The duties include, but are not limited to:
Financial Reporting & Analysis
Lead the preparation, analysis, and distribution of recurring financial reports (e.g., monthly, quarterly, and annual) for department, university leadership, and state reporting.
Support and enhance the preparation of financial statements in accordance with GAAP and applicable higher education reporting standards.
Design, develop, and maintain complex financial reports, dashboards, and data visualizations using business
intelligence tools (e.g., Power BI, Tableau, or similar) to support financial reporting, improve data accessibility, and communicate trends, variances, and key performance indicators (KPIs).
Perform detailed financial analysis, including trend and variance analysis, to support accurate and timely financial reporting and explain fluctuations in revenues, expenses, and fund balances.
Respond to complex and high-level ad hoc reporting requests.
Extract, validate, and reconcile data information from multiple systems (finance, HR, Banner, etc.) to support comprehensive financial reporting.
Ensure alignment between reporting outputs and official financial records and systems of record.
Analyze large and complex datasets to identify trends, discrepancies, and data quality issues; communicate findings to finance leadership.
Partner with leaders within the department to define reporting needs and deliver actionable insights.
System & Process Improvement
Design, develop, and implement new financial, operational, and ad hoc reports to support evolving business needs.
Gather and analyze requirements to ensure new reports deliver actionable insights and meet functional and analytical objectives.
Test and validate new reports for accuracy, completeness, and compliance prior to deployment.
Create documentation and deliver training to promote proper usage and understanding of reports across the organization.
Support and improve ERP reporting functionality, including system testing and optimization aligned with financial reporting needs.
Enhance reporting automation and data accuracy through system optimization and process improvements.
Collaborate with cross functional teams to ensure data integrity and consistency across reporting platforms.
Document and maintain reporting procedures, data definitions, and standards to ensure consistency and compliance.
Identify opportunities to improve reporting efficiency and reduce manual processes across financial reporting functions.
Compliance & Audit Support
Support internal and external audits by providing detailed data analysis, documentation, and responses to auditor inquiries.
Ensure all reporting processes align with GAAP, institutional policies, and applicable state and federal regulations.
Other duties
Assist with other duties as assigned.
