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General Director, Financial Planning & Analysis

Classification Information

Financial Planning & Analysis
Financial Planning and Analysis analyzes and forecasts financial, economic, and other data to provide accurate and timely information for strategic and operational decisions. Analyzes the financial implications of proposed investments or other transactions so that senior managers can evaluate alternatives against business objectives. Evaluates industry, economic, financial, and market trends to forecast short, medium, and long-term financial position. Data analyzed may include revenues, expenses, costs, prices, investments, cash flow, labor market trends, inflation, interest rates, and exchange rates.
Management / Leadership
Manager: The positions work is achieved through the direction of others. Managers have direct accountability for setting goals and using resources. They are responsible for administrative oversight of individuals, including conducting recommendations for hiring and termination, writing evaluations, disciplinary actions, day-to-day oversight as well as long-term goal setting and accountability for the performance and productivity of the employees. Managerial positions are reflected in the M1-M3 career track levels in the management/leadership track.
Level 3
Director: Directs and controls the activities of multiple university units or leads a team of professionals with significant university wide impact. Typically has indirect reports. In charge of overall control of planning, staffing, budgeting, etc. for the unit. Collaborates with executive leadership on establishing strategic goals across the function.
G - General Administration
Roles that are in administrative/ professional non-student facing functions.

Position Summary

The General Director within Financial Planning and Analysis is responsible for directing and overseeing the activities of multiple teams or units within the financial planning and analysis function at the university. This role involves ensuring the accurate analysis and forecasting of financial data, economic trends, and market conditions to support the university’s strategic and operational decision-making. The General Director plays a key leadership role in managing the financial planning process, which includes evaluating the financial implications of potential investments, analyzing revenue, expenses, and market trends, and providing long-term financial forecasts to senior management. In this role, the General Director has a significant impact on the financial direction of the university, collaborating with executive leadership to establish and align strategic goals for the institution. This position is also responsible for managing staffing, budgeting, and planning for the financial analysis teams, while ensuring that all teams produce timely and accurate financial reports and forecasts. The General Director is accountable for the productivity and performance of indirect reports, working to optimize resources and processes across the units they oversee. They play a pivotal role in driving the financial strategy of the university, ensuring alignment with institutional goals, and leading the financial planning efforts with a long-term perspective.