Manager of Financial Planning and Analysis

About the role

The Manager of Financial Planning and Analysis (FP&A) leads financial planning, analysis, and modeling for key university-wide programs, including tuition and student fees, capital planning, and debt management in Budget and Financial Management. This position provides strategic financial insight to support data-driven decision-making, long-term resource planning, and institutional transparency. The Manager partners with campus leadership, financial officers, auxiliary organizations, and the CSU Chancellor’s Office to develop financial models, guide planning and policy decisions, and ensure compliance with systemwide requirements.

Responsibilities

• Oversees financial planning, budgeting, and compliance for capital and deferred maintenance programs across the university and its auxiliary organizations
• Develops and implements financial frameworks, policies, and guidelines for capital resource planning and management
• Manages capital budgets, reserves, and funding allocations across multiple funding sources, including General Fund, Systemwide Revenue Bonds, and Commercial Paper
• Provides financial analysis and recommendations related to project funding, cash flow planning, and resource optimization
• Maintains financial performance of capital programs and evaluates availability of funds for current and future projects
• Ensures compliance with CSU policies, legal accounting requirements, and tax-exempt financing regulations
• Prepares and delivers financial reports for institutional leadership, budget documents, and systemwide submissions
• Serves as a financial advisor and liaison to campus leadership, committees, and external stakeholders on capital-related matters
• Led financial modeling, analysis, and reporting for tuition and student fee programs to support enrollment planning, policy development, and institutional decision-making
• Develops and maintains financial projection models for tuition and fee revenue based on enrollment trends, policy changes, and economic factors
• Provides financial analysis and recommendations to campus committees, including Strategic Enrollment Management and Campus Fee Advisory Committee
• Identifies trends, risks, and opportunities impacting tuition and fee revenue and communicates implications to leadership
• Enhances data accessibility and reporting processes, including digitization and organization of historical financial records
• Ensures accurate and timely reporting to campus stakeholders and the CSU Chancellor’s Office
• Responds to internal and external information requests, including public records requests, related to tuition and fees
• Led high-impact initiatives to strengthen financial planning processes, improve data transparency, and enhance decision support capabilities across the institution
• Led financial modeling and planning for systemwide revenue bond programs to support long-term capital strategy and debt capacity management

Qualifications

• Bachelor’s Degree in accounting, business, data science or a related field from an accredited college or university
• Five (5) years of progressively responsible experience in financial planning, financial management, or data analysis