Senior Manager, Financial Planning and Analysis
Core
Leads financial planning, budgeting, forecasting, management reporting, and strategic financial analysis for a portfolio including university programs and national laboratory activities.
Role type
Senior Manager, Financial Planning and Analysis
Builds
Annual operating budgets, multi-year financial plans, forecasts, financial models, and executive-level analyses
Domain
Higher Education / National Laboratories / Government Research
Required skills
Financial planning and analysis, Budgeting, Forecasting, Financial modeling, Management reporting, Strategic planning, Internal controls, US GAAP, Grant and fund management, ERP systems, Power BI, Advanced Excel
Preferred skills
CPA, CMA, CFA, MBA, Experience in higher education or government, Mentoring staff, Process improvement
Technologies
Microsoft Excel, Power BI, Enterprise financial/accounting systems
Responsibilities
Develop annual budgets and multi-year financial plans; Own monthly/quarterly financial performance reporting and variance analysis; Develop financial models and scenario analyses for strategic planning; Advise senior leaders on budget development and cost management; Monitor operating budgets and address variances; Support internal and external audit activities; Lead process improvement efforts for forecasting and reporting tools.
Seniority
Senior, hands-on IC with team leadership