Manager Financial Planning (Hybrid) - School of Continuing and Professional Studies

Washington University in St. Louis • Clayton, MO

1d • Hybrid

About The Position

Under the general direction of the Director of Finance and Operational Services, this position provides high level financial analysis, planning support and operational oversight for the School of Continuing and Professional Studies (CAPS). The role is responsible for complex student financial operations while serving as a key advisor on long-term planning, resource optimization and financial policy. This position integrates financial analysis, forecasting, modeling, and data-driven insights to support strategic decision-making and ensure CAPS’s fiscal sustainability across diverse budget types, including gifts, revenue accounts, grants, contracts, endowments, self-sustaining budgets, and state funds.

Requirements

• Bachelor’s degree or combination of education and/or experience may substitute for minimum education.
• Relevant Experience (3 Years)

Nice To Haves

• Master's degree - Accounting
• Master's degree - Finance
• Confidentiality
• Data Analysis
• Database Management System Software
• Financial Analysis
• Interpersonal Communication
• Oral Communications
• Organizational Savvy
• Prioritization
• Spreadsheets
• Strategic Recommendations
• Word Proccessing
• Workload Management
• Written Communication

Responsibilities

• Strategic Budgeting Support the Director by providing analytical leadership across CAPS’s budget, accounting, and functions, ensuring systems, processes, and controls promote financial accuracy and operational efficiency.
• Translate academic, operational, and enrollment plans into multi-year financial scenarios and contribute to the development of CAPS’s annual and long-range all-funds operating budget.
• Conduct monthly variance, trend, and quarterly forecasting analyses to identify financial risks, opportunities, and resource needs; recommend action steps and spending adjustments that align with strategic priorities.
• Oversee fiscal operations including reconciliations, allocations, and year end close, applying analytical review to strengthen compliance and integrity.
• Collaborate with CFU accounting and financial planning to resolve complex financial issues and align CAPS's financial operations with institutional policies.
• Oversee instructor and academic payroll processes in Workday, ensuring accurate costing, appointments, workflow routing, and compliance with university policy and the adjunct collective bargaining agreement.
• Maintain and optimize financial data systems, including designing, refining, and analyzing reports from Workday Finance and Workday HCM to support forecasting, budgeting, and operational decision-making.
• Assist Director of Finance and Operational Services with functions related to CAPS, Workday FDM and HRM structure, including but not limited to cost center hierarchy, chart of accounts maintenance, work tags, non-carryforwards, projects, gifts, grants, and endowments; serve in lead security roles in Workday.
• Student Financial Strategy & Operations Provide strategic oversight of student financial processes, ensuring accurate billing, collections, payment processing, and financial communication across undergraduate, graduate, and noncredit students.
• Collaborate with Student Financial Services (SFS) in PowerFAIDS awarding, by providing necessary CAPS program data, reviewing aid trends, and ensuring alignment with tuition structures and institutional policies.
• Oversee CAPS scholarship awarding, collaborating closely with the Academic and Student Success teams to identify eligible students, evaluate need and merit factors, and determine award levels.
• Create, review and analyze reports from Workday Student to monitor student financial activity, enrollment trends, outstanding balances, and operational impacts on revenue and aid.
• Oversee financial services policy changes that improve and maintain student retention and satisfaction.
• Financial Analysis, Reporting & Special Projects In collaboration with CAPS Statistical Data Analyst, develop and maintain comprehensive financial reports and dashboards across budgets, payroll, student accounts, scholarships, enrollment trends, academic programs, and restricted funds.
• Integrate and analyze data from Workday Finance, Workday HCM, and Workday Student to support forecasting, tuition modeling, and strategic decision-making.
• Execute high-impact special projects aligned with CAPS’s strategic priorities.
• Provide strategic insights and recommendations to the Director and senior leadership.
• Conduct complex financial modeling and scenario planning.
• Policy, Systems, and Process Improvement Develop, implement, and refine financial and operational policies that strengthen internal controls and improve efficiency.
• Evaluate and enhance workflows and data structures in Workday Finance, Workday HCM, and Workday Student.
• Serve as a subject-matter resource to CAPS colleagues on financial processes, systems, compliance, and best practices.
• Performs other duties as assigned.

Benefits

• Up to 22 days of vacation, 10 recognized holidays, and sick time.
• Competitive health insurance packages with priority appointments and lower copays/coinsurance.
• Take advantage of our free Metro transit U-Pass for eligible employees.
• WashU provides eligible employees with a defined contribution (403(b)) Retirement Savings Plan, which combines employee contributions and university contributions starting at 7%.
• Wellness challenges, annual health screenings, mental health resources, mindfulness programs and courses, employee assistance program (EAP), financial resources, access to dietitians, and more!
• We offer 4 weeks of caregiver leave to bond with your new child. Family care resources are also available for your continued childcare needs. Need adult care? We’ve got you covered.
• WashU covers the cost of tuition for you and your family, including dependent undergraduate-level college tuition up to 100% at WashU and 40% elsewhere after seven years with us.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Number of Employees: 5,001-10,000 employees