Data Analyst and Reporting Specialist

Pennsylvania, United States
20 Jun 2019
End of advertisement period
20 Aug 2019
Contract Type
Full Time

School Name: Division of Finance
Org: Student Registration & Financial Services
Posted to the Web: 06/20/2019
Posted Job/Salary Grade: 027
Employment Type: Exempt
Hours: 35.00
Position Type: Full Time
Position Schedule: Mon-Fri: 9 am-5 pm
Months: 12
Position Length: Ongoing

University Overview

The University of Pennsylvania, the largest private employer in Philadelphia, is a world-renowned leader in education, research, and innovation. This historic, Ivy League school consistently ranks among the top 10 universities in the annual U.S. News & World Report survey. Penn has 12 highly-regarded schools that provide opportunities for undergraduate, graduate and continuing education, all influenced by Penn’s distinctive interdisciplinary approach to scholarship and learning.

Penn offers a unique working environment within the city of Philadelphia. The University is situated on a beautiful urban campus, with easy access to a range of educational, cultural, and recreational activities. With its historical significance and landmarks, lively cultural offerings, and wide variety of atmospheres, Philadelphia is the perfect place to call home for work and play.

The University offers a competitive benefits package that includes excellent healthcare and tuition benefits for employees and their families, generous retirement benefits, a wide variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more.


The University of Pennsylvania in Philadelphia, PA, is seeking a Data Analyst and Reporting Specialist. The position will perform assessment and analysis of packaging and budget trends, make data driven decisions, monitor unit functions, and implement continuous process improvement plans to support strategic campus-wide planning. Perform data analysis, data research and reporting using SAS, Excel Data Optimization and Visualization packages. Perform analysis on historical data on both long- and short-term trends in order to build forecasting modeling for budgetary planning. Developing and write technical documentation and develop reports and making recommendations. Serve as the functional budget data analyst providing support for end users, budgetary analysis, data compilation, research and reporting. Prepare budget reports for both internal and external constituents and make recommendations toward simplification and future data assessment needs. Develop and integrate new financial aid tools and resources. Provide training and support for student services staff in new developed online resources. Work closely with Technology Staff and Institutional Research to integrate new services with the student information system. Provide technical support for a complex functional student information system that impacts a large segment of students. Conduct review and analysis of operations statistics, reports and other data that supports budget analysis and funding trends for past and future performance assessment.

Maintain current knowledge of federal and institutional funding regulations and policies and respond to new regulatory requirements that demand changes to systems and processes to sustain compliance. Develop and prepare ongoing, periodic, automatic, and ad hoc reports, queries, statistics, and summaries. Perform advanced financial & operational modeling consisting data compilation, segmentation, and optimization for student financial packaging strategy assessments. Assess and integrate different databases and analyze end results using appropriate statistical methodology with high confidence level and advanced software including SAS, SPSS, Excel Data Optimization & Visualization Package, and Microsoft Access database. Develop and implement custom data analysis modules and other graphic-user-interface strategies that optimize statistical efficiency and quality and assist in more concise data visualization for decision-making. Acquire and manage data from primary or secondary data sources and maintaining databases and reports.


Master’s degree (or foreign equivalent) in Accounting, Economics, Finance, or related field and one (1) year of experience in data analysis, data research and reporting; utilizing SAS, Excel Data Optimization and Visualization packages; performing analysis on historical data on both long- and short-term trends in order to build forecasting modeling for budgetary planning; developing and writing technical documentation; and experience developing reports and making recommendations. In lieu of a Master’s degree and one (1) year of experience in data analysis, data research and reporting, employer will accept a Bachelor’s degree (or Foreign Equivalent) in Accounting, Economics, or Finance and three (3) years of experience in data analysis, data research and reporting.

Affirmative Action Statement

Penn adheres to a policy that prohibits discrimination on the basis of race, color, sex, sexual orientation, gender identity, religion, creed, national or ethnic origin, citizenship status, age, disability, veteran status, or any other legally protected class.

Special Requirements

Background check required after a conditional job offer is made. Consideration of the background check will be tailored to the requirements of the job.