Senior Dashboarding & Reporting Analyst, Finance Systems

Wake Forest University Pre-College Programs; United States; Presencial; USD 90 000 - 120 000; Tempo integral

Resumo da oferta

Wake Forest University is seeking a senior analytics professional to design, develop, test and maintain reports and dashboards to optimize analytics for university decision making. You will partner with Finance and business units to address reporting needs securely and efficiently.

The role leads the reporting lifecycle, performs impact analyses for system upgrades, and serves as a liaison between Information Systems and Finance to ensure data integrity and process efficiency.

Qualificações

• Bachelor’s degree in business, accounting or computer science-related field and 5–7 years of ERP/reporting experience.
• Expert-level SQL and advanced proficiency in Workday Report Writer, Prism, and Power BI.
• Deep understanding of ETL processes and relational database concepts.

Responsabilidades

• Develops data extracts from key systems to populate the financial data repository for dashboard development.
• Ensures data accuracy, completeness and integrity across systems with Finance partners.
• Partners with users to translate business needs into high-impact reports and dashboards.

Conhecimentos

SQL

Workday Report Writer

Power BI

Prism

ETL

Data Modeling

Data Visualization

Data Governance

Formação académica

Bachelor’s degree in business, accounting or computer science-related major

Ferramentas

Workday Report Writer

Prism

Power BI

Descrição da oferta de emprego

Job Description Summary This position is responsible for the strategic design, advanced development, testing and maintenance of reports and dashboards to optimize analytics and reporting in support of the University’s data-driven strategies and decision making. This role operates beyond standard report development and maintenance to partner with functional units within Finance as well as the business partner community to ensure reporting needs are appropriately addressed in an efficient and consistent manner. This position leads the reporting application lifecycle, performs deep-dive impact analyses for system upgrades, and serves as a primary liaison between Information Systems and the Finance division to ensure data integrity and process efficiency. Other key responsibilities include maintaining and reviewing application security to ensure data is appropriately protected.

Essential Functions

Data Repository Development

Develops data extracts from key systems (e.g. Workday) to populate the financial-related data repository that will support dashboard development. Architects and governs formal metadata descriptions including complex data models, flow diagrams, and advanced data definitions.

Data Management

Ensure the accuracy, completeness, and integrity of financial-related data by working closely with the finance team to validate and reconcile data across systems. Recommends automated solutions for accuracy and completeness.

Reporting & Dashboard Development

Partners with functional users to gather business requirements and translate complex business needs into high-impact reports and dashboards. Employs advanced visualization techniques to highlight trends, anomalies, and strategic KPIs for executive review. Partners with functional users and Information Systems to ensure reports and dashboards are deployed to production in a timely manner. Ensures reports and dashboards are appropriately secured and shared appropriately.

Liaison & Consultation

Acts as a senior consultant to the business partner community, providing expert guidance on data availability and self-service reporting capabilities.

Project Management

Develops dashboarding and reporting-related project plans representing the full project lifecycle from inception to completion, including project scope, timelines, stakeholder communications and ensuring deliverables are met according to stakeholder requirements. Creates and maintains comprehensive project documentation to ensure clarity and continuity.

Data Security

Develops, maintains and reviews application security access for reports to ensure internal controls are maintained systematically and data is protected from unauthorized access.

Quality Assurance and Testing

Conducts thorough quality assurance checks on reports to ensure accuracy, consistency, and adherence to established standards. Develops and executes detailed test plans to ensure that reports meet the original specifications and run efficiently, securely and correctly.

System Upgrade Support

Evaluates system impact as a result of available upgrades, including patches/fixes, and business change requests. Performs testing in collaboration with functional users, Information Systems, and third parties for supported application upgrades.

System Maintenance Support

Leads the investigation and resolution of reporting issues encountered by users. Logs support incidents and coordinates timely problem resolution with user and/or Information Systems staff as needed.

Continuous Improvement

Stays abreast of industry best practices and emerging trends in reporting and analytics. Proactively identifies, recommends, and implements improvements to existing reporting workflows, transforming manual tasks into automated, efficient processes. Understands and communicates the upstream and downstream impacts of system changes to stakeholders.

Perform other related functions and duties as required.

Required Education, Knowledge, Skills, Abilities

Bachelor’s degree in a business, accounting or computer science-related major and five to seven years of experience with ERP systems and related applications or an equivalent combination of education and experience. Expert-level SQL authoring and advanced proficiency in Workday Report Writer, Prism, and Power BI. Deep understanding of ETL (Extract, Transform, Load) processes and relational database concepts. Experience with data warehousing concepts and development. Creative problem solver who identifies hidden opportunities, optimizes broken processes, and designs intuitive, actionable visualizations to guide strategic decisions. Ability to pivot when confronted with an obstacle and think outside the box to problem solve. Embrace exploring new reporting tools or functionality and consider appropriate use cases for a new technology. Experience creating compelling visualizations to communicate data insights effectively. Ability to maintain the security and confidentiality of any proprietary or sensitive data. Experience in documenting, developing and testing reports. Knowledge of project management methodology and practices. Knowledge of Microsoft Office (including Access and Visio) and Google Workspace. Strong written and verbal communication skills and interpersonal finesse to interact effectively within the organization and with external suppliers. Above-average interpersonal skills with the ability to resolve technical conflicts and communicate complex data concepts to non-technical audiences without escalation. Experience working in a finance or accounting function. Ability to work in a team environment as a participant and with a proven ability to lead cross-functional project teams and manage multiple high-priority deadlines in a fast-paced environment. Exceptional organization skills, attention to detail, and a proven ability to follow projects and issues through to completion. Must be comfortable in an environment that places high emphasis on continuous improvement, teamwork, and excellent customer service.

Preferred Education, Knowledge, Skills, Abilities

Experience in higher education administration and related current best practices and leading-edge technologies. Workday Pro Reporting or Advanced certification in Power BI.

Accountabilities

Responsible for own work only.

Additional Job Description

This position is not eligible for sponsorship of non-immigrant or immigrant visa status through Wake Forest University. All eligible applicants are encouraged to apply.

Time Type Requirement Full time

Note to Applicant

This position profile identifies the key responsibilities and expectations for performance. It cannot encompass all specific job tasks that an employee may be required to perform. Employees are required to follow any other job-related instructions and perform job-related duties as may be reasonably assigned by his/her supervisor. In order to provide a safe and productive learning and living community, Wake Forest University conducts background investigations and drug screens for all final staff candidates being considered for employment.

Equal Opportunity Statement

The University is an equal opportunity employer and welcomes all qualified candidates to apply without regard to race, color, religion, national origin, sex, age, sexual orientation, gender identity and expression, genetic information, disability and military or veteran status.

Accommodations for Applicants

If you are an individual with a disability and need an accommodation to participate in the application or interview process, please contact [e-mail] or [phone].

About WFU

Wake Forest University, formed in 1834, has experienced decades of growth and innovation. WFU is a distinctive university that combines a liberal arts core with graduate and professional schools and innovative research programs. The University embraces the teacher-scholar ideal, which prizes the personal interaction between students and faculty. It is a place where exceptional teaching, fundamental research and discovery, and the engagement of faculty and students in the classroom and the laboratory are paramount. Wake Forest University is a community that seeks the enlightenment and freedom which come through diligent study and learning. Its higher goal, however, is to give life to the University motto “Pro Humanitate,” as members translate a passion for knowledge into compassionate service. The community shares a tradition that embraces freedom and integrity and acknowledges the worth of the individual. The heritage, established by the school's founders and nurtured by succeeding generations, promotes a democratic spirit arising from open-mindedness and discourse. Wake Forest fosters compassion and caring for others. Its collective strength and character are derived from the values and distinctive experiences of each individual; therefore, it affirms the richness of human intellect and culture and its contribution to knowledge, faith, reason, and dialogue. Furthermore, it strives toward a society in which good will, respect, and equality prevail. To that end, Wake Forest University rejects hatred and bigotry in any form and promotes justice, honor, and mutual trust. The University is comprised of: the undergraduate college, Graduate School of Arts and Sciences, School of Business, School of Divinity, School of Law, and School of Medicine (located on the Bowman Gray campus with Wake Forest University Baptist Medical Center) and today enrolls about 4,846 undergraduates and 2,823 students in graduate programs at its principal location, the Reynolda campus. Students at Wake Forest University enjoy a great deal of access to and interaction with world-class faculty both in and out of the classroom setting with a student-faculty ratio of 11:1. Wake Forest employs approximately 2,772 full and part-time faculty and staff. Wake Forest is a collegiate university offering a vibrant, intellectual community with a rich cultural life, an impressive array of facilities, and a strong athletics program competing in the fifteen-team Atlantic Coast Conference (ACC). Since its founding, the university has adopted the motto “pro humanitate,” which is exemplified by a deep institutional commitment to public service and engagement with the world. Wake Forest has a strong commitment to holistic, eight-dimensional well-being for students, faculty and staff as evidenced in the Thrive initiative.

Winston-Salem, North Carolina Wake Forest is located in Winston-Salem, North Carolina, a beautiful, mid-sized city centrally located in the Piedmont-Triad region of North Carolina. Winston-Salem is a family-friendly city with high quality schools, numerous outdoor recreational activities and events, and is known for its vibrant and thriving arts scene. Winston-Salem residents enjoy close proximity to the beautiful Blue Ridge Mountains (1.5 hours) and Atlantic beaches (4 hours), a moderate climate with four distinct seasons, a very reasonable cost of living, and an eclectic variety of restaurants, wine bars, and breweries for dining with friends and family. Winston-Salem offers many of the amenities of a large city but with the sense of community and quality of life of a smaller town.