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Data Analyst, Financial Aid Systems
- University of North Carolina at Charlotte (Charlotte, NC)
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Position Number: 000752
Department: Office of OneIT (Adm)
Employment Type: Permanent - Full-time
Months Per Year: 12
Essential Duties and Responsibilities:
This position is responsible for the creation and modification of Financial Aid-related reporting in WebFOCUS, SQL , Tableau, or other reporting platforms and tools supported by UNC Charlotte. The areas this position supports require proficiency in fielding a broad range of data of concern to Financial Aid, such as: awarding and packaging of aid, estimated cost of attendance, verification, general student enrollment, admissions, scholarships, and data from other related functional departments and offices. This position is responsible for developing reports for the Director of Financial Aid, senior administrators, colleagues in Academic Affairs IT support, and other campus stakeholders. Considerable skill and accuracy with complex data are essential for success in this position. This position is also responsible for developing and maintaining output from report distribution applications such as Report Caster, and web-based, customer self-service portals such as Report Central.
+ Design, build, and update complex reports supporting Financial Aid functions, including awarding, packaging, enrollment, scholarships, and regulatory reporting needs.
+ Analyze Banner, ODS , and related data sources to produce precise results; apply reporting best practices, validate logic, and troubleshoot data discrepancies.
+ Create and maintain ReportCaster schedules, dashboards, and Report Central access to support automated notifications, operational workflows, and end-user self-service needs.
+ Assist with setup and troubleshooting of Banner Financial Aid processes and help develop SQL -driven rules for key automation areas such as cost of attendance, tracking, and packaging.
+ Coordinate testing activities related to WebFOCUS, Banner, and ODS upgrades; ensure continuity of reporting tools and downstream Financial Aid processes.
+ Work closely with Financial Aid leadership, Academic Affairs Support staff, and Institutional Effectiveness to meet operational, compliance, and external survey reporting needs.
+ Maintain documentation for cyclical reporting, business rules, access privileges, and functional updates driven by institutional, state, or federal regulatory changes.
Minimum Experience / Education:
Bachelor’s degree in computer science, information technology, or a related field that emphasizes analytical and critical thinking, and 2+ years of relevant work experience; or the equivalent combination of education and relevant work experience.
Preferred Education Skills and Experience:
+ Experience in the information technology field related to report writing and data analysis.
+ Knowledge of SQL and understanding of relational databases.
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