FORDHAM University
Assistant Director, Financial Planning and Analytics
FORDHAM University, West Harrison, Indiana, United States, 47060
Assistant Director, Financial Planning and Analytics
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 knowledge of and commitment to the goals of Jesuit Education.
Responsibilities Reporting to the Senior Director of Planning, Analytics, and Risk, the Assistant Director of Financial Planning and Analytics will lead the University’s financial planning processes, including short‑term and long‑term forecasting, and ensure alignment with the institution’s strategic goals. This role is central to supporting decision‑making by providing actionable financial insights through scenario modeling, financial analysis, and reporting. The Assistant Director will work closely with senior leadership, academic units, and operational departments to ensure resource allocation supports the university’s mission, growth, and long‑term financial sustainability.
Essential Functions
Oversees development of routine financial reports, such as monthly forecasts.
Leads the development of multi‑year financial plans that project revenue, expenses, and capital needs aligned with the university’s strategic vision.
Oversees short‑term and long‑term financial forecasting, ensuring alignment with the university’s operational and academic priorities.
Conducts scenario modeling to analyze potential impacts of changes in enrollment, funding, costs, and other external factors.
Develops and maintains financial models to inform key decisions regarding resource allocation, capital investments, and new initiatives.
Provides senior leadership with data‑driven insights to guide strategic decisions, ensuring financial resources are used effectively to support the university’s mission.
Assists in evaluating the financial viability of new academic programs, projects, and partnerships.
Designs, develops, and maintains reports and dashboards that track key financial performance metrics, leveraging systems such as Banner, Power BI, and IBM Planning and Analytics (TM1).
Utilizes SQL and related tools to extract, clean, and structure data for analysis and reporting.
Oversees the accuracy, reliability, and interpretation of key financial dashboards, with consistent insights and standardized talking points on financial performance.
Partners with stakeholders across the university to evolve financial analytics into a broader, centralized performance measurement framework that tracks progress against institutional goals.
Provides actionable recommendations based on financial data, supporting transparency and data‑driven decision‑making across the university.
Essential Functions Note This list is not intended to be an exhaustive list. The University may assign additional related duties as necessary.
Management Responsibilities Guides work of other employees who perform essentially the same work and/or student workers. Organizes, sets priorities, schedules and reviews work, but is generally not responsible for final decisions in hiring, performance management or compensation.
Required Qualifications Required Qualifications: Education and Experience
Bachelor’s degree in Finance, Accounting, Economics, or related field.
Minimum of 8 years of experience in financial planning, strategic analysis, and financial modeling.
Required Qualifications: Knowledge and Skills
Demonstrated strong experience in long‑term financial planning, budgeting, and forecasting in a university or similar nonprofit setting.
Proficiency with financial systems (e.g., Banner, PeopleSoft) and data analysis tools (e.g., PowerBI, Tableau).
Experience with SQL and financial modeling.
Expertise in developing complex financial models, forecasting future revenues, expenses, and financial performance.
Strong ability to align financial planning with institutional goals, ensuring financial sustainability and mission support.
Proven ability to work collaboratively with senior leadership and departmental leaders to align financial strategies with academic and operational priorities. Exceptional communication skills with the ability to explain complex financial concepts to non‑financial audiences.
Advanced analytical and problem‑solving skills, with a focus on deriving actionable insights from financial data.
Demonstrated ability to lead financial strategies through institutional changes, external economic factors, and shifts in university priorities.
Preferred Qualifications
MBA or advanced degree.
Salary Information Minimum Starting Salary: $125,000 Maximum Starting Salary: $160,000 Note: Salary is commensurate with qualifications, experience, and skills.
Union Status No
Posting Information Posting Number: A987P Number of Vacancies: 1 Start Date: ASAP Posting Date: 12/01/2025
EEO Statement Fordham University is committed to excellence and welcomes candidates of all backgrounds.
Fordham University is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
Physical Activity and Work Environment
Sitting: Nearly Continuously
Repetitive Hand Motion (such as typing): Nearly Continuously
Hearing, Listening, Talking: Often
Standing: Not Required
Walking: Not Required
Running: Not Required
Bending, Stooping, Kneeling, squatting, Crouching, Crawling: Not Required
Climbing stairs: Not Required
Climbing ladders: Not Required
Reaching overhead: Not Required
Pulling, pushing: Not Required
Shoveling: Not Required
Lifting – up to 20 pounds: Not Required
Lifting – up to 50 pounds: Not Required
Lifting – over 50 pounds: Not Required
Work Environment: Office Environment – Employees are protected from weather conditions or contaminants, but not necessarily occasional temperature changes.
Documents Needed to Apply Required Documents
Resume
Cover Letter
Optional Documents
Supplemental Questions to Answer on the Application Required fields are indicated with an asterisk (*).
* Do you have a Bachelor’s Degree in Finance, Accounting, Economics, or related field?
Yes
No
* Do you have a minimum of 8 years of experience in financial planning, strategic analysis, and financial modeling?
Yes
No
* Are you proficient with financial systems (e.g., Banner, PeopleSoft) and data analysis tools (e.g., PowerBI, Tableau)?
Yes
No
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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 knowledge of and commitment to the goals of Jesuit Education.
Responsibilities Reporting to the Senior Director of Planning, Analytics, and Risk, the Assistant Director of Financial Planning and Analytics will lead the University’s financial planning processes, including short‑term and long‑term forecasting, and ensure alignment with the institution’s strategic goals. This role is central to supporting decision‑making by providing actionable financial insights through scenario modeling, financial analysis, and reporting. The Assistant Director will work closely with senior leadership, academic units, and operational departments to ensure resource allocation supports the university’s mission, growth, and long‑term financial sustainability.
Essential Functions
Oversees development of routine financial reports, such as monthly forecasts.
Leads the development of multi‑year financial plans that project revenue, expenses, and capital needs aligned with the university’s strategic vision.
Oversees short‑term and long‑term financial forecasting, ensuring alignment with the university’s operational and academic priorities.
Conducts scenario modeling to analyze potential impacts of changes in enrollment, funding, costs, and other external factors.
Develops and maintains financial models to inform key decisions regarding resource allocation, capital investments, and new initiatives.
Provides senior leadership with data‑driven insights to guide strategic decisions, ensuring financial resources are used effectively to support the university’s mission.
Assists in evaluating the financial viability of new academic programs, projects, and partnerships.
Designs, develops, and maintains reports and dashboards that track key financial performance metrics, leveraging systems such as Banner, Power BI, and IBM Planning and Analytics (TM1).
Utilizes SQL and related tools to extract, clean, and structure data for analysis and reporting.
Oversees the accuracy, reliability, and interpretation of key financial dashboards, with consistent insights and standardized talking points on financial performance.
Partners with stakeholders across the university to evolve financial analytics into a broader, centralized performance measurement framework that tracks progress against institutional goals.
Provides actionable recommendations based on financial data, supporting transparency and data‑driven decision‑making across the university.
Essential Functions Note This list is not intended to be an exhaustive list. The University may assign additional related duties as necessary.
Management Responsibilities Guides work of other employees who perform essentially the same work and/or student workers. Organizes, sets priorities, schedules and reviews work, but is generally not responsible for final decisions in hiring, performance management or compensation.
Required Qualifications Required Qualifications: Education and Experience
Bachelor’s degree in Finance, Accounting, Economics, or related field.
Minimum of 8 years of experience in financial planning, strategic analysis, and financial modeling.
Required Qualifications: Knowledge and Skills
Demonstrated strong experience in long‑term financial planning, budgeting, and forecasting in a university or similar nonprofit setting.
Proficiency with financial systems (e.g., Banner, PeopleSoft) and data analysis tools (e.g., PowerBI, Tableau).
Experience with SQL and financial modeling.
Expertise in developing complex financial models, forecasting future revenues, expenses, and financial performance.
Strong ability to align financial planning with institutional goals, ensuring financial sustainability and mission support.
Proven ability to work collaboratively with senior leadership and departmental leaders to align financial strategies with academic and operational priorities. Exceptional communication skills with the ability to explain complex financial concepts to non‑financial audiences.
Advanced analytical and problem‑solving skills, with a focus on deriving actionable insights from financial data.
Demonstrated ability to lead financial strategies through institutional changes, external economic factors, and shifts in university priorities.
Preferred Qualifications
MBA or advanced degree.
Salary Information Minimum Starting Salary: $125,000 Maximum Starting Salary: $160,000 Note: Salary is commensurate with qualifications, experience, and skills.
Union Status No
Posting Information Posting Number: A987P Number of Vacancies: 1 Start Date: ASAP Posting Date: 12/01/2025
EEO Statement Fordham University is committed to excellence and welcomes candidates of all backgrounds.
Fordham University is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
Physical Activity and Work Environment
Sitting: Nearly Continuously
Repetitive Hand Motion (such as typing): Nearly Continuously
Hearing, Listening, Talking: Often
Standing: Not Required
Walking: Not Required
Running: Not Required
Bending, Stooping, Kneeling, squatting, Crouching, Crawling: Not Required
Climbing stairs: Not Required
Climbing ladders: Not Required
Reaching overhead: Not Required
Pulling, pushing: Not Required
Shoveling: Not Required
Lifting – up to 20 pounds: Not Required
Lifting – up to 50 pounds: Not Required
Lifting – over 50 pounds: Not Required
Work Environment: Office Environment – Employees are protected from weather conditions or contaminants, but not necessarily occasional temperature changes.
Documents Needed to Apply Required Documents
Resume
Cover Letter
Optional Documents
Supplemental Questions to Answer on the Application Required fields are indicated with an asterisk (*).
* Do you have a Bachelor’s Degree in Finance, Accounting, Economics, or related field?
Yes
No
* Do you have a minimum of 8 years of experience in financial planning, strategic analysis, and financial modeling?
Yes
No
* Are you proficient with financial systems (e.g., Banner, PeopleSoft) and data analysis tools (e.g., PowerBI, Tableau)?
Yes
No
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