Finance Planning and Analysis Lead - Houston, United States - University of St. Thomas

University of St. Thomas

Verified Company

Houston, United States

3 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

Finance Planning and Analysis Lead

Business Office
The Finance Planning and Analysis lead is a senior-level role within the university's finance team.

This position is responsible for leading complex financial analysis, strategic planning, and providing expert insights to guide the university's financial decision-making.

The specialist collaborates closely with university leadership and various departments to ensure financial stability, growth, and alignment with institutional objectives.

Responsibilities:

Strategic Financial Planning:

Lead the development and execution of longterm financial strategies that align with the university's mission, goals, and growth initiatives.
Provide expert insights into financial trends, market conditions, and economic factors that impact the university's financial outlook.

Financial Analysis and Modeling:

Conduct sophisticated financial analysis, including scenario modeling, sensitivity analysis, and risk assessment.
Analyze complex financial data to provide actionable insights and recommendations for resource allocation and investment decisions.

Budgeting and Forecasting:

Oversee the university's budgeting process, collaborating with department heads and senior leaders to ensure accuracy and alignment with strategic priorities.
Develop advanced forecasting models to project financial performance and identify potential areas for improvement.

Capital Planning and Investment Analysis:

Evaluate capital investment opportunities and major projects, assessing their financial viability and alignment with the university's longterm goals.
Perform comprehensive ROI and NPV analyses to support investment decisions.

Financial Reporting and Communication:

Prepare and present comprehensive financial reports, analyses, and presentations for university leadership, the Board of Trustees, and other key stakeholders.
Clearly communicate complex financial concepts to nonfinancial audiences.

Risk Management and Compliance:

Identify financial risks and develop strategies to mitigate them, ensuring compliance with relevant regulations and policies.
Contribute to the establishment of financial controls and risk management frameworks.

Collaboration and Leadership:

Collaborate with crossfunctional teams, serving as a financial expert and providing guidance on financial implications of strategic initiatives.
Mentor and guide junior finance professionals, fostering their growth and development.

Process Improvement and Innovation:

Identify opportunities to enhance financial processes, data analysis methodologies, and reporting structures.
Drive the implementation of innovative solutions to improve efficiency and accuracy in financial planning and analysis.

Qualifications:

Master's degree in Finance, Accounting, Economics, or related field.
Extensive experience in financial planning, analysis, and strategic decision support, preferably in an academic or university setting.
Proven expertise in financial modeling, scenario analysis, and advanced data analysis techniques.
Strong leadership skills and the ability to influence and collaborate with senior leadership.
Excellent communication skills, including the ability to present complex financial information effectively.
Proficiency in financial software, ERP systems, and data visualization tools.
Indepth understanding of university financial management practices, higher education regulations, and compliance requirements.
Strong ethical standards, attention to detail, and a commitment to accuracy in financial reporting.

**The University of St. Thomas is An Equal Opportunity Employer