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Assistant Director, Financial Planning…
- Fordham University (Bronx, NY)
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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 Assistant Director of Financial Planning and Analytics will be responsible for leading the University’s financial planning processes, including short-term and long-term forecasting, and ensuring 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.
Required Qualifications:
Bachelor’s degree in Finance, Accounting, Economics, or related field.
Minimum of 8 years of experience in financial planning, strategic analysis, and financial modeling.
Preferred Qualifications:
MBA or advanced degree.
Minimum Salary: $125,000
Maximum Salary: $160,000
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