Director of Budgeting, Planning, & Analysis

Curry College•Milton, MA

About The Position

Under the supervision of the Executive Vice President for Administration and Finance/CFO, the Director of Budgeting, Planning, & Analysis oversees the College’s prospective financial management functions, including budgeting, forecasting, planning, coordination, and control. The role is also responsible for financial and predictive analysis, benchmarking, and supporting the Finance Office’s complex accounting functions. The Director leads annual budgeting and semi-annual forecasting processes in collaboration with the AVP for Finance/Controller and other Finance Department staff. These processes involve substantial engagement with College senior leadership and budget managers. The position analyzes monthly actual results against budget and forecast, researches operational details across departments, and prepares executive-level summaries. It also maintains financial models and worksheets, supports audit and financial and tax reporting, and prepares analyses and reports for College leadership and the Board of Trustees. The role works with enrollment management and financial aid on models and strategy, performs student-billing analysis with the Director of Student Accounts and relevant departments, compiles competitive and benchmark information, and prepares industry-related surveys. It also assists with tax filings and other Finance Office reporting and troubleshooting. The position reports to the Executive Vice President for Administration and Finance/CFO.

Requirements

Bachelor’s degree in Accounting or Finance.
Five to seven years of experience in financial analysis and accounting for a nonprofit organization, preferably in higher education.
Financial management experience analyzing, monitoring, and forecasting revenue and expenses.
Proficiency in Microsoft Excel.
Ability to work proactively, independently, collaboratively, and with a results-oriented approach.
Strong time-management skills, including the ability to manage multiple projects, set priorities, and meet deadlines.
Initiative in bringing tasks to completion and achieving goals.
Clear and effective verbal and written communication skills in individual and group settings.
Strategic thinking combined with hands-on attention to detail, self-motivation, self-confidence, a strong work ethic, tact, and diplomacy.

Nice To Haves

Experience in higher education.
Experience with Banner systems.
Advanced Excel skills, including programming in Visual Basic for Excel.

Responsibilities

Plan, coordinate, and control the annual budget process with the AVP for Finance/Controller and Finance Department, culminating in a budget package for the Board of Trustees.
Lead annual budgeting and forecasting processes in collaboration with the Associate Vice President of Finance, Controller, and Finance Department.
Coordinate the semi-annual forecasting process and prepare a forecast package for the College President and Board of Trustees.
Analyze and document monthly actual results compared with budgeted and forecasted results, researching operational information across departments and preparing executive-level summaries.
Assist the AVP for Finance/Controller with financial analyses for the annual audit and internal and external financial and tax reporting.
Maintain macro-enabled worksheets supporting monthly accounting close and internal financial statements.
Maintain enrollment models in collaboration with enrollment management and aid strategy models with financial aid.
Research and compile competitive and benchmark information for comparative analysis.
Update and refine the College’s long-term financial model, including its five-year model.
Develop financial models and conduct ad hoc business-performance and other financial analyses for the broader College community.
Prepare and submit industry-related surveys to IPEDS, NECHE, and other organizations.
Assist Finance Office colleagues with ad hoc reports and troubleshooting errors.
Analyze student semester bills with the Director of Student Accounts, including working with departments that affect student billing.
Assist appropriate personnel in generating and filing College tax returns, including Forms 1099 and 1098-T.
Evaluate and improve the budget-reporting process with the AVP for Finance and EVP for Administration and Finance to support timely and informative budget decision-making.
Develop and maintain management reports and report systems that support Board decision-making, in collaboration with the President and EVP for Administration and Finance.
Maintain confidentiality and professional protocols, and perform other duties as assigned.