Financial Data Analyst
University of Waterloo (UW)
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Job Requisition ID:
2025-00893Time Type:
Full timeEmployee Group:
StaffJob Category:
Analytics and ReportingEmployment Type:
TemporaryDepartment:
Faculty of Mathematics - Dean of Mathematics Office - Financial OperationsHiring Range:
$78,214.70 - $97,768.38Posting Information:
This is an external contract, term 2 years.
Job Description:
Primary Purpose
Reporting to the Associate Director, Faculty Financial Operations, the Financial Data Analyst (FDA) is responsible for the development of databases, models, analyses, and reporting as well as communicating the results. The FDA will proactively contribute to providing data, and analytical planning support to the senior leadership in the Faculty of Mathematics to inform prioritization, resource allocation, budgeting and planning related decisions.
Key Accountabilities
Data Analysis and Support
· Develops and prepares analytical models, reports, and relevant data visualizations (including dashboards, graphs, presentations and web applications) to inform evidence-based decision-making at the faculty level.
· Supports indicator development and ongoing reporting for operational and strategic measures.
· Analyzes trends and patterns in the Faculty of Mathematics performance over time using various benchmarks and comparative data.
· Supports and maintains Faculty of Mathematics planning and budgeting model (Vena) related data and reporting tools.
· Prepares standard and customized reports and accountability submissions as may be needed by the Dean and/or central university administration.
Data Management:
· Ensures that Faculty data is accurate, consistent, properly maintained and shared in compliance with relevant privacy protection, confidentiality and other ethical principles.
· Identifies and addresses data integrity/reliability issues and uses data cleaning processes to achieve required data quality standards.
· Works with large data sets to perform data mining and complete statistical analyses.
· Transforms, synthesizes, cleanses data and identifies opportunities to reduce duplication and errors and to ensure consistency in data; identifies data integrity issues and proposes data cleansing processes to develop clear and consistent data quality standards.
· Designs and develops user interfaces for accountability reporting using web applications and best practices in data visualization, for example, Power BI
Communication:
· Develops accurate graphs, reports, dashboards and presentations to convey complex information in an understandable and compelling manner.
· Creates business/analytical models and related user interfaces that allow stakeholders to self-serve and explore planning parameters.
· Ensures data and information is placed into the proper context by combining faculty data with both qualitative and quantitative relevant environmental/external data and appropriate narrative.
· Communicates with technical and non-technical users to gather data and data system requirements, reporting requirements, consolidate and document technical data requirements, transform data into visualizations, and assist with project planning.
· Ensures timely communication of essential data to internal and external users as appropriate.
· Serves on faculty, and as appropriate, non-faculty committees and groups, offering financial data and related analytical expertise fostering data information sharing and collaborative approaches on a variety of projects.
· Liaises with departments within Mathematics providing technical expertise and data support to enable informed decision making
· Develops compelling narratives through data analysis; supports marketing and advancement initiatives.
Evaluation, Reporting and Planning:
· Uses various quantitative and qualitative methods to administer surveys, develop sampling procedures, analyze survey results, or to gather and analyze data for special requests (literature reviews, environmental scans, needs assessments, focus group and key informant interviews).
· Maintains data to evaluate the faculty’s progress towards goals and priorities, and/or routine monitoring of faculty performance.
· Develops and maintains databases; creates standard operating procedures for data maintenance and storage with appropriate documentation.
· Prepares data to support enrolment planning and forecasting in relation to both short and long range revenue projections, and support resource allocation decisions.
Leadership, Relationships and Collaboration
· Maintains current knowledge of best practices across all domains of the role, in the post-secondary sector and beyond, to effectively advise faculty leadership.
· Investigates new tools, systems, and practices to recommend improvements across all domains of the role
· Understands the needs of each stakeholder group in order to assess and scope projects fully and to make recommendations on timelines and priorities for each.
· Communicates effectively with multiple, varied clients (senior leadership, faculty members, and staff) to understand needs, scope projects and project terms, update progress, and present findings.
Required Qualifications
Education
· Bachelor’s degree in Statistics, Economics, Computer Science, Social Science Research or another related discipline is required.
· An equivalent combination of experience and education may be considered.
· Preference will be given to members of CPA Ontario.
Experience
· Minimum five years of related experience in data analytics, management reporting, financial planning, and analysis.
· Experience in an academic environment strongly preferred.
· Supervisory/management experience is an asset.
Knowledge/Skills/Abilities
· Advanced data management, data transformation and interpretation, and analysis skills.
· Knowledge and capabilities of a variety of reporting and data visualization tools, such as Power Bl.
· Knowledge of SharePoint and other web development applications
· Advanced Excel capabilities.
· Has proven ability to apply knowledge and expertise creatively
· Excellent written and verbal skills for procedural documentation and demonstrated experience with report writing.
· Participates in continuing education such as workshops. Seminars, study sessions or conferences.
· Experience processing data with Jupyter Notebooks(python), RStudio ® or equivalent.
· Basic proficiency with SQL.
· Ability to work independently and as part of a team.
· Takes initiative and be proactive in identifying issues of consequence and fosters creative and innovative approaches to problem solving in a team leader role.
· Ability to manage large workloads and prioritize competing deadlines.
· Ability to identify and apply a combination of quantitative and qualitative research methods.
· Builds productive and collaborative relationships and provides advice and guidance to individuals formally and informally.
Equity Statement
The University of Waterloo acknowledges that much of our work takes place on the traditional territory of the Neutral, Anishinaabeg, and Haudenosaunee peoples. Our main campus is situated on the Haldimand Tract, the land granted to the Six Nations that includes six miles on each side of the Grand River. Our active work toward reconciliation takes place across our campuses through research, learning, teaching, and community building, and is coordinated within the Office of Indigenous Relations.
The University values the diverse and intersectional identities of its students, faculty, and staff. The University regards equity and diversity as an integral part of academic excellence and is committed to accessibility for all employees. The University of Waterloo seeks applicants who embrace our values of equity, anti-racism and inclusion. As such, we encourage applications from candidates who have been historically disadvantaged and marginalized, including applicants who identify as First Nations, Métis and/or Inuk (Inuit), Black, racialized, a person with a disability, women and/or 2SLGBTQ+.
Positions are open to qualified candidates who are legally entitled to work in Canada.
The University of Waterloo is committed to accessibility for persons with disabilities. If you have any application, interview, or workplace accommodation requests, please contact Human Resources at hrhelp@uwaterloo.ca or 519-888-4567, ext. 45935.
