Located in a historic neighborhood in the nation's capital, Georgetown offers rigorous academic programs, a global perspective, exciting ways to take advantage of Washington, D.C., and a commitment to social justice. Our community is a tight knit group of remarkable individuals interested in intellectual inquiry and making a difference in the world.
The Manager, Financial Planning & Analysis analyzes financial and operating results, develops financial models and projections of future performance, and develops actionable insights to help the university understand key budget drivers, highlighting risks and opportunities that influence strategic decision making. S/he gathers and handles confidential information, understands complex business dynamics, and develops projections with strong quantitative and conceptual underpinnings. The incumbent works across campuses to collaborate, build credibility and trust, and 'connect the dots' between operational factors and value creation are critical to success. Serving as the Office of Planning and Analysis point of contact for the Adaptive Budgeting and Forecasting System, and managing the university's budget and financial management tool, the Manager, Financial Planning & Analysis has additional duties that include but are not limited to:
Creates financial analysis related to a variety of strategic initiatives, including but not limited to, analysis of campus and line of business income statements, various key metrics analysis such as tuition rates, salary increases, and student enrollment to University financial results, and overall University financial strength.
Develops forecasting models that project revenues and expenses components for current year results based on the analysis of significant activity and trends.
Analyzes and monitors budget performance for the overall University and identifies areas that may require management attention and/or that indicate that progress toward university priorities are on course.
Supports the Chief Budget Officer in the preparation of reports to the Finance & Administration Committee of the Board of Directors, and to key stakeholders within the University.
Anticipates the need for information to support the decision-making and evaluation of progress toward strategic priorities, ensuring accuracy of information and timeliness of deliverables.
Serves as the lead and liaison for the Office of Planning and Analysis with the University Information Services and project manager (if applicable) to build and maintain the Adaptive budgeting and forecasting tool, leading testing and any update implementation.
Initiates and manages the budget, 5-year plan and forecasting process in the Adaptive tool by setting up/ updating the applicable tables, utilities, and schedules for campuses financial offices and Office of Planning and Analysis to perform budget and forecasting.
Manages the preparation of the university annual budget, 5-year plan forecasting, and the preparation of budget estimates - including enrollment and tuition calculations, significant expenditure accounts and other key elements of the University's Budget for inclusion in the proposed Annual Operating Budget.
Collaborates with campus financial personnel to ensure that all budget and forecasting data is accurately entered and reported from the budget and forecasting template or Adaptive Budgeting and Forecasting Tool into the financial system (GMS) or any other supporting databases that contain budget information.
Requirements and Qualifications :
Bachelor's Degree in accounting or finance; CPA, Master's in Business Administration, or comparable advanced degree preferred
7+ years of relevant and progressive experience in accounting, budget and analysis experience; Experience in a higher educational environment preferred
Demonstrated experience with implementing and use of large financial systems /database particularly Workday, Oracle, Banner, Cognos and Tableau Software Applications
Proven-track record of developing operating and capital budgets and utilizing rigorous financial modeling skills and statistical methods of financial planning, analysis and forecasting
Advanced proficiency in MS Excel, Word, and PowerPoint
Demonstrated understanding of the interrelationships between budgeting, accounting, financial and operating functions of complex organizations
Excellent communication (listening and speaking), diplomacy, discretion, and presentation skills
Ability to work with minimal direction, be a good problem solver, and to meet deadlines and exhibit a high-level attention to detail
Current Georgetown Employees:
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Need some assistance with the application process? Please call 202-687-2500. For more information about the suite of benefits, professional development and community involvement opportunities that make up Georgetown's commitment to its employees, please visit the Georgetown Works website .
Georgetown University is an Equal Opportunity/Affirmative Action Employer fully dedicated to achieving a diverse faculty and staff. All qualified applicants are encouraged to apply and will receive consideration for employment without regard to race, color, religion, national origin, age, sex (including pregnancy, gender identity and expression, and sexual orientation) , disability status, protected veteran status, or any other characteristic protected by law.
Georgetown University offers a wide variety of comprehensive and competitive benefits. Benefits packages include comprehensive health, dental and vision plans, disability and life insurance coverage, retirement savings programs, tuition assistance, voluntary insurance options (including group legal, accident, and critical illness), and much more. Whatever your need, the Office of Faculty and Staff Benefits will be standing by to support you. You can learn more about the benefits offered to eligible faculty and staff at https://benefits.georgetown.edu or view the online interactive benefits guide for more information.
Internal Number: JR07985
About Georgetown University
Established in 1789, Georgetown is the nation's oldest Catholic and Jesuit University. Georgetown is one of the world's leading academic and research institutions, offering a unique educational experience that prepares the next generation of global citizens to lead and make a difference in the world.