Financial Planning Analyst, Office of the Provost
2 weeks ago
Position Information
Functional Title
Financial Planning Analyst, Office of the Provost
Position Type
Administrative/Professional
Appointment Type
Regular
FTE %
100
Work Schedule
Monday- Friday. This position is onsite.
University Overview
Join a dynamic community at the University of La Verne, where your professional goals can flourish in an engaging and supportive atmosphere. Founded in 1891, our diverse and inclusive environment is a sanctuary for dedicated individuals like you.
At the University of La Verne, we uphold four fundamental values that distinguish us—Ethical Reasoning, Diversity and Inclusivity, Lifelong Learning, and Civic and Community Engagement. If you are inspired by these ideals and are eager to contribute positively, your journey starts here.
With a legacy of 132 years, the University of La Verne proudly supports a global network of over 89,000 successful alumni. Recognized as the leading private university in California for social mobility by U.S. News and World Report 2024, and recently honored as the 33rd Best U.S. College by the Wall Street Journal 2024, we are committed to excellence in education.
Diversity Statement
The University champions a diverse and inclusive environment where students benefit from the varied experiences and perspectives of their peers, faculty, and staff. Our commitment to diversity is an intentional practice that enriches knowledge, cultivates capable citizens, nurtures the whole person, and serves our local and global communities.
Job Description Summary
The Financial Planning Analyst for the Office of the Provost spearheads initiatives to align the University's financial resources with its mission and strategic objectives, collaborating with various stakeholders to achieve these goals. The Analyst promotes a culture where financial data is accessible and utilized effectively and transparently to support decision-making, resource distribution, and strategic planning. With direct accountability for the institution's forecasting and budget formulation, the Analyst collaborates closely with the Provost, Budget and Finance, Enrollment Management, university leaders, and academic deans to create realistic and growth-oriented financial models for the University and its various divisions. The Analyst partners with academic deans to establish effective financial models and align resource distribution for the University's decentralized campus structure. Additionally, the Analyst oversees the operations of the Office of Research and Sponsored Programs, working with the Provost Team, deans, and the AVP of Research and Sponsored Programs to foster a culture of grant-seeking and leverage funding to support the Strategic Plan and departmental priorities.
Minimum Qualifications
- Bachelor's Degree
- 5 years of experience in higher education
- 1 year of administrative support experience for a senior administrator
- Strong written and verbal communication skills
- Ability to exercise tact and discretion, maintain confidentiality, and interact diplomatically with a diverse range of individuals
- Ability to organize and prioritize tasks; demonstrate flexibility to meet both planned and unplanned deadlines
- Ability to support and empathize with historically underrepresented populations
- Experience in business, marketing, and event planning
- Ability to work independently as well as collaboratively within a team
- Bachelor's Degree in Business or Finance preferred
- MBA or graduate degree or certificate highly preferred
Salary will be commensurate with experience and internal equity. Benefits include a comprehensive health and wellness plan, tuition remission program for employees, spouses, and dependent children, a generous contribution to the University's 403B retirement plan, and a generous time-off policy.
Employment is contingent upon successful completion and clearance of a background check and employment verification.
Location
La Verne Main Campus
Number of Vacancies
Specific Duties
Budget and Planning:
Coordinates the development of the University's budget, including revenue and expense estimations. Ensures alignment of the budget and planning processes with the University's mission, strategic initiatives, and academic objectives. Forecasts and models budgetary processes to anticipate the outcomes of various university decisions, including enrollment strategies, staffing allocations, and departmental strategic plans. Authorizes significant expenditures and financial commitments within the Division of Academic Affairs, including staffing, purchase requisitions, budget transfers, etc. Acts as the Provost's representative regarding specific budgetary, financial, and policy matters, including drafting policies, implementing practices, overseeing budget reallocations, and approving expense reports. Utilizes the University's data warehousing and reporting capabilities to prepare financial reports as requested by University administrators or the Board of Trustees. Collaborates with deans to maximize enrollment and net tuition generation across the University's divisions.
Percentage Of Time
40
Specific Duties
Strategic Analysis and Planning:
Supports the University's strategic planning process, develops tracking mechanisms to assess financial goals, and ensures regular reporting on progress toward achieving institutional strategic objectives. Monitors the financial performance of all colleges and university divisions, reviews budgetary implications of new initiatives, and makes recommendations to the Provost and other university leaders as appropriate. Conducts analytic reviews of the university's colleges and new strategic programs and initiatives under consideration. Provides strategic analysis as requested by deans and other university stakeholders.
Percentage Of Time
30
Specific Duties
Contracts and Grants:
Collaborates with the Provost team, deans, and others to develop a university-wide culture of grant-seeking. Works with the AVP of Research and Sponsored Programs to oversee pre- and post-award functions for government-funded grants. Reviews and approves federal grants and contracts. Ensures university compliance with federal, state, and local funding agency requirements. Represents the University to the Office of Research Integrity at the Department of Health and Human Services.
Percentage Of Time
20
Specific Duties
Other duties as assigned by the Provost.
Percentage Of Time
20
Salary Range
Minimum:
$68,750
Maximum:
$73,831
-
Financial Aid Counselor
3 days ago
La Verne, California, United States University of La Verne Full timeJob SummaryThe University of La Verne seeks a highly skilled and dedicated Financial Aid Advisor to join its team. As a key member of the student financial services department, this individual will play a critical role in promoting adherence to policy and procedure within the university community.Key ResponsibilitiesServe as a liaison to promote adherence to...
-
Financial Analyst
3 days ago
La Puente, California, United States Manpower Inc Full timeJob SummaryWe are seeking a highly skilled Financial Analyst to join our team at Manpower Inc. As a Financial Analyst, you will be responsible for developing and maintaining accurate financial statements and reports in accordance with established guidelines and standards (GAAP).Key ResponsibilitiesFinancial Statement Preparation: Develop and maintain...
-
Financial Reporting Analyst
2 weeks ago
La Mesa, California, United States Endeavor Bank Full timeJob OverviewPosition SummaryThe Financial Reporting Analyst plays a crucial role in managing various responsibilities related to financial documentation, analytical insights, and data collection, alongside designated accounting tasks. This position involves collecting and interpreting data, generating reports, and communicating findings to the management...
-
Financial Analyst
2 weeks ago
La Mirada, California, United States Professional Partners Group Full timeJob OverviewAs a Financial Analyst at Professional Partners Group, you will be pivotal in enhancing accounting practices, ensuring accurate financial reporting, and maintaining compliance standards. The ideal candidate will execute a range of accounting responsibilities with accuracy and efficiency, including the preparation of monthly financial reports,...
-
Student Financial Support Specialist
2 weeks ago
La Verne, California, United States University of La Verne Full timeKey ResponsibilitiesAct as a key point of contact to ensure compliance with institutional policies and procedures among faculty, staff, and students. Participate in continuous professional growth and training initiatives to stay informed about federal, state, and institutional financial aid regulations and programs. Demonstrate cultural competence by...
-
Financial Accountant
2 weeks ago
La Verne, California, United States Haaker Equipment Company Full timeJob DescriptionJob Title: Financial AccountantDepartment: FinanceReports to: Director of FinanceJob Summary:Haaker Equipment Company is seeking a motivated and detail-oriented individual for the Financial Accountant role. This position is essential for delivering financial, clerical, and administrative support to ensure the effective and precise management...
-
Strategic Management Professional
3 days ago
La Verne, California, United States City of La Verne Full timeJob SummaryThe City of La Verne is seeking a highly skilled and experienced Strategic Management Professional to join our Public Works Department. This is an exciting opportunity to work in a dynamic and fast-paced environment, where you will be responsible for planning, organizing, and implementing programs and projects that drive the city's growth and...
-
Student Office Assistant
1 week ago
La Verne, California, United States University of La Verne Full timeKey Responsibilities - Responding to phone inquiries - Welcoming students and faculty - Providing information and assistance - Supporting faculty members - Performing typing tasks - Handling copying dutiesMinimum Qualifications - No prior experience required; training will be provided. - Must be a student at the University of La Verne.Preferred...
-
Law Enforcement Officer
2 weeks ago
La Verne, California, United States City of La Verne Full timeJoin the City of La Verne Police DepartmentThe City of La Verne Police Department is on the lookout for dedicated and qualified individuals for the role of Law Enforcement Officer. This position is essential in maintaining our core values of professionalism, accountability, innovation, commitment, and excellence.Eligibility CriteriaTo be considered for this...
-
Administrative Support Specialist
1 week ago
La Verne, California, United States University of La Verne Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Administrative Support Specialist to join our team at the University of La Verne. This role will provide administrative support to the Counseling and Psychological Services (CAPS) team, ensuring the smooth operation of our services.Key ResponsibilitiesAdministrative Support: Provide...
-
Chief Financial Officer
1 week ago
La Palma, California, United States Regal Executive Search Full timeJob OverviewChief Financial OfficerA rapidly expanding and privately-held organization is in search of a versatile and analytical CFO to direct financial strategy, planning, analysis, and manage banking relationships. The ideal candidate will not only be proficient with numbers but will also possess a diverse skill set, enabling them to adapt swiftly and...
-
Chief Financial Officer
1 week ago
La Palma, California, United States Regal Executive Search Full timeJob OverviewChief Financial OfficerA rapidly expanding and privately-held organization is in search of a versatile and analytical CFO to lead financial strategy, planning, analysis, and manage banking relationships. The ideal candidate will not only be adept with numbers but will also possess a comprehensive skill set, enabling them to adapt swiftly and...
-
Chief Financial Officer
2 weeks ago
La Palma, California, United States Regal Executive Search Full timeJob OverviewChief Financial OfficerA dynamic and expanding privately-held organization is in search of a versatile and analytical CFO to lead financial strategy, planning, analysis, and manage banking relationships. The ideal candidate will not only be proficient with numbers but will also possess a diverse skill set, enabling them to adapt swiftly and...
-
Chief Financial Officer
2 weeks ago
La Palma, California, United States Regal Executive Search Full timeJob OverviewChief Financial OfficerA dynamic and privately-held organization is in search of a versatile and strategic CFO to lead the financial vision and operations. This role requires a candidate who is not only adept with numbers but also possesses a comprehensive skill set to support the CEO and executive team in navigating the company's strategic...
-
Chief Financial Officer
1 week ago
La Palma, California, United States Regal Executive Search Full timeJob OverviewChief Financial OfficerA dynamic and expanding privately-held organization is in search of a versatile and strategic CFO to lead the financial vision, planning, and analysis. The ideal candidate will not only be adept with numbers but will also bring a diverse skill set, enabling them to swiftly adapt and assimilate new information to assist the...
-
Customer Service Representative
2 days ago
La Verne, California, United States Nicole Vuong - State Farm Agent Full timeJob Description**Position Overview:**We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative - Insurance and Financial Services. As a key member of our team, you will be responsible for establishing strong relationships with our customers, providing exceptional service, and promoting our...
-
Chief Financial Officer
7 hours ago
La Palma, California, United States Regal Executive Search Full timeJob DescriptionJob Summary: Regal Executive Search is seeking a highly skilled and experienced Chief Financial Officer (CFO) to join our team. As a key member of our executive team, the successful candidate will be responsible for overseeing the company's financial strategy, planning, and analysis. This is a unique opportunity for a seasoned finance...
-
Chief Financial Officer
1 week ago
La Palma, California, United States Regal Executive Search Full timeJob OverviewChief Financial OfficerA dynamic and expanding privately-held organization is in search of a versatile and analytical CFO to direct financial strategy, planning, analysis, and manage banking relationships. The ideal candidate will not only be proficient with numbers but will also possess a diverse skill set, enabling them to adapt swiftly and...
-
Financial Analyst
5 days ago
La Mirada, California, United States CENIC Full timeJob DescriptionAbout CENIC:CENIC is a leading organization that connects California to the world by providing a world-class computing network essential for innovation, collaboration, and economic growth. Our organization operates the California Research and Education Network (CalREN), a high-capacity computer network with more than 8,000 miles of optical...
-
Financial Operations Manager
2 weeks ago
La Mirada, California, United States The Ladders Full timeFinancial Operations Manager For over 60 years, IQAir has been at the forefront of enhancing indoor air quality across various sectors. Our mission is to empower individuals to lead healthier lives by delivering innovative products and services that promote cleaner air. We are currently seeking a Financial Operations Manager for our North American...
