Financial Data Analyst - College of Education, Health, & Human Sciences

The University of Tennessee, Knoxville
Knoxville, TN

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Job Details

Financial Data Analyst - College of Education, Health, & Human Sciences

Regular, Full-time, Market Range 12

Reporting to the Director of Finance and Administration, the Financial/Data Analyst provides analytical and accounting support for financial, budgeting, planning and reporting activities for the College.  The primary responsibilities of this position include budget development and implementation, continuous monitoring of actuals versus budget, variance analysis, running financial scenarios and gauging their impacts on college operations, standard periodic (monthly) managerial reporting, and ad hoc analysis and reporting.  This position will report to the Director of Finance and Administration with a dotted line to the Dean of CEHHS.  This position supports the managerial financial decision-making of the college. This position will work primarily with the new campus budget model (BAM) which will determine the future of the college resource management. This is an important role that has major implications on future funding, forecasting and resource management.

The Financial Data Analyst will be the subject matter expert regarding use of the Adaptive Insights budgeting and forecasting tool for the college, and will be responsible for developing and managing the reporting capabilities of the tool.  This position will also be the primary point of contact for data gathering requests and analysis of the gathered data, including being able to identify and pull data from various sources such as IRIS, BW, OIRA, HR, Enrollment Management, and others.

Responsibilities include:

Developing Financial Forecasts and Scenario Modeling

    Develop financial forecasts for projected year-end revenue totals, direct expenditures, key expenditures such as financial aid and waivers; update forecasts monthly to keep college management up-to-date on year-end projections for operating margins, surpluses or deficits, and reserve balancesDevelop and maintain long-range (five year) plans in Adaptive Insights; make periodic adjustments as required by changing operating expectations, shifting university strategic priorities, or external economic conditionsDevelop and maintain various planning scenarios as requested by college management, such as enrollment figures significantly above or below target expectations, implementation of new academic programs, or possible impacts of increasing online courses and enrollmentsDevelop and produce ad hoc analytical reports as such as departmental year-to-date comparisons of student credit hours, faculty FTEs, majors, general education courses taught, endowment income spending, etc.Access, analyze, and write reports on academic data (e.g., enrollment, program quality); Access, analyze, and write reports on faculty and staff (e.g., scholarship metrics, demographics); Access, analyze, and write reports on engagement (e.g., community impact); Link all data reports to financial data (e.g., faculty course load with student credit hour generation
Budget Development and Implementation

    Serve as the subject matter expert (SME) for the college on the use of the Adaptive Insights budgeting and planning toolIn collaboration with the Budget Director, develop and enter the annual budget for the college, including the uploading and downloading of budget information to and from the ERP system (IRIS)Attend and participate in annual budget meetings to gather data to use in developing budget inputs, scenarios, and plansGather data from various sources to use in developing budget inputs, scenarios, and plansProduce and maintain standard financial reports from Adaptive Insights, Excel, Access, and other software platforms
Budget Monitoring, Reporting, and Variance Analysis

    Produce and maintain financial and operating reports from Adaptive Insights, Excel, Access, Argos, PowerBI, Tableau and other software platformsAnalyze and produce actuals vs budget variance reports on revenue sources, personnel expenditures, operating expenses, allocated expenses from support units, support from endowment and gift accounts, and reserve fund balancesProvide expert advice and guidance to college management regarding the impacts and implications of the variance analysesIdentify and research trends and make adjustments to modelsMake adjustments to forecasts, long-range plans, and scenario models to account for the impacts of the variances

Minimum Qualifications:


    Bachelor’s degree in Accounting, Finance, Business, or other closely related field3 to 5 years of professional finance or accounting experience to include 3 years experience with financial analysis, budgeting, and modeling. Experience with Microsoft Excel, databases, report writing software and ERP systems.Possess exceptional computer and analytical skills with the ability to translate raw data into information and knowledge through the use of reports and graphical displays.  Knowledge of data warehouse methodologies, data modeling, and analytics.  Must be proficient in Microsoft Excel and be familiar with software such as PowerBI, PowerQuery, Argos, Crystal Reports or Tableau.  Must possess organizational skills. Strong oral and written communication skills with the ability to communicate effectively with internal and external management and college faculty and staff The ability to manage projects and facilitate successful and timely completionMust be self-motivated and able to self-direct the work.

    Master’s in Business Management, Math, or StatisticsHigher education experienceExperience with fund accounting and non-profit or governmental reportingExperience with and a working knowledge of SAP or other (ERP) software and the related data warehouse reporting component Ability to supervise and direct the work of othersA background in a field requiring mathematics, statistics, economics, computer science, or other subject requiring complex analytical abilities is preferred
For full consideration, applicants must apply online and attach a resume, a letter of interest addressing how their skills and experience match the requirements of the position, and contact information for three professional references with their online application.

Job: Other Professional
Primary Location: US-Tennessee-knoxville
Organization: Admin-Education, Health & Human Sciences
Schedule: Full-time
Job Posting: Sep 30, 2021, 5:29:48 PM


Working at The University of Tennessee, Knoxville

Founded in 1794, the University of Tennessee is one of the nation’s oldest and most storied public universities. Based in Knoxville, Tennessee’s flagship land-grant institution includes the statewide Institute of Agriculture and the Space Institute in Tullahoma. The university embodies excellence in teaching, discovery, scholarship, research, creative activity, outreach, and engagement. Known as the Volunteers, we lead with a spirit of selflessness, empathy, and courage, and strive to be champions for diversity, equity, and inclusion

UT Knoxville is a Research 1 university with 11 academic colleges and more than 900 programs of study. With an enrollment of more than 30,000 students, our academic programs are repeatedly ranked top in their class. The university co-manages Oak Ridge National Laboratory, the country’s most prominent national lab, driving innovation in advanced manufacturing and materials, national security, and more. We are closely connected with our communities through outreach and extension efforts across Tennessee and through partnerships with non-profits, corporations, and industries—regionally, nationally, and around the globe.

The city of Knoxville is nestled in the foothills of the Great Smoky Mountains. The modern, thriving community is surrounded by gorgeous lakes and hundreds of miles of walking, hiking, and biking trails. Situated along the banks of the Tennessee River, our beautiful features an eclectic music scene, internationally recognized festivals, unique restaurants, and a robust offering of diverse cultural activities. Knoxville is located within a day’s drive of Atlanta, Nashville, Asheville, Charlotte, Louisville, Cincinnati, Memphis, Chicago, and Washington D.C.

Knoxville and the surrounding counties have a population of more than 850,000 people. The region houses many leading corporations and organizations, including Oak Ridge National Laboratory, Pilot/Flying J, the Tennessee Valley Authority, and Regal Cinemas, along with HGTV, Food Network, and other networks owned by Discovery Inc.

As a member of the UT family, you will be surrounded by top-notch faculty, staff, and students from around the world. You will be part of a diverse campus community that is passionate about changing the world and cheering for the Vols on game day.

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