Senior Financial Analyst

Responsibilities

• 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.
• Maintain planning models and tools to support scenario planning, forecasting, and strategic decision-making using Synario, Excel, and Adaptive.
• 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, AI, 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, training, 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.
• Perform all other duties as assigned or directed by the supervisor.

Requirements

• Required:
• 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.
• Strong analytical and problem-solving skills with attention to detail and the ability to manage competing deadlines.
• Strong 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.
• Preferred:
• 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.
• Salary Grade 9: $82,600 - $103,000 per year (depending on experience)
• Salary is based on related experience, expertise, and internal equity; generally, new hires can expect pay between the minimum and midpoint of the range.
• Compensation at WPI
• FLSA STATUS
• United States of America (Exempt)

Benefits

Additional Information

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

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