Financial Modeling & BI Analyst (Open Rank)

Job Description - Financial Modeling & BI Analyst (Open Rank) (40324)

Job Description

Financial Modeling & BI Analyst (Open Rank) - 40324

University Staff

Description

University of Colorado Anschutz

Department: Budget, Planning and Campus Strategy

Job Title: Financial Modeling & BI Analyst (Open Rank, Senior or Principal Professional)

Position #: 00844169 - Requisition #: 40324

Job Summary:

We are seeking a highly analytical professional with strong problem-solving skills and an interest in financial systems, planning, and data analytics. The University will provide a structured development path that includes Anaplan training, certification support, mentorship, and exposure to enterprise planning initiatives.

The Financial Modeling & BI Analyst role 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 by designing and delivering scalable Anaplan planning models. This position leads the development and support of complex, multi‑dimensional models that integrate data from Oracle PeopleSoft, clinical providers, and other enterprise systems to enable informed planning, policy decisions, and operational improvements. Working closely with the Director of Business Optimization & Insights, the role also supports recurring and ad hoc analytical requests related to cross‑functional initiatives and executive‑level priorities.

This position supports Anaplan operations for the School of Medicine and serves as a key contributor within the Anaplan Center of Excellence (CoE). The role assists in the development of workflows, coordinates and leads Anaplan‑related initiatives, and oversees data collaboration across the School of Medicine and the broader institution. Responsibilities include ensuring adherence to established governance, compliance standards, and Anaplan best practices in support of enterprise transformation efforts.

This role acts as an Anaplan model builder with primary responsibility for independently managing School of Medicine Anaplan models, including (but not limited to) FTE Effort Reporting, GAP Analysis, Funds Flow Reconciliation, Commitments, structured around financial drivers, scenarios, and organizational hierarchies. The position is accountable for the ongoing accuracy, scalability, and usability of these models.

To be successful in this role, the incumbent must rapidly develop a deep understanding of data structures and source systems across campus and clinical environments; build strong relationships with campus and clinical partners; and support those partners in evaluating requirements, processes, and procedures related to effective data collection and management. Anaplan is the primary enterprise platform supported by this role. If the incumbent is not currently Anaplan‑certified, a formal certification path will be provided, with the expectation of achieving Anaplan Solution Architect certification within the first year of employment.

At the principal level, this role will operate as a project lead and campus-wide financial modeling and business intelligence subject matter expert.

Key Responsibilities:

Financial Model Building (Anaplan) - 80%

• 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.

Data Analytics & Engineering - 20%

• 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.

Work Location:

Hybrid - This position is currently eligible for hybrid work environment coming to campus 3 days a week or more depending on business requirements. A work schedule which consists of on campus and as-needed for in-person meetings may be implemented at some point.

Why Join Us:

At our institution, you'll have the opportunity to make a meaningful impact by shaping the systems and insights that drive critical financial and strategic decisions across a world-class academic and healthcare environment. This role offers a unique blend of technology, data, and finance, allowing you to work on complex, high-visibility initiatives while collaborating with diverse stakeholders across campus and clinical operations. You'll be part of a forward-thinking team committed to innovation, continuous improvement, and professional growth-including support for Anaplan certification and development. If you are intellectually curious, motivated to solve challenging problems, and eager to build scalable solutions that influence real-world outcomes, this is an exceptional opportunity to grow your career.

Why work for the University?

We have AMAZING benefits and offer exceptional amounts of holiday, vacation and sick leave! The University of Colorado offers an excellent benefits package including:

• Medical: Multiple plan options

• Dental: Multiple plan options

• Additional Insurance: Disability, Life, Vision

• Retirement 401(a) Plan: Employer contributes 10% of your gross pay

• Paid Time Off: Accruals over the year

• Vacation Days: 22/year (maximum accrual 352 hours)

• Sick Days: 15/year (unlimited maximum accrual)

• Holiday Days: 15/year

• Tuition Benefit: Employees have access to this benefit on all CU campuses

• ECO Pass: Reduced rate RTD Bus and light rail service

There are many additional perks & programs with the CU Advantage.

Qualifications:

Minimum Qualifications:

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.

• Substitution: 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.

• Two (2) years of professional experience in Business Data Analytics, Financial Planning & Analysis, Enterprise Performance Management (EPM), or a related analytical or systems role.

• Substitution: 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.

• 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.

• Substitution: 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.

• Three (3) years of professional experience in Business Data Analytics, Financial Planning & Analysis, Enterprise Performance Management (EPM), or a related analytical or systems role.

• Substitution: 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.

• 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

Preferred Qualifications (All Levels):

• 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.

Conditions of Employment (All Levels):

• This position is currently eligible for hybrid work environment coming to campus 3 days a week or more depending on business requirements. A work schedule which consists of on campus and as-needed for in-person meetings may be implemented at some point.
• Applicants must be legally authorized to work in the United States without requiring sponsorship. We are unable to provide work visa sponsorship or employment authorization for this position now or in the future.
• If the incumbent is not certified in Anaplan, there will be a certification path to become Anaplan Solution Architect certified in the 1st year of employment. Costs associated with obtaining this certification may be covered by the University of Colorado Anschutz pending available budget.

Competencies:

• 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.

How to Apply:

For full consideration, please submit the following document(s):

1. A letter of interest describing relevant job experiences as they relate to listed job qualifications and interest in the position

2. Curriculum vitae / Resume

3. Three to five professional references, including name, address, phone number (mobile number if appropriate), and email address

Questions should be directed to: Sean McBride - sean.m.mcbride@cuanschutz.edu

Screening of Applications Begins:

Applications will be accepted until finalists are identified, but preference will be given to complete applications received by July 9, 2026. Those who do not apply by this date may or may not be considered.

Anticipated Pay Range:

The starting salary range for this position has been established as:

Senior Professional: $74,243 - $99,486

Principal Professional: $85,380 - $114,409.

The above salary range represents the University's good faith and reasonable estimate of the range of possible compensation at the time of posting.

This position is not eligible for overtime compensation.

Your total compensation goes beyond the number on your paycheck. The University of Colorado provides generous leave, health plans and retirement contributions that add to your bottom line.

Total Compensation Calculator

Equal Employment Opportunity Statement:

CU is an Equal Opportunity Employer and complies with all applicable federal, state, and local laws governing nondiscrimination in employment. We are committed to creating a workplace where all individuals are treated with respect and dignity, and we encourage individuals from all backgrounds to apply, including protected veterans and individuals with disabilities.

ADA Statement:

The University will provide reasonable accommodations to applicants with disabilities throughout the employment application process. To request an accommodation pursuant to the Americans with Disabilities Act, please contact the Human Resources ADA Coordinator at hr.adacoordinator@cuanschutz.edu

Background Check Statement:

The University of Colorado Anschutz Medical Campus is dedicated to ensuring a safe and secure environment for our faculty, staff, students and visitors. To assist in achieving that goal, we conduct background investigations for all prospective employees.

Vaccination Statement:

CU Anschutz strongly encourages vaccination against the COVID-19 virus and other vaccine preventable diseases. If you work, visit, or volunteer in healthcare facilities or clinics operated by our affiliated hospital or clinical partners or by CU Anschutz, you will be required to comply with the vaccination and medical surveillance policies of the facilities or clinics where you work, visit, or volunteer, respectively. In addition, if you work in certain research areas or perform certain safety sensitive job duties, you must enroll in the occupational health medical surveillance program.

Application Materials Required: Cover Letter, Resume/CV, List of References

Job Category

: Information Technology

Primary Location

: Aurora

Department: U0001 -- Anschutz Med Campus or Denver - 21761 - ADM-AVCBO Budget Ofc-Anschutz

Schedule

: Full-time

Posting Date

: Jun 25, 2026

Unposting Date

: Ongoing

Posting Contact Name: Sean McBride

Posting Contact Email: sean.m.mcbride@cuanschutz.edu

Position Number: 00844169