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Assistant Financial Data Analyst Jobs in Delaware

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Assistant Financial Data Analyst information

What does an assistant financial data analyst do?

An Assistant Financial Data Analyst supports senior analysts and finance teams by gathering, organizing, and analyzing financial data. They help prepare reports, identify trends, and provide insights that assist in decision-making for budgeting, forecasting, and strategic planning. Their role often involves working with spreadsheets, databases, and financial software to ensure data accuracy. They may also contribute to the development of financial models and assist in maintaining compliance with financial regulations.

What are some typical challenges that assistant financial data analysts face in their day-to-day work?

Assistant Financial Data Analysts often encounter challenges such as managing large datasets with tight deadlines, ensuring data accuracy, and adapting to evolving financial software tools. They frequently collaborate with senior analysts and cross-functional teams, which requires strong communication skills to clearly present findings and insights. Staying organized and detail-oriented is crucial, as even small errors in data analysis can impact important financial decisions.

What are the key skills and qualifications needed to thrive as an assistant financial data analyst, and why are they important?

To thrive as an Assistant Financial Data Analyst, you need a solid grounding in finance, statistics, and data analysis, often supported by a bachelor's degree in finance, economics, or a related field. Familiarity with tools like Microsoft Excel, SQL, and financial analysis software, as well as certifications such as CFA Level I or related credentials, is highly advantageous. Strong attention to detail, effective communication, and problem-solving abilities help you excel in interpreting data and presenting insights. These skills and qualities are crucial for ensuring accurate financial reporting and supporting sound business decision-making.

What is the difference between Assistant Financial Data Analyst vs Financial Data Analyst?

AspectAssistant Financial Data AnalystFinancial Data Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; some certifications preferredBachelor's or master's degree; certifications like CFA or CPA advantageous
Work EnvironmentSupportive team, entry-level position, collaborativeMore independent, analytical focus, project-driven
Employer & Industry UsageFinancial firms, banks, corporate finance departmentsSame as assistant role, often with more responsibility
Common Search & Comparison IntentYesYes

The Assistant Financial Data Analyst typically supports senior analysts with data collection and basic analysis, requiring less experience. The Financial Data Analyst handles more complex data analysis, interpretation, and reporting, often with greater responsibility. Both roles are common in finance and corporate sectors, with the assistant position serving as an entry point for career growth into financial analysis.

What are the most commonly searched types of Financial Data Analyst jobs in Delaware?

The most popular types of Financial Data Analyst jobs in Delaware are:

What cities in Delaware are hiring for Assistant Financial Data Analyst jobs?

Cities in Delaware with the most Assistant Financial Data Analyst job openings:

Assistant Financial Data Analyst jobs near you

Financial Coordinator, Student Financial Services

Newark, DE • On-site

University of Delaware
Colleges, Universities, and Professional Schools • 1 - 5K employees
Learn more about University of Delawareexternal

Full-time

Posted 8 days ago

University Of Delaware rating

5.7

Company rating: 5.7 out of 10

Based on 21 frontline employees who took The Breakroom Quiz

Job description

Financial Coordinator, Student Financial Services

Apply now Job no: 503782
College / VP Area: VP for Enroll Management
Work type: Staff
Location: Newark, DE
Categories: Academic Administration, Student Affairs & Services, Full Time

Pay Grade: 28N
 
Context of Job
Under the limited direction of the Director of Student Billing, the Financial Coordinator ensures the accuracy, integrity, and compliance of all student accounts, third-party billing, and student refunds. This role is critical in managing third-party billing processes, processing student and scholarship refunds, overseeing veteran returns, and maintaining accurate and compliant financial records.
The Financial Coordinator serves as the primary financial liaison between campus departments and internal stakeholders, facilitating clear communication, resolving discrepancies, and supporting the efficient administration of refunds and third-party billing operations.
 
Major Responsibilities
 
1. Student Third-Party Billing Management
  • Oversee Third-Party Billing programming and system setup, including new organization onboarding and term-based configurations.
  • Manage Third-Party advancements on a term-by-term basis.
  • Perform ongoing reconciliation of Third-Party billing each term, ensuring Letters of Credit are current and compliant with university policies and third-party agreements.
  • Communicate regularly with students and sponsoring organizations to ensure accuracy and completeness of Letters of Credit and contractual documentation.
  • Serve as liaison to the Treasury Office for Third-Party invoicing and refund processing.
  • Management of Cooperative Tuition Exchange.
  • Reconcile student tuition and fee charges within the student accounts system, ensuring accurate posting and timely resolution of discrepancies.

2. Student Refund Management

  • Manage student refunds, ensuring timely and accurate processing.
  • Management of refund Webform and updates
  • Administer Title IV and Title IV Plus refunds in full compliance with federal regulations.
  • Process scholarship refunds, oversee veteran-related returns, and maintain accurate, compliant financial records.
  • Lead the review and resolution of student refund inquiries from TDX, SFS Team and shared tracking tools, partnering with Accounts Payable and Finance to resolve issues efficiently and improve processing timelines.
  • Reconcile uncashed checks exceeding 90 days and coordinate with Accounts Payable and Finance to initiate stop payments and reissuances.
  • Monitor and manage student refund indicators within the student information system.
  • Conduct daily credit balance analysis and liaise with the Treasury Office for payment confirmations.
  • Collaborate with the Financial Aid Office to confirm loans, scholarships, and disbursement activity.

3. Interdepartmental Communication

  • Act as liaison between Accounts Payable, Finance, SFS Operations/Advising, Treasury (Cashier's Office), Financial Aid, and other departments as needed.
  • Coordinate regularly with internal offices to ensure student account information is accurate and discrepancies related to charges, payments, and refunds are resolved promptly.
  • Communicate with Third-Party billing students to ensure timely renewal and accuracy of Letters of Credit each term.
  • Partner with the Communications team to distribute notifications regarding Third-Party billing renewals and Title IV refund processes.
  • Support student billing operations to ensure accurate account management.
  • Collaborate with the Data Analyst and Director of Student Billing to recommend and implement system and process enhancements.

4. Policy Compliance and Record Keeping

  • Ensure all Third-Party billing, refund processes, and communications comply with institutional, federal, and state regulations.
  • Monitor changes in financial regulations and billing policies to maintain compliance and implement updated procedures as necessary.

5. Miscellaneous

  • Maintain, analyze, and report financial data using PeopleSoft, Tableau, and Excel.
  • Develop and implement short-term goals, objectives, and operating procedures to improve workflow efficiency.
  • Perform additional job-related duties as assigned.
Qualifications
  • Bachelor's degree with two years of related professional experience, or an equivalent combination of education and experience. Degree in Accounting, Finance, or related field preferred.
  • Analytical, detail-oriented, and quality-driven professional with a strong focus on accuracy.
  • Experience gathering data from multiple sources and compiling and analyzing information with a high level of precision.
  • Strong working knowledge of word processing, spreadsheet, database, and presentation software.
  • Tableau reporting tools and PeopleSoft student systems experience preferred.
  • Effective interpersonal skills with the ability to build and maintain positive working relationships.
  • Effective organizational, problem-solving, and written and verbal communication skills.
  • Ability to work independently, prioritize tasks effectively, manage multiple responsibilities, and adapt to changing deadlines.
  • Skill establishing, implementing, and enforcing policies and procedures.
  • Experience in student accounts and/or higher education financial aid environments preferred.
  • Collaborative team player who thrives in fast-paced environments.
  • Committed to fostering a cooperative and productive work environment.

Notice of Non-Discrimination and Equal Opportunity
The University of Delaware does not discriminate against any person on the basis of race, color, national origin, sex, gender identity or expression, sexual orientation, genetic information, marital status, disability, religion, age, veteran status or any other characteristic protected by applicable law in its employment, educational programs and activities, admissions policies, and scholarship and loan programs as required by Title IX of the Educational Amendments of 1972, the Americans with Disabilities Act of 1990, Section 504 of the Rehabilitation Act of 1973, Title VI and VII of the Civil Rights Act of 1964, and other applicable statutes and University policies. The University of Delaware also prohibits unlawful harassment including sexual harassment and sexual violence.

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