Director of Financial Planning and Analysis

Essential Duties And Responsibilities

• Manage the FP&A department, including direct supervision of staff and oversight of strategic goals and departmental governance
• Maintain, update, and enhance the University’s monthly, annual, and long-term financial forecast models
• Lead continuous improvement efforts for the annual budget process, including timeline optimization, system enhancements, and improved forecasting methodologies
• Partner with departments across the University to develop accurate, strategically aligned budgets and provide ongoing budget support throughout the fiscal year
• Maintain and improve the University’s cash forecasting model to support liquidity planning and long-term financial sustainability
• Collaborate closely with executive leadership, academic deans, and administrative units to develop pro formas and evaluate financial viability, ROI, and long-term impact of proposed initiatives
• Conduct scenario modeling and what if analyses to support strategic decision making
• Lead the production, enhancement, and automation of monthly and annual Key Performance Indicator (KPI) reporting
• Deliver monthly CFO reporting packages and develop new Provost and Dean reporting packages, ensuring accuracy, clarity, and actionable insights
• Identify financial and operational trends, risks, and opportunities through data analysis and communicate findings in a clear, compelling manner
• Build strong, collaborative relationships with the Accounting team to ensure alignment between financial reporting, budgeting, and forecasting
• Work closely with departments across the University to understand operational drivers and incorporate them into financial models
• Serve as a subject matter expert for Adaptive Planning and support the development of reporting and analytics within Workday
• Seek opportunities to improve efficiency, enhance reporting capabilities, and streamline financial processes

Qualifications

• Bachelor’s degree in Finance, Accounting, Business Administration, or related field; advanced degree or certification (MBA, CPA, CMA) preferred
• 7+ years of progressive experience in financial planning, budgeting, forecasting, or financial analysis (higher education experience preferred), with experience leading and managing a team
• Strong analytical skills with the ability to interpret complex data and communicate insights effectively
• High proficiency in Excel and financial modeling; experience with Workday Financials and Adaptive Planning strongly preferred
• Experience with analytical tools such as Tableau or Alteryx is a plus
• Demonstrated ability to collaborate effectively across departments and build strong working relationships
• Strong commitment to integrity, ethics, confidentiality, and accuracy
• Excellent attention to detail, organizational skills, and a commitment to continuous improvement