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General Director, Financial Planning & Analysis

PageUp Desc Code: FIN - General Director, Financial Planning & Analysis

Function: FIN - Finance

Sub-function: Financial Planning & Analysis

Discipline: Financial Planning & Analysis

Career Track: General Administration

Career Track Level: Management / Leadership - Level 3


Finance: Finance is responsible for the financial activities of the university, from transaction processing to complex financial analysis and strategic planning. This typically includes accounting, budgeting, financial forecasting and analysis, tax analysis and compliance, billing and collections, investment management, cash and debt management, and insurance.

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.

General Administration: Roles that are in administrative/ professional non-student facing functions.

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: Senior: These positions require experience and education, act independently, and may provide some team leadership.