Director of Budgeting, Planning, & Analysis - Curry College

Curry College; Blue Hills (MA); Sur place; USD 105 000 - 120 000; Plein temps

Résumé du poste

Curry College in Milton, MA seeks a Director of Budgeting, Planning, & Analysis to lead budgeting, forecasting, and financial modeling for a private nonprofit higher education institution.

You will work with the AVP for Finance/Controller, coordinate annual and semi-annual processes, prepare board reports, and support external reporting and audits, leveraging MS Excel and Banner systems experience.

Qualifications

• BA/BS in Accounting or Finance.
• Minimum 5 - 7 years experience in financial analysis and accounting for a non-profit organization, preferably in Higher Education.
• Financial management experience is necessary to analyze, monitor and forecast revenue and expenses.
• Must be proficient in MS Excel.

Responsabilités

• Plan, coordinate and control the annual budget process beginning in December and submission to the Board in April.
• Lead the annual budgeting and forecasting process in coordination with Finance leadership and department staff.
• Communicate with Senior Leadership and budget managers; collaborate cross-functionally across the college.
• Maintain macro-enabled worksheets that support monthly close and monthly internal financial statements.
• Prepare financial analyses in support of annual audits and tax reporting.
• Assist with ad hoc financial analyses and board reporting as needed.

Description du poste

Director of Budgeting, Planning, & Analysis

Curry College, founded in 1879, is a private, four-year, liberal arts-based institution in Milton, Massachusetts. Curry is the only college in Massachusetts to guarantee students a job after graduation via The Curry Commitment program. The College is accredited by the New England Commission of Higher Education (NECHE) and offers 28 undergraduate majors, over 50 minors and concentrations, seven graduate programs, and an associate's degree. The College boasts a wide array of co-curricular activities including 40+ student-run clubs and organizations and 19 NCAA Division III athletic teams.

The Curry College mission is to educate and graduate students prepared to engage in successful careers and active citizenship with a global perspective. We are an inclusive community of diverse learners and educators, committed to continuing our legacy of developing effective communicators with reflective and critical thinking skills. We mentor and empower our students, building meaningful relationships that inspire them to achieve their ambitions.

Curry College provides rigorous and relevant academic programs to undergraduate and graduate students, and our rich blend of liberal arts and career-directed programs is enhanced by practical field experiences and co-curricular activities. Learning at Curry extends beyond the classroom and is embedded in all that we do.

Diversity and a culture of equity and inclusion among students, faculty and staff are crucial to the mission statement of Curry College.

All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, sex identity or expression, national origin, age, disability, veteran status, or any other basis protected by applicable state and federal law, including Title IX.

Job Description:

Under the supervision of the Executive Vice President for Administration and Finance/CFO, the Director of Budgeting, Planning, & Analysis is responsible for overseeing the prospective financial management functions. This includes both budgeting and forecasting and encompasses the planning, coordination and control of these processes. Also responsible for financial and predictive analysis and benchmarking while supporting the Finance Office's complex accounting functions

Essential Functions:

• Working with the AVP for Finance/Controller, planning, coordinating and controlling the annual budget process that begins in December and the culmination of which is a budget package submission to the Board of Trustees in April;
• Responsible for leading the annual budgeting budget process in congruence with the Associate Vice President of Finance, Controller, and the rest of the Finance Department;
• The annual budget and forecasting processes involve significant interaction with the College's Senior Leadership and budget managers. Accordingly, the Director of FP&A must have strong communication skills and be able to work cross-functionally across all levels of the College;
• Planning, coordinating and controlling the semi-annual forecasting process that culminates in a forecast package for the President of the College and Board of Trustees;
• Analyzing and documenting actual vs. budgeted and forecasted financial results on a monthly basis (a monthly "MD&A" process). This involves researching detailed operational information with all departments of the College and condensing the information into executive-level summaries;
• Assisting the AVP for Finance/Controller in preparation of financial analyses in support of the annual audit and internal and external financial and tax reporting;
• Working with the AVP for Finance/Controller, maintain all macro-enabled worksheets that support monthly accounting close and monthly internal financial statements;
• Working with enrollment management, maintain all enrollment models;
• Working with financial aid on aid strategy models;
• Researching and compiling competitive and benchmark information for comparative analysis purposes;
• Continuing the on-going process of updating and refining the Colleges long-term (e.g. 5-Year) Financial Model;
• Working with the broader college community to support ad hoc request to create financial models to support business performance other financial analyses as necessary;
• Preparing and submitting various industry related surveys to IPEDS/NECHE, etc.
• Assist others in the Finance Office with ad hoc reports and troubleshooting errors;
• Working with the Director of Student Accounts, perform analysis on student semester bills that are sent out in June and November. This may include working with other departments that have an impact on student billing and understanding their processes (i.e. Registrar's Office, Residence Life, etc.);
• Assist appropriate personnel during tax time in generating and assisting with filing the College's tax returns, including Forms 1099 and Forms 1098-T;
• Performing other financial analyses as necessary;
• Budget reporting - evaluate on an on-going basis the budget report process in conjunction with the AVP for Finance and EVP For Admin & Finance for the purpose of providing efficient, timely, and informative reports to support the budget decision making process;
• Board reporting - develop management reports to support the Board decision making process on an ongoing basis in conjunction with the President and EVP For Admin & Finance. Maintain, support and implement modifications to existing board report systems as needed.

Additional Functions:

• Respect and maintain confidentiality, parameters of operation, professional protocols, and individual privacy;
• Perform other duties as assigned by supervisor or their designee.

Requirements:

Successful performance in this position demands consistent demonstration of the following uncompromised performance characteristics:

• Must be proactive, self-directed, and results-oriented, with the ability to define and execute projects independently and collaboratively.
• Must possess excellent time management skills and have the ability to manage multiple projects simultaneously, set priorities and meet deadlines.
• Exhibits a high degree of initiative for bringing tasks to successful completion and succeeding in achieving stated goals.
• Expresses oneself clearly, purposefully and effectively in both one on one and group settings, and both verbal and written context.
• Possesses healthy levels of self-motivation and self-confidence; a strategic thinking ability combined with a "hands-on" detail orientation; intelligence; a strong work ethic; tact and diplomacy.

Minimum Qualifications:

• BA/BS in Accounting or Finance.
• Minimum 5 - 7 years experience in financial analysis and accounting for a non-profit organization, preferably in Higher Education.
• Financial management experience is necessary to analyze, monitor and forecast revenue and expenses.
• Must be proficient in MS Excel.

Preferred Qualifications:

• As a direct report to the Executive VP for Administration and Finance/CFO, provide administrative, professional or technical services as needed in accordance with his/her expertise to any and every issue, project or program assigned.
• Perform other duties as assigned by supervisor or their designee.
• Experience in Banner systems and advanced Excel including programming in visual basic for Excel preferred.

Salary Range:

$105,000 to $120,000 annually

Additional Information:

Committed to attracting and retaining a diverse staff, Curry College will honor your experiences, perspectives and unique identity. Together, our community strives to create and maintain working and learning environments that are inclusive, equitable and welcoming.

At the College's discretion, the education and experience prerequisites may be excepted where the candidate can demonstrate, to the satisfaction of the College, an equivalent combination of education and experience specifically preparing the candidate for success in the position.

Employment in this position is contingent upon the successful completion of all required pre-employment background checks.

Title IX Notice of Nondiscrimination

Curry College (the "College") does not discriminate on the basis of sex and prohibits sex discrimination in any education program or activity that we administer, as required by Title IX and its federal regulations, including in admission and employment.

The Non-Discrimination Policy can be found at

The Sexual Misconduct Policy can be found at

https://www.curry.edu/assets/Documents/About-Us/Curry-College-Sexual-Misconduct-Policy.pdf

Individuals who wish to make a complaint of discrimination or sex discrimination under Title IX, or those with information about conduct that may constitute discrimination or sex discrimination under Title IX may contact the Director of Title IX and Equity Compliance, the Office for Civil Rights, or both.

Inquiries about the implementation of Title IX and its federal regulations to the College may be referred to either or both offices listed below:

Juan M. Hernandez, Ed.D, Vice President for Diversity, Equity, and Belonging, InterimTitleIXand Section 504 Coordinator: Office 121, King Administrative Building, 55 Atherton Street Milton, MA 02186. 617-333-2394,[e-mail]

Office of Civil Rights ("OCR"): Boston Office, Office for Civil Rights, US Department of Education, 9th Floor, 5 Post Office Square, Boston, MA 02109-3921, Telephone: [phone], FAX: [phone]; TDD: 800-877-8339, Email:[e-mail].