Financial Planning and Analysis

• Oversee and administer fiscal operations, facilities-related financial activity, and asset management for the Tickle College of Engineering
• Provide financial guidance and transaction support for purchasing, contracts, payables, receivables, cash handling, travel, procurement cards, sales tax, labor distribution, effort certification, payroll coordination, and sponsored projects
• Reconcile monthly ledgers, correct discrepancies, assist with year-end close, and prepare labor distribution and effort certification
• Coordinate college-level purchasing, including the annual Computer Upgrade Program, and manage centralized contracts
• Track and inventory college assets
• Oversee cash receipts with the Bursar’s Office
• Administer sponsored projects alongside Principal Investigators
• Maintain transaction compliance and audit readiness
• Review procedures and recommend efficiency, accuracy, and compliance improvements
• Guide administrative staff on financial practices and draft financial correspondence
• Assist with Planon key and scan access as needed
• Compile and analyze financial data, produce stakeholder reports, identify trends and risks, and support financial planning and forecasting
• Audit biweekly and monthly payroll documents
• Review electronic time entry, enter or correct student worker time, verify pay rates and funding codes, advise on troubleshooting, and reconcile payroll reports

Financial Specialist

• Provide strategic consulting, advising, and implementation leadership for private donor funding stewardship
• Serve as the college-wide subject matter expert on private donor funding spending, donor restrictions, allowability, and fiscal policies
• Establish goals, priorities, and operating standards for private donor funding administration
• Advise deans, department heads, directors, and other leaders on complex donor funding matters
• Maintain relationships with campus partners and college stakeholders
• Escalate risks, trends, and significant exceptions and recommend improvements
• Supervise the Scholarship Coordinator, including goal setting, delegation, coaching, and annual performance evaluations
• Direct administrative support staff on donor funding projects and processes
• Manage scholarship and restricted donor fund allocations, expenditures, balances, and financial activity
• Provide stewardship and forecasting for endowed and restricted funds
• Lead financial reviews and planning/forecasting processes
• Administer donor funding workflows, including intake, approvals, documentation, budgeting support, and issue resolution
• Oversee setup of new private donor funding accounts
• Perform monthly reconciliations and coordinate corrections
• Coordinate with campus Financial Aid on college scholarship assignments
• Manage the campus scholarship award management system, including training and troubleshooting
• Develop communications and lead training on donor funding processes and policies
• Develop recurring and ad hoc reports, forecasts, and projections for college leadership
• Manage annual scholarship projection reporting
• Develop metrics and implement process improvements
• Interpret and apply federal, state, university, and donor requirements
• Evaluate gift agreement terms and reporting requirements
• Monitor budgets and expenses for allowability and compliance and mitigate financial and audit risk

Private Donor Funding Manager, Finance & Administration

• Lead and develop the Site Liaison Finance team through direction, coaching, workload management, and oversight
• Serve as a hands-on working manager by preparing journal entries and reviewing team work
• Own accounting and financial management of the overhead ledger
• Oversee month-end, quarter-end, and year-end close activities
• Review journal entries, account reconciliations, balance sheet activity, financial results, and supporting documentation
• Perform and oversee P&L and balance sheet analysis and investigate variances
• Ensure internal controls and accounting processes support accurate and compliant reporting
• Partner with Finance leadership, Technical Accounting, operations, and stakeholders to resolve complex accounting matters
• Drive accounting process improvements and standardization
• Provide leadership and accounting expertise in a shared-services environment
• Establish team expectations and accountability while supporting close and reporting deadlines
• Support budgeting, forecasting, audit, and other financial reporting activities
• Maintain regular and reliable attendance and perform other assigned duties

Finance Manager, Site Liaison

• Work with individuals, families, and small businesses to help protect and grow their financial future
• Make an impact by providing paths to financial stability and peace of mind
• Establish impactful community networks and build referral connections
• Develop and maintain long-term client relationships
• Provide customized financial strategies and solutions through factfinding and holistic financial planning
• Broaden and deepen skills through ongoing professional development and joint work
• Design a roadmap to leadership and specialized roles

Financial Advisor

• Engage with clients in person, by phone, and online
• Build meaningful client relationships and trust
• Analyze clients’ financial information
• Develop personalized action plans
• Offer tailored financial options and solutions
• Represent Apprisen in local communities
• Provide financial education to community groups
• Contribute to continuous improvements and innovations

Financial Services Specialist

• Serve as a strategic analytical partner to Kele’s finance and business leadership teams
• Leverage data and financial analysis to identify opportunities and drive informed decision-making
• Analyze complex, ambiguous business questions and develop data-driven recommendations
• Lead strategic analytical projects from problem definition through analysis, recommendation, and implementation
• Evaluate growth opportunities involving new markets, facilities, distribution capabilities, customer segments, and investments
• Assess the financial and strategic impact of major business decisions
• Use Kele’s data and technology resources to uncover trends and improve business performance
• Develop financial analyses and business cases for investment decisions
• Analyze pricing, marketing, and commercial strategies, including marketing ROI, customer economics, and commission structures
• Partner cross-functionally with finance, operations, sales, marketing, IT, and other functions
• Support M&A and strategic initiatives, including acquisition evaluation and transaction analysis
• Identify opportunities to improve processes, systems, and analytical capabilities
• Build a repeatable analytical framework to prioritize strategic opportunities and investments

Financial Planning and Analysis jobs in Tennessee

Financial Specialist

Private Donor Funding Manager, Finance & Administration

Finance Manager, Site Liaison

Financial Advisor

Financial Services Specialist

Director of Finance