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Stowers Institute for Medical Research · 1 day ago

Lead, Financial Planning, Analysis and Investments

Kansas City, MO

Full-time

Onsite

Senior Level, Lead/Staff

7+ years exp

Stowers Institute for Medical Research is seeking a Lead for Financial Planning, Analysis, and Investments to serve as a strategic partner to the CFO. This role involves managing budgeting, forecasting, financial modeling, and investment oversight to ensure the Institute's financial sustainability and asset growth.

Association

Responsibilities

Partner with the CFO and Finance & Accounting leadership team to assess the financial implications of strategic and operational decisions across the Institute

Support the development and execution of the Institute’s annual financial plan and run rate, ensuring alignment with organizational goals and long-term sustainability

Working collaboratively on the finance and accounting team, design and implement financial models, dashboards and analytical tools to evaluate performance and measure the impact of business and financial decisions

Lead analysis of historical and current financial performance, develop forecasts and budgets with variance analysis and actionable insights for department leaders

Manage the FP&A team responsible for management reporting, annual budgeting, and quarterly forecasting processes, ensuring accuracy, timeliness, and engagement with department stakeholders

Oversee cash flow forecasting and long-term commitment management to ensure liquidity needs are met and financial stability is maintained

Partner with the Controller to verify accuracy, reconciliation, and integrity of financial data used for management reporting

Develop advanced quantitative and analytical models to support scenario analysis, capital planning, and strategic initiatives

Oversee the investment portfolio and outsourced investment manager to ensure alignment with the Institute’s investment approach, in support of long-term growth, diversification, and risk-adjusted returns

Conduct ongoing due diligence on investment managers and holdings, including validation of asset ownership, valuation, and identification of material organizational or market changes affecting the portfolio

Serve as Institute’s subject matter expert and primary point of contact for all investment matters

Manage investment data, reporting, and analytics – developing monthly performance reports, portfolio monitoring dashboards, and insights to inform strategic decision-making

Partner with the accounting team to ensure accurate fair value reporting of investments and maintain supporting documentation

Collaborate with the CFO to prepare and present investment performance, asset allocation, returns, and yield analyses for Board reporting

Qualification

Financial PlanningFinancial AnalysisFinancial ModelingBudgetingInvestment OversightCash ManagementKPI DevelopmentAdvanced ExcelPower BILeadershipCommunication SkillsProblem SolvingWork Ethic

Required

A minimum of 7-10 years of finance, budgeting, capital, and decision support experience within an equally complex organization as the Stowers Institute for Medical Research (e.g., multiple legal entities and structures)

Bachelor's degree in finance, Accounting or related field is required

Experience in previous, applicable financial planning and analysis or investment oversight, or related roles

Advanced knowledge of business processes in strategic planning, financial modeling, budgeting, financial reporting, cost benefit analysis, and demonstrated ability conducting complex problem solving is anticipated

Advanced proficiency in financial modeling, forecasting, and analytics (Excel, Power BI, or equivalent tools). Technology adeptness is important

Demonstrated leadership ability and experience collaborating with executive leadership

Excellent communication skills with the ability to distill complex financial information into clear insights for diverse audiences

Possesses a tenacious work ethic, reliability, and sense of urgency as appropriate; with dedication to meeting deadlines, often with time to spare

While we value flexibility, this role will require consistent, on-site collaboration

Preferred

MBA

CFA

CPA

Company

Stowers Institute for Medical Research

The Stowers Institute for Medical Research is a non-profit, basic biomedical research organization dedicated to improving human health by studying the fundamental processes of life.

Founded in 1994

Kansas City, Missouri, USA

501-1000 employees