Financial Analyst/Planner Specialist (Bilingual – English/Spanish)

Location: Chicago, Illinois

Northeastern offers a rewarding working environment for our students and employees. Our faculty and staff are smart, dedicated people who work to create an excellent urban university experience for bright and motivated students.

Job Summary

Under direction of the TRIO Student Support Services Access, Achieve and Teacher Preparation grant projects Executive Director, to coordinate data management, assessment, reporting, compliance, and administrative operations with knowledge and execution of the policies and procedures of these offices.

The incumbent serves as the department's primary coordinator for student data systems, federal reporting, program evaluation, institutional assessment, grant compliance, and operational support. The position develops and maintains comprehensive data collection systems that support federal reporting requirements, institutional decision-making, continuous quality improvement, and strategic planning while collaborating with Institutional Research and campus partners. Bilingual English/Spanish required.

Budget Analysis, Financial Monitoring, and Forecasting

Monitors and analyzes budgets and expenditures for the three federally funded TRIO Student Support Services grant projects.

Maintains comprehensive financial records of expenditures, purchase transactions, payroll expenditures, invoices, commitments, and available balances.

Prepares routine budget reports and financial analyses for the Executive Director to monitor spending patterns and ensure expenditures remain consistent with approved grant budgets and program priorities.

Reviews financial data to identify discrepancies, spending trends, potential cost savings, and operational efficiencies.

Reconciles departmental financial records with university financial systems and works with appropriate university offices to research and resolve discrepancies.

Develops and maintains budget projections and expenditure forecasts to assist with short- and long-term financial planning.

Analyzes spending trends and anticipated program needs to identify potential budget adjustments.

Assists the Executive Director with preparing budget amendments, reallocations, revisions, and other financial documentation necessary to align expenditures with grant activities and departmental priorities.