Financial Reporting and Special Projects Analyst

Southwestern University; Georgetown (TX); On-site; USD 47,000 - 64,000; Full time

Job summary

Southwestern University in Georgetown, Texas, is seeking an entry-level Financial Reporting & Special Projects Analyst to support financial reporting, analysis, research, and Business Office operations. The role requires curiosity, data skills, and the ability to learn new systems while communicating findings clearly.

The position collaborates with Business Office leadership to prepare reports, organize data, and assist with dashboards and ad hoc analyses.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business, Economics, Business Analytics, Information Systems, or a related field.
• Strong analytical, quantitative, and problem-solving skills.
• Working proficiency with Microsoft Excel and PowerPoint.
• Ability to learn new systems, processes, concepts, and technology quickly.
• Ability to organize, analyze, and communicate information clearly.
• Strong attention to detail and commitment to accuracy.
• Strong written and verbal communication skills.
• Ability to conduct research and synthesize information from multiple sources.
• Ability to manage multiple assignments and deadlines.
• Demonstrated initiative, curiosity, and willingness to learn.

Responsibilities

• Assist with monthly, year-end, audit, and other financial reporting activities, including budget-to-actual and variance reporting.
• Prepare financial schedules, spreadsheets, reconciliations, and supporting analyses.
• Compile, validate, analyze, and organize financial and operational data from University systems and other sources.
• Assist with financial analysis, forecasting, projections, and ad hoc reporting.
• Assist with development and maintenance of financial dashboards, reports, and data visualizations.
• Use Microsoft Excel and other reporting tools to analyze and communicate financial and operational information.
• Learn and effectively use the University’s ERP, financial reporting, and other business systems.
• Assist with improving the accuracy, efficiency, and timeliness of financial reporting and analytical processes.
• Develop reports, presentations, summaries, and other materials for Business Office leadership and University stakeholders.
• Independently manage assigned work, research unfamiliar topics or processes, and follow projects through to completion.
• Conduct financial, operational, higher education, benchmarking, and other research as requested.
• Support special projects involving financial analysis, budgeting, forecasting, data validation, process improvement, and operational analysis.
• Assist with leadership and committee meeting preparation, presentations, and follow-up analysis.
• Assist with process documentation, process mapping, and development of standard operating procedures.
• Identify opportunities to improve, streamline, or automate Business Office processes and reporting.
• Perform other duties and special projects as assigned.

Skills

Strong analytical skills

Excel proficiency

PowerPoint proficiency

Attention to detail

Communication skills

Education

Bachelor’s degree in Accounting, Finance, Business, Economics, Business Analytics, Information Systems, or related field

Tools

ERP systems

Data visualization tools

Financial reporting software

Job description

About Us

Located in Georgetown, Texas, Southwestern University is an independent, four-year undergraduate institution offers a top-ranked integrated arts and sciences curriculum that incorporates the humanities, fine arts, social sciences, and natural sciences.

At Southwestern University, we are committed to fostering an environment where every individual feels respected, valued, and empowered. We believe that a thriving community is built on the strength of varying perspectives and experiences, and we strive to create an atmosphere of mutual respect and understanding. Our actions are guided by a commitment to fairness, openness, and the belief that our differences are what make us stronger as a whole.

About Us

Located in Georgetown, Texas, Southwestern University is an independent, four-year undergraduate institution offers a top-ranked integrated arts and sciences curriculum that incorporates the humanities, fine arts, social sciences, and natural sciences.

At Southwestern University, we are committed to fostering an environment where every individual feels respected, valued, and empowered. We believe that a thriving community is built on the strength of varying perspectives and experiences, and we strive to create an atmosphere of mutual respect and understanding. Our actions are guided by a commitment to fairness, openness, and the belief that our differences are what make us stronger as a whole.

Position Overview

The Financial Reporting & Special Projects Analyst is an entry-level professional position supporting the University’s financial reporting, analysis, research, and Business Office operations. The Analyst works closely with Business Office leadership to prepare financial reports and analyses, organize and interpret data, support reporting tools and systems, and assist with special projects. The position is designed for an analytical and technically curious individual who is eager to learn. The successful candidate will be able to work with data, learn new systems and processes, conduct research, solve problems, and communicate information clearly.

DUTIES

• Assist with monthly, year-end, audit, and other financial reporting activities, including budgetto-actual and variance reporting.
• Prepare financial schedules, spreadsheets, reconciliations, and supporting analyses.
• Compile, validate, analyze, and organize financial and operational data from University systems and other sources.
• Assist with financial analysis, forecasting, projections, and ad hoc reporting. ? Assist with development and maintenance of financial dashboards, reports, and data visualizations.
• Use Microsoft Excel and other reporting tools to analyze and communicate financial and operational information.
• Learn and effectively use the University’s ERP, financial reporting, and other business systems.
• Assist with improving the accuracy, efficiency, and timeliness of financial reporting and analytical processes.
• Develop reports, presentations, summaries, and other materials for Business Office leadership and University stakeholders.
• Independently manage assigned work, research unfamiliar topics or processes, and follow projects through to completion.

Additional Duties

• Conduct financial, operational, higher education, benchmarking, and other research as requested.
• Support special projects involving financial analysis, budgeting, forecasting, data validation, process improvement, and operational analysis.
• Assist with leadership and committee meeting preparation, presentations, and follow-up analysis.
• Assist with process documentation, process mapping, and development of standard operating procedures.
• Identify opportunities to improve, streamline, or automate Business Office processes and reporting.
• Perform other duties and special projects as assigned.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business, Economics, Business Analytics, Information Systems, or a related field.
• Strong analytical, quantitative, and problem-solving skills.
• Working proficiency with Microsoft Excel and PowerPoint.
• Ability to learn new systems, processes, concepts, and technology quickly.
• Ability to organize, analyze, and communicate.
• information clearly.
• Strong attention to detail and commitment to accuracy.
• Strong written and verbal communication skills.
• Ability to conduct research and synthesize information from multiple sources.
• Ability to manage multiple assignments and meet deadlines.
• Demonstrated initiative, curiosity, and willingness to learn.

Preferred Qualifications

• Internship, student employment, or professional experience involving finance, accounting, data analysis, business operations, research, or a related area.
• Advanced Excel skills, including pivot tables, lookup functions, or similar functionality.
• Experience with ERP, accounting, financial reporting, business intelligence, or data visualization systems.
• Experience working with large datasets, dashboards, financial models, or analytical reports.
• Experience with financial reporting, budgeting, forecasting, or financial analysis.

Additional Information

Professional experience in higher education is not required.

Starting annual salary:

$55,432 . The final offer for the successful candidate will be commensurate with experience and may exceed the starting annual salary.

This position is not eligible for employer immigration sponsorship. Applicants must be authorized to work in the United States without requiring employer-sponsored work authorization.

This position is not eligible for relocation reimbursement.

All individuals hired are required to complete the federal employment eligibility verification process as required by applicable law.

Southwestern University is an E-Verify employer.

Southwestern University is an equal-opportunity employer and prohibits discrimination and harassment of any kind. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected status under applicable law.

We do not discriminate in hiring on the basis of sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected veteran status, or any other characteristic protected by federal, state, or local law. If you need reasonable accommodation for any part of the employment process, please contact us by email at [e-mail].

Jeanne Clery Statement: Notice of Availability of Annual Security and Fire Safety Report- Southwestern University Annual Safety and Fire Report is available online at https://www.southwestern.edu/life-at-southwestern/safety-security/annual-security-reports/ containing mandated information about current campus policies concerning safety and security issues, required statistics, and other related information for the past three calendar years. To obtain a paper copy of the report, please call 512-863-1435.