Manager, Financial Planning – Analysis

This is a fully remote position, open to applicants in United States.

📋 Description

• Assist the AVP of Financial Planning & Analysis in carrying out the financial planning and analysis activities of the University.

• Cultivate and maintain collaborative relationships with marketing leaders, enrollment decision-makers, academic deans, and operational heads.

• Deliver actionable financial insights through KPI reporting, forecasting, budgeting, long-term planning, ROI analysis, and other financial evaluations.

• Collaborate with enrollment, marketing, academic, and operational leaders to establish forecast assumptions and assess strategic initiatives.

• Prepare and review variance analyses on a monthly, quarterly, and annual basis against budget, forecasts, and previous year results.

• Assist in the annual operating budget, long-term financial planning, and periodic forecasting processes.

• Analyze financial performance, pinpoint risks and opportunities, and support business decision-making.

• Spearhead the development and ongoing enhancement of financial planning models, dashboards, and reporting solutions utilizing Workday, Adaptive Planning, Power BI, and other analytical tools.

• Create financial models, scenario analyses, and business cases for investment decisions, resource allocation, and strategic planning.

• Identify opportunities to enhance operating margins, optimize resource utilization, improve student acquisition efficiency, and support long-term financial sustainability.

• Aid in the planning, forecasting, and analysis of grant-funded programs and initiatives.

• Prepare and distribute KPI, financial, and operational performance reports, dashboards, scorecards, and executive presentations.

• Develop and maintain leadership dashboards while communicating the financial impacts of business trends, enrollment performance, and operational initiatives.

• Ensure the accuracy, consistency, and integrity of financial planning models, management reports, and performance metrics.

• Conduct ad hoc financial analyses and special projects as required.

• Collaborate with stakeholders to enhance FP&A processes, reporting capabilities, and data-driven decision-making.

• Perform additional duties as assigned.

• May take on supervisory responsibilities for FP&A staff as the department expands.

⛳️ Requirements

• A Bachelor's Degree is required.

• 4-6 years of progressive experience in finance, accounting, or FP&A is required.

• Experience in the higher education sector is preferred.

• Familiarity with Workday/Adaptive Planning is preferred.

• Proficient in Microsoft Excel, PowerPoint, and financial planning and reporting systems.

• Experience with Workday, Adaptive Planning, Power BI, and other business intelligence and enterprise reporting tools is essential.

• Advanced knowledge of financial planning, budgeting, forecasting, variance analysis, financial modeling, and performance measurement.

• Understanding of financial management in higher education, including revenue models driven by enrollment, academic operations, grants planning, and institutional budgeting practices.

• Excellent analytical, problem-solving, organizational, written, verbal, and presentation skills.

• Capacity to manage multiple priorities and deadlines while maintaining accuracy, attention to detail, and accountability.

• Ability to work autonomously and build effective partnerships across departments.

• Willingness to travel up to 10%.

• A Master's degree is preferred.

• Over 7 years of progressive experience in finance, accounting, or FP&A is preferred.

🏝️ Benefits

• Comprehensive well-being benefits for you and your family.

• Total rewards package.

• Remote work arrangement available.

• Opportunities for travel up to 10%.