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Financial Analyst

Apply now Posting #: 3332
Position Status: Full-time regular
Location: San Diego
Position Type: Administrator, School of Business

Position Title & Department:

 Financial Analyst; School of Business
Posting #


Department Description:

The University of San Diego School of Business embraces a stewardship approach to business education. Stewardship requires businesses to protect and care for society in pursuit of a greater good. The USD School of Business community of faculty, staff, students, and graduates, embrace stewardship by applying values-driven, free-enterprise skills to improve businesses, industries, and the lives of people in our community and around the world.

Looking forward, the Knauss Center for Business Education will be the physical home for the USD School of Business, and more important, the mortar that binds us together is our unique competitive advantage as we deliver a rich, holistic student experience, crafted with a higher purpose in mind, for all the greater good. See our progress: https://horizon.sandiego.edu/knauss-center

University Description:

The University of San Diego, a contemporary and engaged Roman Catholic institution, was founded by the Diocese of San Diego and the Society of the Sacred Heart in 1949. Governed by an independent board of trustees since 1972, USD remains committed to a liberal arts education grounded in the Catholic intellectual tradition and the pursuit of truth, goodness and beauty. Inspired by this centuries old tradition of Catholic higher education, the University welcomes people of all faith traditions and any, or no, religious background. The future success of USD relies on the contributions of those who seek to foster the development of engaged global citizens and an earnest confrontation of humanity’s urgent challenges.

Detailed Description:

Under the general guidance of the Assistant Dean of Finance and Administration, the Financial Analyst works to provide data-driven analytics solutions and reporting for the School of Business. The Analyst proactively analyses the financial performance of academic programs, departments and/or courses and provides real-time feedback and recommendations in order to increase profitability. The Analyst drafts and disseminates financial reports to internal stakeholders as well as works collaboratively with the Assistant Dean to proactively identify financial trends and address potential issues. The Analyst updates and maintains School of Business datasets held within numerous platforms, regularly completes comprehensive data review to identify anomalies and trends, audits information to detect remediation needs and manages compensation-related contracts and letters as well as the associated fiscal entries into the Universities enterprise management system. The Analyst regularly collaborates with cross-functional project teams to deliver high quality information that will result in actionable business decision-making capability and will promote in-depth understanding of nuances in data. These solutions may include formatted reports, datasets, dashboards, new measures and key performance indicators, spreadsheets and other data analytics solutions as necessary to meet business needs. The Analyst will manage all information with confidentiality and proactively provide informed, creative solutions to problems. The Analyst is required to have a general working knowledge of the university and a comprehensive, on-going understanding of the School of Business operations.

Duties & Responsibilities:

Financial Analysis

  • Creates analytical reports to support school leadership and key stakeholders in making data driven decisions
  • Works with task forces, working groups, etc. to provide appropriate data and analytics to make informed decisions
  • Reviews data sets, identifies trends and creates projections and forecasts
  • Assists in creating projected year-end financial reports
  • Crafts annual budgets and proformas based on data-informed scenario planning
  • Conducts budget to actual audits to identify areas requiring remediation including but not limited to non-discretionary position-based lines, discretionary budget categories, etc.
  • Communicates research findings to appropriate internal and external audiences through memos, reports, as well as dashboards, charts, tables, other data visualization aids • Identifies new measurements and key performance indicators and regularly updates school leadership on this information
  • Conducts qualitative and quantitative research to inform, support, and assess new program development
  • Provides extensive financial analysis of all academic programs offered by the School of Business including those at the bachelors, masters and certificate levels
  • Is the lead user for the school’s program economics platform
  • Proactively analyzes academic program, department and/or course-level profitability
  • Works collaboratively with the Marketing and Recruiting department when reviewing existing academic programs for financial viability as well as prospective ones
  • Crafts data-informed strategic recommendations in order to increase efficiencies and overall unit profitability 

Data Management

  • Collects, manages and analyzes large and diverse data from multiple datasets, including internally maintained, FERPA-regulated datasets and administrative datasets. Such datasets can include but are not limited to instructional costs, faculty compensation, course offerings, course/program enrollments, discount rates by course/program, departmental budgets, departmental spending, personnel distribution lists, etc.
  • Collects data from primary and secondary data sources, including online databases and surveys
  • Leads data mining, data manipulation, data cleansing, record matching, table linking, table structures, and importing and exporting data for project-based needs
  • Is the liaison to the Finance Office for yearly updates to the program economics system by verifying data before upload as well as providing guidance on school-specific expenses and overhead, including how they should be classified within the system
  • Verifies the accuracy and completeness of data for analysis
  • Inputs financial data and requests into WorkDay for compensation topics including but not limited to stipends, by-course instructional contracts, temporary increases in pay, etc.
  • Works with institutional stakeholders to identify and meet data-related needs
  • Identifies ways to improve data-related processes and practices
  • Maintains and reviews data within the various University enterprise systems and creates remediation plans should data discrepancies arise 

Financial Reporting

  • Researches, creates and disseminates monthly and quarterly financial updates and reports to internal constituents and stakeholders including but not limited to department leaders, faculty chairs and Associate Deans
  • Provides assistance in year-end fiscal reporting by creating and issuing year-end reports to internal constituents
  • Manages and updates all financial record keeping systems, electronic and physical, for the Finance and Administration department

Instructional Contract and Stipend Administration

  • Ensures signature authority policies are adhered to
  • Drafts all instructional contracts and tenure letters ensuring content accuracy
  • Implements the approval process of all faculty contracts and letters, full-time and part-time, through DocuSign
  • Drafts and issues all faculty administrative assignment letters through DocuSign
  • Centralizes all stipend requests for the School by collecting, reviewing and routing for approval via DocuSign
  • Inputs associated payroll-related data and requests into WorkDay for compensation topics including but not limited to instructional contracts, stipends, temporary pay increases, etc. 
  • Handles contract details with confidentiality and diplomacy 


  • Provides training to applicable university personnel regarding program economics platforms as well as advises on best practices
  • Reviews information with discretion and diplomacy in the strictest of confidentiality
  • Communicates extensively with Assistant Dean, faculty, staff and as needed, other campus colleagues and constituents.
  • Works collaboratively with other Finance and Administration department employees
  • Other duties as assigned 
Job Requirements:

Minimum Qualifications: 

• Bachelors degree from an accredited college or university with preference given to Business, Business Analytics, Data Analytics and/or related field of study
• 5 years of experience in a data research, statistical, or analytical research related field

Preferred Qualifications:

• Masters degree from an accredited college or university in Business Analytics, Data Analytics or related field of study
• 5+ years of progressively responsible experience in a data research, statistical, or analytical research related field
• Experience working in a higher education setting
• Proven ability to collaborate with individuals of diverse backgrounds

Performance Expectations - Knowledge Skills and Abilities: 

Knowledge of and experience with:
• Highly proficient with Microsoft Excel, Word, PowerPoint and Qualtrics
• Intermediate to advanced Excel skills with function knowledge and appropriate application for the following functions: IF including multiple levels of nested logic, MIN, MAX, AVERAGE, SUM, SUMIFS, SUMPRODUCT, COUNT, COUNTIF, ROUND, LOG STDEV, VAR, VLOOKUP, HLOOKUP, FIND, MATCH, INDEX, ISERROR, INDIRECT, CONCATENATE, LEFT, MID, and RIGHT and skilled in using pivot tables
• Experience working with Oracle applications, WorkDay and GrayAssociates platforms
• Learning new systems quickly and effectively
• Navigating and implementing policies and procedures
• Working in an institution of higher education
• Performing in a changing technological environment and being able to learn quickly and adapt and reinvent procedures according to change
• Interacting with the professional community
• Presenting materials
• Using judgment to take appropriate action on inquiries

Demonstrated performance in:
• Entrepreneurial mindset, self-motivated, and efficient
• Analytical skills and database management including the ability to translate and summarize analysis and results into understandable, actionable reports, and recommendations
• Proven ability to prepare clear and meaningful analysis and communicate results in person and via materials to a variety of audiences
• Quantitative skills and high writing, research, communication, and organization proficiencies.
• Promoting in-depth understanding of nuances in data
• Attention to detail and the ability to multitask while also working with minimal supervision
• Ability to assume responsibility and effectively resolve problems by exercising independent judgment in meeting challenges and implementing procedures.
• Ability to focus on technical details in an environment with many distractions
• Ability to shift tasks easily
• Ability to shift mental tasks from the minute and technical to interpersonal and creative at any given moment
• Serving as a collaborative team member with the ability to handle confidential information with tact and discretion
• Working in a busy environment with high customer service standards
• Maintaining a high level of accuracy developing work products and reports
• Functioning with a high degree of autonomy
• Time management in order to handle multiple projects with competing deadlines
• Excellent oral and written communication skills
• Strong attention to detail
• Working with diverse personalities and backgrounds
• Being flexible and versatile in coping with evolving work situations
• Being able to handle the stress of last-minute deadlines and changes

Tools & Equipment Used:

Computer, telephone, fax, and other related office equipment.

Background check:  Successful completion of a pre-employment background check.

Degree Verification Requirement: Persons offered employment in this position will be required to provide official education transcripts for degree verification purposes. 

Posting Salary:

Commensurate with experience; Excellent Benefits. 

The University of San Diego offers a very competitive benefits package, to include medical, dental, vision, a retirement contribution given to you by the University (with three year vesting period), and access to on-campus Fitness Centers.  Please visit the benefits section of our website to view all of the perks and benefits that USD has to offer.  USD: Human Resources: Benefits

Special Application Instructions:

Click Apply Now to complete our online application. In addition, please upload a cover letter and resume to your application profile for the hiring managers’ review.  If you have any questions or difficulties please contact the Employment Services Team at 619-260-6806, or email us at jobs@sandiego.edu

Additional Details:

Hours: 37.5 hours: 8:30-5pm, M-F; Compressed work schedule option available.

Closing date: Open until filled

Note: External job postings will be up for at least five days. After that time, applications will be reviewed by the hiring manager/committee throughout the posting period. A candidate may be selected at any time which could then close this posting on a date earlier than listed.

The University of San Diego is an equal opportunity employer committed to diversity and inclusion and is especially interested in candidates who can contribute to the diversity and excellence of the campus community.

The University of San Diego is a smoking and tobacco-free campus. For more information, visit www.sandiego.edu/smokefree.

Advertised: Pacific Daylight Time
Applications close:

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