Manager, Financial Planning & Analysis

Loyola Marymount University • Westchester, IL

1d

About The Position

Provide leadership in the development, administration, and oversight of the University’s budget. This includes comprehensive budget planning, position management, policy development, strategic business operations, forecasting, and long-term financial planning. Conduct in-depth analysis and strategic reviews to guide decision-making and ensure alignment with institutional goals. Partner with the Senior Director of Financial Planning and Analysis to uphold strong internal controls, ensure compliance with University policies and regulatory requirements, and demonstrate advanced stewardship of University budgets through proactive management, transparency, and strategic resource allocation. Position Specific Responsibilities/Accountabilities: Strategic Planning & Budget Leadership Assist the Senior Director of FP&A and divisional leadership to develop multi-year budget plans aligned with institutional goals and strategic initiatives. Lead and manage all aspects of operational and capital budgets, including annual fiscal planning, monitoring, analysis, reconciliation, and reporting. Partner with leadership and department heads to prepare and implement budgets that align with business planning activities across the university. Provide accurate personnel planning models and projections, advising on resource allocation and long-term financial strategies. Financial Analysis & Reporting Deliver actionable insights through data-driven analysis, supporting informed decisions on resource requests and divisional financial needs. Develop and interpret complex financial models and reports, providing clear performance analysis to leadership. Ensure integrity and compliance of financial reporting with university policies, internal controls, and audit standards. Technology & Process Improvement Engage in continuous process improvement as a point person for Workday budget modules, including Workday Adaptive Planning input sheets, models, and reports. Drive process improvement and automation, leveraging advanced financial technologies—including AI-driven analytics—to improve forecasting and decision-making. Optimize financial systems for efficiency and compliance, identifying opportunities for configuration and workflow enhancements. Leadership & Compliance Act as a trusted thought partner and resource for budget best practices, providing guidance and training to department leaders. Anticipate the impact of financial decisions across divisions and stakeholders and proactively consult and communicate to maintain alignment. Recruit, develop, and lead Budget Analysts, fostering a high-performing team committed to accuracy, compliance, and strategic insight. Perform other duties as assigned or requested. Loyola Marymount University Expectations Exhibit behavior that supports the mission, vision, and values of the university. Communicate and employ interpersonal actions that model high standards of professional, responsible, accountable, and ethical conduct. Demonstrate a commitment to outstanding customer service.

Requirements

• Typically a Bachelor’s Degree in accounting or related field or equivalent experience.
• Minimum five years business management experience in progressively responsible positions.
• Demonstrated supervisor level experience.
• Highly developed organizational and leadership skills.
• Demonstrated strong business acumen.
• Ability to perform a variety of accounting tasks with speed and accuracy.
• Quickly learn the University accounting structure, procedures, and processes.
• Work well, efficiently, and sensitively with a diverse population of faculty and staff.
• Develop good interpersonal relationships with University administrators and staff, faculty, and students.
• Resolve problems quickly.
• Exemplary communication skills (both written and oral) evidenced by background in preparing comprehensive reports and executive summaries incorporating complex, highly technical information.
• Must be highly proficient in using Zoom, Microsoft Teams, and other technology platforms essential for the role.
• Strong ability to navigate virtual collaboration tools, troubleshoot basic technical issues, and adapt to new technologies as required.
• Demonstrated knowledge of automated accounting systems, general accounting principles, spreadsheet application (i.e. Microsoft Excel), word processing (i.e. Microsoft Word), cost reporting, budget projections and analysis, and preparation of budget reports.
• Working knowledge of accounting within a university environment.

Nice To Haves

• A Master’s degree or CPA is highly desirable.
• Higher education administration experience highly desired.

Responsibilities

• Assist the Senior Director of FP&A and divisional leadership to develop multi-year budget plans aligned with institutional goals and strategic initiatives.
• Lead and manage all aspects of operational and capital budgets, including annual fiscal planning, monitoring, analysis, reconciliation, and reporting.
• Partner with leadership and department heads to prepare and implement budgets that align with business planning activities across the university.
• Provide accurate personnel planning models and projections, advising on resource allocation and long-term financial strategies.
• Deliver actionable insights through data-driven analysis, supporting informed decisions on resource requests and divisional financial needs.
• Develop and interpret complex financial models and reports, providing clear performance analysis to leadership.
• Ensure integrity and compliance of financial reporting with university policies, internal controls, and audit standards.
• Engage in continuous process improvement as a point person for Workday budget modules, including Workday Adaptive Planning input sheets, models, and reports.
• Drive process improvement and automation, leveraging advanced financial technologies—including AI-driven analytics—to improve forecasting and decision-making.
• Optimize financial systems for efficiency and compliance, identifying opportunities for configuration and workflow enhancements.
• Act as a trusted thought partner and resource for budget best practices, providing guidance and training to department leaders.
• Anticipate the impact of financial decisions across divisions and stakeholders and proactively consult and communicate to maintain alignment.
• Recruit, develop, and lead Budget Analysts, fostering a high-performing team committed to accuracy, compliance, and strategic insight.
• Perform other duties as assigned or requested.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level