Job Description

The FP&A Reporting Analyst plays a critical role in consolidation of financial data, produce executive reports, and drive university-wide financial transparency and actionable analysis.

Responsibilities

Financial Planning, Analysis & Reporting:

• Strategic Financial Planning: Support senior leadership in long-term financial planning operating budget, Faculty analysis and productivity measures. Provide recommendations for cost optimization and financial strategy.
• Reporting & Compliance: Establish and prepare monthly, quarterly, and annual financial reports for university leadership and stakeholders (eg. Budget utilization and fund balance)
• Subject analysis and business insights: Provide business insights (eg. Capitation, Revised Costing Methodology, Scholarship, program, revenue etc.)

• Benchmarking & Best Practices: Research and implement industry best practices in cost management and productivity analysis. Benchmark university costs against peers and identify areas for improvement.
• Cost Allocation & Reporting: Ensure accurate allocation of costs across departments and faculties, aligning with institutional priorities and funding sources. Prepare regular reports on cost performance and productivity metrics for senior management.

Cost Management and Reporting:

• Work with faculties/schools to prepare university-wide cost data and tuition fee adjustments proposal for the purpose of MOE reporting.
• Cost recovery analysis for tuition fee proposal.

Process Automation & Operational Efficiency:

• Implement Automation Tools: Identify and implement automation solutions or workflow automation platforms, to streamline reporting and financial processes, improving operational efficiency and reducing errors.
• System Integration: Integrate financial systems, databases, and reporting tools to ensure seamless data flow and consistency across the university’s financial operations.

Data Analytics & Reporting:

• Reporting: Design and develop dashboards and reports for tracking financial performance, grant claims, and forecasting accuracy.
• Data Visualization & Insights: Transform complex financial data into easy-to-understand visual insights, helping stakeholders at all levels make informed decisions based on clear financial reporting.

Other Duties:

• Any other ad-hoc business performance reporting to Management and/or stakeholders as assigned from time to time.

Education & Experience

• Bachelor’s degree in accounting or finance, in financial planning & analysis.
• Preferred certifications:
  • CMA (Certified Management Accountant)
  • CPA (Certified Public Accountant) – Useful but not mandatory
  • FP&A-related certifications 
• Technical Skills
  • Advanced Excel (PivotTables, VLOOKUP/XLOOKUP, INDEX-MATCH, Power Query, macros).
  • Financial Modeling 
  • Data Analysis & Visualization (Power BI).
  • ERP & Financial Systems (SAP S4Hana & Jedox).
• 10+ years of experience in budgeting, forecasting, financial modelling, and variance analysis, grant management (experience in higher education is a plus) and cost management.

• Proficiency in financial software (e.g., ERP systems like SAP, Jedox), advanced Ms Office skills (Excel, Powerpoint) and Power BI and other process automation tools.

Skills & Competencies

• Strong analytical and problem-solving abilities.
• Excellent communication and presentation skills for non-financial stakeholders.
• Detail-oriented with strong organizational and time-management skills.
• Knowledge of fund accounting (preferred for higher education roles).
• Ability to work independently and collaboratively in a team environment.