Financial Planning & Analysis Lead

Carlos Albizu University

Puerto Rico
Permanent
Full-time

6 days ago

Position: Financial Planning & Analysis LeadDepartment: FinanceLocation: San JuanCarlos Albizu University is a higher education Institution committed to academic excellence, mental health training, and service to all communities. We are looking for professionals who wish to contribute to an institutional culture based on integrity, compliance and continuous improvement.MAIN FUNCTIONReporting to the Chief Financial and Business Development Officer, the Financial Planning & Analysis Lead is responsible for leading institutional financial planning, budgeting, forecasting, and strategic financial analysis.This role partners closely with executive leadership to deliver timely financial insights, forward-looking projections, and data-driven recommendations that support institutional growth, operational efficiency, and long-term financial sustainability.REQUIREMENTSMaster's degree in Finance, Accounting, Economics, or Business Administration.
Minimum of five (5) years of experience in financial planning, budgeting, or strategic financial analysis.
Experience developing advanced financial models.
Advanced proficiency in Excel and financial analysis tools.
Experience with financial ERP systems.
Professional proficiency in English and Spanish (written and verbal).PreferredExperience in higher education or other highly regulated environments.
Knowledge of tuition modeling and higher education financial structures.Key Responsibilities:Lead the annual institutional and capital budgeting process.
Develop multi-year financial forecasts and scenario modeling.
Partner with academic and administrative units in budget planning.
Monitor budget performance and conduct variance analysis (budget vs. actual).
Prepare monthly, quarterly, and annual financial analysis for executive leadership.
Analyze tuition revenue, grants, clinical operations, and other institutional revenue streams.
Identify financial risks and opportunities for operational optimization.
Build KPI dashboards for leadership and executive team.
Conduct program-level profitability analysis.Benefits - According to Albizu Employee HandbookVacation Leave: accrual of hours per month, starting after 120 hours worked.
Sick Leave: accrual of hours per month, starting after 120 hours worked.
Holidays: approximately 18 days per year, according to the academic calendar.Starting on the 1st of the month, after 90 days of employment:Medical Plan: participation in the group medical plan, to which the employer contributes $3, annually.
Retirement Plan: the employer contributes 5% of the employee's annual base salary.
Life Insurance: twice the annual base salary; optional supplemental insurance available. Short- and Long-Term Disability Insurance.Albizu University complies with Federal and State equal employment opportunity laws; qualified applicants are considered for all positions without regard to race, color, religion, sex, national origin, age, marital status, veteran status, non-job-related disability, or any other protected group status.Application deadline: April 15 , ****

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