Tarleton State University · 3 days ago
Assistant Vice President, Financial Planning and Analysis
Stephenville, TX
Full-time
Onsite
Lead/Staff, Director/Executive
5+ years expTarleton State University is a distinguished Doctoral National Comprehensive University, seeking an Assistant Vice President for Financial Planning and Analysis (AVP-FP&A) in the Department of Finance & Administration. This role provides strategic leadership and oversight for the university’s financial planning, budgeting, forecasting, and analytical functions, ensuring alignment of financial resources with institutional priorities.
EdTechEducationHigher Education
Responsibilities
Lead development of multi-year financial plans aligned with the university’s strategic goals
Conduct scenario modeling and long-range forecasting to support executive decision-making
Direct the annual operating and capital budgeting process
Ensure transparency and collaboration with colleges, departments, and administrative units
Monitor budget performance and recommend corrective actions as needed
Provide comprehensive financial analyses to support resource allocation and strategic initiatives
Prepare reports for senior leadership and other stakeholders to clearly communicate financial results and forecasts
Develop dashboards and KPIs for ongoing financial performance monitoring
Oversee financial planning systems and tools to ensure accuracy and efficiency
Partner with IT and institutional research to integrate financial data with enrollment and academic metrics
In collaboration with University partners, create and maintain financial forecast models and budget development models
Supervise and mentor FP&A team members
Create and monitor communication mechanisms to ensure that academic and administrative leaders are fully supported by FP&A team members
Serve as a key advisor to the CFO and executive leadership on financial strategy
Collaborate with academic leaders to align financial planning with programmatic priorities
Qualification
Required
Master's degree in Finance, Accounting, Economics, Business Administration, or related field required
Five (5) years of related experience in financial planning and analysis, preferably in higher education or a complex organization
Advanced financial modeling and forecasting skills
Strong analytical and problem-solving abilities
Excellent communication and presentation skills
Proficiency in ERP systems and financial planning software
Strategic thinking and ability to translate data into actionable insights
Collaborative leadership and relationship-building across various stakeholders
Commitment to transparency, integrity, and continuous improvement
Preferred
CPA or CFA preferred
8–10 years of progressive experience in financial planning and analysis, preferably in higher education or a complex organization
Experience with Responsibility-Centered Management (RCM) budget models and Anaplan, or similar planning software
Benefits
Comprehensive benefits package for full-time and qualifying part-time employees
Company
Tarleton State University
Tarleton State University is a school in Stephenville.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$0.13MKey Investors
US Department of Commerce, Economic Development Administation
2023-09-28Grant· $0.13M
Leadership Team
Dr. James L. Hurley
President & CEO
Lori Beaty, CPA
Executive Vice President for Finance & Administration/Chief Financial Officer
Recent News
2025-10-25
2025-09-29
San Francisco Chronicle
2025-08-28
Company data provided by crunchbase