Financial Reporting Data Analyst

Adroit Partners; Houston (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

Adroit Partners is seeking a Financial Reporting / Data Analyst to review student account financial reports, identify discrepancies, and provide accurate reporting to support business decisions. This role requires strong analytical skills, attention to detail, and the ability to work with large data sets.

The candidate will run and interpret queries, leverage Excel and PeopleSoft, and collaborate with accounting and finance teams to resolve data issues while maintaining confidentiality of

Qualifications

• Bachelor’s degree in IT, finance, accounting, business, or related field preferred.
• Strong analytical and problem-solving skills.
• Experience with financial reports, accounting data, or student accounts.
• Ability to run and interpret queries and database reports.
• Advanced Excel including formulas and pivot tables.
• PeopleSoft experience highly preferred.
• Attention to detail and organizational skills.
• Excellent written and verbal communication.
• Ability to work independently and manage priorities.

Responsibilities

• Review and analyze student account financial reports and related data.
• Run, validate, and interpret reports and queries for accuracy.
• Investigate discrepancies and reconcile financial data.
• Generate recurring and ad hoc reports for operations.
• Use reporting tools and databases to extract and analyze information.
• Collaborate with accounting, finance, and operations to resolve data issues.
• Document reporting processes and procedures accurately.
• Identify opportunities for process improvements and reporting efficiency.
• Maintain confidentiality and security of sensitive information.

Skills

Advanced Excel

Query building

PeopleSoft

Data analysis

Education

Bachelor’s degree in IT/Finance/Accounting/Business or related field

Job description

Job Description

Job Description

** Position Summary:**
The Financial Reporting / Data Analyst is responsible for reviewing and analyzing student account financial reports, identifying discrepancies, and providing accurate reporting to support business and operational decisions. This role requires strong analytical skills, attention to detail, and the ability to work with large data sets and financial information.

** Essential Duties and Responsibilities:**

• Review and analyze student account financial reports and related accounting data.
• Run, validate, and interpret reports and queries to ensure data accuracy and integrity.
• Investigate discrepancies and reconcile financial data as needed.
• Generate recurring and ad hoc reports to support departmental operations.
• Utilize reporting tools and databases to extract and analyze information.
• Collaborate with accounting, finance, and operational teams to resolve data issues.
• Maintain accurate documentation of reporting processes and procedures.
• Identify opportunities for process improvements and reporting efficiencies.
• Ensure confidentiality and security of sensitive financial and student account information.

** Qualifications:**

• Bachelor’s degree in Information Technology, Computer Information Systems, Finance, Accounting, Business, or a related field preferred.
• Strong analytical and problem‑solving skills.
• Experience working with financial reports, accounting data, or student account information.
• Ability to run and interpret queries and database reports.
• Advanced proficiency in Microsoft Excel, including formulas, pivot tables, and data analysis functions.
• Experience with PeopleSoft is highly preferred.
• Strong attention to detail and organizational skills.
• Excellent written and verbal communication skills.
• Ability to work independently and manage multiple priorities.

** Preferred Qualifications:**

• Experience in higher education, student financial services, or accounting environments.
• Knowledge of reporting tools and database management.
• Experience with data analysis and process improvement initiatives.