What are the responsibilities and job description for the Analyst, Treasury and Risk Management 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, Treasury and Risk Management
Position Number A10995
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, Treasury & Risk supports the University’s treasury operations, insurance program, and enterprise risk management activities. The role is responsible for maintaining cash flow forecasting tools, assisting with liquidity analysis, supporting investment and debt reporting, reviewing contracts for risk and insurance considerations, and managing operational components of the University’s insurance and risk mitigation programs.
The position also provides support to financial planning efforts, including budget and forecast activities, on an as-needed basis.
Essential Functions
Maintains and updates cash flow forecasting tools, including weekly and monthly liquidity projections.
Monitors daily cash activity and manages short-term cash positioning to ensure adequate liquidity for operational and capital needs.
Supports investment reporting, debt service modeling, and preparation of treasury schedules and analyses.
Analyzes banking activity, bank fees, and cash management processes to identify issues or opportunities.
Prepares routine treasury reports for senior leadership, including cash, liquidity, and investment summaries.
Assists in managing the University’s debt portfolio, including debt issuance, refinancing processes, and compliance with financial covenants.
Manages operational elements of the University’s insurance programs, including renewals, claims intake, certificates of insurance, and policy documentation.
Reviews contracts for appropriate insurance requirements and risk considerations, coordinating with Legal or Procurement as needed.
Provides analytical support to budget and forecast activities on an as-needed basis to ensure alignment between treasury, insurance, risk, and financial planning.
Contributes to special projects involving treasury operations, insurance, risk management, or broader financial strategy.
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 treasury management, debt management, financial analysis, or a related area, preferably in higher education or a similarly complex organization.
Required Qualifications: Knowledge and Skills
Experience with cash flow forecasting, debt management, and financial reporting.
Knowledge of cash management processes, liquidity management, and cash flow forecasting.
Familiarity with debt portfolios, debt issuance, refinancing, and compliance with financial covenants.
Understanding of insurance coverage structures, claims workflows, or risk considerations in contracts.
Ability to support the preparation of treasury reports and ensure compliance with regulations and policies.
Experience in building and analyzing financial models to support decision-making.
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 and treasury management software tools, with advanced Excel capabilities.
Preferred Qualifications
MBA or relevant advanced degree.
Experience with enterprise systems like Banner, PeopleSoft, or SAP is a plus.
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 A988P
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, Treasury and Risk Management
Position Number A10995
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, Treasury & Risk supports the University’s treasury operations, insurance program, and enterprise risk management activities. The role is responsible for maintaining cash flow forecasting tools, assisting with liquidity analysis, supporting investment and debt reporting, reviewing contracts for risk and insurance considerations, and managing operational components of the University’s insurance and risk mitigation programs.
The position also provides support to financial planning efforts, including budget and forecast activities, on an as-needed basis.
Essential Functions
Maintains and updates cash flow forecasting tools, including weekly and monthly liquidity projections.
Monitors daily cash activity and manages short-term cash positioning to ensure adequate liquidity for operational and capital needs.
Supports investment reporting, debt service modeling, and preparation of treasury schedules and analyses.
Analyzes banking activity, bank fees, and cash management processes to identify issues or opportunities.
Prepares routine treasury reports for senior leadership, including cash, liquidity, and investment summaries.
Assists in managing the University’s debt portfolio, including debt issuance, refinancing processes, and compliance with financial covenants.
Manages operational elements of the University’s insurance programs, including renewals, claims intake, certificates of insurance, and policy documentation.
Reviews contracts for appropriate insurance requirements and risk considerations, coordinating with Legal or Procurement as needed.
Provides analytical support to budget and forecast activities on an as-needed basis to ensure alignment between treasury, insurance, risk, and financial planning.
Contributes to special projects involving treasury operations, insurance, risk management, or broader financial strategy.
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 treasury management, debt management, financial analysis, or a related area, preferably in higher education or a similarly complex organization.
Required Qualifications: Knowledge and Skills
Experience with cash flow forecasting, debt management, and financial reporting.
Knowledge of cash management processes, liquidity management, and cash flow forecasting.
Familiarity with debt portfolios, debt issuance, refinancing, and compliance with financial covenants.
Understanding of insurance coverage structures, claims workflows, or risk considerations in contracts.
Ability to support the preparation of treasury reports and ensure compliance with regulations and policies.
Experience in building and analyzing financial models to support decision-making.
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 and treasury management software tools, with advanced Excel capabilities.
Preferred Qualifications
MBA or relevant advanced degree.
Experience with enterprise systems like Banner, PeopleSoft, or SAP is a plus.
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 A988P
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