DIRECTOR, FINANCIAL PLANNING AND REPORTING, SOM

The University of Texas Rio Grande Valley; Harlingen (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

The University of Texas Rio Grande Valley is seeking a Director of Financial Planning and Reporting for the School of Medicine. The role involves managing monthly financials, leading the budget planning process, and providing financial analysis to senior leadership.

Qualified candidates should have a Bachelor’s degree in a relevant field and at least five years of experience in financial planning and reporting, along with strong analytical, organizational, and communication skills.

Qualifications

• Minimum of five years of experience in financial planning and reporting.
• Supervisory experience is required.
• Ability to analyze and translate complex financial data.

Responsibilities

• Direct and manage monthly financials and year-end projections.
• Lead annual budget planning for the School of Medicine.
• Advise administrators on budget analysis and compliance.
• Coordinate financial reporting compliance across departments.

Skills

Analytical skills

Organizational skills

Communication skills

Budgeting knowledge

Regulatory compliance knowledge

Education

Bachelor’s degree in Accounting, Finance, or Business Administration

Master’s degree in relevant field (preferred)

Job description

DIRECTOR, FINANCIAL PLANNING AND REPORTING, SOM

Location: Harlingen, Texas

Department: School of Medicine / Finance and Administration

Responsibilities

• Direct, manage, review and report on monthly financials and year‑end projections, including variance analysis.
• Lead the planning and implementation of the annual SOM budget and develop long‑term budget projections.
• Oversee daily operations of the assigned finance unit and coordinate financial reporting compliance.
• Provide financial analysis, interpretation and decision support to the Associate Vice President, Financial Planning, SOM.
• Advise administrators on budget formulation, analysis, review and compliance with funding regulations.
• Conduct short‑ and long‑range planning, financial analysis and monitor financial reporting compliance.
• Develop financial reports on quarterly actuals and annual projected profit and loss statements, and recommend actions to improve the SOM’s financial position.
• Coordinate and review various academic financial reports, forecasts and salary reports required by external agencies.
• Assign, train, supervise and evaluate staff and promote organizational policies.
• Serve as the SOM accounting, finance, budget liaison to university departments and coordinate contracts and proposals.
• Oversee administrative and personnel matters and review plant project requisitions for approval.
• Maintain working relationships with internal and external agencies and perform other duties as assigned.

Qualifications

• Education: Bachelor’s degree in Accounting, Finance, Business Administration or a closely related field from an accredited university.
• Preferred Education: Master’s degree in Accounting, Finance, Business Administration or a closely related field from an accredited university.
• Experience: Five (5) years of progressive professional experience in complex financial planning and reporting, including supervisory experience.
• Knowledge of budgeting, financial reporting, and regulatory compliance.
• Strong analytical, organizational, and communication skills.
• Ability to translate complex financial data into actionable insights for executive leadership.

EEO Statement

It is the policy of The University of Texas Rio Grande Valley to promote and ensure equal employment opportunities for all individuals without regard to race, color, national origin, sex, age, religion, disability, sexual orientation, gender identity or expression, genetic information or protected veteran status. In accordance with the requirements of Title VII of the Civil Rights Act of 1964, the Title IX of the Education Amendments of 1972, Section 504 of the Rehabilitation Act of 1973, and the Americans with Disabilities Act of 1990, the University is committed to complying with all government requirements and ensuring non‑discrimination in its employment practices.