Associate Director of Financial Aid Systems & Analytics

Associate Director of Financial Aid Systems & Analytics

Working Title Associate Director of Financial Aid Systems & Analytics

Provides leadership for financial aid systems, data integrity, reporting, and analytics to support compliant operations, informed decision-making, enrollment, and student success.

Job Description

• Leads the functional administration, testing, maintenance, and optimization of Banner Financial Aid and related federal, state, and institutional systems.
• Coordinates annual setup, upgrades, integrations, interfaces, and production processes with Information Technology and external agencies.
• Monitors system jobs, controls, workflows, and data exchanges to support accuracy, compliance, continuity, and timely service.
• Manages interfaces and access for federal and state systems, including COD , SAIG , EdConnect, and other required platforms.
• Develops and maintains documentation, procedures, testing plans, cross-training materials, and business continuity processes.

• Develops dashboards, recurring reports, and analyses that help Financial Aid and Enrollment Management leaders understand operational performance and student outcomes.
• Analyzes FAFSA completion, verification, packaging, awarding, disbursement, unmet need, SAP , loan activity, scholarship utilization, and other key indicators.
• Interprets trends, identifies risks and opportunities, prepares projections, and presents findings to support leadership decisions; final operational and policy decisions remain with the appropriate functional leaders.
• Supports analysis of financial aid impact on enrollment, yield, melt, persistence, retention, and completion in collaboration with Enrollment Management and institutional partners.
• Responds to internal and external data requests and supports required federal, state, institutional, audit, and accreditation reporting.

• Supports the accurate awarding, disbursement, reconciliation, and auditing of federal, state, institutional, loan, and student employment funds.
• Reviews regulatory updates and evaluates their impact on financial aid systems, policies, procedures, and reporting.
• Monitors data quality, validates records across systems, supports reconciliations, and audits, and helps ensure compliance with applicable laws, regulations, and institutional standards.
• Monitors financial aid budgets and program expenditures and provides analysis to support responsible use of funds.

• Partners with Financial Aid leadership, Enrollment Management, Institutional Effectiveness and Research, Information Technology, the Registrar, Student Accounts, and other campus offices.
• Leads training and professional development related to systems, data, reporting, and process consistency.
• Identifies process improvements, automation opportunities, and technology solutions that strengthen compliance, efficiency, customer service, and the student experience.
• Serves as a financial aid systems and analytics resources for university offices and external agencies.

Performs other related duties as assigned.

Minimum Qualifications

CREDENTIALS TO BE VERIFIED BY PLACEMENT OFFICER

• Bachelor’s degree in business, communications, humanities, social sciences, or a closely related field to the position.
• One (1) year (12 months) of professional experience working in student services, financial aid/loans or a closely related field within higher education or a related agency.
• Based on position requirements, additional education, training, and/or work experience in the area of specialization inherent to the position, may be required.

NOTE :
Master’s Degree in an area consistent with the duties of the position may be substituted for one (1) year (12 months) of work experience.

Preferred Qualifications

Master’s degree; supervisory or project leadership experience; experience with Banner Financial Aid, federal and state financial aid systems, SQL , Argos, Power BI, Tableau, or comparable reporting tools.

Knowledge,

Skills and Abilities

• Knowledge of federal and state financial aid regulations, financial…