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- Business Analyst, Financial Aid Systems & Compliance
Description
Job Summary
As a member of the Office of Financial Aid & Scholarships leadership team, the Business Analyst for Financial Aid Systems & Compliance serves as a functional and technical liaison between Financial Aid, Enrollment Management, and Information Technology. This role is responsible for optimizing financial aid systems, ensuring data integrity, maintaining regulatory compliance, and developing data-driven insights that support strategic decision-making.
The Analyst will manage business processes, reporting, and automation within Ellucian Banner and other technical tools, while providing analytical support. The position plays a critical role in advancing operational efficiency, compliance, and the student experience through the use of technology and data solutions.
Responsibilities
Systems & Data Management (60%)
- Serve as an administrator and subject-matter expert for financial aid systems (e.g., Banner, ImageNow, Salesforce, Campus Logic suite).
- Maintain and enhance Banner forms, rules, population selections, tables, and automated batch processes.
- Manage annual setup (e.g., New Year rollovers, gift aid parameters, and packaging rules).
- Test and implement system upgrades, regulatory updates, and new functionalities.
- Coordinate business systems security, troubleshooting, and system access controls.
- Ensure integrity of financial aid data through quality assurance, batch monitoring, and data reconciliation.
Compliance & Quality Assurance (20%)
- In partnership with the Associate Director of Compliance & Customer Service, support internal audits and quality assurance reviews to ensure compliance with Title IV regulations and institutional policies.
- Recommend process improvements that enhance compliance, efficiency, and service delivery.
Reporting & Data Analysis (10%)
- Develop and maintain ad hoc queries and reports to support operational and compliance needs.
- Use reporting tools (e.g., WebFocus, SQL, Argos) to analyze trends and produce actionable insights.
Training & Communication (10%)
- Provide training to financial aid staff on system functionality, updates, and best practices.
- Maintain detailed documentation of business processes, data definitions, and technical standards.
- Represent the Office of Financial Aid in meetings related to systems, data governance, and compliance.
- Foster strong partnerships with campus offices and external agencies to support operational alignment.
Requirements
Skills You Have
- Deep understanding of financial aid system logic, data structures, and regulatory requirements.
- Strong organizational skills and the ability to prioritize competing demands.
- Commitment to equity, inclusion, and supporting diverse student populations.
- Ability to exercise discretion and maintain confidentiality of sensitive information.
- Excellent customer service and interpersonal skills.
Required Qualifications
- Bachelor's degree in Information Systems, Business, Computer Science, Finance, or related field.
- Minimum of 3-5 years of experience in financial aid, systems administration, or higher education technology.
- Knowledge of Title IV regulations and financial aid processes.
- Experience with Ellucian Banner and integrated data systems.
- Base knowledge of SQL and reporting tools.
- Strong analytical, problem-solving, and documentation skills.
- Excellent communication and collaboration skills across technical and non-technical teams.
- Ability to manage multiple projects with attention to detail and deadlines.
Desired Qualifications
- Experience with document imaging systems (ImageNow), automation tools (UC4/Atomic), and CRM platforms (Salesforce).
