Financial Analyst - Roux Institute

NU USA Northeastern University; Portland (ME); On-site; USD 68,000 - 96,000; Full time

Benefits offered by this job

Medical coverage

Vision & dental coverage

Tuition assistance

Paid time off

Wellness & life insurance

Retirement plan

Commuting & transportation benefits

Job summary

Northeastern University Roux Institute seeks a highly motivated analyst to support financial operations through rigorous financial analysis, modeling, and reporting. The role emphasizes collaboration with various departments to drive revenue, manage expenses, and ensure accurate, timely information for stakeholders.

The ideal candidate has a Bachelor's in business/finance and 2–5 years in financial analysis, with strong Excel and ERP capabilities and comfort working in a higher-education

Qualifications

• Bachelor's degree in business or finance.
• 2–5 years' experience in financial analysis.
• Knowledge of higher education environment preferred.

Responsibilities

• Perform regular financial analysis and modeling for budgeting and forecasting.
• Monitor revenue, expenses, and cash flow to identify trends.
• Prepare financial reports for senior management and stakeholders.
• Assist unit leaders with revenue generation and expenditure tracking.
• Analyze financial and payroll discrepancies for timely corrections.
• Collaborate with enrollment, marketing, and learner services to align financial goals.
• Assist with management of funding awards and compliance.
• Lead development of the institute's 10-year business model.
• Develop annual reporting data for leadership, board and donors.
• Translate team goals into actionable financial metrics.
• Conduct market research to inform pricing and strategies.
• Conduct ad-hoc financial analysis to support operations.

Skills

Communication skills

Audience communication

Succinct materials

Finance principles

Analytical thinking

Time management

Excel proficiency

ERP systems

Team collaboration

Education

Bachelor's Degree in business or finance

Tools

Excel

ERP systems

Job description

About the Opportunity

We are seeking a highly motivated and skilled analyst to support the financial operations of Northeastern University’s Roux Institute. The ideal candidate will have prior experience in higher education and possess a deep understanding of financial analysis, data interpretation, and reporting. The primary focus of this role will be to support the institute’s financial and business operations by providing accurate, timely, and relevant information to key stakeholders.

Minimum Qualifications

• Strong written and verbal communication skills.
• Ability to effectively communicate to audiences at all levels of the organization, translating for both technical and non-technical audiences.
• Produce and deliver succinct, compelling materials.
• Knowledge of finance and accounting principles.
• Excellent analytical, problem solving, decision-making, and time management skills with a high attention to detail.
• Strong proficiency in Excel and ability to learn custom ERP systems.
• Ability to work independently and collaboratively within a team environment.
• Knowledge and skills are normally acquired through completion of a Bachelor's Degree in a business or finance discipline and two to five years' experience in a financial analysis role.
• Knowledge of a higher educational environment is preferred.

Key Responsibilities & Accountabilities

• Financial Analysis Conduct regular financial analysis and modeling to support regular business functions, strategic planning, budgeting, forecasting and decision making processes for the institute.
• Monitor and analyze key financial indicators such as revenue, expense, and cash flow to identify trends and variances.
• Prepare and present financial reports and presentations to senior management, department heads, and other stakeholders.
• Assist unit leaders with actively managing their area in terms of revenue generation and tracking current expenditures.
• Analyze financial and payroll discrepancies to ensure timely corrections.
• Collaborate with other departments within the organization, including enrollment, marketing, and learner services to ensure alignment of financial goals and objectives.
• Assist the research teams with management of funding awards, ensuring compliance with award terms and conditions.
• Modeling and Reporting Lead the continued development and refinement of the institute’s 10-year business model.
• Assist with the development and creation of annual reporting data for senior leadership, board of trustees, and institute donors.
• Assist with translating team goals into actionable and trackable financial metrics.
• Conduct market research and competitive analysis to inform the institute’s pricing and financial strategies.
• Conduct ad-hoc financial analysis to support the institute’s business operations.

Other Duties

• Assist with analyzing existing processes to improve workflow and work efficiencies.
• Develop and implement financial policies and procedures to ensure compliance with organizational and regulatory requirements.
• Assist in developing new financial analysis and reporting capabilities for the institute.
• Provide financial training and support to staff and faculty members with varying degrees of financial acumen.
• Create strong relationships with university colleagues and actively collaborate with them to help strengthen Northeastern’s global network.
• Provide support and backup to other team members.
• Provide support for special projects and other duties as assigned.
• Review and approve expense reports in Concur, ensuring accurate coding and complete documentation.
• AP/AR process to ensure timely and accurate payments and receivables.

Position Type

Finance

Additional Information

Northeastern University considers factors such as candidate work experience, education and skills when extending an offer. Northeastern has a comprehensive benefits package for benefit eligible employees. This includes medical, vision, dental, paid time off, tuition assistance, wellness & life, retirement- as well as commuting & transportation. Visit https://hr.northeastern.edu/benefits/ for more information. All qualified applicants are encouraged to apply and will receive consideration for employment without regard to race, religion, color, national origin, age, sex, sexual orientation, disability status, or any other characteristic protected by applicable law.

Compensation

Grade/Pay Type: 109S Expected Hiring Range: $67,855.00 - $95,845.00 With the pay range(s) shown above, the starting salary will depend on several factors, which may include your education, experience, location, knowledge and expertise, and skills as well as a pay comparison to similarly-situated employees already in the role. Salary ranges are reviewed regularly and are subject to change.

About Northeastern University

Founded in 1898, Northeastern is a global research university and the recognized leader in experiential lifelong learning. Our approach of integrating real-world experience with education, research, and innovation empowers our students, faculty, alumni, and partners to create worldwide impact. Our global university system provides our community and academic, government, and industry partners with unique opportunities to think locally and act globally. The system—including 14 campuses across the U.S., U.K., and Canada, 300,000-plus alumni, and 3,000 partners worldwide—serves as a platform for scaling ideas, talent, and solutions. The university’s residential campuses for undergraduate and graduate degrees are located in Boston, London, and Oakland, California. Our research and graduate campuses are in the Massachusetts communities of Burlington and Nahant; Arlington, Virginia; Charlotte, North Carolina; Miami; Portland, Maine; Seattle; Silicon Valley, California; Toronto; and Vancouver. Northeastern’s personalized, experiential undergraduate and graduate programs lead to degrees through the doctorate in 10 colleges and schools across our campuses. Learning emphasizes the intersection of data, technology, and human literacies, uniquely preparing graduates for careers of the future and lives of fulfillment and accomplishment. Our research enterprise, with an R1 Carnegie classification, is solutions oriented and spans the world. Our faculty scholars and students work in teams that cross not just disciplines, but also sectors—aligned around solving today’s highly interconnected global challenges and focused on transformative impact for humankind.