Assistant Treasurer

University of Washington; Seattle (WA); On-site; USD 70,000 - 110,000; Full time

Job summary

An established industry player in higher education is seeking an Assistant Treasurer to lead the financial forecasting process. In this pivotal role, you will collaborate with various campus partners to enhance forecasting methodologies and tools. Your expertise in financial modeling and analytical skills will be crucial in presenting insightful forecasts and supporting new initiatives. This position offers a unique opportunity to make a significant impact within the institution while fostering relationships across departments. If you are passionate about finance and committed to driving better outcomes in a collaborative environment, this role is perfect for you.

Qualifications

• 6+ years of finance experience, including 2 years in financial forecasting.
• Experience creating and maintaining financial models in Excel or other platforms.

Responsibilities

• Lead the institutional financial forecasting process and collaborate with campus partners.
• Analyze and present results of the institutional forecast.

Skills

Analytical Skills

Interpersonal Skills

Communication Skills

Collaboration

Attention to Detail

Education

Bachelor's degree in Business Administration

Bachelor's degree in Finance

Bachelor's degree in Economics

Bachelor's degree in Accounting

Tools

Excel

PowerPoint

ERP Systems

Workday Finance

Adaptive Planning

Job description

University of Washington

Job Overview

This position is for an Assistant Treasurer within the Treasury Office at the University of Washington. The Assistant Treasurer will lead the institutional financial forecasting process and collaborate with campus partners.

Responsibilities:

1. Lead and maintain the institutional financial forecast: Gather data from campus units and integrate forecast inputs; streamline data collection with FPB partners.
2. Continuously improve the forecast process and methodology through thought leadership and best practices.
3. Utilize forecasting tools and troubleshoot issues with vendors.
4. Analyze and present results of the institutional forecast; collaborate with Cash & Liquidity colleagues.
5. Prepare ad-hoc analysis and reports for management.
6. Support new initiatives in the Forecasting space: Partner with Budget Operations to identify synergies and drive better outcomes.
7. Lead the integration of unit-level budget planning into the institutional financial forecast.
8. Assess feasibility for more frequent updates to the forecast.
9. Develop peer relationships: Build strong working relationships within FPB and with key campus partners.
10. Participate in meetings with higher education peers to discuss forecasting challenges.
11. Provide support to other FPB departments: Assist in evaluating forecasting tools and systems.

Required Qualifications:

1. Bachelor's degree in Business Administration, Finance, Economics, Accounting, or related field with 6 years of finance experience, including 2 years in financial forecasting.
2. Experience creating and maintaining financial models in Excel or other forecasting platforms.
3. Strong analytical skills and attention to detail.
4. Ability to collaborate in a decentralized environment.
5. Excellent interpersonal and communication skills.
6. Advanced Excel and PowerPoint skills.
7. Experience with diverse groups and commitment to diversity, equity, and inclusion.

Desired Qualifications:

1. Familiarity with higher education systems.
2. Experience using ERP systems for data analysis.
3. Experience with Workday Finance and/or Adaptive Planning.

Employment Details:

Seniority Level: Mid-Senior Level

Employment Type: Full-time

Job Function: Finance

Industries: Higher Education