Associate Director of Management Reporting/Performance (Financial Planning and Analysis)

DESCRIPTION

Reporting to the Chief Performance Officer of Enterprise Performance and Data Analytics, produces monthly and quarterly financial performance and management reporting for the CFO.

Leverages business intelligence and visualization tools to facilitate timely and accurate financial management reporting.
Oversees and assists in the design and development of financial reporting leveraging internal and external data, business intelligence tools and statistical and analytical techniques.
Enhances and continuously improves management reporting.
Provides reports and presents to key audiences to assist with financial reporting and operational decision making.
Applies forecasting and scenario based analysis and tools to inform business decisions and performance insights.
Simplifies and effectively explains esoteric financial and business performance data to benefit CFO, Emory Leadership, and Board of Trustees decision making.
Presents the story that the data is telling.
Projects into the future, weighs various scenarios and customizes complex theoretical information to produce proactive insights on key metrics and business questions.
Partners effectively with the Controller’s office, Treasury and key stakeholders to anticipate questions about enterprise cash flow and financial projections to provide preemptive answers to the CFO and Emory Leadership.
Provides decision support for special projects and initiatives.
Approaches problems from different perspectives to suggest and implement solutions.
Liases with the University Budget Office to report on the financial performance of the University Strategic Plan.
Supports Enterprise Performance Metric Reporting and completes timely and accurate ad hoc financial reporting requests. Performs related responsibilities as required.

MINIMUM QUALIFICATIONS:

Bachelor’s degree in accounting, finance, business administration or related field and 7 years of financial planning and analysis, cash management, and/or budgeting experience preferably in a business environment. MBA preferred.
Supervisory/managerial experience. Experience with PeopleSoft, Banner, Workday or other ERP systems. Proficiency with Microsoft Office skills (Excel, Word, PowerPoint).
Prefer experience obtaining data directly from data warehouses using SQL, not simply through a present reporting GUI.
Strong understanding of and experience with financial management reporting (non-GAAP) best practices and of financial data.
Superior analytical skills.
Experience with applying forecasting and scenario analytical tools and methodologies to inform business decisions and performance insights.
Adept at using logic and reasoning to work through complex problems and analyze information.
Strong business partnering and interpersonal skills.
Excellent verbal and written communication skills.
Demonstrated ability to develop a story with data.