Director, Financial Planning and Analysis - Business Office - Azusa Pacific University
Azusa, CA 91702-7000
About the Job
APU seeks employees who desire to contribute to our thriving culture by cultivating community through professional interactions, demonstrating a posture of lifelong learning, and modeling Christ-like character. Working together, employees at APU commit to establishing a university atmosphere that is edifying to God and one another.
The Director, Financial Planning and Analysis leads the budgeting/planning, forecasting, long-term planning, and reporting on operations, and supports various analyses for the organization. Oversees and conducts financial analysis, budget to actuals reporting, program viability, KPIs, modeling, forecasting, and reporting to ensure the ongoing financial viability of the University’s operations. Reviews and analyzes budget to actual performance results, develops insightful suggestions for investment, sourcing, and cost reduction, and leads strategic business decisions. Identifies key strategic opportunities, and develops rationale and approach for analysis and decision-making. Creates functional area strategies and specific objectives and develops tools, benchmarks, systems, and processes to support successful implementation. Develop deep knowledge of the organization and the key cost drivers and metrics to evaluate the effectiveness and efficiency of organizational objectives.
Required Education
- Bachelor’s degree required (finance or accounting emphasis).
- Certified Public Accountant preferred.
Required Experience
- Seven or more years of financial planning, analysis, and reporting experience.
- Three or more years of managerial experience.
- Experience developing annual budgets, financial models, and multi-year forecasts.
- Intermediate to Advanced Excel skills and experience.
- Experience developing efficient organizational performance reporting tools.
- Experience conducting analysis of operating results and variances and clear presentation to management.
- Experience in Higher Education finance management preferred.
Primary Duties/Essential Functions
- Coordinate preparation of annual budgets/plan, quarterly forecasts, and corresponding reporting.
- Develop and lead annual Budget Planning process across the organization.
- Support the AVP for Finance in the development of internal financial reporting and analysis functions within the University’s systems (i.e., Adaptive) to track and measure performance and variance analysis.
- Maintain and update the University’s multi-year financial projections and road map, including maintaining models and tools for projecting key balance sheet and operating line items, including the endowment, debt, net student income, gifts, compensation, and depreciation.
- Provide analytic support to debt issuances and credit rating processes.
- Develop trend analysis and consolidation of key reports and forecasts for all groups.
- Conduct and evaluate what-if analysis on various scenarios and provide recommendations.
- Develop professional relations with key managers across the organization to facilitate information sharing.
- Utilize pro-forma modeling of various scenarios and opportunities and other projects.
- Evaluate the financial and strategic impact of new opportunities.
- Work with organizational leaders to develop root cause analysis and gap closure plans when results are not as per the financial plan.
- Monitor and manage multiple projects with tight deadlines, including critical major projects.
- Perform cost-benefit or break-even analysis on specified projects.
- Search financial opportunities to improve organizational effectiveness and budgeting processes.
- Develop budgets/plans, forecasts, and variance analysis by working with budget owners and senior leaders.
- Collaborate with other departments to analyze different projects to develop goals, measure performance, and make recommendations.
- Review monthly variance analyses and develop recommendations for variances from expected results.
- Recommend business process improvements.
- Develop and present financial plans and projections to senior management.
- Provide financial analysis support as needed to manage ad hoc projects.
- Lead cross-functional efforts within Finance to improve planning, analysis, and corresponding reporting.
- Coordinate budget forecasts with cash management
- Performs other duties as assigned by the supervisor.
Skills
- Strong written and verbal communication skills.
- Strategic mindset and ability to see, recognize, and consider organizational objectives.
- Ability to manage details and follow through.
- Must be collaborative and an effective team member and team builder.
- Manage Budget Analyst and Manager, Budgeting and Planning
Mental Demands
- In agreement with the purpose and goals of Azusa Pacific University in providing a Christian-based higher education for its students.
Physical Demands
- Requires repetitive motion and sitting at a computer keyboard.
- Hearing and speaking on the telephone.
- Meetings may require walking and/or driving to various University locations.
- Ability to pull, push, bend, grasp, reach, and lift up to 20 lbs.
- Must be able to climb stairs multiple times in a workday.
Visual Demands
- Computer monitor and reading.
Environment
- Pleasant office, comfortable temperatures.
Technologies
- Proficient in Google Apps., Microsoft Office, Word, and Excel.
- Experience with PeopleSoft, Adaptive Insights and nVision preferred.
Compensation
- Grade 25: $148,670 to $170,971 is the annual salary for this role and reflects what Azusa Pacific University reasonably expects to pay for this position. Actual compensation may vary based on the qualifications, experience, and internal equity. In addition to compensation, APU offers a competitivebenefits package.
Azusa Pacific University is a Christ-centered, multicultural community that values and seeks faculty and staff who are committed to diversity, work effectively with diverse populations, and engage others in ways that honor our rich cultural mosaic and biblical foundation. Please click the links to learn more about 'what we believe', our 'mission statement', and our 'statement of faith'.
You can learn more about APU by watching the stories of faculty, staff, and alumni as they carry out our mission here:http://www.apu.edu/stories/
Azusa Pacific University will conduct a background check on all final candidates.
Review of applications will begin immediately, and the position will remain open until filled unless otherwise stated. Azusa Pacific University does not discriminate on the basis of race, color, national origin, sex, age, disability, or status as a veteran in any of its policies, practices, or procedures. Women and minorities are encouraged to apply.
Required Skills
Required Experience