Director, Financial Planning & Analysis

Job DescriptionThe Director of Financial Planning and Analysis role serves as a key advisor to the Office of the Chief Financial Officer ( OCFO ) and senior leadership on financial performance, trends and risks and supports the University’s mission by providing comprehensive financial analysis, forecasting and decision support. The Director will lead the institution’s financial planning and analysis initiatives to support scenario planning, projections, and multi-year forecasting that inform critical institutional decisions.ResponsibilitiesDesign, build, and maintain the OCFO’s suite of financial planning models, including multi-year forecasts, scenario analyses, and sensitivity and stress tests that assess the financial impact of strategic decisions. Ensure models are technically rigorous, well-documented, and structured so that outputs can be readily understood and acted upon by senior leadership and the Board. Design, develop, and maintain executive dashboards and recurring financial reports that provide real-time visibility into key financial metrics, institutional health measures, and progress against strategic goals. Establish and track key performance indicators, conduct variance analyses, and produce well-structured reporting that enables senior leadership to monitor financial performance and identify emerging issues. Serve as the integrating financial intelligence function across the University’s finance functions. Partner with finance teams to consolidate the financial data, align assumptions, and build institution-wide models that reflect the University’s financial position and trajectory. Ensure that outputs from these partnerships feed seamlessly into forecasting, scenario planning, and senior leadership reporting. Lead the financial benchmarking program, analyzing the University’s financial position, ratios, and trends relative to peer institutions using IPEDS , NACUBO , and rating agency frameworks. Identify areas of strength and vulnerability, and produce clear comparative analyses that inform strategic planning. Manage ad hoc analytical projects as directed by senior leadership. Lead efforts to enhance financial planning processes and systems, implementing best practices and technology solutions to improve efficiency and analytical capabilities. Refine reporting tools based on feedback and evolving governance needs.