Lawrence University · 1 month ago
Manager of Financial Planning and Analysis
Appleton
Full-time
Onsite
Mid, Senior Level
5+ years expLawrence University is seeking a Manager of Financial Planning and Analysis to lead the Office of Financial Planning and Analysis within the Department of Financial Services. The role is responsible for managing the university's budgetary, forecasting, and financial reporting functions, including liaising with budget managers and conducting financial analysis to support university goals.
Higher Education
Responsibilities
Manage the annual operating and capital budgeting processes
Communication with department budget managers; presentations and one-on-one department meetings to facilitate the budget process
Ability to communicate effectively with audiences including leadership and budget managers to coordinate development and refinement of departmental operating budgets
Identify and implement opportunities to enhance financial reporting and business effectiveness
Manage capital project expenditure tracking and coding, facilitate Capital Budget Planning meetings, and complete year-end fixed asset reporting
Manage and execute the process for developing faculty and staff labor budgets
Collaborate across divisions to develop long-term financial sustainability modeling scenarios
Conduct peer and aspirational group financial benchmarking
Evaluate, analyze, and interpret financial data and trends
Complete financial benchmarking surveys as required
Perform ad-hoc analysis on a regular basis
Involvement in rate setting scenarios, pricing, and fees
Ability to partner with Information Technology to convey data reporting needs (currently available in Argos) to optimize the output for constituent needs
Lead implementation of financial planning software to automate budget reporting and forecasting/modeling efforts
Involvement in IT Prioritization process and Capital Spending prioritization process
Process implementation, data tracking, providing insights and recommendations, and overall support for the process in collaboration with others
Liaise with Development staff for tracking of endowment funding to support operations, and associated reporting needs
Prepare presentations and reports to be shared with members of the Lawrence community
Leverage various business intelligence tools, Microsoft suite, and other software applications to develop executive level presentations
Work with accounting staff on accounting reconciliation needs
Assist with preparation for the University’s annual year-end audit
Maintain website and SharePoint site with resources relevant to the Office of Financial Planning and Analysis operations
Other duties and projects as assigned
Qualification
Required
Minimum of a Bachelor's degree in Finance, Accounting, Business Administration, or related field
Preferred
Previous experience in higher education preferred, but not required
5+ years in financial planning, analysis, or budgeting for an organization preferred
Effective written and verbal communication skills, with a customer service focus and ability to multi-task
Knowledge of best practices in organizational budgeting and financial analysis
Highly skilled in the use of Microsoft Office products. In particular, power user skills in Excel and PowerPoint are an asset
Prefer experience in a financial planning tool such as Workday, Prophix, Syntellis, or similar
Demonstrated qualities of leadership, professionalism, initiative, and problem solving
Self-motivation, detail-orientation, and an analytical mindset are necessary
Ability to meet deadlines and address multiple priorities simultaneously
Company
Lawrence University
Lawrence University is a private liberal arts college and conservatory of music in Appleton, Wisconsin.
501-1000 employees
Funding
Current Stage
Late StageRecent News
2022-11-26
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