Vice President of Financial Planning Analysis

Vice President, Financial Planning & Strategy

Confidential Higher Education Institution | New York City Area | Hybri

dA highly respected, independent higher education institution in New York City is seeking a Vice President of Financial Planning & Strategy to serve as a key member of the executive leadership team. Reporting directly to the Executive Vice President & Chief Operating Officer, this newly elevated role will lead enterprise-wide financial planning, budgeting, forecasting, analytics, and strategic decision support initiatives

.This is an exceptional opportunity for a finance leader with deep higher education experience who understands the unique dynamics of working within an academic environment and partnering with faculty, administration, and institutional leadership. The position is viewed as a strategic succession-track opportunity, with the potential for expanded leadership responsibilities in the future

• .
  Why This Opportunity Stands OutHighly visible executive leadership role reporting directly to the EVP/CO
• O.Opportunity to build, enhance, and lead the institution's FP&A functio
• n.Potential future oversight of the Controller organizatio
• n.Significant exposure to senior leadership, Board members, and Finance Committee
• s.Manage a team that includes a Director of FP&A, Director of Student Accounts, and FP&A staf
• f.Be a strategic partner in shaping the institution's long-term financial directio
• n.Outstanding benefits package, includin
• g:10% employer retirement contributi
• onSignificant education-related tuition assistance benefits for eligible dependen
• tsCollaborative, mission-driven culture with strong executive leadership suppor
• t.Hybrid work schedul
• e:During academic sessions: 4 days onsite / 1 day remo
• teDuring non-academic periods: 3 days onsite / 2 days remo
• teThis equates to ½ year 4 days in ½ year 3 days

in
Position Overv

iewThis executive leadership role will oversee all aspects of financial planning, analysis, budgeting, forecasting, institutional modeling, financial reporting, and strategic finance. The Vice President will partner closely with the Controller, Human Resources, Admissions, Academic Leadership, and executive management to support institutional decision-making and financial sustainabili

ty.The organization seeks a hands-on leader who can operate both strategically and tactically while driving financial excellence across the instituti

on.
Key Responsibili

• tiesFinancial Planning, Budgeting & ForecastingLead annual operating and capital budgeting proces
• ses.Develop and maintain multi-year financial plans and foreca
• sts.Build sophisticated financial models related to tuition revenue, enrollment, staffing, capital investments, liquidity, and strategic initiati
• ves.Analyze budget-to-actual performance, variances, trends, and key financial driv
• ers.Develop financial scenarios and recommendations to support executive decision-mak
• ing.Financial Analysis & Strategic Decision SupportDeliver financial insights and recommendations to executive leaders
• hip.Establish and enhance KPI reporting, dashboards, and performance metr
• ics.Lead enterprise-wide financial analytics initiati
• ves.Support strategic planning and resource allocation decisi
• ons.Treasury, Cash Flow & Financial OperationsOversee cash forecasting and liquidity plann
• ing.Partner closely with the Controller to align budgeting, forecasting, and financial reporting activit
• ies.Support institutional financial sustainability through proactive planning and analy
• sis.Board & Executive ReportingPrepare Board, Finance Committee, and executive leadership presentati
• ons.Develop executive-level financial reporting packages, analyses, and strategic summar
• ies.Support governance, audit committee, and institutional reporting requireme
• nts.Systems, Analytics & Process ImprovementLead enhancements to financial reporting tools, dashboards, and FP&A proces
• ses.Partner with IT and business leaders on financial systems improvements and analytics initiati
• ves.Support ERP optimization and reporting modernization effo
• rts.Leadership & Team DevelopmentLead, mentor, and develop the FP&A and Student Accounts te
• ams.Support hiring and onboarding of key finance person
• nel.Foster a collaborative, service-oriented culture across departme
• nts.Ideal Candidate ProfileSignificant experience in higher education finance, university finance, or academic instituti
• ons.Strong understanding of faculty partnerships, academic budgeting, enrollment-driven revenue models, and higher education financial operati
• ons.Extensive background in FP&A, budgeting, forecasting, financial modeling, and strategic plann
• ing.Experience presenting financial information to executive leadership, Boards, and senior stakehold
• ers.Strong knowledge of financial statements, GAAP, nonprofit finance, and accounting princip
• les.Advanced Excel and financial modeling capabilit
• ies.Experience with ERP systems and business intelligence/reporting platforms prefer
• red.Exceptional communication, relationship-building, and executive prese

nce.
Leadership Characteri

sticsThe ideal candidate is a collaborative, intellectually curious, and highly analytical finance leader who thrives in a mission-driven environment. This individual must be comfortable operating at both the strategic and operational levels, building relationships across the institution, and partnering effectively with academic and administrative leaders to drive organizational suc

cess.
Compensation is highly competitive, with flexibility for exceptional candi

dates.If you have a background in higher education finance and are interested in a strategic leadership opportunity with significant visibility and long-term growth potential, I would welcome the opportunity to discuss the position fu