Financial Analyst: Tableau Dashboards & Data-Driven Forecasting

Northeastern University; Boston (MA); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Comprehensive benefits

Tuition assistance

Wellness program

Job summary

Northeastern University in Boston is seeking a financial data analyst to develop and maintain financial models, dashboards, and data pipelines across budgeting, forecasting, and long-range planning. You will pull data from Workday, Snowflake, and other systems, ensure accuracy, and present actionable insights to leadership.

The role emphasizes building automated workflows, communicating insights clearly, and collaborating with university departments to align with institutional goals.

Qualifications

• Knowledge of financial analysis, budgeting, and forecasting principles, normally earned with a Bachelor's degree and 2-4 years of experience.
• Ability to use statistical analysis, simulations, predictive modeling, or other methods to analyze information to support the university's mission.
• Advanced proficiency in Excel, including complex formulas and financial modeling.
• Ability to write and execute SQL queries to extract and analyze data from relational databases.
• Ability to build and maintain dashboards in Tableau or similar BI tools.
• Ability to apply data visualization best practices to turn complex data into clear narratives.
• Strong analytical and problem-solving skills with high attention to detail and data accuracy.
• Ability to communicate complex data clearly, in writing and verbally, to audiences with varying technical levels.
• Ability to manage multiple priorities and deadlines, working independently and collaboratively.

Responsibilities

• Pull, clean, and consolidate financial, enrollment, headcount, and operational data from multiple university systems into unified data sets.
• Identify and resolve data inconsistencies, gaps, and anomalies at the source before reporting.
• Build and maintain automated data pipelines and queries (SQL, Python) to reduce manual data pulls and speed up reporting.
• Partner with system administrators and data owners to understand source system logic and ensure correct data mapping.
• Design and maintain Tableau dashboards that translate complex data into clear visuals for leadership.
• Distill analysis into concise, decision-ready summaries highlighting trends, risks, and opportunities.
• Collaborate with stakeholders to understand reporting needs and iterate on dashboard design.

Skills

Financial analysis

Budgeting & forecasting

Advanced Excel

SQL

Tableau / BI tools

Data visualization

Communication

Project management

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

Tableau

Power BI

Snowflake

Python

Workday

Job description

Northeastern University in Boston is seeking a financial data analyst to develop and maintain financial models, dashboards, and data pipelines across budgeting, forecasting, and long-range planning. You will pull data from Workday, Snowflake, and other systems, ensure accuracy, and present actionable insights to leadership.

The role emphasizes building automated workflows, communicating insights clearly, and collaborating with university departments to align with institutional goals.