What are the responsibilities and job description for the Analyst, Financial Planning & Analysis position at Fordham University?
Position Details
Position Information
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.
Title of Position Analyst, Financial Planning & Analysis
Position Number A11000
FLSA Exempt
Scheduled Hours Per Week 35
Department Treasury Department
Campus Rose Hill, Lincoln Center
Work Arrangement Hybrid
Hybrid Policy: Please review the Hybrid Policy at www.fordham.edu/hybridpolicy .
Position Summary
Reporting to the Senior Director of Planning, Analytics, and Risk, the Analyst, Financial Planning & Analysis, supports the University’s financial operations and strategy by assisting in developing and maintaining routine financial reports that enable leaders to make data-informed decisions. This position supports budget development and entries, manages data in university financial systems (Banner, TM1), and assists with treasury cash management and wire transactions.
Essential Functions
Supports the development of short- and long-range financial models, including the annual operating budget and monthly forecasts.
Assists with budget operations, including budget modifications, journal entries, budget transfers, and variance analyses.
Assists with cash management and treasury operations, such as completing wires and payment systems.
Builds pro forma financial models to analyze the financial impact of strategic scenarios.
Ensures the accuracy of financial data across reports.
Recommends enhancements to forecasting, treasury, and reporting tools.
Contributes to special projects and ad hoc financial analyses.
Essential Functions Note This list is not intended to be an exhaustive list.
The University may assign additional related duties as necessary.
Management Responsibilities Not responsible for supervision or oversight of others.
Additional Functions
Required Qualifications: Education and Experience
Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.
Minimum of 3 years of experience in budget planning, financial analysis, accounting, or a related area, preferably in higher education or a similarly complex organization.
Required Qualifications: Knowledge and Skills
Demonstrated experience with financial reporting.
Demonstrated experience with financial systems and data query tools.
Ability to support the preparation of recurring and ad hoc financial reports.
Experience in building and analyzing models that project financial impacts of strategic actions to support leadership decision-making.
Knowledge of cash management processes, liquidity management, and cash flow forecasting.
Strong written and verbal communication skills to effectively present complex financial data to both financial and non-financial stakeholders.
High level of accuracy and attention to detail in financial analysis, reporting, and compliance.
Ability to work effectively with finance, legal, and operations teams to achieve organizational financial goals.
Proficiency in financial software tools and moderate to advanced Excel (pivot tables, VLOOKUPs, formulas). Experience with enterprise systems such as Banner, PeopleSoft, TM1, or SAP preferred
Preferred Qualifications
MBA or relevant advanced degree preferred.
Experience in budget planning, financial analysis, accounting, or a related area, preferably in higher education or a similarly complex organization.
Experience with enterprise systems such as Banner, PeopleSoft, TM1, or SAP preferred.
Minimum Starting Salary $80,000
Maximum Starting Salary $90,000
Qualifications
Note Salary is commensurate with qualifications, experience, and skills.
Is this a Union position? No
Posting Detail Information
Posting Number A1052P
Number of Vacancies 1
Start Date ASAP
Posting Date 04/29/2026
Special Instructions
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.
Position Information
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.
Title of Position Analyst, Financial Planning & Analysis
Position Number A11000
FLSA Exempt
Scheduled Hours Per Week 35
Department Treasury Department
Campus Rose Hill, Lincoln Center
Work Arrangement Hybrid
Hybrid Policy: Please review the Hybrid Policy at www.fordham.edu/hybridpolicy .
Position Summary
Reporting to the Senior Director of Planning, Analytics, and Risk, the Analyst, Financial Planning & Analysis, supports the University’s financial operations and strategy by assisting in developing and maintaining routine financial reports that enable leaders to make data-informed decisions. This position supports budget development and entries, manages data in university financial systems (Banner, TM1), and assists with treasury cash management and wire transactions.
Essential Functions
Supports the development of short- and long-range financial models, including the annual operating budget and monthly forecasts.
Assists with budget operations, including budget modifications, journal entries, budget transfers, and variance analyses.
Assists with cash management and treasury operations, such as completing wires and payment systems.
Builds pro forma financial models to analyze the financial impact of strategic scenarios.
Ensures the accuracy of financial data across reports.
Recommends enhancements to forecasting, treasury, and reporting tools.
Contributes to special projects and ad hoc financial analyses.
Essential Functions Note This list is not intended to be an exhaustive list.
The University may assign additional related duties as necessary.
Management Responsibilities Not responsible for supervision or oversight of others.
Additional Functions
Required Qualifications: Education and Experience
Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.
Minimum of 3 years of experience in budget planning, financial analysis, accounting, or a related area, preferably in higher education or a similarly complex organization.
Required Qualifications: Knowledge and Skills
Demonstrated experience with financial reporting.
Demonstrated experience with financial systems and data query tools.
Ability to support the preparation of recurring and ad hoc financial reports.
Experience in building and analyzing models that project financial impacts of strategic actions to support leadership decision-making.
Knowledge of cash management processes, liquidity management, and cash flow forecasting.
Strong written and verbal communication skills to effectively present complex financial data to both financial and non-financial stakeholders.
High level of accuracy and attention to detail in financial analysis, reporting, and compliance.
Ability to work effectively with finance, legal, and operations teams to achieve organizational financial goals.
Proficiency in financial software tools and moderate to advanced Excel (pivot tables, VLOOKUPs, formulas). Experience with enterprise systems such as Banner, PeopleSoft, TM1, or SAP preferred
Preferred Qualifications
MBA or relevant advanced degree preferred.
Experience in budget planning, financial analysis, accounting, or a related area, preferably in higher education or a similarly complex organization.
Experience with enterprise systems such as Banner, PeopleSoft, TM1, or SAP preferred.
Minimum Starting Salary $80,000
Maximum Starting Salary $90,000
Qualifications
Note Salary is commensurate with qualifications, experience, and skills.
Is this a Union position? No
Posting Detail Information
Posting Number A1052P
Number of Vacancies 1
Start Date ASAP
Posting Date 04/29/2026
Special Instructions
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.
Salary : $80,000 - $90,000