<p>Scheduled Hours</p> <p>37.5</p> <p>Position Summary</p> <p>The purpose of this position is to provide reporting and analytical support that is the basis for decision making regarding utilization of financial assistance at the university. This includes managing the donated fund processes and maintaining and updating the detailed analyses of donated scholarship funds and available loan funds that underlie these processes. It also includes external reporting and internal analysis.</p> <p>In addition this position processes funding from the Department of Education (SEOG and TRIO) as well as state funding (Missouri Academic and Access Missouri).</p> <p>Job Description</p> <p>Primary Duties & Responsibilities:</p> <p>Manages the Assignment/Donated Fund Process, which includes:</p> <ul> <li>Applying the university's donated funds, institutional loan funds, and federal SEOG funds to replace remission transactions on individual student accounts and working with University Advancement, Financial Planning & Budgets, divisional Business Managers, and WUIT to ensure the successful planning, testing and outcome of the process that creates donated funds transactions. </li><li>Maintaining and updating the detailed analysis of available university donated scholarship funds and federal work-study funds, to determine amounts available to target for spending in each academic year. Offers proposal, makes adjustments as needed, and acquires approval - on a fund-by-fund basis -- for donated funds spending targets, working with Business Managers in each of the undergraduate divisions and Financial Planning and Budgets. </li><li>Responds to requests from Advancement and other constituencies within all undergraduate divisions with respect to Donated Funds spending, ensuring proper treatment according to donor restriction, and furthering their stewardship efforts with the goal of soliciting future gifts. </li><li>Provides supporting information to Financial Planning for the university's Net Tuition Income Model. Collaborates with Financial Planning to ensure accurate spending and documentation for several high-profile donated funds, such as the Danforth, Enterprise, and Frist scholarship funds. </li></ul> <p>Prepares internal and external reports and analysis, which includes:</p> <ul> <li>The annual Cost of Attendance Budget (and related student survey). </li><li>The SFS Annual Report. </li><li>The Community Impact Report. </li><li>Annual review of Need Analysis Rules. </li><li>Survey reports for COFHE and the NCAA. </li><li>Provides financial aid-related sections of external federal and state surveys such as IPEDS, HEFA Debt Compliance, and the Common Data Set. </li><li>Other, ongoing data and analysis and ad hoc requests. </li></ul> <p>Implements external partner agreements; honorary scholarship awards; and awarding of special university programs.</p> <p>Leads the SFS Numbers Team, which reviews all reporting, analysis, and data requests for Student Financial Services information.</p> <p>Other duties as assigned.</p> <p>Working Conditions:</p> <p>Job Location/Working Conditions</p> <ul> <li>Normal office environment </li></ul> <p>Physical Effort</p> <ul> <li>Typically sitting at a desk or table </li><li>Repetitive wrist, hand or finger movement. </li><li>Ability to move to on and off-campus locations </li></ul> <p>Equipment</p> <ul> <li>Office equipment </li></ul> <p>The above statements are intended to describe the general nature and level of work performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all job duties performed by the personnel so classified. Management reserves the right to revise or amend duties at any time.</p> <p>Required Qualifications</p> <p>Education:</p> <p>Bachelor's degree or combination of education and/or experience may substitute for minimum education.</p> <p>Certifications:</p> <p>No specific certification is required for this position.</p> <p>Work Experience:</p> <p>Relevant Experience (3 Years)</p> <p>Skills:</p> <p>Not Applicable</p> <p>Driver's License:</p> <p>A driver's license is not required for this position.</p> <p>More About This Job</p> <p>Minimum Requirements:</p> <ul> <li>Bachelor's degree required and three years of experience or Master's degree and one years of experience. </li><li>Training and/or previous work experience with data analysis and the management of large data sets. </li><li>Experience with reporting software such as Cognos, SQL or similar report writer. </li><li>Mastery of Excel. </li></ul> <p>Preferred Qualifications:</p> <ul> <li>Undergraduate degree in accounting, finance, or related area desirable. </li><li>Relevant work experience in higher education institution. </li><li>Experience with Tableau or similar data visualization tools. </li><li>Previous experience in a financial aid office. </li></ul> <p>Preferred Qualifications</p> <p>Education:</p> <p>Bachelor's degree - Accounting, Bachelor's degree - Finance</p> <p>Certifications:</p> <p>No additional certification beyond what is stated in the Required Qualifications section.</p> <p>Work Experience:</p> <p>No additional work experience beyond what is stated in the Required Qualifications section.</p> <p>Skills:</p> <p>Analytical Thinking, Collaboration, Computer Literacy, Database Applications, Data Visualization, Decision Making, Financial Modeling, IBM Cognos Software, Multitasking, Oral Communications, Planning Ability, Report Writer, Spreadsheets, Structured Query Language (SQL), Teamwork, Time Management, Working Independently, Written Communication</p> <p>Grade</p> <p>G11</p> <p>Salary Range</p> <p>$53,100.00 - $90,600.00 / Annually</p> <p>The salary range reflects base salaries paid for positions in a given job grade across the University. Individual rates within the range will be determined by factors including one's qualifications and performance, equity with others in the department, market rates for positions within the same grade and department budget.</p> <p>Questions</p> <p>For frequently asked questions about the application process, please refer to our External Applicant FAQ.</p> <p>Accommodation</p> <p>If you are unable to use our online application system and would like an accommodation, please email CandidateQuestions@wustl.edu or call the dedicated accommodation inquiry number at 314-935-1149 and leave a voicemail with the nature of your request.</p> <p>All qualified individuals must be able to perform the essential functions of the position satisfactorily and, if requested, reasonable accommodations will be made to enable employees with disabilities to perform the essential functions of their job, absent undue hardship.</p> <p>Pre-Employment Screening</p> <p>All external candidates receiving an offer for employment will be required to submit to pre-employment screening for this position. The screenings will include criminal background check and, as applicable for the position, other background checks, drug screen, an employment and education or licensure/certification verification, physical examination, certain vaccinations and/or governmental registry checks. All offers are contingent upon successful completion of required screening.</p> <p>Benefits Statement</p> <p>Personal</p> <ul> <li> <p>Up to 22 days of vacation, 10 recognized holidays, and sick time.</p> </li><li> <p>Competitive health insurance packages with priority appointments and lower copays/coinsurance.</p> </li><li> <p>Take advantage of our free Metro transit U-Pass for eligible employees.</p> </li><li> <p>WashU provides eligible employees with a defined contribution (403(b)) Retirement Savings Plan, which combines employee contributions and university contributions starting at 7%.</p> </li></ul> <p>Wellness</p> <ul> <li>Wellness challenges, annual health screenings, mental health resources, mindfulness programs and courses, employee assistance program (EAP), financial resources, access to dietitians, and more! </li></ul> <p>Family</p> <ul> <li> <p>We offer 4 weeks of caregiver leave to bond with your new child. Family care resources are also available for your continued childcare needs. Need adult care? We've got you covered.</p> </li><li> <p>WashU covers the cost of tuition for you and your family, including dependent undergraduate-level college tuition up to 100% at WashU and 40% elsewhere after seven years with us.</p> </li></ul> <p>For policies, detailed benefits, and eligibility, please visit: https://hr.wustl.edu/benefits/</p> <p>EEO Statement</p> <p>Washington University in St. Louis is committed to the principles and practices of equal employment opportunity and especially encourages applications by those from underrepresented groups. It is the University's policy to provide equal opportunity and access to persons in all job titles without regard to race, ethnicity, color, national origin, age, religion, sex, sexual orientation, gender identity or expression, disability, protected veteran status, or genetic information.</p> <p>Washington University is dedicated to building a community of individuals who are committed to contributing to an inclusive environment - fostering respect for all and welcoming individuals from diverse backgrounds, experiences and perspectives. Individuals with a commitment to these values are encouraged to apply.</p>