Assistant Vice President for Planning, Treasury, and Risk
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Job Location:
Rose Hill, VA - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Position Summary
Reporting to the Vice President for Finance and Assistant Treasurer the Assistant Vice President ( AVP ) for Planning Treasury and Risk is a strategic leadership position responsible for optimizing Fordham Universitys financial framework. Serving as a key advisor to senior leadership this role oversees treasury operations enterprise risk management and financial modeling and forecasting. The AVP ensures data-driven financial decisions align with institutional priorities support mission achievement and drive long-term financial sustainability across academic and administrative units.
Essential Functions
Treasury and Cash Management Oversees the Universitys treasury operations and banking relationships including cash management liquidity planning debt portfolio management ensuring resources are available to support strategic initiatives and align with institutional goals. Enterprise Risk Management ( ERM ) Designs and implements a comprehensive risk management framework to identify assess and mitigate financial operational and strategic risks optimizing resource allocation while managing exposure. Develops and oversees the Universitys insurance strategy and portfolio collaborating with brokers and insurers to ensure adequate coverage for assets and emerging risks minimizing financial loss and safeguarding operations. Advises senior leadership on emerging financial risks external factors and internal challenges fostering a culture of risk awareness and proactive management to support institutional growth and mission achievement. Decision Modeling and Financial Planning Develops sophisticated financial models that inform strategic decisions integrating academic operational and financial considerations to prioritize investments that drive mission success and financial sustainability. Leads scenario analysis and forecasting efforts to project long-term financial outcomes ensuring that financial resources are allocated to initiatives with the highest potential for positive impact. Budget Planning and Forecasting Leads the Universitys budget process ensuring that all resource allocation reflects strategic priorities including academic excellence student support and faculty development. Develops long-term financial forecasts that balance short-term operational needs with long-term growth opportunities ensuring that the University remains financially robust while achieving its mission. Mission Achievement with Financial Sustainability Develops and implements financial strategies to directly support the Universitys academic mission through targeted investments in areas like faculty recruitment student success programs and research initiatives. Ensures financial resources are strategically allocated to high-priority activities and evaluates opportunities for innovation and growth based on their potential to advance the mission and create sustainable value aligning with both University goals and financial capacity.
Preferred Qualifications
Masters Degree in Finance Business Administration Economics or a related field is required.
Work Environment
Office Environment: Employees are protected from weather conditions or contaminants but not necessarily occasional temperature changes.
Reporting to the Vice President for Finance and Assistant Treasurer the Assistant Vice President ( AVP ) for Planning Treasury and Risk is a strategic leadership position responsible for optimizing Fordham Universitys financial framework. Serving as a key advisor to senior leadership this role oversees treasury operations enterprise risk management and financial modeling and forecasting. The AVP ensures data-driven financial decisions align with institutional priorities support mission achievement and drive long-term financial sustainability across academic and administrative units.
Essential Functions
Treasury and Cash Management Oversees the Universitys treasury operations and banking relationships including cash management liquidity planning debt portfolio management ensuring resources are available to support strategic initiatives and align with institutional goals. Enterprise Risk Management ( ERM ) Designs and implements a comprehensive risk management framework to identify assess and mitigate financial operational and strategic risks optimizing resource allocation while managing exposure. Develops and oversees the Universitys insurance strategy and portfolio collaborating with brokers and insurers to ensure adequate coverage for assets and emerging risks minimizing financial loss and safeguarding operations. Advises senior leadership on emerging financial risks external factors and internal challenges fostering a culture of risk awareness and proactive management to support institutional growth and mission achievement. Decision Modeling and Financial Planning Develops sophisticated financial models that inform strategic decisions integrating academic operational and financial considerations to prioritize investments that drive mission success and financial sustainability. Leads scenario analysis and forecasting efforts to project long-term financial outcomes ensuring that financial resources are allocated to initiatives with the highest potential for positive impact. Budget Planning and Forecasting Leads the Universitys budget process ensuring that all resource allocation reflects strategic priorities including academic excellence student support and faculty development. Develops long-term financial forecasts that balance short-term operational needs with long-term growth opportunities ensuring that the University remains financially robust while achieving its mission. Mission Achievement with Financial Sustainability Develops and implements financial strategies to directly support the Universitys academic mission through targeted investments in areas like faculty recruitment student success programs and research initiatives. Ensures financial resources are strategically allocated to high-priority activities and evaluates opportunities for innovation and growth based on their potential to advance the mission and create sustainable value aligning with both University goals and financial capacity.
Preferred Qualifications
Masters Degree in Finance Business Administration Economics or a related field is required.
Work Environment
Office Environment: Employees are protected from weather conditions or contaminants but not necessarily occasional temperature changes.
Required Experience:
Exec
Key Skills
- Presentation Skills
- Risk Management
- Financial Services
- IFRS
- Banking
- Pricing
- Analysis Skills
- Securities Law
- Investment Banking
- Relationship Management
- Strategic Planning
- Leadership Experience
About Company
Fordham is a top-ranked Catholic university in NYC, offering exceptional education in the Jesuit tradition to approx. 15,000 students across 9 schools.
