Financial Data & Reporting Analyst

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

Job Requisition

Job Requisition: JR102156 Financial Data & Reporting Analyst (Open) Job Posting Title: Financial Data & Reporting Analyst 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

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.

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 elevate 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 report 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.

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.

Hiring Range

$58,000 up to $72,000 commensurate with experience

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.

EEO Statement

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.

Applicant Notice

By applying for this position, you consent to William & Mary's use, review, and retention of your application materials for recruitment and employment purposes. Materials may be shared with authorized individuals participating in the hiring process and will be managed in accordance with applicable laws and university policies.

Probationary Period Notice

Individuals selected for full‑time staff positions will be required to complete a twelve (12) month probationary period in accordance with university policy.

Remote Work Disclaimer

Remote work eligibility is not guaranteed and is subject to approval. Employee eligibility depends on the likelihood of the employee succeeding in a remote work arrangement and the supervisor’s ability to manage remote workers. Departments and/or Human Resources may amend, alter, change, delete, or modify eligibility.

Workday Downtime Notice

Please be aware Workday has weekly downtimes and will be unavailable Fridays starting at 9:00 p.m. through Saturdays at noon (ET) for scheduled maintenance. During this time, the portal will be closed and will not accept applications.

Benefits

William & Mary offers a competitive range of benefits that support employee well‑being and professional growth, including access to on‑campus fitness facilities, university libraries, and other wellness resources. Educational assistance, professional development opportunities, and a robust holiday schedule are also available. Learn more and explore our comprehensive benefits website.