Financial Reporting / Data Analyst

Position Summary:
The Financial Reporting / Data Analyst is responsible for reviewing and analyzing student account financial reports, identifying discrepancies, and providing accurate reporting to support business and operational decisions. This role requires strong analytical skills, attention to detail, and the ability to work with large data sets and financial information.

Essential Duties and Responsibilities:

• Review and analyze student account financial reports and related accounting data.
• Run, validate, and interpret reports and queries to ensure data accuracy and integrity.
• Investigate discrepancies and reconcile financial data as needed.
• Generate recurring and ad hoc reports to support departmental operations.
• Utilize reporting tools and databases to extract and analyze information.
• Collaborate with accounting, finance, and operational teams to resolve data issues.
• Maintain accurate documentation of reporting processes and procedures.
• Identify opportunities for process improvements and reporting efficiencies.
• Ensure confidentiality and security of sensitive financial and student account information.

Qualifications:

• Bachelor’s degree in Information Technology, Computer Information Systems, Finance, Accounting, Business, or a related field preferred.
• Strong analytical and problem-solving skills.
• Experience working with financial reports, accounting data, or student account information.
• Ability to run and interpret queries and database reports.
• Advanced proficiency in Microsoft Excel, including formulas, pivot tables, and data analysis functions.
• Experience with PeopleSoft is highly preferred.
• Strong attention to detail and organizational skills.
• Excellent written and verbal communication skills.
• Ability to work independently and manage multiple priorities.

Preferred Qualifications:

• Experience in higher education, student financial services, or accounting environments.
• Knowledge of reporting tools and database management.
• Experience with data analysis and process improvement initiatives.