Financial Modeling & BI Analyst (Open Rank)

University of Colorado Anschutz
Department: Budget, Planning and Campus Strategy
Job Title: Financial Modeling & BI Analyst (Open Rank, Senior or Principal Professional)
Position #: 00844169 - Requisition #: 40324

Job Summary:

We are seeking a highly analytical professional with strong problem-solving skills and an interest in financial systems, planning, and data analytics. The University will provide a structured development path that includes Anaplan training, certification support, mentorship, and exposure to enterprise planning initiatives.

The Financial Modeling & BI Analyst role serves as a professional partner to the Budget, Planning, and Campus Strategy department, the School of Medicine (SOM), and the Executive Vice Chancellor's Office by designing and delivering scalable Anaplan planning models. This position leads the development and support of complex, multi-dimensional models that integrate data from Oracle PeopleSoft, clinical providers, and other enterprise systems to enable informed planning, policy decisions, and operational improvements.

This position supports Anaplan operations for the School of Medicine and serves as a key contributor within the Anaplan Center of Excellence (CoE).

Key Responsibilities:

Financial Model Building (Anaplan) - 80%

• Design, build, and maintain multi-dimensional financial models in Anaplan, incorporating time, versions, scenarios, and organizational hierarchies.
• Recommend and implement improvements to processes and workflows to ensure data integrity, model performance, and readiness prior to publishing Anaplan models for the School of Medicine.
• Serve as the primary point of contact for School of Medicine Anaplan model requests and ongoing support, including FTE Effort Reporting, GAP Analysis, Funds Flow Reconciliation, and Commitments.
• Act as an Anaplan model builder for campus-wide models, including All Funds Budgeting, Salary Setting, Mid-Year Salary Setting, Tuition Revenue, and Administration models.
• Translate existing solutions, spreadsheets, and complex business problems into scalable, maintainable Anaplan multi-dimensional models.
• Conduct comprehensive testing, validation, and troubleshooting to identify and resolve model issues and ensure accuracy and usability.
• Apply Anaplan best practices related to sparse vs. dense dimensional design to balance flexibility, performance, and long-term maintainability.
• Monitor Anaplan product updates and enhancements, incorporating new functionality into existing models where appropriate and beneficial.
• Collaborate with campus units and the Director of Business Optimization & Insights to develop sustainable systems, governance mechanisms, and procedures for tracking institutional data in support of strategic objectives.
• (Principal Level): Operate as a subject matter expert in the areas of project management, end-user requirement gathering, process improvement, and data analysis, modeling and visualization.
• (Principal Level): Influence campus or department decision making, processes and policies by providing expert consultation and data substantiated recommendations to leadership and campus stakeholders.

Data Analytics & Engineering - 20%

• Write and optimize SQL queries across enterprise data platforms, including Oracle, MS SQL Server, and Snowflake, involving large relational joins, analytical functions (e.g., window functions, CTEs, subqueries), and performance tuning.
• Troubleshoot and support ETL processes, data flows, and system dependencies, ensuring reliability and consistency across source systems.
• Validate and reconcile data to ensure data quality, accuracy, and alignment with financial and operational models.
• Present and visualize quantitative and qualitative data related to the School of Medicine's key mission areas, supporting executive and stakeholder decision-making.
• Analyze business and technical requirements and implement assigned development tasks using appropriate tools and technologies.
• Utilize Python or similar tools to support data preparation, automation, and efficiency improvements as appropriate.
• (Principal Level): Operates as a technical expert; write and optimize more complex SQL queries and ETL processes and flows.
• (Principal Level): Use expertise to provide comprehensive data analysis and translate complex findings into approachable insights for university leadership and stakeholders.

Work Location:

Hybrid - This position is currently eligible for hybrid work environment coming to campus 3 days a week or more depending on business requirements.

Why Join Us:

At our institution, you'll have the opportunity to make a meaningful impact by shaping the systems and insights that drive critical financial and strategic decisions across a world-class academic and healthcare environment.

Qualifications:

Minimum Qualifications:

Senior Level:
Bachelor's degree from an accredited institution in Computer Science, Data Science, Information Technology, Business Administration, Finance, Mathematics, Statistics, or a related field.
Two (2) years of professional experience in Business Data Analytics, Financial Planning & Analysis, Enterprise Performance Management (EPM), or a related analytical or systems role.
Experience using SQL and business intelligence / analytics tools (e.g., Power BI, Tableau, or similar).

Principal Level:
Bachelor's degree from an accredited institution in Computer Science, Data Science, Information Technology, Business Administration, Finance, Mathematics, Statistics, or a related field.
Three (3) years of professional experience in Business Data Analytics, Financial Planning & Analysis, Enterprise Performance Management (EPM), or a related analytical or systems role.
Experience using SQL and business intelligence / analytics tools (e.g., Power BI, Tableau, or similar).

Preferred Qualifications (All Levels):

• Master's degree and/or equivalent experience in a relevant discipline such as Data Science, Business Analytics, Computer Science, Information Technology, Finance, Economics, Mathematics, or Statistics.
• Experience building multi-dimensional financial models in a modern enterprise planning platform (e.g., Anaplan or similar).
• Anaplan Model Builder certification.
• Experience supporting Financial Planning & Analysis (FP&A) and/or Human Resources functions.
• Experience using Python or similar scripting tools for data preparation, automation, or analysis.