Financial Analyst/Planner Specialist (Bilingual – English/Spanish)

Northeastern offers a rewarding working environment for our students and employees. Our faculty and staff are smart, dedicated people who work to create an excellent urban university experience for bright and motivated students.

Job Summary:

Under direction of the TRIO Student Support Services Access, Achieve and Teacher Preparation grant projects Executive Director, to coordinate data management, assessment, reporting, compliance, and administrative operations with knowledge and execution of the policies and procedures of these offices.

The incumbent serves as the department's primary coordinator for student data systems, federal reporting, program evaluation, institutional assessment, grant compliance, and operational support. The position develops and maintains comprehensive data collection systems that support federal reporting requirements, institutional decision-making, continuous quality improvement, and strategic planning while collaborating with Institutional Research and campus partners. Bilingual English/Spanish required.

Job Description:

Budget Analysis, Financial Monitoring, and Forecasting

• •Monitors and analyzes budgets and expenditures for the three federally funded TRIO Student Support Services grant projects.
• •Maintains comprehensive financial records of expenditures, purchase transactions, payroll expenditures, invoices, commitments, and available balances.
• •Prepares routine budget reports and financial analyses for the Executive Director to monitor spending patterns and ensure expenditures remain consistent with approved grant budgets and program priorities.
• •Reviews financial data to identify discrepancies, spending trends, potential cost savings, and operational efficiencies.
• •Reconciles departmental financial records with university financial systems and works with appropriate university offices to research and resolve discrepancies.
• •Develops and maintains budget projections and expenditure forecasts to assist with short- and long-term financial planning.
• •Analyzes spending trends and anticipated program needs to identify potential budget adjustments.
• •Assists the Executive Director with preparing budget amendments, reallocations, revisions, and other financial documentation necessary to align expenditures with grant activities and departmental priorities.

Federal Grant Fiscal Compliance and Reporting

• •Reviews and monitors grant expenditures to support compliance with applicable university, state, federal, and U.S. Department of Education requirements and approved grant budgets.
• •Prepares and maintains financial documentation and supporting records necessary for grant reporting, audits, monitoring activities, continuation applications, and other institutional or federal reviews.
• •Assists with the preparation of financial portions of grant reports and provides expenditure data necessary for Annual Performance Reports, continuation reports, grant renewals, and other required submissions.
• •Coordinates data preparation and documentation necessary for the Annual Performance Reports for the three TRIO Student Support Services grants.
• •Maintain audit-ready records and monitor compliance with U.S. Department of Education regulations.
• •Assist with continuation reports, grant renewals, and monitoring visits.
• •Serves as a departmental liaison with university financial and grants offices regarding budget monitoring, expenditure reconciliation, financial processes, documentation requirements, and grant-related fiscal matters.

Data Management, Reporting, and Program Analysis

• •Oversee process of transitioning student records and tasks as there will be a more streamlines process.
• •Develops and maintains standardized procedures for collecting, validating, reconciling, and reporting program data.
• •Produce dashboards and reports on retention, persistence, GPA, graduation, FAFSA completion, and post-graduation outcomes.
• •Reviews and analyzes program data related to enrollment, retention, persistence, academic standing, graduation, FAFSA completion, participation in services, and other grant performance indicators.
• •Produces routine reports and data summaries to assist the Executive Director and program leadership with monitoring grant objectives, identifying trends, assessing program performance, and making data-informed decisions.
• •Conducts periodic data audits to identify missing, inconsistent, or inaccurate information and coordinates necessary corrections.
• •Collaborates with Institutional Research and appropriate campus offices to obtain and reconcile institutional data necessary for federal reporting, assessment, and program evaluation.
• •Bilingual skills ( English/Spanish required ) due our TRIO SSS student population being 65% Hispanic and our university being a Hispanic Serving and Minority Serving Institution.

Federal Grant Reporting, Assessment, and Program Compliance

• •Coordinates data preparation and documentation necessary for the Annual Performance Reports for the three TRIO Student Support Services grants.
• •Maintains records necessary to demonstrate progress toward federally approved objectives and Competitive Preference Priority activities.
• •Supports departmental assessment activities by compiling and analyzing financial, participation, and outcome data.
• •Assists the Executive Director in evaluating program performance, resource utilization, and progress toward grant objectives and identifies areas requiring additional review or adjustment.
• •Supports preparation for U.S. Department of Education monitoring visits, institutional audits, and other grant compliance activities.

Program Operations and Administrative Coordination

• •Coordinates financial and administrative processes associated with departmental purchasing, procurement, travel, contractual services, memberships, and other grant-funded activities.
• •Tracks purchasing and financial documentation from initiation through completion and maintains organized records supporting departmental expenditures.
• •Coordinates inventory records for grant-funded equipment and supplies and assists with appropriate documentation and reconciliation.
• •Provides guidance to TRIO SSS staff regarding established departmental financial procedures, documentation requirements, and purchasing processes.
• •Coordinates assigned office operations and supervises student employees supporting departmental administrative functions.

Student Intake, Enrollment, and Records Management

• •Coordinates and monitors the streamlined electronic student application and intake process for the three TRIO Student Support Services programs.
• •Maintains accurate electronic participant records and assists with verifying required application and eligibility documentation.
• •Monitors program enrollment levels and produces reports to assist program leadership in meeting federally funded participant targets.
• •Coordinates applicant information and interview scheduling as necessary and ensures that participant information is accurately reflected in departmental systems.
• •Provides additional financial, data, records management, and operational support related to the essential functions of the TRIO Student Support Services department.
• •Bilingual skills ( English/Spanish required ) due our TRIO SSS student population being 65% Hispanic and our university being a Hispanic Serving and Minority Serving Institution.

Communications and Outreach

• •Coordinate newsletters, website updates, recruitment campaigns, promotional materials, and social media communications.
• •Communication and visits with stakeholders via departmental communications.
• •Bilingual skills ( English/Spanish required ) due our TRIO SSS student population being 65% Hispanic and our university being a Hispanic Serving and Minority Serving Institution.

Minimal Qualifications:

1. Any one or combination totaling four (4) years (48 months) from the categories below:

A. college coursework comparable to that in a field related