Worcester Polytechnic Institute - WPI
Finance / FinServ
SeniorFinancialAnalyst
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“Senior Financial Analyst at Worcester Polytechnic Institute - WPI. Skills: financial planning, analysis, reporting, financial models, dashboards, automation. Develop and conduct financial analysis across all fund types, including operating budgets, cash flows, financial statements, strategic sourcing, cost analysis and efficiencies, and long-term financial planning to identify trends, risks, and actionable insights. Contribute to short- and long-range financial plan development in support of the”
What You'll Achieve.
identify trends, risks, and actionable insights; support strategic initiatives and financial planning; ensuring accuracy, timeliness, and integrity of financial data; support executive, administrative, and academic resources reporting needs; support scenario planning, forecasting, and strategic decision-making; support informed decision-making; support the planning process and senior leadership; reduce reliance on one-off analysis; provide guidance, training, and support on financial planning and analysis
Industry & Context.
analytical and problem-solving skills with attention to detail and the ability to manage competing deadlines
Personal maturity and the ability to handle confidential information with discretion
What They're Looking For.
Must Have
Bachelor’s degree in accounting, finance, or other relevant field, Minimum 4 years of progressive experience in an FP&A or related finance/accounting role, Demonstrated experience building financial models, dashboards, or reporting tools in a professional setting, Experience with Power BI or a comparable BI platform, including building dashboards and reports that pull from multiple data sources, Advanced Excel skills including Power Query, Power Pivot, dynamic array formulas, and other advanced functions, Analytical and problem-solving skills with attention to detail and the ability to manage competing deadlines, Communication and collaboration skills, including the ability to present complex financial findings clearly to non-financial stakeholders, Personal maturity and the ability to handle confidential information with discretion
Nice to Have
Master’s degree in business, finance, accounting, or related field, Experience with Power BI, Workday, Adaptive Planning, and/or Synario, Experience working with multiple financial systems or data sources, Exposure to AI or automation tools applied to financial reporting or analysis, Experience in a college, university, or other not-for-profit institution
What You'll Do.
Develop and conduct financial analysis across all fund types
including operating budgets
cost analysis and efficiencies
and long-term financial planning to identify trends
and actionable insights
Contribute to short- and long-range financial plan development in support of the University’s mission
and Finance team in preparing ad-hoc analyses
and presentations to support strategic initiatives and financial planning
Provide clear and accurate budget-to-actuals variance analysis and explanations
and maintain financial KPIs
and dashboards using platforms such as Power BI
and integrity of financial data
Build new tools from scratch to support executive
and academic resources reporting needs
Maintain planning models and tools to support scenario planning
and strategic decision-making using Synario
Translate financial data into clear visuals and narratives that support informed decision-making
Research industry best practices and benchmarks to support the planning process and senior leadership
Identify and implement opportunities to automate manual reporting processes
including developing scalable
real-time solutions that reduce reliance on one-off analysis
Stay abreast of emerging trends in financial automation
and data visualization
with a focus on exploring and adopting new tools and technologies as the field evolves
Partner with cross-functional teams to provide guidance
and support on financial planning and analysis across the Finance & Operations division
Assess and help improve systems and processes
and recommend changes to policies and procedures that impact budgetary models and initiatives
How You'll Work.
Team & Collaboration
work closely with colleagues across the institution to understand their business processes and reporting needs; Partner with cross-functional teams to provide guidance, training, and support on financial planning and analysis across the Finance & Operations division
Communication Scope
ability to present complex financial findings clearly to non-financial stakeholders; translate financial data into clear visuals and narratives
Full Job Description
**JOB TITLE** Senior Financial Analyst **LOCATION** Worcester **DEPARTMENT NAME** Budget & Operations **DIVISION NAME** Worcester Polytechnic Institute - WPI **JOB DESCRIPTION SUMMARY** The Senior Financial Analyst will sit within the Division of Finance & Operations and work closely with colleagues across the institution to understand their business processes and reporting needs. This role supports the Division through financial planning, analysis, and reporting, with a strong emphasis on hands-on data work, the development of automated reporting tools, and the delivery of real-time financial insights. The ideal candidate is equally comfortable building financial models from scratch and conducting traditional FP&A work as they are developing reporting tools that pull from multiple financial systems. They will also have a strong curiosity about AI and emerging technologies and how they can be applied to improve financial operations. This is a hybrid role with an expectation of three days on-site per week. **JOB DESCRIPTION** **Responsibilities** * Develop and conduct financial analysis across all fund types, including operating budgets, cash flows, financial statements, strategic sourcing, cost analysis and efficiencies, and long-term financial planning to identify trends, risks, and actionable insights. Contribute to short- and long-range financial plan development in support of the University’s mission. * Reporting to the AVP of Finance & Operations, assist the CFO, AVP, and Finance team in preparing ad-hoc analyses, reports, dashboards, and presentations to support strategic initiatives and financial planning. Provide clear and accurate budget-to-actuals variance analysis and explanations. * Design, build, and maintain financial KPIs, scorecards, and dashboards usingplatforms such as Power BI, Workday, Synario, and Adaptive, ensuring accuracy, timeliness, and integrity of financial data. This includes building new tools from scratch to support executive, administ
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