Director of FP&A

The Director of Financial Planning and Analysis will lead the University’s implementation of Workday Adaptive Planning and will champion the University’s transition to a Responsibility Centered Management model of budgeting.  The incumbent will capture, analyze, and interpret budget and financial performance data for near and long-term planning.

 

The Director will collaborate cross-departmentally to help gain efficiencies and drive decision-making through data and analytics. They will serve as the analytics specialist and advance the University’s ability to turn information into insight. In support of the University’s strategic initiatives, they will work proactively with colleagues throughout the University to determine information needs, develop clear financial objectives and questions, collect and refine data, produce descriptive and inferential analyses, synthesize and present findings, and develop data solutions to ensure that stakeholders have the information they need. The position will also participate in broader responsibilities including data governance, ad-hoc reporting, external reporting requirements, and documentation of work product. 

 

​Direct Supervisor: 

 

Chief Financial Officer

 

Status: 

 

Full-time

 

Division

 

Financial Affairs

 

Direct Reports:

 

Budget Analyst

 

Target Weekly Hours:  

 

40

 

Location

 

Main Campus

 

Benefits Eligibility

 

Yes

 

 

 

 

 

MAJOR DUTIES AND RESPONSIBILITIES

 

  • Workday Adaptive Planning and RCM Budgeting:  Under the direction of the AVP, designs and leads Workday Adaptive Planning implementation and the transition to a Responsibility Centered Management budget model.

     

  • Financial modeling and forecasting: Provides analysis to determine present and future financial performance. Organizes information from a variety of sources for use in analyzing future plans and forecasts. Collaborates with all levels of faculty and staff to gather, analyze, summarize, prepare, and present recommendations regarding financial activities and outcomes. Researches information to help resolve issues and make recommendations. Translates unit finance objectives into priorities. Reports financial issues and risks and makes recommendations. Contacts appropriate stakeholders to include in communications and approvals.

     

  • Financial analysis and reporting: Analyzes information and creates accurate and timely reports. Ensures financial reporting meets the compliance needs of internal and external users. Extracts data from multiple sources.  Leads the development of key performance indicators (KPI) to measure, support, and implement organizational strategic priorities.

     

  • Financial methods and systems: Recommends methods to improve practices, processes, and systems. Works collaboratively with internal and external contacts to carry out objectives. Provides a high level of service that cultivates and maintains strong working relationships and effectively communicates information; takes ownership and accountability for timeliness, accuracy, and relationship management.  Provides technical, research, and statistical consultation and support to budget and financial colleagues across campus.

     

OTHER DUTIES AND ASSIGNMENTS

 

  • Develops presentations of analytic findings highlighting meaningful information for financial and resource allocation planning.

     

  • Serves as primary budget contact and provides the necessary support for organizational effectiveness, planning, evaluation, and program assessment activities in the context of financial planning.

     

  • Performs other duties as assigned.

     

 

 

JOB REQUIREMENTS

 

Education

 

Bachelor’s degree in the analytical-based discipline.  Masters highly preferred.

 

Experience:  Five years of progressive-related experience preferably in a higher education environment.  

 

Licenses or Certifications

 

None

 

Financial Responsibility

 

None directly, but the University will rely on information prepared by the incumbent in making key strategic and financial decisions.

 

Special Knowledge:

 

Working knowledge of Workday Finance and Workday Adaptive Planning strongly preferred.  

 

Data visualization software experience such as Tableau is preferred.

 

Advanced working knowledge of Microsoft Office is required.

 

Writing persuasive analytical and technical reports for a broad array of audiences is required.

 

 

 

SPECIAL WORKING CONDITIONS 

 

  • None