Financial Analyst

Job Details

Job Location:

FL
- Main Campus
- Lakeland, FL 33801

Position Type:
Full Time Education Level: Bachelor's Degree Travel Percentage:
Negligible Job Shift: Day Job Category:
Finance

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.

Reports to:

Vice President of Finance

Supervisory Responsibility: N/A

Indirect Supervisory Responsibility: N/A

(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 - 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.

Lakeland Main Campus

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

N/A

Required:

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

Preferred:

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

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

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.

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.

Office Environment:
Ability to work primarily in an office setting, which involves sitting for extended periods.

Computer Use:
Proficiency in using computers for various tasks, which requires hand-eye coordination and manual dexterity for typing and handling office equipment.

Communication:
Strong verbal communication skills for meetings, presentations, and interactions with staff, students, and parents.

Mobility:
Capability to move around the office and campus as needed for meetings and events.

Standing:
Ability to stand and walk for extended periods of time for meetings and events.

Lifting:
Occasionally lift and carry items such as files, documents, or small office equipment weighing up to 20 pounds.

Visual Requirements:
Ability to read and interpret data on computer screens and printed documents.

Hearing and Speaking:
Adequate hearing to participate in conversations and phone calls, and clear speaking ability for effective communication.

0–5%; occasional travel may be required for university…