Strategic Financial Data & Dashboard Analyst

William & Mary; United States; On-site; USD 70,000 - 90,000; Full time

Job summary

William & Mary’s Raymond A. Mason School of Business seeks a Financial Data and Reporting Analyst to enhance financial and operational reporting.

You will prepare data from systems such as Workday and Banner, build dashboards, and support decision-making with clear analyses. Reporting to the Senior Director Financial Planning & Data Analysis, you will maintain recurring reports, perform budget-to-actual analyses, and translate results into concise information for both technical and nontechnical

Qualifications

• Bachelor's degree in business, finance, economics, data analytics, information systems, statistics, mathematics, public administration, or a related field, or an equivalent combination of education, training, and experience.
• Experience working with structured data, spreadsheets, reports, or administrative datasets through professional work, internships, academic work, or applied projects.
• Proficiency with Microsoft Excel, including formulas, data organization, and analytical or reporting functions.
• Ability to collect, organize, reconcile, validate, and analyze information from multiple sources with a high degree of accuracy.
• Ability to identify trends and inconsistencies and communicate findings clearly to technical and nontechnical audiences.
• Strong organizational, problem-solving, written communication, and interpersonal skills.
• Ability to manage multiple recurring and ad hoc priorities, meet deadlines, and work both independently and collaboratively.
• Commitment to maintaining confidentiality and safeguarding sensitive institutional information.

Responsibilities

• Maintain recurring financial, enrollment, and operational reports used by School leadership and program administrators.
• Extract, combine, clean, reconcile, and validate data from Workday, Banner, customer relationship management systems, and other institutional sources.
• Perform budget-to-actual, revenue, expenditure, enrollment, and trend analyses using established methodologies.
• Develop and maintain Power BI dashboards, Excel-based analytical tools, visualizations, and supporting documentation.
• Investigate discrepancies, identify data-quality concerns, and coordinate with appropriate partners to resolve issues.
• Prepare concise summaries and presentations that explain material variances, trends, and operational results.
• Document report logic, data definitions, procedures, and recurring reporting calendars to promote consistency and continuity.
• Support process improvement, reporting automation, annual reporting cycles, and larger analytical projects.

Skills

Data analysis

Excel proficiency

Data reconciliation

Communication

Organization

Problem solving

Time management

Education

Bachelor's degree in business/finance/economics or related field

Tools

Power BI

Tableau

SQL

Power Query

Microsoft Fabric

Workday

Banner

Slate

Salesforce

Qlik

Job description

William & Mary’s Raymond A. Mason School of Business seeks a Financial Data and Reporting Analyst to enhance financial and operational reporting.

You will prepare data from systems such as Workday and Banner, build dashboards, and support decision-making with clear analyses. Reporting to the Senior Director Financial Planning & Data Analysis, you will maintain recurring reports, perform budget-to-actual analyses, and translate results into concise information for both technical and nontechnical