Analyst, Financial Planning & Analysis

About the role

The Analyst, Financial Planning & Analysis supports the University's financial operations and strategy by assisting in developing and maintaining routine financial reports that enable leaders to make data-informed decisions. This position supports budget development and entries, manages data in university financial systems (Banner, TM1), and assists with treasury cash management and wire transactions.

Responsibilities

• Supports the development of short- and long-range financial models, including the annual operating budget and monthly forecasts.
• Affords assistance with budget operations, including budget modifications, journal entries, budget transfers, and variance analyses.
• Affords support to cash management and treasury operations, such as completing wires and payment systems.
• Builds pro forma financial models to analyze the financial impact of strategic scenarios.
• Ensures the accuracy of financial data across reports.
• Recommends enhancements to forecasting, treasury, and reporting tools.
• Contributes to special projects and ad hoc financial analyses.

Requirements

• Demonstrated experience with financial reporting.
• Demonstrated experience with financial systems and data query tools.
• Ability to support the preparation of recurring and ad hoc financial reports.
• Experience in building and analyzing models that project financial impacts of strategic actions to support leadership decision-making.
• Knowledge of cash management processes, liquidity management, and cash flow forecasting.
• Strong written and verbal communication skills to effectively present complex financial data to both financial and non-financial stakeholders.
• High level of accuracy and attention to detail in financial analysis, reporting, and compliance.
• Ability to work effectively with finance, legal, and operations teams to achieve organizational financial goals.
• Proficiency in financial software tools and moderate to advanced Excel (pivot tables, VLOOKUPs, formulas).
• Experience with enterprise systems such as Banner, PeopleSoft, TM1, or SAP preferred.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field required.
• Minimum of 3 years of experience in treasury management, debt management, financial analysis, or a related area, or a minimum of 1 year of investment banking experience.
• MBA or relevant advanced degree preferred.
• Experience in budget planning, financial analysis, accounting, or a related area, preferably in higher education or a similarly complex organization.
• Experience with enterprise systems such as Banner, PeopleSoft, TM1, or SAP preferred.

Pay

$80,000 - $90,000 per year, commensurate with qualifications, experience, and skills.

Schedule

Hybrid Policy: Please review the Hybrid Policy at www.fordham.edu/hybridpolicy.