Financial Data & Analytics Specialist

WM001 William & Mary; United States; Hybrid; USD 58,000 - 72,000; Full time

Job summary

William & Mary’s Raymond A. Mason School of Business seeks a Financial Data & Reporting Analyst to support data-informed decision making through data preparation, reconciliation, analysis, and reporting.

You will maintain financial, enrollment, and operational reports and develop Power BI dashboards to facilitate leadership decisions. The role reports to the Senior Director Financial Planning & Data Analysis and requires collaboration with Finance and Administration across multiple data sources.

Qualifications

• Bachelor’s degree in business, finance, accounting, economics, data analytics, or related field.
• Experience working with structured data and financial/reporting datasets.
• Proficiency with Microsoft Excel and data reporting functions.
• Ability to collect, organize, reconcile, and analyze information from multiple sources.
• Strong written and verbal communication for technical and nontechnical audiences.

Responsibilities

• Maintain recurring financial, enrollment, and operational reports for school leadership.
• Extract, clean, reconcile data from Workday, Banner, CRM systems, and data sources.
• Perform budget-to-actual and variance analyses using established methodologies.
• Develop and maintain Power BI dashboards and Excel-based tools.
• Document report logic, data definitions, and recurring reporting calendars.

Skills

Data analysis

Excel proficiency

Written & verbal communication

Attention to detail

Time management

Education

Bachelor’s degree in business/finance/economics or related field

Tools

Power BI

Workday

Banner

CRM systems

Job description

William & Mary’s Raymond A. Mason School of Business seeks a Financial Data & Reporting Analyst to support data-informed decision making through data preparation, reconciliation, analysis, and reporting.

You will maintain financial, enrollment, and operational reports and develop Power BI dashboards to facilitate leadership decisions. The role reports to the Senior Director Financial Planning & Data Analysis and requires collaboration with Finance and Administration across multiple data sources.