The Financial & Data Analyst supports financial reporting and strategic planning by delivering high-level financial and data analysis that informs executive decision-making. This role evaluates financial performance, operational data, and emerging trends, translating complex information into clear, actionable insights. The financial and data analyst partners with leadership to enhance financial outcomes and strategic initiatives while ensuring the accuracy, integrity, and transparency of data across the organization.
Essential Functions (Principal Duties and Job Responsibilities):
Financial Reporting & Analysis
- Analyze financial and operational data to identify trends, performance drivers, and strategic insights.
- Prepare monthly, quarterly, and annual financial reports for leadership
- Develop and maintain financial dashboards, automated reports, and data visualization tools.
- Monitor key performance indicators (KPIs) and financial metrics
- Support budget development, forecasting, and long-range financial planning
- Assist with internal and external reporting requirements
Data Analysis & Visualization
- Collect, clean, and analyze large datasets from multiple sources
- Develop dashboards, models, and reports to communicate insights clearly
- Identify trends, risks, and opportunities using quantitative analysis
- Extract, validate, and integrate data from financial systems, ERP platforms, and reporting databases.
- Support forecasting models using historical and predictive data analysis.
Strategic & Operational Support
- Partner with department leaders to support operational and financial goals
- Conduct cost-benefit, ROI, and scenario analyses
- Support business cases, grants, contracts, or investment decisions
- Provide ad hoc analysis to support leadership initiatives
Systems & Process Improvement
- Improve reporting efficiency through automation, data transformation, and system enhancements.
- Ensure data integrity, consistency, and governance across financial reporting processes.
- Support implementation and optimization of financial systems and tools
- Partner with finance, IT, and institutional leadership to translate data into actionable recommendations.
- Document processes and maintain analytical models
Knowledge, Skills and Abilities Required:
- Experience working with large datasets and financial data; Advanced spreadsheet and data analysis skills
- Experience with reporting or visualization tools (e.g., Power BI, Tableau, or similar platforms)
- Ability to extract and analyze data from financial systems or databases
- Strong analytical and technical problem-solving skills
- Ability to translate data into actionable insights
- Exceptional analytical and financial modeling skills
- Strong written communication and presentation skills; comfortable and experienced
Knowledge, Skills, Abilities Preferred:
- Strong proficiency in SQL, data modeling, or automation tools
- Expertise in building dashboards or automated reporting solutions
- Strong proficiency in supporting budgeting or financial planning processes, financial reporting, and forecasting
- Expertise in financial software systems such as WorkDay, Adaptive Planning, or other enterprise resource planning (ERP) systems
- Advanced proficiency in Microsoft Excel and other financial analysis tools
Education and Experience Required:
- Bachelor’s degree in Finance, Accounting, Economics, Data Analytics, or related field
- 3–5 years of experience in financial analysis, data analysis, or related roles
- Strong analytical, problem-solving, and critical-thinking skills
- Advanced proficiency in Excel; experience with financial modeling
- Experience working with large datasets and multiple data sources
Education and Experience Preferred:
- Master’s degree (MBA, MS Finance, Data Analytics, or similar)
- 6-10 years of progressively responsible experience in financial modeling and forecasting (scenario analysis, a plus)
- Experience in complex organizations (universities, healthcare systems, or large nonprofits)
- Proficiency in tools such as Power BI, Tableau, SQL, Python, or R
- Knowledge of ERP systems (Workday, PeopleSoft, Oracle, SAP, etc.)
- Experience supporting executive leadership or strategic planning initiatives
Licensure, Certification or Registration Required:
Licensure, Certification or Registration Preferred:
This job description reflects the general duties and responsibilities necessary to describe the principal functions of the job, as identified, and shall not be considered an exhaustive list of job responsibilities which may be inherent in the job. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. The responsibilities listed may be subject to change at any time and individuals may be asked to perform duties outside of their regular responsibilities to support the ongoing operations and mission Meharry Medical College and its facilities.
