Data & Financial Analyst

Job Title:

Data & Financial Analyst


Job Family:

Organizational Effectiveness and Research

Department/Group:

Organizational Effectiveness and Research

Job Code/ Req#:

0651/B20

Location:

El Paso, TX


Travel Required:

Some travel


Hiring Range:

$65,000 - $70,000

Position Type:

Exempt, Full-time

Job Description

Workforce Solutions Borderplex is one of 28 public workforce development boards in Texas serving the six-county Borderplex region. We are a nonprofit opportunity incubator that personalizes career paths and connects the right people to the right positions. With the tools, programs, and services we provide, we know you can do anything you put your heart into. Our organization and its initiatives have been recognized and awarded by the Texas Workforce Commission for our innovative approach to assisting employers and job seekers.

WSB serves in the spirit of community support. What we do is so important, and we know we can't do it alone. We serve the regional business community. Our mission is to help them grow stronger so they can create better jobs. We also prepare people to fill those jobs and achieve a sustaining and fulfilling career.

WSB exhibits a growth mindset. We seek individuals who buy into this mission and lead by example by being good stewards of our financial resources, working efficiently to stretch our resources, and supporting the organization and its community partners so we can collectively elevate the regional economy. Our values include transparency, innovation, accountability, data-driven, impact-driven, integrity, collaboration, and empathy. Join this high-performing team and help us cultivate a bright future for us all.


SUMMARY/OBJECTIVE

We are seeking a dynamic Data & Financial Analyst to join our Organizational Effectiveness and Research team. The role involves complex analysis, regulatory work, internal audits, and collaboration on compliance reviews for federal, state, and local grants. In addition to these responsibilities, the candidate will play a crucial role in program evaluation, program data analysis, data visualization, and providing technical assistance.

The ideal candidate will have experience analyzing large datasets, developing dashboards and reports, and transforming data into actionable insights to support organizational decision-making. Strong policy interpretation, analytical, and problem-solving skills are essential.

Role and Responsibilities

• Conduct comprehensive audits to verify both program and financial data, ensuring accuracy, compliance, and effectiveness.
• Create reports for forecasting purposes, utilizing budgetary information and program data.
• Ensure compliance with procedures, requirements, laws, and regulations.
• Facilitate and oversee external monitoring reviews.
• Collaborate with service delivery teams to ensure effective program cost and return on investment.
• Provide guidance and technical assistance to others and research financial and regulatory compliance.
• Other duties as assigned.

Experience and Education Requirements

• Bachelor's degree in Accounting, Business Administration, Finance, Economics, or a related field preferred.
• Strong proficiency in advanced Excel and data analysis required.
• SQL experience is required.
• Experience in financial analysis and regulatory environments preferred.
• Experience with Tableau and dashboard development is preferred.
• Equivalent combinations of education and experience may be considered.

KNOWLEDGE, SKILLS, ABILITIES

Knowledge of data analysis, financial and industry terminology, statistical methods, program evaluation methodologies, performance measurement, and financial monitoring and oversight practices. Familiarity with financial reports, budgets, expenditure tracking, internal controls, compliance review procedures, and applicable laws, regulations, and administrative requirements governing publicly funded programs.

Proficiency in the use of computers, databases, spreadsheets, SQL, Tableau, and other reporting and data visualization tools. Experience with data modeling, data management principles, dashboard development, and the analysis of large datasets to support organizational decision-making.

Ability to perform quantitative and qualitative analyses; evaluate program effectiveness and performance outcomes; interpret statutes, policies, regulations, and contract requirements; and assess financial, operational, and management records for accuracy, compliance, and adherence to established requirements. Ability to identify trends, risks, and opportunities for improvement; prepare clear and comprehensive reports, correspondence, and recommendations; communicate findings effectively to a variety of audiences; and provide technical assistance and guidance regarding financial, operational, and programmatic matters

JOB SPECIFIC COMPETENCIES

• Attention to Detail: Ensures information is complete and accurate; follows up with others to ensure that agreements and commitments have been fulfilled.
• Adaptability: Adapts quickly to change and easily considers new approaches.
• Problem Solving: Identifies problems and uses logic, judgment, and data to evaluate alternatives and recommend solutions to achieve the desired organizational goal or outcome.
• Decision Making: Obtains information and identifies key issues and implications to make informed and objective decisions.

GENERAL/ORGANIZATIONAL COMPETENCIES

• Quality/Compliance: Achieving a standard of excellence with our work processes and outcomes, honoring federal, state, and local policies and all regulatory requirements.
• Customer focus: Striving for high customer satisfaction, going out of our way to be helpful and pleasant, making it as easy as possible for the customer.
• Communication: Balancing listening, speaking, and writing clearly and accurately, influencing others, and keeping others informed.
• Collegiality/Collaboration: Being helpful, respectful, approachable and team oriented, cooperating with others, inside and outside the organization, to accomplish objectives to build and maintain mutually beneficial partnerships, leverage information, and achieve results.
• Initiative: Taking ownership of our work, doing what is needed without being asked, following through
• Efficiency: Planning, managing time well, being on time, being cost-conscious, thinking of better ways to do things.
• Continuous Learning & Self Development: Being receptive to feedback, willing to learn, embracing continuous improvement, proactively investigating new perspectives, approaches, and behaviors.
• Integrity/Transparency: Upholds social, ethical, and organizational norms and values; firmly adheres to codes of conduct and ethical principles; behaves consistently, and is open, honest and trustworthy; acts without consideration of personal gain.

Additional Notes

Must possess a valid driver's license and meet requirements to be included as an authorized driver on the Workforce Solutions Borderplex Commercial Package Policy as stipulated by the insurance carrier. Successful clearance of local and/or state background checks. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice based on business needs.

EEO/ADA

Workforce Solutions Borderplex provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Flexible Schedule (with set parameters):

Select a shift start and end time between 7:00 AM and 6:00 PM.
Monday-Thursday: Working hours must be between 7 and 10 hours per day.
Friday: Working hours must be 8 hours or less.
A 1-hour lunch break is required.
Total net work hours must equal 40 hours per week.