What are the responsibilities and job description for the Analyst, Financial Planning and 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 and 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 and Analysis, supports the University’s financial operations and strategy by assisting in developing and maintaining routine financial reports, forecasts, and pro forma financial modeling that enable leaders to make data-informed decisions.
The position will also be asked to support budget development, budget entry, and manage data and reports within University financial systems (Banner, TM1, IBM Planning Analytics).
Essential Functions
Supports the development of short- and long-range financial models, including the annual operating budget and monthly forecasts.
Builds pro forma financial models to analyze the financial impact of strategic scenarios.
Assists with budget operations, including budget modifications, journal entries, and variance analyses.
Prepares and distributes regular financial reports and dashboards that inform leadership decision-making.
Ensures the accuracy of financial data across reports.
Partners with departments across the University to improve financial processes and reporting efficiency.
Recommends enhancements to forecasting, treasury, and reporting tools.
Contributes to special projects and ad hoc financial analyses.
Assists with cash management and treasury operations.
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.
Required Qualifications: Knowledge and Skills
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).
Preferred Qualifications
MBA or relevant advanced degree.
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 .
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 A989P
Number of Vacancies 1
Start Date ASAP
Posting Date 12/01/2025
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 and 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 and Analysis, supports the University’s financial operations and strategy by assisting in developing and maintaining routine financial reports, forecasts, and pro forma financial modeling that enable leaders to make data-informed decisions.
The position will also be asked to support budget development, budget entry, and manage data and reports within University financial systems (Banner, TM1, IBM Planning Analytics).
Essential Functions
Supports the development of short- and long-range financial models, including the annual operating budget and monthly forecasts.
Builds pro forma financial models to analyze the financial impact of strategic scenarios.
Assists with budget operations, including budget modifications, journal entries, and variance analyses.
Prepares and distributes regular financial reports and dashboards that inform leadership decision-making.
Ensures the accuracy of financial data across reports.
Partners with departments across the University to improve financial processes and reporting efficiency.
Recommends enhancements to forecasting, treasury, and reporting tools.
Contributes to special projects and ad hoc financial analyses.
Assists with cash management and treasury operations.
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.
Required Qualifications: Knowledge and Skills
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).
Preferred Qualifications
MBA or relevant advanced degree.
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 .
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 A989P
Number of Vacancies 1
Start Date ASAP
Posting Date 12/01/2025
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