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Fordham University · 4 days ago

Assistant Director, Financial Planning and Analytics

New York, NY

Full-time

Hybrid

Senior Level, Lead/Staff

$125K/yr - $160K/yr

8+ years exp

Fordham University is a Jesuit institution located in New York, dedicated to providing exceptional education. The Assistant Director of Financial Planning and Analytics will lead the university's financial planning processes and provide actionable financial insights to support decision-making aligned with strategic goals.

Higher Education

Responsibilities

Oversees development of routine financial reports, such as monthly forecasts

Leads the development of multi-year financial plans that project revenue, expenses, and capital needs aligned with the university’s strategic vision

Oversees short-term and long-term financial forecasting, ensuring alignment with the university’s operational and academic priorities

Conducts scenario modeling to analyze potential impacts of changes in enrollment, funding, costs, and other external factors

Develops and maintains financial models to inform key decisions regarding resource allocation, capital investments, and new initiatives

Provides senior leadership with data-driven insights to guide strategic decisions, ensuring financial resources are used effectively to support the university’s mission

Assists in evaluating the financial viability of new academic programs, projects, and partnerships

Designs, develops, and maintains reports and dashboards that track key financial performance metrics, leveraging systems such as Banner, Power BI, and IBM Planning and Analytics (TM1)

Utilizes SQL and related tools to extract, clean, and structure data for analysis and reporting

Oversees the accuracy, reliability, and interpretation of key financial dashboards, with consistent insights and standardized talking points on financial performance

Partners with stakeholders across the university to evolve financial analytics into a broader, centralized performance measurement framework that tracks progress against institutional goals

Provides actionable recommendations based on financial data, supporting transparency and data-driven decision-making across the university

Qualification

Financial planningFinancial modelingBudgetingData analysisSQLPower BIScenario modelingAnalytical skillsCommunication skillsProblem-solvingCollaboration

Required

Bachelor's degree in Finance, Accounting, Economics, or related field

Minimum of 8 years of experience in financial planning, strategic analysis, and financial modeling

Demonstrated strong experience in long-term financial planning, budgeting, and forecasting in a university or similar nonprofit setting

Proficiency with financial systems (e.g., Banner, PeopleSoft) and data analysis tools (e.g., PowerBI, Tableau)

Experience with SQL and financial modeling

Expertise in developing complex financial models, forecasting future revenues, expenses, and financial performance

Strong ability to align financial planning with institutional goals, ensuring financial sustainability and mission support

Proven ability to work collaboratively with senior leadership and departmental leaders to align financial strategies with academic and operational priorities

Exceptional communication skills with the ability to explain complex financial concepts to non-financial audiences

Advanced analytical and problem-solving skills, with a focus on deriving actionable insights from financial data

Demonstrated ability to lead financial strategies through institutional changes, external economic factors, and shifts in university priorities