finance vice president

Oaktree Capital Management

<div>Our Company
Oaktree is a leader among global investment managers specializing in alternative investments, with $223billion in assets under management as of December 31, 2025. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The firm has over 1,400 employees and offices in 26 cities worldwide.
For additional information please visit our website at www.oaktreecapital.com.
Responsibilities
The Vice President will be responsible for supervising Assistant Vice-Presidents and Senior Managers in their daily responsibilities of maintaining the books and records for several closed-end funds and separate accounts within the Global Private Debt Strategy.
Additional responsibilities will include:<ul><li>
Overseeing the monthly closing process for the portfolios; this includes pricing, reconciling portfolio data, and calculating management fees and the accrual of expenses.</li><li>
Reviewing quarterly and annual financial statements prepared in accordance with U.S. GAAP.</li><li>
For new business and funds onboarded in Hyderabad, full preparation of month-end closing packages, and financial statements.</li><li>
Coordinating with cross-functional teams to manage and enhance all aspects of the private deal life cycle, including initial deal funding, ongoing maintenance, and exit.</li><li>
Managing and enhancing the accounting and operations of asset transfers between Oaktree-managed funds and SPVs, including both cash and position reconciliations.</li><li>
Oversee cash management for our strategy including resolution of cash breaks.</li><li>
Ensure compliance with key financial reporting controls and ensure that evidentiary matter is appropriately documented to comply with the requirements of Sarbanes-Oxley.</li><li>
Onboarding of new business and funds in the Geneva/GWI platform.</li><li>
Ad hoc assistance in the research of technical guidance and implementation of new accounting pronouncements.</li><li>
Reviewing calculations of fund and client specific performance.</li><li>
Reviewing consolidated fund information within the strategy</li><li>
Reviewing and/or assisting in the preparation of a variety of ad-hoc requests from client services and the investment team.</li><li>
Manage the delivery of projects and continuous process improvements for key deliverables and projects assigned.</li></ul>
Qualifications<ul><li>
12+years accounting experience within the financial services industry, preferably in the investment management industry.</li><li>
Strong knowledge of fund launches, complex structures, and hedged feeders</li><li>
Strong knowledge of reconciliation and account analysis.</li><li>
Strong project knowledge and able to, design, implement and execute on projects in our strategy and the broader Oaktree.</li><li>
Excellent understanding of accounting and the ability to apply relevant investment company accounting rules.</li><li>
Solid analytical skills and ability to understand and resolve complex problems.</li><li>
Proficiency in Microsoft Excel and Word.</li><li>
Experience with Geneva and/or Geneva World Investor, accounting systems; ARC for financial reporting, and SS&amp;C (notice portal) is a plus.</li></ul>
Personal Attributes<ul><li>
Relationship Building; works effectively with strong, diverse teams of people with multiple perspectives, talents, and backgrounds. Ability to elicit cooperation from and gain the confidence of a wide variety of participants including other departments and third-party service providers.</li><li>
Communication; excellent interpersonal and verbal/written communication skills.</li><li>
Independence &amp; Collaboration; proficient at working both independently and in a team-oriented, collaborative environment; able to drive work effectively with limited supervision (at times) with high attention-to-detail.</li><li>
Flexibility &amp; Organization; adapt to shifting priorities, demands and timelines through analytical and problem-solving capabilities; proven ability to multi-task and efficiently manage time across competing demands; able to effectively prioritize, execute tasks, and thrive in a high-pressure, fast-paced environment.</li><li>
Driving Results; drives issues to closure; is a self-starter committed to achieving results and has a keen sense of ownership and follow-through.</li></ul>
Education
Bachelor&rsquo;s degree in Accounting or Finance. CPA a plus.
Equal Opportunity Employment Policy
Oaktree is committed to diversity and to equal opportunity employment. Oaktree does not make employment decisions on the basis of race, creed, color, ethnicity, national origin, citizenship, religion, sex, sexual orientation, gender identity, gender expression, age, past or present physical or mental disability, HIV status, medical condition as defined by state law (genetic characteristics or cancer), pregnancy, childbirth and related medical conditions, veteran status, military service, marital status, familial status, genetic information, domestic violence victim status or any other classification protected by applicable federal, state and local laws and ordinances. This policy applies to hiring, placement, internal promotions, training, opportunities for advancement, recruitment advertising, transfers, demotions, layoffs, terminations, recruitment advertising, rates of pay and other forms of compensation and all other terms, conditions and privileges of employment.
This policy applies to all Oaktree applicants, employees, clients, and contractors.
Equal Opportunity Employment Policy
Oaktree is committed to diversity and to equal opportunity employment. Oaktree does not make employment decisions on the basis of race, creed, color, ethnicity, national origin, citizenship, religion, sex, sexual orientation, gender identity, gender expression, age, past or present physical or mental disability, HIV status, medical condition as defined by state law (genetic characteristics or cancer), pregnancy, childbirth and related medical conditions, veteran status, military service, marital status, familial status, genetic information, domestic violence victim status or any other classification protected by applicable federal, state and local laws and ordinances. This policy applies to hiring, placement, internal promotions, training, opportunities for advancement, recruitment advertising, transfers, demotions, layoffs, terminations, recruitment advertising, rates of pay and other forms of compensation and all other terms, conditions and privileges of employment. This policy applies to all Oaktree applicants, employees, clients, and contractors. Staff members wishing to report violations or suspected violations of this policy should contact the head of their department or Human Resources.
For positions based in Los Angeles
For those applying for a position in the city of Los Angeles, the firm will consider for employment qualified applicants with a criminal history in a manner consistent with applicable federal, state and local law.</div>

Vice President, Closed-end Fund Accounting (Private Credit)

RAIL MODAL GROUP LLC

<div>
 
 
 Benefits:
 
 
 
 
 - Annual bonus
 
 
 
 
 - Traditional 401k and Roth 401k option
 
 
 
 
 - Company retirement match
 
 
 
 
 - Medical Insurance Health Reimbursement Arrangement (First $7,000 of medical services paid for by RMG)
 
 
 
 
 - Dental insurance
 
 
 
 
 - Vision insurance
 
 
 
 
 - Company paid short term disability
 
 
 
 
 - 2 weeks' vacation and 56 hours of sick time
 
 
 
 
 
 
 
 Position Overview
 
 
 
 
 The Director of Logistics is responsible for leading the end-to-end execution of the company&rsquo;s logistics network, with direct oversight of both the Logistics and NVOCC teams. This role ensures the reliable, efficient, and compliant movement of freight across rail, drayage, and ocean channels, from initial booking through final delivery.
 
 
 
 
 
 
 
 Serving as the logistical backbone of the commercial organization, the Director of Logistics works in close partnership with the Vice President of Commercial Strategy to ensure customer commitments are executed with consistency, speed, and quality. This role translates commercial demand into actionable logistics and export plans while coordinating closely with the Vice President of Operations to ensure alignment between logistics execution and on-the-ground terminal operational performance.
 
 
 
 
 
 
 
 Reporting to the COO, this position is focused on operational excellence, network coordination, and continuous improvement, ensuring that logistics and NVOCC execution support customer success, terminal performance, and scalable growth across the network.
 
 
 
 
 
 
 
 
 
 
 Essential Responsibilities
 
 
 <ol>
 <li>
 Lead the end-to-end execution of all logistics and NVOCC operations, ensuring accurate booking, documentation, coordination, and movement of freight across the network.&nbsp;
 </li>
 <li>
 Embody and champion company values: Safety, Efficiency, Adaptability, Reliability, and Service.
 </li>
 <li>
 Translate commercial demand into executable logistics and export plans, aligning capacity, equipment availability, and service levels with customer commitments.&nbsp;
 </li>
 <li>
 Partner closely with the President and Vice President of Commercial Strategy to ensure seamless alignment between customer expectations and operational delivery.&nbsp;
 </li>
 <li>
 Work in close alignment with the Vice President of Operations to ensure logistics plans are executable at the terminal level, supporting throughput, labor planning, and service consistency.&nbsp;
 </li>
 <li>
 Manage relationships with railroads, ocean carriers, and drayage providers to ensure service reliability, equipment availability, and network alignment.&nbsp;
 </li>
 <li>
 Oversee day-to-day shipment execution, including scheduling, routing, equipment allocation, and issue resolution across all modes.&nbsp;
 </li>
 <li>
 Own the NVOCC function, ensuring accurate and timely booking, documentation, vessel coordination, and compliance with all export requirements.&nbsp;
 </li>
 <li>
 Monitor logistics and NVOCC performance metrics (on-time performance, dwell time, demurrage, detention, cost per move, documentation accuracy) and drive corrective actions to improve outcomes.&nbsp;
 </li>
 <li>
 Identify and resolve operational bottlenecks impacting throughput, service consistency, and customer experience across logistics, NVOCC, and terminal interfaces.&nbsp;
 </li>
 <li>
 Ensure seamless coordination across booking, documentation, and physical movement of freight, eliminating gaps between commercial commitments, logistics planning, and terminal execution.&nbsp;
 </li>
 <li>
 Lead and develop the Logistics and NVOCC teams, establishing clear roles, accountability, and performance expectations.&nbsp;
 </li>
 <li>
 Ability to periodically travel to company sites and industry related conferences
 </li>
 <li>
 Drive continuous improvement, cost control, and risk management initiatives across logistics and export operations, including compliance with all applicable transportation and trade requirements.
 </li>
 </ol>
 
 
 Requirements
 
 
 <ol>
 <li>
 Bachelor&rsquo;s degree required; preferred in Supply Chain, Logistics, Business, or related field&nbsp;
 </li>
 <li>
 5-8+ years of direct leadership experience in logistics, intermodal, or supply chain operations&nbsp;
 </li>
 <li>
 Strong experience with rail, drayage, and/or ocean freight coordination&nbsp;
 </li>
 <li>
 Proven ability to manage day-to-day logistics execution in a multi-site or network environment&nbsp;
 </li>
 <li>
 Experience working cross-functionally with commercial, operations, and finance teams&nbsp;
 </li>
 <li>
 Demonstrated ability to lead teams and drive accountability in an operational setting&nbsp;
 </li>
 <li>
 Strong analytical and problem-solving skills with a focus on execution and results&nbsp;
 </li>
 <li>
 Ability to operate in a fast-paced, dynamic environment with competing priorities&nbsp;
 </li>
 </ol>
 
 
 
 
 
 Salary Description
 
 
 <ul>
 <li>
 $100,000 - $130,000/year
 </li>
 </ul>
</div>

Director of Logistics

DAIRY MAX

<div>The individual in this position is responsible for supporting Corporate Communications and Farmer Industry and Relations with a wide range of administrative and executive support related tasks in a timely manner and with high performance standards. Able to translate and anticipate requests as requirements into achievable goals and manage the process through which these objectives are met. 
Requirements 
Execution, Administration, And Coordination of Activities<ul><li>
Monitor calendar and schedule calls, meetings, and flow of communication</li><li>
Plan and coordinate special projects for vice president as requested</li><li>
Maintain accountability and accept responsibility for daily activities reporting to vice president on status of all activities, requests, and open items</li></ul>
Communication and Information Management<ul><li>
Compose, draft, proof, edit, and finalize correspondence including meeting invitations, follow up e-mail and other documents</li><li>
Review incoming tasks and actions from the team to ensure prioritization and success of the vice president regarding deadlines</li><li>
Create and maintain accurate paper and electronic filing ensuring documents are sent to headquarters and securely destroyed according to company&rsquo;s document retention policy</li><li>
Familiarity with company&rsquo;s policies as outlined in the handbook and online, including but not limited to, travel, record retention and leave polices.</li><li>
Maintain an updated job description and desk procedures manual for your position
</li></ul>Planning<ul><li>
Handle planning logistics for vice president and directors for trips; provide detailed itineraries, agendas, directions, and backup materials; prepare expense reports in timely manner ensuring accuracy and submit in accordance with organization policy</li><li>
Monitor vice president and directors&rsquo; calendars and anticipate where problems might arise regarding calendar, meeting preparation, needs of attendees involved, requests for meetings and telephone calls; communicate potential and/or confirmed changes to involved parties immediately</li><li>
Schedule and coordinate meetings and executive events, inform attendees of dates and time, reserve meeting space, ensure the appropriate equipment/materials are available, coordinate hospitality services as needed; assist with various company off-site meetings as requested in an upbeat and professional manner</li><li>
Facilitate the successful implementation of projects initiated by vice president and/or directors.
</li></ul>Detail Management/Coordination<ul><li>
Produces work that is thorough and meticulous; attend to all necessary details; deliver timely results in all areas including:</li><li><ul><li>
Correspondence</li><li>
Travel arrangements</li><li>
Timelines</li><li>
Meetings, agenda times, participants&rsquo; confirmation</li><li>
Calendar coordination and cross-checking of facts</li><li>
Coordination with other Dairy MAX team members</li><li>
Spreadsheets and PowerPoint presentations</li><li>
Outlook contact database</li></ul></li></ul> 
 
 
Benefits 
Not available for this position.</div>

Administrative Assistant Corp Comm & FIR - Part time (20hrs/Week)

Cogent Analytics

<div>
 
 Position Summary
 
 
 The Vice President of Operations is accountable for the design, execution, and ongoing effectiveness of the company&rsquo;s operational system, including construction, service, and project management functions.
 
 
 This role ensures that work is planned, executed, and completed profitably, predictably, and to standard, replacing informal coordination and personality-driven decision-making with clear accountability, documented processes, and measurable performance.
 
 
 
 Key Responsibilities
 
 
 
 <ul>
 <li>
 Operational Performance &amp; Margin Accountability
 
 
 
 
 </li>
 </ul>
 The Vice President of Operations is accountable for overall operational performance across construction, service, and project management.
 
 
 This includes accountability for
 
 :
 
 
 
 <ul>
 <li>
 Enforcing standardized execution practices across all operational functions
 </li>
 <li>
 Preventing margin erosion from labor overruns, rework, and missed change orders
 </li>
 <li>
 Ensuring disciplined job and project kickoff, execution, and closeout
 </li>
 <li>
 Aligning operational capacity with committed workload
 </li>
 <li>
 Leadership of Operations Management Team
 
 
 
 
 </li>
 </ul>
 The Vice President of Operations is accountable for the effectiveness and accountability of the Construction Director, Service Director, and Project Manager.
 
 
 This includes accountability for:
 
 
 
 <ul>
 <li>
 Clear role definition and performance expectations for each direct report
 </li>
 <li>
 Coaching leaders to manage through systems, KPIs, and cadence
 </li>
 <li>
 Enforcing accountability without bypassing the chain of command
 </li>
 <li>
 Developing leadership depth and succession readiness
 </li>
 <li>
 Project Management Control
 
 
 
 
 </li>
 </ul>
 The Vice President of Operations is accountable for disciplined project execution across applicable work.
 
 
 This includes accountability for:
 
 
 
 <ul>
 <li>
 Clear project ownership and authority
 </li>
 <li>
 Standardized project lifecycle control (authorization &rarr; plan &rarr; execute &rarr; close)
 </li>
 <li>
 Schedule integrity and scope control
 </li>
 <li>
 Prevention of undocumented or unpaid work
 </li>
 <li>
 Operational Planning &amp; Coordination
 
 
 
 
 </li>
 </ul>
 The Vice President of Operations is accountable for ensuring work is planned realistically and executed reliably.
 
 
 This includes accountability for:
 
 
 
 <ul>
 <li>
 Capacity planning across construction and service operations
 </li>
 <li>
 Coordination between project management and field execution
 </li>
 <li>
 Prevention of overcommitment and reactive rescheduling
 </li>
 <li>
 Maintaining a consistent operational cadence
 </li>
 <li>
 Process Ownership &amp; Standardization
 
 
 
 
 </li>
 </ul>
 The Vice President of Operations is accountable for defining and enforcing the company&rsquo;s operational standard work.
 
 
 This includes accountability for:
 
 
 
 <ul>
 <li>
 Defining SOPs for critical operational functions
 </li>
 <li>
 Ensuring SOPs are trained, used, and enforced
 </li>
 <li>
 Eliminating variation that creates inefficiency or risk
 </li>
 <li>
 Supporting continuous improvement without disrupting execution
 </li>
 <li>
 Operational Reporting &amp; Leadership Visibility
 
 
 
 
 </li>
 </ul>
 The Vice President of Operations is accountable for providing leadership with accurate, timely, and actionable operational information.
 
 
 This includes accountability for:
 
 
 
 <ul>
 <li>
 Defining operational KPIs across construction, service, and project management
 </li>
 <li>
 Conducting weekly operational reviews with direct reports
 </li>
 <li>
 Managing by exception when results are out of range
 </li>
 <li>
 Providing transparent upward reporting to executive leadership
 
 
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 Qualifications
 
 
 
 Experience
 
 
 
 <ul>
 <li>
 Minimum 10 years of operations leadership experience
 </li>
 <li>
 HVAC, plumbing, or construction industry experience strongly preferred
 </li>
 <li>
 Demonstrated success managing operations through metrics and systems
 
 
 
 
 </li>
 </ul>
 Knowledge &amp; Skills
 
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree in business, Construction Management, Engineering, or related field (or equivalent experience)
 </li>
 <li>
 Strong operational judgment
 </li>
 <li>
 Ability to enforce standards consistently
 </li>
 <li>
 Clear written and verbal communication
 </li>
 <li>
 Independent decision-making with appropriate escalation
 
 
 
 
 </li>
 </ul>
 #ZR
 
 
 We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
</div>

VP of Operations - HVAC

PJT Partners

<div>PJT Partners is a global advisory-focused investment bank. Our team of senior professionals delivers a wide array of strategic advisory, shareholder advisory, restructuring and special situations and private fund advisory and placement services to corporations, financial sponsors, institutional investors and governments around the world. We offer a unique portfolio of advisory services designed to help our clients achieve their strategic objectives. We also provide, through PJT Park Hill, private fund advisory and fundraising services for alternative investment managers, including private equity funds, real estate funds and hedge funds.
From the beginning, PJT Partners has firmly believed that having the best people is key to building an enduring franchise. Our perspective was, and remains, that a great team brings in both top tier clients and appeals to a wide-range of diverse, talented colleagues. Fostering an inclusive culture, which welcomes differing perspectives and beliefs, enables us to provide the best advice and insights to our clients.
To learn more about PJT Partners, please visit our website at www.pjtpartners.com .
<h1 class="jobSectionHeader">Responsibilities
</h1>PJT's International Finance team is responsible for supporting the firm's operations outside the US and is looking to hire a Finance Manager to build out our finance capability in the Middle East. Based in Riyadh and reporting into the International Controller in London, this position operates as an extension of the London-based International Finance team, with the autonomy to manage day-to-day financial operations effectively in the region. Day-to-day, the Finance Manager will partner with our global corporate functions, including Compliance, and integrate closely with the broader finance function spanning Tax, Equity, Policy, and others.
<ul><li>Managing the close processes, including accounts payable, accounts receivable, and bank reconciliations
</li><li>Managing the regulatory filings and ensuring compliance with local regulatory requirements (e.g. the CMA and DFSA)
</li><li>Coordinating statutory audits and monitoring IFRS and local regulatory developments across jurisdictions
</li><li>Managing treasury operations including supporting cash flow forecasts, , intercompany funding, cross-border transfers, and banking relationships
</li><li>Preparing monthly management accounts (P&amp;L and balance sheet) and supporting management and operating committee reporting
</li><li>Supporting tax compliance across the region, including VAT (ZATCA/FTA), Zakat, Corporate Income Tax, ZATCA e-invoicing
</li><li>Maintaining relationships with business partners, external auditors, legal counsel, and regulatory bodies in the region
</li><li>Partnering with colleagues across the global finance function on strategic initiatives, entity structuring, and other ad hoc projects as the Middle East business evolves
</li></ul><h1 class="jobSectionHeader">Qualifications
</h1>We are looking for a highly motivated, commercially astute self-starter with strong communication skills and the ability to manage multiple stakeholders across cultures and time zones. The ideal candidate will possess the following:
<ul><li>Fully qualified accountant (ACA, ACCA, CPA, CMA, or equivalent) with 6&ndash;8 years&rsquo; finance experience, including at least 4 years in the Middle East
</li><li>Experience managing banking relationships across KSA and UAE, and general treasury management, including cash flow forecasting and intercompany funding
</li><li>Working knowledge of ZATCA, VAT, Zakat and UAE Corporate Tax
</li><li>Proficient in finance systems (Workday, Oracle, or similar) with advanced Excel skills
</li><li>Excellent communication skills; fluency in English required; Arabic language skills preferred
</li></ul>Applicant Privacy Notice:
View our Applicant Privacy Notice http://info.pjtpartners.com/PJT_Global_Applicant_Privacy_Notice here. If you are a California resident, please refer to our California Applicant Privacy Notice https://info.pjtpartners.com/California_Applicant_Privacy_Notice for further information .
*In order to be considered, please ensure your resume/CV is submitted in PDF format.</div>

Assistant Vice President - International Finance (Riyadh)

Hospital for Special Care

<div><h1 class="jobSectionHeader">Position Location:</h1>
Hospital for Special Care<h1 class="jobSectionHeader">
Scheduled Weekly Hours:</h1>
40<h1 class="jobSectionHeader">
Work Shift:</h1>
First Shift<h1 class="jobSectionHeader">
Department:</h1>
Fiscal
We are dedicated to creating an environment of care and engagement that makes us one of the most desirable places to work, providing exceptional care to each patient each and every day!
QUALIFICATIONS<ul><li>
Required: Bachelor&rsquo;s Degree in Accounting</li><li>
Required: 5-7 years of supervisory or consulting experience</li><li>
Required: Excellent written and verbal communication skills.</li><li>
Required: Knowledge of and experience with automated systems.</li><li>
Thorough knowledge of Generally Accepted Accounting Principles.</li><li>
Ability to perform and supervise the performance of a variety of projects and receive unexpected high priority assignments.</li><li>
Ability to resolve complex problems, which require strong analytical skills.</li><li>
Ability to set objectives, delegate and prioritize workflow to meet the overall objectives or the Center.</li><li>
Ability to plan, organize, supervise, train and review the work of the general accounting staff.</li></ul>
JOB SUMMARY
<ul><li>Coordinate and oversee the functions of Center of Special Care&rsquo;s Accounts Payable, Payroll, Fixed Assets, Budgeting and Forecasting and all other General Ledger functions in the preparation and consolidation of monthly and annual financial statements, account analysis, and statistical reports. Ensure all areas of the Hospital are better able to understand and monitor costs using the Cost Accounting System. Internal and External Reporting &ndash; 990&rsquo;s/1099&rsquo;s/Bond/Grants/Audits and HUD Filings.</li><li>
Responsible for ensuring accuracy and efficiency in each area&rsquo;s day to day activities and operations. Assists the Senior Vice President Finance/CFO as needed.</li></ul>
PHYSICAL DEMANDS
<ul><li>This position requires the ability to sit, walk and stand as needed. It also requires the ability to lift/carry 1 &ndash; 10 pounds positioning as in bending, squatting, balancing, reaching and twisting.</li></ul>
COGNITIVE DEMANDS
<ul><li>This position requires high levels of problem solving, written expression/communication, verbal expression/communication, reading/auditory comprehension and computation.</li></ul>
WORK DEMANDS
<ul><li>This position requires the ability to work both independently as well as with others. The position requires overtime on an as needed basis.</li></ul>
ESSENTIAL FUNCTIONS<ul><li>
Coordinates and oversees all month end, quarter end, and year end closings to ensure timeliness, accuracy and adherence to all Generally Accepted Accounting Principles. Coordinates year-end audit with auditors.</li><li>
Develops coordinates and monitors the yearly budget preparation and continues to modify, monitor and/or make appropriate budget changes as necessary throughout the year to respond to departmental and organizational changes.</li><li>
Oversees and assists with the coordination of the complete payroll process to ensure all back &ndash; up personnel and systems are always firmly in place.</li><li>
Oversees and assists with the coordination of the complete accounts payable process to ensure all back- up personnel and systems are always in place. Responsible for filing 1099&rsquo;s. Responsible for preparing the 990 Tax Returns for the Center and its affiliates.</li><li>
Oversees and provides guidance with hospital wide fixed asset system and reporting to ensure compliance to all policies and procedures.</li><li>
Serves as the primary liaison for the Fiscal Department and the external audit team on year end, financial audits.</li><li>
Is available to the Senior Vice President Finance/CFO for problem &ndash;solving, decision making and input into evaluations in a timely manner.</li></ul></div>

Controller

Saint Mary's College

<div>
 
 
 Description
 
 
 
 
 
 
 The Financial Planning Analyst leads budgeting and forecasting activities for the College. While the position's primary focus is the College's operating budget, the Analyst works closely with managers of grants, capital projects, and restricted funds to support comprehensive financial planning across all College funds.
 
 
 The Financial Planning Analyst is responsible for maintaining the College's multi-year financial plan and, in collaboration with Institutional Research and Student Engagement, the College's net tuition forecasting model. The position partners closely with Human Resources and the Provost's Office to support staffing planning and ensure personnel costs are accurately reflected in the budget.
 
 
 As a key member of the Finance and Operations team, the Financial Planning Analyst provides strategic financial analysis, forecasting, and decision support to senior leadership and contributes to presentations and reporting for the Board of Trustees' Financial Stewardship Committee. The successful candidate will possess strong analytical skills, budgeting expertise, financial systems knowledge, and the ability to communicate complex financial information to a variety of audiences.
 
 
 
 
 
 
 Job Responsibilities
 
 
 <ul>
 <li>
 Maintain and update the College's multi-year financial model to reflect changing assumptions, priorities, and institutional needs.
 </li>
 <li>
 Collaborate with the Office of Institutional Research and the Office of Student Engagement to maintain and enhance the College's net tuition forecasting model.
 </li>
 <li>
 Partner with Human Resources to maintain staffing plans and ensure budget projections accurately reflect approved staffing needs.
 </li>
 <li>
 Lead and oversee the College's annual budget development process.
 </li>
 <li>
 Chair the Budget Advisory Committee and participate in other committees and initiatives as assigned by the Vice President for Finance and Operations.
 </li>
 <li>
 Prepare and present major revenue and expense forecasts throughout the fiscal year, including variance analyses and recommendations for revenue enhancement and cost optimization.
 </li>
 <li>
 Support the Vice President and Controller in preparing financial reports, forecasts, and presentations for the Board of Trustees' Financial Stewardship Committee.
 </li>
 <li>
 Provide financial analysis and decision support to the Executive Team, including evaluating the financial viability of new initiatives and strategic investments.
 </li>
 <li>
 Serve as the functional lead for the College's budgeting and planning systems, including Oracle Enterprise Performance Management (EPM), Oracle Workforce Planning, and Oracle SmartView.
 </li>
 <li>
 Ensure data integrity, version control, testing, system enhancements, and ongoing optimization of budgeting and forecasting tools.
 </li>
 <li>
 Develop and maintain management reports, dashboards, and financial analytics to support informed decision-making.
 </li>
 <li>
 Collaborate with stakeholders across the College to promote sound financial planning and budgeting practices.
 </li>
 <li>
 Perform other duties as assigned.
 </li>
 </ul>
 
 
 
 
 
 Minimum Qualifications
 
 
 <ul>
 <li>
 Bachelor's degree in Accounting, Finance, or a related field.
 </li>
 <li>
 Five to seven years of progressively responsible experience in budgeting, financial planning, accounting, or related financial management functions, including at least three years of direct budgeting and forecasting experience.
 </li>
 <li>
 Higher education budgeting and financial planning experience strongly preferred.
 </li>
 <li>
 Demonstrated expertise in financial analysis, forecasting, budgeting, and quantitative modeling.
 </li>
 <li>
 Excellent written, verbal, and presentation communication skills.
 </li>
 <li>
 Strong interpersonal skills with the ability to build collaborative relationships across all levels of the organization.
 </li>
 <li>
 Ability to communicate financial and technology concepts effectively to both technical and non-technical audiences.
 </li>
 <li>
 Experience presenting financial analyses and recommendations to executive leadership.
 </li>
 <li>
 Strong project management and organizational skills with the ability to work independently and manage multiple priorities.
 </li>
 <li>
 Demonstrated leadership, critical thinking, and problem-solving abilities.
 </li>
 <li>
 Advanced proficiency in Microsoft Office, particularly Excel, and experience leveraging AI-enabled productivity tools such as Microsoft Copilot.
 </li>
 <li>
 Experience implementing, integrating, managing, or supporting ERP and/or budgeting systems.
 </li>
 <li>
 Strong sense of ownership, accountability, and continuous process improvement.
 </li>
 </ul>
 
 
 
 
 
 Preferred Qualifications
 
 
 <ul>
 <li>
 Master of Business Administration (MBA), Master of Public Administration (MPA), Certified Public Accountant (CPA), Certified Financial Analyst (CFA), or related advanced credential.
 </li>
 <li>
 Exceptional time management and organizational skills.
 </li>
 <li>
 Experience with Oracle Cloud ERP.
 </li>
 <li>
 Experience with Oracle Cloud EPM Budgeting and Planning.
 </li>
 <li>
 Experience supporting financial planning and budgeting processes within a higher education environment.
 </li>
 </ul>
 
 
 
 
 
 Eligibility to Work
 
 
 
 Applicants must be legally authorized to work in the United States at the time of hire and must not require visa sponsorship from the College, either now or in the future.
 
 
 
 
 
 
 Schedule
 
 
 
 40 Hours per Week / 12 Months / Monday&ndash;Friday
 
</div>

Financial Planning Analyst

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