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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial planning, budget management, and resource allocation within a complex organizational structure, with a strong ability to present financial analyses and recommendations to senior leadership and governing bodies.
Highest-signal resume keywords
Financial PlanningBudget ManagementResource AllocationPresentation SkillsLeadership Development
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisBudgeting FrameworksSensitivity AnalysisTuition ModelingCompensation Planning
Soft Skills
Strategic AdvisingClear CommunicationCollaboration
Tools & Technologies
Workday FinanceHCMAdaptive Planning
Certifications & Qualifications
Certified Public AccountantMaster's Degree in AccountingMaster's Degree in FinanceMaster's Degree in Business Administration
Industry Keywords
Higher EducationHealth Care FinanceResource PlanningBoard of TrusteesEnrollment Projections
About the role
Key responsibilities & impact- Lead the university's annual operating budget process for the Danforth Campus, WashU Medicine, and Central Fiscal Unit
- Set budget guidelines and standards
- Advise the VC, CFO, and senior leadership on strategic resource deployment
- Prepare and present materials to the Board of Trustees Finance Committee
- Build and maintain multi-year and long-range financial plans
- Model the financial impact of major institutional initiatives
- Lead tuition and revenue modeling with the Provost's Office and Undergraduate Admissions/Financial Aid
- Project enrollment and net tuition income
- Model the financial impact of enrollment and financial aid initiatives
- Develop compensation planning guidelines and position budgeting frameworks
- Develop financial scenarios, sensitivity analyses, stress tests, and models
- Lead, develop, and evaluate the Resource Planning & Budget team
- Partner with finance function leaders to align resource plans with operational realities and data-driven insight
- Perform other duties as assigned
Requirements
What you’ll need- Bachelor's degree
- Ten years of progressively responsible finance, budget or resource planning experience in a university, health care institution, or comparably complex organization
- Experience presenting to and working with senior leadership and a Board of Trustees or equivalent governing body
- Ability to translate complex financial analysis into clear recommendations for executive audiences
- Experience in a higher education environment preferred
- Knowledge of Workday Finance, HCM, and Adaptive Planning preferred
- Master's degree in Accounting, Finance, or Business Administration (MBA) preferred
- Certified Public Accountant (CPA) preferred
- Additional related education can substitute for experience
- Ability to travel to on- and off-campus locations
- Successful completion of required pre-employment screening
Benefits
Comp & perks- Comprehensive and competitive benefits package; eligibility subject to employment status, FTE workload, and weekly standard hours
- Pre-employment screening and verification associated with employment offers
