Lead Financial Modeling & BI Analyst

Job Description - Lead Financial Modeling & BI Analyst (40323)

Job Description

Lead Financial Modeling & BI Analyst - 40323

University Staff

Description

University of Colorado Anschutz

Department: Budget, Planning and Campus Strategy

Job Title: Lead Financial Modeling & BI Analyst

Position #: 00844169 - Requisition #: 40323

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 Lead Financial Modeling & BI Analyst position represents an exciting opportunity to develop Anaplan models and consulting support to the Budget, Planning, and Campus Strategy department, and additional ad hoc requests from the Executive Vice Chancellor's Office. The position will act as an Anaplan subject matter expert and will focus on creating and supporting complex models that incorporate data from Oracle PeopleSoft HCM and FIN. These insights will inform planning, policy decisions, and operational improvements. This position will also respond to recurring and ad hoc requests for information about projects overseen by the offices mentioned above.

This position will be part of the day-to-day operations for the Anaplan Center of Excellence (CoE) by strategically overseeing data collaboration across different units who partner with the data being utilized in the Anaplan solution and by establishing governance and best practices to support transformation. This role will be a key contributor the implementation of the Anaplan CoE and establish a pivotal information technology framework focused on quality assurance, data analysis and integration, forecasting and projections, modelling, and process/workflow development.

To be successful in this role, the incumbent will be able to: rapidly develop a deep understanding of the structures and data available in campus systems; build key relationships with campus partners in order to identify additional strategic data that may be available in school/college systems; and assist those partners in assessing needs, mechanisms, and procedures around effective data collection and management.

Key Responsibilities:

• Develop processes and workflows to ensure data and performance quality prior to publishing Anaplan models.
• Act as a campus-wide subject matter expert for Anaplan Business Modeling, this includes devising innovative and creative ways of building Anaplan business models that integrate different data sources together in meaningful ways to support financial planning, forecasting, and reporting processes.
• Manage current portfolio of Anaplan models: Campus All Funds Budgeting, Salary Setting, Mid-Year Salary Setting, Tuition Revenue, and Administration models.
• Serve as point person for the School of Medicine FTE Alignment model implementation in partnership with Tru Consulting.
• Translate existing solutions, spreadsheets, and business problems into sophisticated Anaplan multi-dimensional models.
• Conduct testing and troubleshooting to identify and resolve issues in Anaplan models.
• Stay current with Anaplan updates and enhancements, incorporating new features into existing models as appropriate.
• Deep understanding and troubleshooting of ETL processes, data flow, and dependencies. Ability to validate to ensure data quality.
• 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.
• Present data that includes quantitative and qualitative information about the organization's key mission areas and assist senior leadership in interpreting and using the data to influence changes to operations, processes, and/or programs. This expert analysis will extend to labor, budget, tuition, etc. data and will have a direct impact on long-range planning and financial modeling.
• Analyze requirements and technical specifications and implement assigned development tasks using various web technologies.
• Liaise with other campus units, working collaboratively with campus teams to develop sustainable systems, mechanisms, and procedures for tracking institutional data toward strategic goals.
• Consult on strategic decisions to best utilize or adapt current systems when embarking on change management efforts.

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:

• Bachelor's degree from an accredited institution in Computer Science, Information Technology, Business Administration, Mathematics, Statistics, Library Science, or Data Science.

• Substitution: A combination of education and related technical/paraprofessional experience may be substituted for the bachelor's degree on a year-for-year basis.

• 4-6 years of professional, relevant Business Data Analytics, Financial Planning, or EPM administration experience, which includes two years of experience with Anaplan modeling and developing.

• Substitution: An advanced degree (Master''s or Doctorate) may be substituted for experience on a year-for-year basis if the degree is in a field of study directly related to the work assignment.

Applicants must meet minimum qualifications at the time of hire.

Preferred Qualifications:

• Master's degree and/or equivalent experience in a relevant subject area, such as Computer Science, Information Technology, Business Administration, Mathematics, Statistics, Library Science, or Data Science.
• Certified Anaplan Builder.
• Experience working with Oracle Peoplesoft.
• Experience creating solution tools utilizing multiple sources of data.

Conditions of Employment:

• 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:

• 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
• Advanced analytical and research skills, as demonstrated by the ability to develop, assess, and blend information from a wide variety of data sources.
• 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

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 (or hiring range) for this position has been established as $89,092 - $119,383.

The above salary range (or hiring 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 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