Financial Data & Reporting Analyst

William & Mary · Mary · $58,000 (stated in the posting)

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Job Requisition:

JR102156 Financial Data & Reporting Analyst (Open)

Job Posting Title:

Financial Data & Reporting Analyst

Department:

CC00143 WM001 | SOB | School of Business - Administration

Job Family:

Staff - Software Programming & Applications

Worker Sub-Type:

Regular (benefited)

Job Requisition Primary Location:

Miller Hall

Primary Job Posting Location:

Posting Location - William & Mary

Job Description Summary:

The mission of the Raymond A. Mason School of Business at William & Mary is to serve the Commonwealth, the nation, and the global community by offering high-quality educational programs at the undergraduate, graduate, and professional levels and by creating and communicating new knowledge.

Reporting to the Senior Director Financial Planning & Data Analysis, the Financial Data and Reporting Analyst expands the Mason School’s capacity to maintain accurate, timely, and useful financial and operational reporting. The position is an integral member of the Finance and Administration team and supports data-informed decision-making through data preparation, reconciliation, analysis, reporting, visualization, and documentation.

The analyst maintains recurring financial reports and dashboards, performs budget-to-actual and other variance analyses, responds to routine and ad hoc data requests, and translates results into clear information for technical and nontechnical stakeholders. Working under the functional guidance of the Director Data Analytics, the analyst applies established methodologies while progressively developing the ability to complete more complex analytical work independently.

Key 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.

Job Description:

Required Qualifications:

Preferred Qualifications:

Conditions of Employment: 

Duties: 

40%- Financial and Operational Reporting and Analysis:

25%- Business Intelligence and Data Reporting:

25%- Data Management Validation and Reconciliation:

5%- Process Improvement and Analytical Projects:

5%- Other Duties:

 

Hiring Range: $58,000 up to $72,000 commensurate with experience

Physical Demands:

Work is primarily performed in an office or approved remote setting and requires extensive use of a computer and standard office technology. The position regularly communicates with colleagues and stakeholders and may occasionally lift or move materials weighing up to 10 pounds. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Additional Job Description:

Job Profile:

JP0109 - Information Technology Specialist II - Exempt - Salary - S10

Qualifications:

Compensation Grade:

S10

Recruiting Start Date:

2026-10-13

Position Restrictions:

Continuing E&G funded position and not term-limited

EEO is the Law. Applicants can learn more about William & Mary’s status as an equal opportunity employer by viewing the "Know Your Rights" poster published by the U.S. Equal Employment Opportunity Commission. https://www.eeoc.gov/know-your-rights-workplace-discrimination-illegal

Background Check: William & Mary is committed to providing a safe campus community. W&M conducts background investigations for applicants being considered for employment. Background investigations include reference checks, a criminal history record check, and when appropriate, a financial (credit) report or driving history check.


Applicant Notice: By applying for this position, you consent to William & Mary's use, review, and retention of your application materials for recruitment and employment purposes. Materials may be shared with authorized individuals participating in the hiring process and will be managed in accordance with applicable laws and university policies.


Probationary Period Notice: Individuals selected for full-time staff positions will be required to complete a twelve (12) month probationary period in accordance with university policy.

Remote Work Disclaimer: Remote work eligibility is not guaranteed and is subject to approval. Employee eligibility depends on the likelihood of the employee succeeding in a remote work arrangement and the supervisor’s ability to manage remote workers. Departments and/or Human Resources may amend, alter, change, delete, or modify eligibility. 

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