Financial Aid Analyst

Texas A&M University - San Antonio, TX

Full-time

San Antonio, TX

Educational Services

About the position

The Enrollment and Financial Aid Analyst at Texas A&M University - San Antonio plays a crucial role in optimizing financial aid processes and supporting the Enrollment Management division. This position is responsible for analyzing financial aid data to assess its effectiveness, efficiency, and equity in award distribution. The Analyst will utilize tools such as Banner and Automic to research, test, and implement new functionalities in financial aid processes. Collaboration with the financial aid team is essential to optimize aid packaging strategies and to identify trends and patterns in financial aid allocation, making recommendations for adjustments as necessary. The Analyst will also assist the Director of Financial Aid and the Assistant Director of Financial Aid Operations with special projects and other duties as assigned, working closely with various campus partners including the Office of Institutional Research and the Office of Technology Services. In addition to financial aid analysis, the Analyst will develop and maintain admissions and financial aid dashboards and reports for senior leadership, ensuring that the institution stays informed about regulatory changes and compliance requirements related to financial aid. This includes preparing mandated state and federal financial aid and admissions data collections, such as the IPEDS Student Financial Aid Collection. The Analyst will conduct in-depth analyses of financial aid data to identify trends and areas for improvement, writing reports to ensure that financial aid processes meet compliance measures. Establishing and monitoring scheduled processes, including the Download process and Packaging and Repackaging, will also be part of the Analyst's responsibilities.

Responsibilities

• Analyze financial aid data to assess its effectiveness, efficiency, and equity in award distribution using Banner and Automic.
• Research, test, and implement new and modified financial aid functionality in Banner.
• Collaborate with the financial aid team to optimize aid packaging strategies.
• Identify trends and patterns in financial aid allocation and recommend adjustments when necessary.
• Identify opportunities for process improvement.
• Assist Director of Financial Aid and Assistant Director of Financial Aid Operations with special projects and other duties as assigned.
• Work closely with campus partners outside of Enrollment Management, including the Office of Institutional Research, Office of Technology Services, and Administration and Finance.
• Provide data-driven insights to support decision-making related to financial aid and enrollment.
• Develop and maintain admissions and financial aid dashboards and reports for senior leadership.
• Stay informed about regulatory changes and compliance requirements related to financial aid.
• Prepare mandated state and federal financial aid and admissions data collections, such as IPEDS Student Financial Aid Collection.
• Conduct an in-depth analysis of financial aid data to identify trends, patterns, and areas for improvement.
• Write reports needed to ensure financial aid processes and actions meet compliance measures.
• Establish and monitor scheduled processes, including but not limited to Download process, Packaging and Repackaging.

Requirements

• Bachelor's Degree.
• Three (3) years of related experience in student financial aid or higher education.
• Must be organized, detail-oriented, and customer-focused.
• Proficient in data analysis and reporting tools such as Tableau, Cognos, Argos, or similar software.
• Strong analytical and critical thinking skills.
• Knowledge of SQL for data querying and manipulation.
• Familiarity with financial aid processes and regulations.
• Experience in Banner.
• Understanding of strategic enrollment management.
• Superior communication and time-management skills.
• Professional demeanor and ability to prioritize work assignments to complete work within required time periods.

Benefits

• Community engagement opportunities
• Support for advancing the well-being and prosperity of communities
• ADA compliance for application process accommodations
• Criminal history investigation for security-sensitive positions
• Equal Opportunity/Affirmative Action/Veterans/Disability Employer commitment