Financial Reporting and Special Projects Analyst

Located in Georgetown, Texas, Southwestern University is an independent, four-year undergraduate institution offers a top-ranked integrated arts and sciences curriculum that incorporates the humanities, fine arts, social sciences, and natural sciences.

At Southwestern University, we are committed to fostering an environment where every individual feels respected, valued, and empowered. We believe that a thriving community is built on the strength of varying perspectives and experiences, and we strive to create an atmosphere of mutual respect and understanding. Our actions are guided by a commitment to fairness, openness, and the belief that our differences are what make us stronger as a whole.

Located in Georgetown, Texas, Southwestern University is an independent, four-year undergraduate institution offers a top-ranked integrated arts and sciences curriculum that incorporates the humanities, fine arts, social sciences, and natural sciences.

At Southwestern University, we are committed to fostering an environment where every individual feels respected, valued, and empowered. We believe that a thriving community is built on the strength of varying perspectives and experiences, and we strive to create an atmosphere of mutual respect and understanding. Our actions are guided by a commitment to fairness, openness, and the belief that our differences are what make us stronger as a whole.

The Financial Reporting & Special Projects Analyst is an entry-level professional position supporting the University’s financial reporting, analysis, research, and Business Office operations. The Analyst works closely with Business Office leadership to prepare financial reports and analyses, organize and interpret data, support reporting tools and systems, and assist with special projects. The position is designed for an analytical and technically curious individual who is eager to learn.

The successful candidate will be able to work with data, learn new systems and processes, conduct research, solve problems, and communicate information clearly.

• Assist with monthly, year-end, audit, and other financial reporting activities, including budgetto-actual and variance reporting.
• Prepare financial schedules, spreadsheets, reconciliations, and supporting analyses.
• Compile, validate, analyze, and organize financial and operational data from University systems and other sources.
• Assist with financial analysis, forecasting, projections, and ad hoc reporting. ? Assist with development and maintenance of financial dashboards, reports, and data visualizations.
• Use Microsoft Excel and other reporting tools to analyze and communicate financial and operational information.
• Learn and effectively use the University’s ERP, financial reporting, and other business systems.
• Assist with improving the accuracy, efficiency, and timeliness of financial reporting and analytical processes.
• Develop reports, presentations, summaries, and other materials for Business Office leadership and University stakeholders.
• Independently manage assigned work, research unfamiliar topics or processes, and follow projects through to completion.

• Conduct financial, operational, higher education, benchmarking, and other research as requested.
• Support special projects involving financial analysis, budgeting, forecasting, data validation, process improvement, and operational analysis.
• Assist with leadership and committee meeting preparation, presentations, and follow-up analysis.
• Assist with process documentation, process mapping, and development of standard operating procedures.
• Identify opportunities to improve, streamline, or automate Business Office processes and reporting.
• Perform other duties and special…