Director of Financial Planning, Analysis and Budgeting

OverviewJob Title: Director of Financial Planning, Analysis and BudgetingPosition Number: 004021Department: Administration & Finance - Joliet ILJob Grade: 15Anticipated Salary Range: $91,326 - $103,883Notice of Nondiscrimination: The University of St. Francis does not discriminate in its employment practices or in its educational programs on the basis of any protected class. The University also prohibits retaliation against any person opposing discrimination or harassment or participating in any internal or external investigation or complaint process related to allegations of misconduct. For a complete copy of USF's Policy on Equal Opportunity, Harassment, and Nondiscrimination for All Faculty, Students, Employees and Third Parties or for more information, please go to or contact the Title IX Coordinator at Details: Open Date 09/02/2016; Close Date 09/30/2016; Open Until Filled: Yes Position SummaryThe Director of Financial Planning, Analysis and Budgeting reports directly to the Vice President of Business Affairs and is responsible for financial planning and analysis, development and monitoring of the annual budget, and Risk Management. Works in conjunction with the Finance Department in monitoring long-term planning efforts, cash forecasting, budget vs actual reporting, and ad hoc projects as required. Essential Duties & ResponsibilitiesServe as key member of the University's Budget & Planning Committee, responsible for managing the development of the annual operating conjunction with the Director of Accounting monitor operating and capital budgets and provide analysis and reporting. This includes development and ongoing preparation of monthly reporting packages for senior management that informs forecasting and adjustment to operations.Develop and review financial models and templates with appropriate university constituents.Develop and review ad hoc projects requested by the Vice President of Business Affairs.Assist with preparation of finance-related and ad hoc material for Board of Trustee meetings.Evaluate data, and manipulate data reporting across multiple software platforms, for structural integrity and consistency within the Finance and Human Resources functionsProcess improvement- identify and implement opportunities for increasing efficiencyCreate and manage databases, dashboards, and other technologies to support financial reporting and analysis activitiesAssist with design, creation, automation, and maintenance of financial reports.Collaborate with Director of Accounting ensuring accurate, effective, and efficient month-end close within five business days.Develop and monitor risk management matrix for entire University. Identify updates to processes and procedures to ensure appropriate risk mitigation.Serve as Finance department representative for Enrollment Workgroup, supporting tuition and room & board revenue budget creation, upload, variance analysis, and forecasting throughout the year.Assess and manage adequacy of all non-benefits insurance coverages, including workers compensation, cybersecurity, property & casualty, etc.Participate in and promote a culture of continuing quality improvement.Other duties as assigned. Minimum QualificationsBachelor's degree in accounting, Finance or related fieldMinimum eight years of experience with expertise in the areas of: accounting, financial analysis and reportingAdvanced budget management experienceLeadership skills and ability to work with various levels within the organizationExcellent organizational and communication skills combined with the ability to manage multiple projects and complete prioritiesAdvanced computer skills including Ellucian Banner Finance, Microsoft Office products, and database managementStrong technical ability, computer and data manipulation skillsStrong critical thinking and problem-solving skillsHighly responsive and committed to internal customer serviceMaintain confidential and sensitive information with discretionAbility to perform the physical requirements of the positionWillingness to support the Catholic and Franciscan values of the university Preferred QualificationsCPAKnowledge of higher education financial operations Hours/Shift/Work ScheduleThis is an exempt position. The expectation is that the job will be performed to completion, typically within normal business hours. Physical Requirements of PositionWork is performed in an office setting with minimal exposure to health or safety hazards. Substantial time is spent working on a computer. This is sedentary work which requires the following physical activities: sitting, walking, bending, stooping, finger dexterity, repetitive motions, talking, hearing and visual acuity. #J-18808-Ljbffr

Created: 2025-10-08