Integrated Financial Planning and Analysis II - Integrated Financial Planning

Emory University • Atlanta, GA

64d

About The Position

Reporting to the Associate Vice President of Financial Planning and Analysis, the Integrated Financial Planning Analyst II monitors and reports on the consolidated budget for senior management, members of the Board of Directors, and the University community.

Requirements

• A bachelor's degree in Finance, Accounting, Business Administration or a related field and three years of financial, data analysis, and subject matter knowledge OR six years of financial, data analysis and subject matter knowledge with a complex organization.
• A related master's degree or financial professional certification (CPA, CMA, etc.) preferred.
• Effective communication skills.

Nice To Haves

• Financial acumen to review and analyze expenditures against budget plans.
• Knowledge to review, compile and analyze reports.
• Understanding of financial forecasting and resource planning.

Responsibilities

• Assists in planning the integrated financial plan and annual financial reports.
• Interacts with budget officers throughout the University and senior level staff in the Finance Division.
• Serves as a critical resource for the Controller's office as it relates to budget planning.
• Conducts financial analysis and modeling of University operating results to support the integrated financial planning and decision-making process.
• Prepares financial reports and presentations for senior management.
• Develops and maintains financial data and provides analysis related to monitoring monthly recurring entries to flag irregularities, areas of concern, and key drivers.
• Collaborates with various department budget managers and other stakeholders to conduct budget meetings reviewing operating results and key performance metrics to explain variances and implement cost savings opportunities.
• Prepares quarterly forecasts for the University wide campus as well as provides key trend data and analysis to inform the development of the University wide campus budget and financial plan.
• Handles sensitive financial data with discretion and manages individual tasks independently and reliably.
• Performs ad-hoc complex financial analyses including the development of new project and operating perform as to support the Integrated Financial Planning & Analysis Department and members of the senior management team.
• Assists in the development of off-cycle funding tracking and cumulative impacts on subsequent planning cycles.
• May support the development of an enterprise financial plan which incorporates Emory Healthcare's annual operating plan to ensure the consolidated plan supports debt policy, cash flow from operations, and net asset growth required for fiscal sustainability.
• Develops and documents processes and procedures, as well as job aids, to support the strategic direction of the integrated financial plan.
• Provides advice and direction to campus budget officers concerning university-wide budget procedures and processes.
• Leads special projects and initiatives.
• Develops ad-hoc reports and performs related responsibilities as required.

What This Job Offers

• Education Level: Bachelor's degree