Manager of Financial Planning and Analysis

Primary Purpose
This position provides advanced financial planning modeling and analytical support to inform strategic decision-making across the University. This role develops short- and long-range financial projections evaluates the fiscal impact of enrollment tuition fee legislative and policy changes and ensures consistent application of financial policies and procedures. The position supports budget development for auxiliary and fee-supported operations coordinates tuition and student fee processes and delivers enterprise-wide financial analyses recommendations and reporting to support institutional priorities and effective resource management. The position plays a major role in preparing the Universitys annual All-Funds Budget in coordination with campus budget officers and under the direction of the University Budget Director. This position serves as the foundational role in the University Budget Offices Financial Planning and Analysis (FP&A) function. The Manager will advise University Budget Office leadership on the standards models systems and staffing structure (which may include data architecture or additional analyst capacity) needed to mature this function over time.

Essential Duties And Responsibilities
Performs advanced financial modeling analysis forecasting and reporting to support University budgeting tuition and fee planning and strategic decision-making. Develops short- and long-range financial projections and evaluates the impact of enrollment trends legislative actions rate changes and policy decisions. Provides budgetary accounting and financial planning support for auxiliary and other fee-supported operations. Monitors financial activity analyzes variances identifies issues and recommends corrective actions to ensure sound fiscal management and compliance with applicable policies and procedures. Coordinates and supports the annual tuition and student fee planning processes including development of rate models revenue projections financial analyses and related communications with campus stakeholders. Extracts researches reconciles and evaluates complex financial data from multiple sources to identify trends assess financial performance and provide meaningful recommendations to management. Prepares financial reports presentations and ad hoc analyses for University leadership. Serves as a subject matter expert on budget tuition fee-supported operations and related financial policies. Provides consultation training guidance and technical support to campus stakeholders while ensuring compliance with University UNC System and State regulations. Plays a major role in preparing the Universitys annual All-Funds Budget coordinating with campus budget officers to compile and reconcile General Fund and Institutional Trust Fund operating revenues and expenditures under the direction of the University Budget Director and in accordance with UNC System Office guidance and Board of Trustees approval requirements. Advises University Budget Office leadership on emerging financial planning standards methodologies tools and systems including financial modeling/planning platforms and data visualization or reporting tools to modernize forecasting reporting and analytical capabilities and to help stand up an improved less manual reporting structure across the office. Informs the future direction staffing and technology needs of the University Budget Offices Financial Planning and Analysis function including providing recommendations on the potential addition of specialized roles (e.g. data architecture) or analyst capacity as the function matures. Maintains expertise in applicable statutes policies budget processes financial systems and reporting requirements to support informed decision-making and effective financial stewardship across the University.

Minimum Qualifications
Minimum Qualifications Bachelors degree from an accredited institution of higher education preferably with a concentration in Business/Public Administration Accounting Finance or a related field. Minimum of five (5) years of progressively responsible experience in financial planning budgeting financial analysis or a related field preferably within a higher education or public sector setting. Demonstrated experience developing financial models forecasts and analyses to support organizational or institutional decision-making. Experience working with financial/ ERP systems and advanced proficiency in Excel or comparable analytical and reporting tools. Supervisory team-lead or project-lead experience or demonstrated ability to mentor direct and develop the work of others. Preferred Qualifications Masters degree in Business Administration Finance Accounting Public Administration or a related field. Experience with financial planning and analysis (FP&A) software platforms such as Synario Anaplan Adaptive Insights or comparable enterprise planning tools. Experience in a higher education or UNC System environment including familiarity with State budget processes Banner Finance and WebFocus. Experience designing improving or implementing reporting structures dashboards or data visualization tools (e.g. Power BI Tableau) to reduce manual reporting and support financial decision-making. Certified Public Accountant ( CPA ) Certified Government Financial Manager ( CGFM ) or Chartered Financial Analyst ( CFA ) credential.

Preferred Qualifications
Masters degree in Business Administration Finance Accounting Public Administration or a related field. Experience with financial planning and analysis (FP&A) software platforms such as Synario Anaplan Adaptive Insights or comparable enterprise planning tools. Experience in a higher education or UNC System environment including familiarity with State budget processes Banner Finance and WebFocus. Experience designing improving or implementing reporting structures dashboards or data visualization tools (e.g. Power BI Tableau) to reduce manual reporting and support financial decision-making. Certified Public Accountant ( CPA ) Certified Government Financial Manager ( CGFM ) or Chartered Financial Analyst ( CFA ) credential.