Manager, Financial Planning & Analysis

Position Specific Responsibilities/Accountabilities:

Strategic Planning & Budget Leadership

• Assist the Senior Director of FP&A and divisional leadership to develop multi-year budget plans aligned with institutional goals and strategic initiatives.
• Lead and manage all aspects of operational and capital budgets, including annual fiscal planning, monitoring, analysis, reconciliation, and reporting.
• Partner with leadership and department heads to prepare and implement budgets that align with business planning activities across the university.
• Provide accurate personnel planning models and projections, advising on resource allocation and long-term financial strategies.

Financial Analysis & Reporting

• Deliver actionable insights through data-driven analysis, supporting informed decisions on resource requests and divisional financial needs.
• Develop and interpret complex financial models and reports, providing clear performance analysis to leadership.
• Ensure integrity and compliance of financial reporting with university policies, internal controls, and audit standards.

Technology & Process Improvement

• Engage in continuous process improvement as a point person for Workday budget modules, including Workday Adaptive Planning input sheets, models, and reports.
• Drive process improvement and automation, leveraging advanced financial technologies—including AI-driven analytics—to improve forecasting and decision-making.
• Optimize financial systems for efficiency and compliance, identifying opportunities for configuration and workflow enhancements.

Leadership & Compliance

• Act as a trusted thought partner and resource for budget best practices, providing guidance and training to department leaders.
• Anticipate the impact of financial decisions across divisions and stakeholders and proactively consult and communicate to maintain alignment.
• Recruit, develop, and lead Budget Analysts, fostering a high-performing team committed to accuracy, compliance, and strategic insight.

Perform other duties as assigned or requested.

Loyola Marymount University Expectations

Exhibit behavior that supports the mission, vision, and values of the university.  Communicate and employ interpersonal actions that model high standards of professional, responsible, accountable, and ethical conduct.  Demonstrate a commitment to outstanding customer service.

Requisite Qualifications    

• Typically a Bachelor’s Degree in accounting or related field or equivalent experience. A Master’s degree or CPA is highly desirable. Incumbent will be expected to continue upgrading knowledge, skills, and abilities needed to keep abreast of regulation/policy changes.
• Minimum five years business management experience in progressively responsible positions. Demonstrated supervisor level experience. Higher education administration experience highly desired.
• Highly developed organizational and leadership skills. Demonstrated strong business acumen.
• Ability to perform a variety of accounting tasks with speed and accuracy. Quickly learn the University accounting structure, procedures, and processes.
• Work well, efficiently, and sensitively with a diverse population of faculty and staff. 
• Develop good interpersonal relationships with University administrators and staff, faculty, and students. Resolve problems quickly.
• Exemplary communication skills (both written and oral) evidenced by background in preparing comprehensive reports and executive summaries incorporating complex, highly technical information.
• Must be highly proficient in using Zoom, Microsoft Teams, and other technology platforms essential for the role. Strong ability to navigate virtual collaboration tools, troubleshoot basic technical issues, and adapt to new technologies as required.
• Demonstrated knowledge of automated accounting systems, general accounting principles, spreadsheet application (i.e., Microsoft Excel), word processing (i.e., Microsoft Word), cost reporting, budget projections and analysis, and preparation of budget reports. Working knowledge of accounting within a university environment.

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of this position.

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Salary range

Please note that this position may not be eligible for visa sponsorship now or in the future.