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
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
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
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
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.
Additional Details: Hours: 37.5 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.
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The University of San Diego is committed to academic excellence, Catholic intellectual and social traditions, and providing a top-notch liberal arts education for scholars of all faiths. USD is located on 180 acres overlooking the city of San Diego, Mission Bay and the Pacific Ocean. The campus is renowned for its beauty, and features Spanish Renaissance-inspired architecture.