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Financial Planning and Budget Director

Spencer Gray
Houston, TX
  • Expired: over a month ago. Applications are no longer accepted.
Job Description

Job Responsibilities:

  • Coordinate preparation of the annual operating and capital budget; development of the annual financial forecast, used as a modeling tool for determining appropriate funding levels and the corresponding impact on the allocated costs. Prepare cash flow analysis based on projected budget. Provide financial support related to capital projects, and serve as a resource and expert on capital budgeting issues and processes.

  • Collect, analyze and interpret financial data, and identify corresponding policy implications and/or recommendations. Prepare various financial reports and analyses. Assist in monitoring and analyzing financial trends, prioritize opportunities for improvement, and facilitate efforts to implement enhancements to the processes and systems. Identify effective indicators of financial performance and assess performance compared with industry standards.

  • Prepare financial models and multi-year forecasts to provide an understanding of the economics of activities of projects assigned. Develop appropriate financial strategies to ensure the organization success and profitability.

  • Maintain liaison with business unit financial managers to advise units regarding financial position, cash flows, accounts, budgets, budget requests and related financial matters. Manage the financial analysis and reports for departments.

  • Coordinate relationships with banking and investment partners. Responsible for short term cash management.

  • Assist in identifying operational problems, issues, and obstacles regarding financial services based on metrics data, internal audit reports, and input from budget managers.

  • Prepare construction and other project budgets. Prepare cash flow projections for projects. Analyze and prepare reports regarding debt constraints on construction.

  • Prepare long-range forecasts and modeling.

  • Coordinate debt ratio information and forecasting with Treasury and Accounting; review and analyze debt service covenant projections. Coordinate preparation of Standard and Poor’s reports and Electronic Municipal Market Access (EMMA) submissions.

  • Assist with reviewing annual and quarterly financial reports as prepared by the Accounting department.

  • Attend routine status meetings with departmental business managers and directors of finance.

  • Perform other duties as needed. 

Qualifications: 

  • Bachelor's degree in Accounting, Finance, Economics, Business Administration, Computer Science or a related field.

  • A minimum of eight years of experience in budget development or financial analysis and forecasting, preferably in higher education or other non-profit setting.

  • Candidates with experience with Banner or a similar ERP system preferred.

  • Experience with Anaplan or similar model building software preferred.

  • Experience with collecting and interpreting data using different computer and statistical models, analyze trends and prepare reports, preferably in a university setting. Strong Excel skills required

  • Strong PowerPoint expertise and presentation skills required.

  • Ability to coordinate the implementation of solutions; to identify and analyze accounting and financial reporting issues.

  • Ability to meet strict deadlines with accuracy.

  • Ability to collaborate effectively with senior academic and administrative positions.

Spencer Gray

Address

Houston, TX
USA

Industry

Finance and Insurance

Website

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