Financial Planning and Analysis

• Own the school’s budgeting process and lead the annual budgeting process.
• Manage financial planning and ongoing budget management across departments.
• Prepare accurate and timely financial reports, forecasts, and variance analyses for leadership.
• Provide strategic financial guidance to support decision-making across academic, administrative, and operational teams.
• Implement and maintain best practices in financial controls, reporting, and compliance.
• Translate financial data into actionable insights for non-finance stakeholders.
• Ensure compliance with all applicable regulations and internal policies.
• Partner with department heads to develop, monitor, and manage budgets.

Finance Manager

Operational Finance Manager

Senior Analyst, FP&A

Investment Buying Coordinator

Associate, FP&A, Finance & Operations

Junior Investment Advisor Associate