Finance Planning and Analysis Lead

2 months ago

Houston, United States University of St. Thomas Full time

**Finance Planning and Analysis Lead**

**Business Office**

The Finance Planning and Analysis lead is a senior-level role within the university's finance team. This position is responsible for leading complex financial analysis, strategic planning, and providing expert insights to guide the university's financial decision-making. The specialist collaborates closely with university leadership and various departments to ensure financial stability, growth, and alignment with institutional objectives.

**Responsibilities**:
Strategic Financial Planning:

- Lead the development and execution of long-term financial strategies that align with the university's mission, goals, and growth initiatives.
- Provide expert insights into financial trends, market conditions, and economic factors that impact the university's financial outlook.

Financial Analysis and Modeling:

- Conduct sophisticated financial analysis, including scenario modeling, sensitivity analysis, and risk assessment.
- Analyze complex financial data to provide actionable insights and recommendations for resource allocation and investment decisions.

Budgeting and Forecasting:

- Oversee the university's budgeting process, collaborating with department heads and senior leaders to ensure accuracy and alignment with strategic priorities.
- Develop advanced forecasting models to project financial performance and identify potential areas for improvement.

Capital Planning and Investment Analysis:

- Evaluate capital investment opportunities and major projects, assessing their financial viability and alignment with the university's long-term goals.
- Perform comprehensive ROI and NPV analyses to support investment decisions.

Financial Reporting and Communication:

- Prepare and present comprehensive financial reports, analyses, and presentations for university leadership, the Board of Trustees, and other key stakeholders.
- Clearly communicate complex financial concepts to non-financial audiences.

Risk Management and Compliance:

- Identify financial risks and develop strategies to mitigate them, ensuring compliance with relevant regulations and policies.
- Contribute to the establishment of financial controls and risk management frameworks.

Collaboration and Leadership:

- Collaborate with cross-functional teams, serving as a financial expert and providing guidance on financial implications of strategic initiatives.
- Mentor and guide junior finance professionals, fostering their growth and development.

Process Improvement and Innovation:

- Identify opportunities to enhance financial processes, data analysis methodologies, and reporting structures.
- Drive the implementation of innovative solutions to improve efficiency and accuracy in financial planning and analysis.

**Qualifications**:

- Master's degree in Finance, Accounting, Economics, or related field.
- Extensive experience in financial planning, analysis, and strategic decision support, preferably in an academic or university setting.
- Proven expertise in financial modeling, scenario analysis, and advanced data analysis techniques.
- Strong leadership skills and the ability to influence and collaborate with senior leadership.
- Excellent communication skills, including the ability to present complex financial information effectively.
- Proficiency in financial software, ERP systems, and data visualization tools.
- In-depth understanding of university financial management practices, higher education regulations, and compliance requirements.
- Strong ethical standards, attention to detail, and a commitment to accuracy in financial reporting.

**The University of St. Thomas is An Equal Opportunity Employer

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