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Analyst, Financial Planning & Analysis

Fordham University

Bronx · On-site Full-time Mid Level $80k – $90k/yr 1mo ago

About the role

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

Position Summary

Reporting to the Senior Director of Planning, Analytics, and Risk, the Analyst, Financial Planning & Analysis, supports the University's financial operations and strategy by assisting in developing and maintaining routine financial reports that enable leaders to make data-informed decisions. This position supports budget development and entries, manages data in university financial systems (Banner, TM1), and assists with treasury cash management and wire transactions.

Essential Functions

  • Supports the development of short- and long-range financial models, including the annual operating budget and monthly forecasts.
  • Assists with budget operations, including budget modifications, journal entries, budget transfers, and variance analyses.
  • Assists with cash management and treasury operations, such as completing wires and payment systems.
  • Builds pro forma financial models to analyze the financial impact of strategic scenarios.
  • Ensures the accuracy of financial data across reports.
  • Recommends enhancements to forecasting, treasury, and reporting tools.
  • Contributes to special projects and ad hoc financial analyses.

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, preferably in higher education or a similarly complex organization.

Preferred Qualifications

  • MBA or relevant advanced degree preferred.
  • 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 preferred.

Salary

Minimum Salary: $80,000

Maximum Salary: $90,000

Skills

BannerTM1

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