Analyst, Financial Planning & Analysis

Position Details

Position Information


About Fordham


Founded in 1841, Fordham is the Jesuit University of New York, offering an exceptional education distinguished by the Jesuit tradition to more than 16,000 students in its nine colleges and schools. It has residential campuses in the Bronx and Manhattan, a campus in West Harrison, N.Y., the Louis Calder Center Biological Field Station in Armonk, N.Y., and the London Centre in the United Kingdom.

The University offers a comprehensive benefits package that includes medical, dental, and vision insurance; flexible spending accounts; retirement plans; life insurance; short and long-term disability; employee assistance program (EAP); tuition remission; and generous time off.

Successful candidates should have a knowledge of and commitment to the goals of Jesuit Education.

Title of Position
Analyst, Financial Planning & Analysis


Position Number
A11000


FLSA
Exempt


Scheduled Hours Per Week
35


Department
Treasury Department


Campus
Rose Hill, Lincoln Center


Work Arrangement
Hybrid


Hybrid Policy:
Please review the Hybrid Policy at


Position Summary


Reporting to the Senior Director of Planning, Analytics, and Risk, the Analyst, Financial Planning & Analysis, supports the University's financial operations and strategy by assisting in developing and maintaining routine financial reports that enable leaders to make data-informed decisions. This position supports budget development and entries, manages data in university financial systems (Banner, TM1), and assists with treasury cash management and wire transactions.

Essential Functions


Supports the development of short- and long-range financial models, including the annual operating budget and monthly forecasts.

Assists with budget operations, including budget modifications, journal entries, budget transfers, and variance analyses.

Assists with cash management and treasury operations, such as completing wires and payment systems.

Builds pro forma financial models to analyze the financial impact of strategic scenarios.

Ensures the accuracy of financial data across reports.

Recommends enhancements to forecasting, treasury, and reporting tools.

Contributes to special projects and ad hoc financial analyses.

Essential Functions Note

This list is not intended to be an exhaustive list.
The University may assign additional related duties as necessary.


Management Responsibilities
Not responsible for supervision or oversight of others.


Additional Functions

Required Qualifications: Education and Experience


Bachelor's degree in Finance, Accounting, Business Administration, or a related field required.


Minimum of 3 years of experience in treasury management, debt management, financial analysis, or a related area, or a minimum of 1 year of investment banking experience.

Required Qualifications: Knowledge and Skills


Demonstrated experience with financial reporting.

Demonstrated experience with financial systems and data query tools.

Ability to support the preparation of recurring and ad hoc financial reports.

Experience in building and analyzing models that project financial impacts of strategic actions to support leadership decision-making.

Knowledge of cash management processes, liquidity management, and cash flow forecasting.

Strong written and verbal communication skills to effectively present complex financial data to both financial and non-financial stakeholders.

High level of accuracy and attention to detail in financial analysis, reporting, and compliance.

Ability to work effectively with finance, legal, and operations teams to achieve organizational financial goals.

Proficiency in financial software tools and moderate to advanced Excel (pivot tables, VLOOKUPs, formulas). Experience with enterprise systems such as Banner, PeopleSoft, TM1, or SAP preferred

Preferred Qualifications


MBA or relevant advanced degree preferred.

Experience in budget planning, financial analysis, accounting, or a related area, preferably in higher education or a similarly complex organization.

Experience with enterprise systems such as Banner, PeopleSoft, TM1, or SAP preferred.

Minimum Starting Salary
$80,000


Maximum Starting Salary
$90,000


Note
Salary is commensurate with qualifications, experience, and skills.


Is this a Union position?
No

Posting Detail Information


Posting Number
A1052P


Number of Vacancies
1


Start Date
ASAP


Posting Date
04/29/2026


Special Instructions

EEO Statement


Fordham University is committed to excellence and welcomes candidates of all backgrounds.

Fordham University is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.