About Fordham University
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.
Benefits
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.
Role Overview
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.
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.
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.
Salary
Minimum Starting Salary $80,000Maximum Starting Salary $90,000Salary is commensurate with qualifications, experience, and skills.
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.
Physical Activity and Work Environment
- Sitting Nearly Continuously
- Repetitive Hand Motion (such as typing)
- Hearing, Listening, Talking Often
- Standing – Not Required
- Walking – Not Required
- Running – Not Required
- Bending, Stooping, Kneeling, Squatting, Crouching, Crawling – Not Required
- Climbing stairs – Not Required
- Climbing ladders – Not Required
- Reaching overhead – Not Required
- Pulling, Pushing – Not Required
- Shoveling – Not Required
- Lifting – up to 20 pounds – Not Required
- Lifting – up to 50 pounds – Not Required
- Lifting – over 50 pounds – Not Required
- Work Environment: Office Environment: Employees are protected from weather conditions or contaminants, but not necessarily occasional temperature changes.
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