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ASSOC VP, FINANCIAL PLANNING & ANALYSIS
Job Title: ASSOC VP, FINANCIAL PLANNING & ANALYSIS
Job Code: 2881
FLSA: E
Job Level: 98
Revised Date: 03/15/2022
Job Family: JF 28
Occupational Summary
Leads a central financial function that provides a strategic view to the fiscal management of the University and its divisions. Responsible for overseeing quality strategic financial planning and analysis required to inform University leadership's decision-making regarding allocation of capital and operating resources in support of university priorities.
Work Performed
Work collaboratively across the University to support high-level strategic planning issues and initiatives, special projects of interest to senior University leadership, and longer-term financial plans to further the University missions.
Advance the financial function at the University at multiple levels, and enhance the University's ability to strategically plan and manage its finances across all of its operations.
Assume an important leadership role, working with senior divisional administrators to reach agreement on University-wide initiatives and issues, while continuing to honor the University's unique decentralized qualities and traditions.
Key areas of responsibility include:
Advise senior University leadership (e.g., president, provost, deans, executive vice president, vice president for finance) on a broad range of strategic financial issues and initiatives
Serve as a liaison to the Board of Trustees and along with the president, provost, executive vice president, vice president of finance, associate vice president and controller, associate vice president for budgets and central business operations, and senior staff, advising the Board on the full range of strategy-related matters
Lead an internal consulting team of analysts to help inform decision making among senior leaders relating to a wide range of strategy and policy issues
Hire and develop talented staff to create a strong and well-organized team, as well as creating and supporting an exciting and energetic working environment
Lead innovative change that will improve the use of University resources while maintaining the institution's high degree of responsible stewardship.
Key opportunities include:
Understanding of the University's key missions of research, teaching and service and the importance of framing the planning process in support of academic priorities and related strategic initiatives.
Establishing effective planning presentations and communications to Duke's Board of Trustees, senior leaders, and campus stakeholders.
Providing analytic capacity and consulting services in support of strategic initiatives and business and academic program opportunities, in collaboration with senior leadership at the divisional or University level.
Identifying and assessing new strategic business and revenue generation opportunities, including the consideration of any key risks/challenges, potential political and cultural impacts and the creation of business and communication plans for each initiative.
Working with development and alumni engagement to help inform their work and coordinate on financial projections.
Collaboate with people, departments and units to optimize current systems and achieve organizational efficiency and growth.
Required Qualifications at this Level
Education/Training
Bachelor's degree required. An MBA, CPA, and/or other relevant advanced professional/graduate degree is strongly preferred or the equivalent combination of education and experience.
Experience
At least ten (10) years' experience leading and managing financial and business operations at a research university or equivalent experience advising to, or with career progression in, a large complex organization.
Demonstrated knowledge of and experience managing financial and capital planning processes in a multi-divisional environment.
Proven leadership success in establishing and maintaining productive, collaborative relationships with a full range of internal and external constituencies.
Skills
Required personal characteristics and competencies include:
A data-driven approach at all levels, from the ability to assess the validity of data and analyses to the use of data to inform high-level, cross-divisional strategic decisions
A technological acumen and a proven ability to evaluate and enhance an organization's financial information management infrastructure
An ability to work well within and across a complex organization in an academic setting and with faculty leadership, in order to support their pursuits
An aptitude for people management: developing staff, managing and raising performance and delegating responsibility at appropriate points
A 'high-level view,' with ability to balance multiple priorities and to identify opportunities for the institution to gain efficiencies and to further advance its mission
A senior-level presence that inspires confidence and builds credibility with other senior-level stakeholders from across various divisions of the institution.
Demonstrated ability to lead strategically with vision, energy and passion in a culture of ambiguity.
Significant experience making public presentations to different constituencies and financial groups, including presentations to senior leadership.
A thoughtful listener, strategic thinker, strong communicator and negotiator with unquestionable integrity.
Must have strong organizational skills, a flexible work style and be able to manage multiple challenging projects simultaneously in a fast- paced work environment.
Evident ability to recruit, hire and lead a talented and diverse workforce.
The intent of this job description is to provide a representative and level of the types of duties and responsibilities that will be required of positions given this title and shall not be construed as a declaration of the total of the specific duties and responsibilities of any particular position. Employees may be directed to perform job-related tasks other than those specifically presented in this description.
Duke University is an Affirmative Action/Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, gender, gender expression, gender identity, genetic information, national origin, race, religion, sex, sexual orientation, or veteran status.
Duke aspires to create a community built on collaboration, innovation, creativity, and belonging. Our collective success depends on the robust exchange of ideas-an exchange that is best when the rich diversity of our perspectives, backgrounds, and experiences flourishes. To achieve this exchange, it is essential that all members of the community feel secure and welcome, that the contributions of all individuals are respected, and that all voices are heard. All members of our community have a responsibility to uphold these values.
Essential Physical Job Functions
Certain jobs at Duke University and Duke University Health System may include essential job functions that require specific physical and/or mental abilities. Additional information and provision for requests for reasonable accommodation will be provided by each hiring department.
