Job Details

Analyst, Financial Planning and Analysis

Position Number: 6762157
Location: New York, NY
Position Type: Business and Financial Management

Analyst, Financial Planning and Analysis

Fordham University

About Fordham
Founded in 1841, Fordham is the Jesuit University of New York, offering an exceptional education distinguished by the Jesuit tradition to more than 16,000 students in its nine colleges and schools. It has residential campuses in the Bronx and Manhattan, a campus in West Harrison, N.Y., the Louis Calder Center Biological Field Station in Armonk, N.Y., and the London Centre in the United Kingdom.The University offers a comprehensive benefits package that includes medical, dental, and vision insurance; flexible spending accounts; retirement plans; life insurance; short and long-term disability; employee assistance program (EAP); tuition remission; and generous time off.Successful candidates should have a knowledge of and commitment to the goals of Jesuit Education.

Department: Treasury Department

Campus/Location:

Position Summary
Reporting to the Senior Director of Planning, Analytics and Risk, the Analyst, Financial Planning and Analysis, supports the University's financial operations and strategy by assisting in developing and maintaining routine financial reports, forecasts, and pro forma financial modeling that enable leaders to make data-informed decisions.

The position will also be asked to support budget development, budget entry, and manage data and reports within University financial systems (Banner, TM1, IBM Planning Analytics).

Essential Functions
Supports the development of short- and long-range financial models, including the annual operating budget and monthly forecasts.

Builds pro forma financial models to analyze the financial impact of strategic scenarios.

Assists with budget operations, including budget modifications, journal entries, and variance analyses.

Prepares and distributes regular financial reports and dashboards that inform leadership decision-making.

Ensures the accuracy of financial data across reports.

Partners with departments across the University to improve financial processes and reporting efficiency.

Recommends enhancements to forecasting, treasury, and reporting tools.

Contributes to special projects and ad hoc financial analyses.

Assists with cash management and treasury operations.

This list is not intended to be an exhaustive list.
The University may assign additional related duties as necessary.

Required Qualifications:
Bachelor's degree in Finance, Accounting, Business Administration, or a related field.

Minimum of 3 years of experience in budget planning, financial analysis, accounting, or a related area.

Ability to support the preparation of recurring and ad hoc financial reports.

Experience in building and analyzing models that project financial impacts of strategic actions to support leadership decision-making.

Knowledge of cash management processes, liquidity management, and cash flow forecasting.

Strong written and verbal communication skills to effectively present complex financial data to both financial and non-financial stakeholders.

High level of accuracy and attention to detail in financial analysis, reporting, and compliance.

Ability to work effectively with finance, legal, and operations teams to achieve organizational financial goals.

Proficiency in financial software tools and moderate to advanced Excel (pivot tables, VLOOKUPs, formulas).

Preferred Qualifications
MBA or relevant advanced degree.

Experience in budget planning, financial analysis, accounting, or a related area, preferably in higher education or a similarly complex organization.

Experience with enterprise systems such as Banner, PeopleSoft, TM1, or SAP .

Special Instructions

To apply, please visit: https://careers.fordham.edu/postings/10307

Fordham University is committed to excellence through diversity and welcomes candidates of all backgrounds.

Fordham is an Equal Opportunity Employer - Veterans/Disabled and other protected categories