptive.
• Translate financial data into clear visuals and narratives that support informed decision-making; research industry best practices and benchmarks to support the planning process and senior leadership.
• Identify and implement opportunities to automate manual reporting processes, including developing scalable, real-time solutions that reduce reliance on one-off analysis.
• Stay abreast of emerging trends in financial automation, AI, and data visualization, with a focus on exploring and adopting new tools and technologies as the field evolves.
• Partner with cross-functional teams to provide guidance, training, and support on financial planning and analysis across the Finance & Operations division.
• Assess and help improve systems and processes, and recommend changes to policies and procedures that impact budgetary models and initiatives.

Qualifications

• Bachelor’s degree in accounting, finance, or other relevant field.
• Minimum 4 years of progressive experience in an FP&A or related finance/accounting role.
• Demonstrated experience building financial models, dashboards, or reporting tools in a professional setting.
• Experience with Power BI or a comparable BI platform, including building dashboards and reports that pull from multiple data sources.
• Advanced Excel skills including Power Query, Power Pivot, dynamic array formulas, and other advanced functions.
• Strong analytical and problem-solving skills with attention to detail and the ability to manage competing deadlines.
• Strong communication and collaboration skills, including the ability to present complex financial findings clearly to non-financial stakeholders.
• Personal maturity and the ability to handle confidential information with discretion.

Preferred

• Master’s degree in business, finance, accounting, or related field.
• Experience with Power BI, Workday, Adaptive Planning, and/or Synario.
• Experience working with multiple financial systems or data sources.
• Exposure to AI or automation tools applied to financial reporting or analysis.
• Experience in a college, university, or other not-for-profit institution.

Pay

$100,000 – $120,000 per year (depending on experience)

Schedule

Hybrid role with an expectation of three days on-site per week.