Financial Reporting & Data Analytics 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

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.