Financial Reporting Analyst (2910)

BakerRipley; Houston (TX); On-site; USD 85,000 - 120,000; Full time

Job summary

BakerRipley in Houston is seeking a Senior Financial Analyst within the Workforce Division to analyze financial aid data, monitor program expenditures, and support budget planning and forecasting.

The role requires strong analytical skills, experience with data management and reporting tools, and the ability to translate complex information for diverse stakeholders. You will prepare reports, dashboards, and financial analyses to inform leadership decisions and ensure compliance.

Qualifications

• Education - Some college. A combination of Education and Experience can substitute for any college requirement.
• Experience - 5-7 years in payroll administration, contract management, vendor management, workforce development programs, or related operational functions.

Responsibilities

• Track, analyze, and report on financial aid programs and related financial activities to ensure compliance with funding requirements and organizational policies.
• Analyze expenditures, participant support costs, budget performance, funding utilization, and operational results to identify trends, risks, and improvement opportunities.
• Develop and maintain financial reports, dashboards, forecasts, financial models, and data visualization tools that communicate key performance indicators and support management decision-making.
• Prepare recurring and ad hoc financial analyses, including budget-to-actual, forecast-to-actual, and prior-period variance analysis, with clear explanations of material drivers.
• Monitor funding availability and forecast short- and long-term cash requirements for assigned programs.
• Coordinate with internal and external stakeholders—including program staff, Finance, Accounting, Compliance, educational institutions, training providers, and funding agencies—to support financial administration, reporting, and program performance.
• Present financial findings, emerging risks, and actionable recommendations to Workforce leadership.
• Support audits, monitoring reviews, grant management, financial close activities, and other compliance requirements.
• Identify and implement opportunities to improve reporting, financial controls, forecast accuracy, data quality, and operational efficiency.

Skills

Data analysis

Financial reporting

Power BI

Excel

Stakeholder communication

Education

Some college

Tools

Power BI

Power Query

Excel

Job description

As a member of the Workforce Division, you will join a dedicated team committed to removing financial barriers and supporting participants in achieving their educational, training, and employment goals. Through effective administration of financial aid resources, the team helps empower individuals to build sustainable career pathways and economic stability.

Reporting to the FAS Director, the Senior Financial Analyst is responsible for analyzing financial aid data, monitoring program expenditures, supporting budget planning and forecasting, and ensuring compliance with funding source requirements and organizational policies. This role prepares recurring and ad hoc reports, conducts data validation and trend analysis, tracks participant assistance, and provides insights to support program performance and operational decision-making.

The successful candidate will possess strong analytical and problem-solving skills, advanced proficiency in data management and reporting tools, exceptional attention to detail, and the ability to interpret complex information for a variety of stakeholders. Success in this role requires sound judgment, technical aptitude, a customer-focused mindset, and a passion for using data to improve participant outcomes and program effectiveness.

Key Responsibilities

• Track, analyze, and report on financial aid programs, participant funding, workforce grants, and related financial activities to ensure compliance with funding requirements and organizational policies.
• Analyze expenditures, participant support costs, budget performance, funding utilization, and operational results to identify trends, risks, and improvement opportunities.
• Develop and maintain financial reports, dashboards, forecasts, financial models, and data visualization tools that communicate key performance indicators and support management decision-making.
• Prepare recurring and ad hoc financial analyses, including budget-to-actual, forecast-to-actual, and prior-period variance analysis, with clear explanations of material drivers.
• Monitor funding availability and forecast short- and long-term cash requirements for assigned programs.
• Coordinate with internal and external stakeholders—including program staff, Finance, Accounting, Compliance, educational institutions, training providers, and funding agencies—to support financial administration, reporting, and program performance.
• Present financial findings, emerging risks, and actionable recommendations to Workforce leadership.
• Support audits, monitoring reviews, grant management, financial close activities, and other compliance requirements.
• Identify and implement opportunities to improve reporting, financial controls, forecast accuracy, data quality, and operational efficiency.

Essential Functions

• Perform financial and operational analysis of tuition payments, supportive services, participant financial assistance, workforce grants, and other program funding sources.
• Monitor and reconcile program budgets, expenditures, participant awards, funding balances, and related transactions to ensure accuracy and compliance.
• Perform detailed reconciliations between the general ledger, subsidiary systems, program systems, and other source data; investigate and resolve discrepancies affecting financial and management reporting.
• Prepare monthly, quarterly, and year-end financial reporting packages summarizing financial performance, key variances, forecasts, risks, and recommended actions.
• Develop and maintain rolling forecasts, funding projections, financial models, and scenario analyses to evaluate expenditure trends, funding requirements, and operational risks.
• Conduct scenario and sensitivity analyses to assess the financial impact of changes in enrollment, participant activity, reimbursement rates, funding allocations, payment timing, and other program assumptions.
• Analyze historical financial and operational data to establish run rates, cost drivers, forecasting assumptions, and performance benchmarks.
• Monitor cash requirements and funding availability and identify potential shortages, surpluses, or timing concerns.
• Develop and maintain dashboards and standardized reporting tools that communicate financial and operational KPIs, trends, thresholds, and exceptions.
• Automate recurring reporting, reconciliations, and analysis using Excel, Power Query, Power BI, and other approved reporting tools.
• Partner with Accounting during month-end and year-end close to validate accruals, expenses, revenue recognition, funding balances, and financial reporting accuracy.
• Collaborate with Workforce, Finance, Accounting, Compliance, and Program teams to complete reporting requirements and program deliverables accurately and timely.
• Research funding opportunities, cost-saving measures, process improvements, and financial risks, and present recommendations to leadership.
• Support audits, monitoring reviews, and compliance activities by preparing financial schedules, supporting documentation, reconciliations, and requested reports.
• Maintain complete and accurate electronic records, financial models, data files, and supporting documentation in accordance with organizational and funding-source requirements.
• Conduct special projects, financial research, and data analysis as assigned by Workforce leadership.

Qualifications

Education - Some college. A combination of Education and Experience can substitute for any college requirement.

Experience - 5-7 years in payroll administration, contract management, vendor management, workforce development programs, or related operational functions.