Financial Data and Reporting Analyst or Senior Financial Data and Reporting Analyst

The School of Medicine Dean's Office is seeking a Financial Data and Reporting Analyst or Senior Financial Data and Reporting Analyst to join the Budgeting, Financial Reporting, and Analysis team. The level of the appointment will depend on the candidate's experience. The position gathers, analyzes, and reports financial and operational data to support the school's budgeting, forecasting, and long-range planning, and ongoing management reporting needs. The role also provides ad hoc analysis and reporting to support emerging business needs, translating complex data into clear, actionable information for School leadership and other stakeholders.

The team uses Anaplan, a cloud-based planning and reporting platform, to support budgeting, financial analysis, and operational reporting. The successful candidate is expected to become proficient in Anaplan and leverage the platform to build and enhance financial models, reports, and analytical tools. The position collaborates daily with team members and stakeholders across the School, the Health System, and the University. Senior analysts coordinate with all levels of management, serve as consultants on financial policies and procedures, and may provide functional and technical direction to other financial staff.

Key Responsibilities:

Financial Planning, Budgeting & Analysis:

Independently manage complex financial planning, budgeting, and analytical processes for the School of Medicine, ensuring accurate and timely completion of key deliverables.

Prepare and deliver financial analyses and reporting required by Health System partners, including balance sheet analysis, variance analysis, and supporting explanations and justifications of financial results.

Analyze financial results, trends, and underlying drivers to identify issues, explain variances, and support planning and management decision-making.

Gather, organize, and analyze information from multiple financial and operational sources to support forecasts, planning activities, and management reporting.

Provide analytical support and financial guidance to School of Medicine departments and leadership on complex financial and planning matters.

Apply institutional knowledge and financial expertise to independently resolve complex analytical issues and ensure work is completed in accordance with organizational standards, timelines, and financial policies.

Financial Models, Reporting & Process Improvement:

Develop and maintain Anaplan models, modules, dashboards, and applications supporting School of Medicine financial planning and reporting processes.

Partner with stakeholders to understand reporting needs and translate business and financial requirements into practical Anaplan solutions, including new reporting modules, calculations, workflows, and user-facing applications.

Analyze existing processes and identify opportunities to use Anaplan and other technologies to improve efficiency, data quality, transparency, and the user experience.

Test and validate new system functionality and reporting solutions to ensure accuracy and alignment with business requirements.

Provide guidance and support to Anaplan users and help stakeholders effectively utilize available planning and reporting tools.

Navigate evolving business requirements and technologies and independently develop solutions to new analytical and reporting needs.

Collaboration and Organizational Support:

Build effective working relationships with colleagues and stakeholders across the School, the Health System, and the University.

Communicate complex financial information, methodologies, and results clearly to both financial and non-financial audiences.

Serve as a knowledgeable resource on assigned planning and reporting processes, and act as a consultant to management on financial policies, procedures, and application.

Contribute to broader School priorities and other duties as assigned.

Qualifications & Requirements for Success:

Minimum requirements:

Bachelor’s degree in Finance, Accounting, Business, Economics, Management Information Systems, or a related field, or equivalent relevant experience.

At least one year of relevant experience; at least five years for senior appointment

Ability to achieve Anaplan Professional Model Builder Certification within 90 days of start date.

Preferred Experience:

Anaplan experience is ideal; experience developing models with Tableau, Power BI, or comparable ERP, budgeting and reporting platforms is also valued.

Using AI tools to improve analysis, review materials, or strengthen finance workflows.

Skills and Abilities:

Strong analytical and problem-solving skills, with the ability to synthesize information from multiple sources into clear conclusions and recommendations.

Strong written and verbal communication skills, and the ability to work effectively with stakeholders at all organizational levels.

Advanced proficiency and experience working with large and complex data sets.

Sound judgment and discretion when working with sensitive and confidential information.

Ability to manage multiple priorities, work in ambiguous and evolving environments, and adapt to changing needs.

Attention to detail and a commitment to accuracy in financial data and reporting.

This position will remain open until filled. This is an exempt level, benefited position. The University will perform background checks on all hires (if required) prior to employment. Applicants must be currently authorized to work in the United States. For this role, the University will not sponsor or consider candidates requiring sponsorship for employment visas now or in the future.

Please apply online , and search for R0088770 . Complete an application online with the following documents:

Resume

Cover letter

Upload all materials into the resume submission field; multiple documents can be submitted into this one field. Alternatively, merge all documents into one PDF for submission. Applications that do not contain all required documents will not receive full consideration.

Internal applicants: Search and apply for jobs on the UVA Internal Careers website .

For finalists, references will be completed via UVA’s standardized process using SkillSurvey. A total of up to five references will be requested via SkillSurvey for top candidates during the final phase of the interview process. A total of three references is required.

For questions about the application process, please contact Daniel Strong, Senior Recruiter at das6zb@virginia.edu.

MINIMUM REQUIREMENTS:

Education: Bachelor's degree required.

Experience: 1+ years of relevant experience required.

Licensure: None.

PHYSICAL DEMANDS:

This is primarily a sedentary job involving extensive use of desktop computers. The job does occasionally require traveling some distance to attend meetings, and programs.

The University of Virginia is an equal opportunity employer. All interested persons are encouraged to apply, including veterans and individuals with disabilities. Learn more about UVA’s commitment to non-discrimination and equal opportunity employment .