The Lawrenceville School · 1 month ago
Director of Financial Planning and Analysis
Lawrenceville,NJ,US
Full-time
Onsite
Lead/Staff, Director/Executive
5+ years expThe Lawrenceville School is seeking a Director of Financial Planning and Analysis (DFPA) to lead financial planning and analysis. The DFPA will manage the annual operating budget, multi-year planning, and collaborate with the Finance Office to execute the Financial Sustainability initiative.
Education
Responsibilities
Current year budget management, year to date actuals, current year forecasting, variance reporting
Run and improve the annual operating budget development process (new initiatives, top-down ‘budget cornerstones,’ bottom up review with managers, presentation to Board)
Execute a robust, inclusive budget process to insure the gathering of all current and future institutional needs for consideration and planning by the School’s budget committee, chaired by the CFAO, and staffed by the DFPA
Work with and support department heads and staff to understand budgets and to develop annual budget requests
Manage delivering a balanced, efficient budget each year that is aligned with the School’s mission, values, strategic plan, and priorities
Build and maintain multi-year forecasting model, perform financial planning and scenario analyses in support of planning and financial sustainability initiative
Work closely with Director of Finance and Controller and Business Office team to strengthen financial data and reporting, and collaborate to strengthen the School’s financial systems, capabilities, and resources
Work closely with Assistant Director of Endowment Accounting and Investment Operations to more clearly link and coordinate financial reporting, operating budget, and endowment software (Fundriver Balance) records and processes
Financial sustainability – With CFAO, develop and implement approach to manage cost growth and achieve cost reduction targets over time, and ensure efficient deployment and allocation of resources
Capital budget – develop and manage, including regular updates of sources and uses. Collaboration with Facilities team, as well as Development colleagues and Program leaders
Gather and submit financial survey data for 40 school association of peer boarding schools (ABOPS), as well as Board of Trustees Metrics Book, etc
Collaborate closely with colleagues on institutional data, analysis, and reporting
Assist leaders of summer and auxiliary programs with financial planning and reporting and strengthening their business operations
Other duties as assigned by the CFAO
Qualification
Required
Requires at least a four-year degree in business/accounting from an accredited institution
Five or more years of Financial Planning and Analysis (FPA) and budgeting experience at the organizational or unit level, preferably in an educational institution or other non-profit organization of comparable scale and complexity
Three or more years of managerial experience supervising accounting/business office personnel preferred
Experience and expertise with Blackbaud Financial Edge NXT (and/or similar not-for-profit accounting applications) strongly preferred
Strong analytical, financial, modeling and planning skills. Ability to earn the trust and respect of co-workers and school community, creating positive relationships
Simplify and explain complex financial matters to non-experts and a general audience, while also working effectively with sophisticated finance professionals
Experience building and managing complex budgets inclusively. Significant experience building financial and planning models, including scenarios, driving and supporting a robust long term planning process. Forecasting and presentation of results. Excellent Excel skills. Ability to build and document models and develop and develop and utilize scenarios to clearly illustrate ‘what if'
Process oriented, ability to manage projects, manage deadlines and deliverables
This position also requires relevant working knowledge of finance and accounting principles
Ability to work independently as well as collaboratively with employees at all levels, management, Trustees, and external stakeholders to maximize performance, solve problems and achieve optimum results within the culture of the School
Strong time management skills with the ability to multitask and prioritize work, ability to meet multiple and often competing deadlines
Must be highly proficient with Microsoft Suite applications, with excellent Excel modelling skills. Ability to learn and work with various accounting programs and forecasting tools and modules. Help drive usage of IT systems to support and manage work, both by ‘power' and ‘end' users
Must be able to navigate an unstructured organization and be comfortable with ambiguity and situations where authority is diffused. Effective at bringing people together
Physical demands are in excess of those for sedentary work. Must be able to remain on their feet for extended periods of time, go up and down flights of steps, as well as stoop, kneel, crouch, and lift
Routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, fax machines, etc
Must be capable of using visual display terminal with continuous wrist movement on a keyboard
Required to stand for long periods of time
Required to, talk, hear, walk, use hands to finger, handle or feel and reach with hands and arms
Required to work evenings, weekends and holidays in conjunction with School calendar and events
Must be able to lift up to 25lbs. without assistance
Ability to see with normal parameters
Preferred
Three or more years of managerial experience supervising accounting/business office personnel preferred
Experience and expertise with Blackbaud Financial Edge NXT (and/or similar not-for-profit accounting applications) strongly preferred
Benefits
Health insurance coverage
Paid leave
Retirement plan options
Many other valuable programs
Company
The Lawrenceville School
The Lawrenceville School is a school.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
S
Steven Wong
Co-President Hong Kong Club
Zaheer Ali
Executive Director, Hutchins Center for Civics
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