Financial Data & Reporting Analyst

Location: Posting Location - William & Mary

Job Requisition

JR102156 Financial Data & Reporting Analyst (Open)

Department

CC00143 WM001 | SOB | School of Business - Administration

Job Family

Staff - Software Programming & Applications

Worker Sub-Type

Regular (benefited)

Job Requisition Primary Location

Miller Hall

Primary Job Posting Location

Posting Location - William & Mary

Job Description Summary

The mission of the Raymond A. Mason School of Business at William & Mary is to serve the Commonwealth, the nation, and the global community by offering high-quality educational programs at the undergraduate, graduate, and professional levels and by creating and communicating new knowledge.

Reporting to the Senior Director Financial Planning & Data Analysis, the Financial Data and Reporting Analyst expands the Mason School’s capacity to maintain accurate, timely, and useful financial and operational reporting. The position is an integral member of the Finance and Administration team and supports data-informed decision-making through data preparation, reconciliation, analysis, reporting, visualization, and documentation.

The analyst maintains recurring financial reports and dashboards, performs budget-to-actual and other variance analyses, responds to routine and ad hoc data requests, and translates results into clear information for technical and nontechnical stakeholders. Working under the functional guidance of the Director Data Analytics, the analyst applies established methodologies while progressively developing the ability to complete more complex analytical work independently.

Key Responsibilities

• Maintain recurring financial, enrollment, and operational reports used by School leadership and program administrators.
• Extract, combine, clean, reconcile, and validate data from Workday, Banner, customer relationship management systems, and other institutional sources.
• Perform budget-to-actual, revenue, expenditure, enrollment, and trend analyses using established methodologies.
• Develop and maintain Power BI dashboards, Excel-based analytical tools, visualizations, and supporting documentation.
• Investigate discrepancies, identify data-quality concerns, and coordinate with appropriate partners to resolve issues.
• Prepare concise summaries and presentations that explain material variances, trends, and operational results.
• Document report logic, data definitions, procedures, and recurring reporting calendars to promote consistency and continuity.
• Support process improvement, reporting automation, annual reporting cycles, and larger analytical projects.

Job Description

Required Qualifications

• Bachelor’s degree in business, finance, accounting, economics, data analytics, information systems, statistics, mathematics, public administration, or a related field, or an equivalent combination of education, training, and experience.
• Experience working with structured data, spreadsheets, reports, or administrative datasets through professional work, internships, academic work, or applied projects.
• Proficiency with Microsoft Excel, including formulas, data organization, and analytical or reporting functions.
• Ability to collect, organize, reconcile, validate, and analyze information from multiple sources with a high degree of accuracy.
• Ability to identify trends and inconsistencies and communicate findings clearly to technical and nontechnical audiences.
• Strong organizational, problem-solving, written communication, and interpersonal skills.
• Ability to manage multiple recurring and ad hoc priorities, meet deadlines, and work both independently and collaboratively.
• Commitment to maintaining confidentiality and safeguarding sensitive institutional information.

Preferred Qualifications

• Experience supporting financial, budget, personnel, or other administrative reporting.
• Experience with Power BI, Tableau, SQL, Power Query, Microsoft Fabric, or similar reporting and business-intelligence tools.
• Experience with Workday, Banner, Slate, Salesforce, Qlik, or comparable enterprise systems.
• Experience developing dashboards, recurring reports, visualizations, performance measures, or variance analyses.
• Experience in higher education, government, a nonprofit organization, or another complex organization.
• Familiarity with data dictionaries, metadata, data governance, relational data, and data-visualization practices.

Conditions of Employment

• This position may require additional hours beyond the typical 40-hour work week, to include occasional evening, night and weekend work, as needed to meet the business needs of the operation.
• The position requires access to sensitive university information. The incumbent must comply with university information-security, privacy, records-management, and data-governance policies and applicable laws.
• Continued professional development may be required to maintain proficiency with evolving institutional systems and analytical tools.
• This position is eligible for up to 1 remote work day per week per the Mason School of Business administration.
• This position is not eligible for work visa sponsorship.
• For full consideration, please upload the items listed below before the review date. The review date for this position is 11/13/2026.

Resume

Cover Letter

List of 3 professional references with contact information

Duties

40%- Financial and Operational Reporting and Analysis

• Maintain recurring financial reports and analytical products for School leadership, Finance and Administration, academic programs, and other stakeholders.
• Analyze budget-to-actual performance, revenues, expenditures, enrollment, scholarships, discounts, and other operational measures using established definitions and methodologies.
• Prepare routine variance, trend, and comparative analyses; identify material changes and summarize the factors contributing to results.
• Support monthly, quarterly, annual, budget-development, year-end, accreditation, ranking, and other recurring reporting cycles.
• Respond to routine and ad hoc data requests and escalate questions requiring complex modeling, new methodology, or policy interpretation.

25%- Business Intelligence and Data Reporting

• Develop, refresh, maintain, and quality-check Power BI dashboards, Excel reporting tools, recurring reports, visualizations, and presentations.
• Translate stakeholder needs into clear report specifications with guidance from the Director Data Analytics.
• Present analytical results in accessible formats and assist users in understanding reports, metrics, and dashboards.
• Maintain reporting schedules, distribution lists, user guidance, and supporting documentation.

25%- Data Management Validation and Reconciliation

• Extract, combine, clean, map, and reconcile data from Workday, Banner, CRM platforms, data marts, and other internal or external sources.
• Review report outputs for completeness, consistency, and accuracy and investigate unexpected results or discrepancies.
• Maintain data definitions, report logic, procedures, and source documentation in accordance with School and university standards.
• Support data-quality and governance activities and coordinate corrections with data owners and campus partners.

5%- Process Improvement and Analytical Projects

Identify opportunities to automate repetitive work, standardize reports, improve controls, and streamline reporting workflows.

Support analytical projects led by the Senior Director Financial Planning & Data Analysis and progressively assume more complex assignments as knowledge and proficiency develop.

5%- Other Duties

Perform other duties as assigned.

Physical Demands

Work is primarily performed in an office or approved remote setting and requires extensive use of a computer and standard office technology. The position regularly communicates with colleagues and stakeholders and may occasionally lift or move materials weighing up to 10 pounds. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Additional Job Description

Job Profile

JP0109 - Information Technology Specialist II - Exempt - Salary - S10

Qualifications

Compensation Grade

S10

Recruiting Start Date

2026-10-13

Position Restrictions

Continuing E&G funded position and not term-limited

EEO is the Law. Applicants can learn more about William & Mary’s status as an equal opportunity employer by viewing the "Know Your Rights" poster published by the U.S. Equal Employment Opportunity Commission. https://www.eeoc.gov/know-your-rights-workplace-discrimination-illegal

Background Check: William & Mary is committed to providing a safe campus community. W&M conducts background investigations for applicants being considered for employment. Background investigations include reference checks, a criminal history record check, and when appropriate, a financial (credit) report or driving history check.