Financial Analyst

## Description

JOB SUMMARY

Southeastern University is seeking a Financial Analyst to support the university's financial planning, budgeting, forecasting, and institutional reporting functions. This role supports the annual budget cycle, monthly variance analysis, and the development of dashboards and ad hoc analyses for leadership.

This is an entry-to-mid-level role with a defined promotion path to Senior Financial Analyst.

The ideal candidate is analytically curious, detail-oriented, and eager to grow within a building FP&A function. This role is based on the Lakeland campus and reports to the Vice President of Finance.

ORGANIZATIONAL RELATIONSHIPS

Reports to: Vice President of Finance

Supervisory Responsibility: N/A

Indirect Supervisory Responsibility: N/A

ESSENTIAL DUTIES - May include, but is not limited to the following

(Other duties may be assigned.)

Budget Support

• Support the annual budget build and the budget-manager workbook process
• Assist with the Jenzabar GL budget upload and budget-to-GL reconciliation

Variance & Reporting

• Prepare monthly variance analysis and departmental budget-vs-actual reports
• Assist with Finance Committee and Board reporting packages
• Support month-end close reporting tie-outs with the Controller's office

Forecasting & Analysis

• Maintain forecasting models and enrollment-to-revenue tracking
• Perform ad hoc financial analyses to support decision-making

Data & Systems

• Extract and transform data via SQL from Jenzabar and other source systems
• Build and refresh Power BI dashboards and reporting tools

ADDITIONAL/NON-ESSENTIAL DUTIES

{{Additional/Non-Essential Duties - in the context of ADA - the functions could be assigned to another individual, or adjusted, to allow a disabled person to hold the position}}

All remaining duties are considered "nonessential" within the context of the ADA, which means that the function could be reassigned to another employee in order to allow a disabled individual to hold the position. Alternatively, the manager could try to provide a reasonable accommodation so that the disabled individual could perform the function.

LOCATION

Lakeland Main Campus

## Qualifications

EDUCATION

Required Education

Bachelor's degree in finance, accounting, economics, data analytics, or related field

Preferred Education

Master's degree in finance, accounting, economics, data analytics, or related field

LICENSES/CERTIFICATIONS

N/A

EXPERIENCE

Required

• One to three years of analytical experience (internships considered)
• Commitment to the mission and values of Southeastern University

Preferred

• Experience in higher education finance
• Experience with Jenzabar or comparable higher education ERP

KNOWLEDGE, SKILLS, AND ABILITIES

Required

• Strong proficiency in Microsoft Excel and analytical rigor
• Excellent written and verbal communication skills

Preferred

Familiarity with SQL, Power BI, or other data analysis and visualization tools

WORK ENVIRONMENT

All employees are responsible for maintaining an environment that is free from discrimination, intimidation, harassment, including sexual harassment.

• This position is considered Non-Essential for the purposes of Emergency Response.

Physical Requirements

This position operates in a standard office environment and requires the ability to sit for extended periods, use a computer and standard office equipment, communicate effectively in person, by phone, and electronically, and occasionally move about the office or campus. The employee may occasionally lift or move items up to 20 pounds, such as files, office supplies, or financial records. Extended hours may be required during month-end close, fiscal year-end close, audits, budget preparation, financial reporting deadlines, and other peak accounting or operational periods. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the position.